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

Institutional Holders (2017Q2)
Portfolio Summary: 182 Institutional holders with a total value of $872,516,366.
#
Manager Name
Shares
Value ($)
%
Options
Notes
151 LaFleur & Godfrey LLC 30,470 3,223,000 0.37%
152 PNC FINANCIAL SERVICES GROUP, INC. 31,078 3,288,000 0.38%
153 PROBITY ADVISORS, INC. 32,440 3,432,000 0.39%
154 Bragg Financial Advisors, Inc 33,090 3,500,000 0.40%
155 Beaumont Financial Partners, LLC 35,341 3,738,000 0.43%
156 Orion Porfolio Solutions, LLC 38,416 4,064,000 0.47%
157 Curbstone Financial Management Corp 38,675 4,091,000 0.47%
158 STIFEL FINANCIAL CORP 42,893 4,553,000 0.52%
159 BOYS ARNOLD & CO INC 43,823 4,636,000 0.53%
160 C-J ADVISORY, INC. 47,584 5,033,000 0.58%
161 Raymond James Financial Services Advisors, Inc. 48,370 5,116,000 0.59%
162 Cypress Capital Group 65,240 6,901,000 0.79%
163 INDEPENDENCE ADVISORS, LLC 82,418 8,718,000 1.00%
164 Commonwealth Equity Services, Inc 85,456 9,039,000 1.04%
165 JANE STREET GROUP, LLC 86,356 9,135,000 1.05%
166 Efficient Advisors, LLC 90,483 9,571,000 1.10%
167 ENVESTNET ASSET MANAGEMENT INC 90,716 9,596,000 1.10%
168 COLDSTREAM CAPITAL MANAGEMENT INC 92,416 9,776,000 1.12%
169 Bank of New York Mellon Corp 93,408 9,881,000 1.13%
170 LPL Financial LLC 99,380 10,512,000 1.20%
171 JAMES INVESTMENT RESEARCH, INC. 111,186 11,761,000 1.35%
172 WELLS FARGO & COMPANY/MN 143,093 15,136,000 1.73%
173 BlackRock Finance, Inc. 210,835 22,302,000 2.56%
174 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 233,063 24,653,000 2.83%
175 Karpus Management, Inc. 241,448 25,540,000 2.93%
176 ROYAL BANK OF CANADA 264,877 28,019,000 3.21%
177 AMERIPRISE FINANCIAL INC 356,872 37,842,000 4.34%
178 MORGAN STANLEY 453,332 47,954,000 5.50%
179 US BANCORP \DE\ 479,286 50,699,000 5.81%
180 SEI INVESTMENTS CO 706,293 74,711,000 8.56%
181 UBS Group AG 800,788 84,707,000 9.71%
182 BANK OF AMERICA CORP /DE/ 1,903,120 201,312,000 23.07%
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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.