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ISHARES TR
ISHARES TR. Institutional holdings reported to the SEC.

Institutional Holders (2017Q2)
Portfolio Summary: 78 Institutional holders with a total value of $219,702,293.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 AXA S.A. 239,454 35,049,000 15.95%
2 AMERIPRISE FINANCIAL INC 183,518 26,859,000 12.23%
3 BANK OF AMERICA CORP /DE/ 127,351 18,641,000 8.48%
4 MORGAN STANLEY 113,331 16,588,000 7.55%
5 JPMORGAN CHASE & CO 91,597 13,407,000 6.10%
6 Commonwealth Equity Services, Inc 66,738 9,768,000 4.45%
7 LPL Financial LLC 65,868 9,641,000 4.39%
8 UBS Group AG 62,633 9,168,000 4.17%
9 ROYAL BANK OF CANADA 58,361 8,542,000 3.89%
10 CORNERSTONE WEALTH MANAGEMENT, LLC 47,131 6,901,000 3.14%
11 WELLS FARGO & COMPANY/MN 43,772 6,407,000 2.92%
12 Private Advisor Group, LLC 43,022 6,300,000 2.87%
13 GOOD LIFE ADVISORS, LLC 42,970 6,289,000 2.86%
14 West Coast Financial LLC 26,678 3,905,000 1.78%
15 Crestwood Advisors Group, LLC 25,586 3,777,000 1.72%
16 RAYMOND JAMES & ASSOCIATES 24,175 3,539,000 1.61%
17 SUNTRUST BANKS INC 21,350 3,125,000 1.42%
18 GOLDMAN SACHS GROUP INC 18,845 2,758,000 1.26%
19 Raymond James Financial Services Advisors, Inc. 18,574 2,719,000 1.24%
20 Mathes Company, Inc. 12,675 1,855,000 0.84%
21 CETERA INVESTMENT ADVISERS 11,778 1,720,000 0.78%
22 Cetera Advisors LLC 11,778 1,720,000 0.78%
23 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,206 1,347,000 0.61%
24 CITIGROUP INC 8,880 1,300,000 0.59%
25 IFP ADVISORS, INC 7,481 1,095,000 0.50%
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,844 1,002,000 0.46%
27 THRESHOLD GROUP LLC 6,743 987,000 0.45%
28 LADENBURG THALMANN FINANCIAL SERVICES INC. 6,563 961,000 0.44%
29 HighTower Advisors, LLC 6,410 939,000 0.43%
30 MML INVESTORS SERVICES, INC. 6,103 893,000 0.41%
31 Cetera Advisor Networks LLC 4,911 720,000 0.33%
32 JANE STREET GROUP, LLC 4,734 693,000 0.32%
33 NATIONAL PLANNING CORP 4,510 662,000 0.30%
34 FIRST CAPITAL ADVISORS GROUP, LLC. 4,221 618,000 0.28%
35 VOYA FINANCIAL ADVISORS, INC. 4,211 615,000 0.28%
36 Cambridge Investment Research Advisors, Inc. 4,189 613,000 0.28%
37 BESSEMER GROUP INC 4,000 585,000 0.27%
38 First Allied Advisory Services, Inc. 3,922 574,000 0.26%
39 Dana Investment Advisors, Inc. 3,550 520,000 0.24%
40 Liberty Capital Management, Inc. 3,065 449,000 0.20%
41 GENWEALTH GROUP, INC. 2,917 426,000 0.19%
42 Atria Investments, Inc 2,840 416,000 0.19%
43 ADVISOR GROUP, INC. 2,474 363,000 0.17%
44 FMR LLC 2,400 351,000 0.16%
45 Asset Management Group, Inc. 2,229 326,000 0.15%
46 Stratos Wealth Partners, LTD. 2,198 322,000 0.15%
47 Creative Planning 2,076 304,000 0.14%
48 SCHRODER INVESTMENT MANAGEMENT GROUP 2,015 294,000 0.13%
49 Sigma Planning Corp 1,980 290,000 0.13%
50 Timber Hill LLC 1,963 287,000 0.13%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.