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

Institutional Holders (2017Q2)
Portfolio Summary: 54 Institutional holders with a total value of $137,968,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 AXA S.A. 441,336 42,366,000 30.71%
2 ROYAL BANK OF CANADA 141,233 13,558,000 9.83%
3 BANK OF AMERICA CORP /DE/ 117,352 11,265,000 8.16%
4 GENWEALTH GROUP, INC. 111,627 10,715,000 7.77%
5 MORGAN STANLEY 97,357 9,346,000 6.77%
6 SPC Financial, Inc. 95,030 9,122,000 6.61%
7 WELLS FARGO & COMPANY/MN 72,447 6,954,000 5.04%
8 LPL Financial LLC 64,274 6,170,000 4.47%
9 GOLDMAN SACHS GROUP INC 44,696 4,291,000 3.11%
10 UBS Group AG 44,516 4,273,000 3.10%
11 JPMORGAN CHASE & CO 28,390 2,725,000 1.98%
12 Commonwealth Equity Services, Inc 24,211 2,324,000 1.68%
13 Courage Miller Partners, LLC 19,394 1,862,000 1.35%
14 Cetera Advisor Networks LLC 15,811 1,516,000 1.10%
15 RAYMOND JAMES & ASSOCIATES 15,594 1,497,000 1.09%
16 AMERIPRISE FINANCIAL INC 11,279 1,083,000 0.78%
17 CITIGROUP INC 10,798 1,037,000 0.75%
18 Raymond James Financial Services Advisors, Inc. 8,037 771,000 0.56%
19 SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,415 712,000 0.52%
20 B. Riley Wealth Advisors, Inc. 5,742 552,000 0.40%
21 ADVISOR GROUP, INC. 5,126 491,000 0.36%
22 Cambridge Investment Research Advisors, Inc. 5,065 486,000 0.35%
23 BAIRD FINANCIAL GROUP, INC. 4,820 463,000 0.34%
24 CWM, LLC 4,183 402,000 0.29%
25 Virtu KCG Holdings LLC 4,008 385,000 0.28%
26 ULLMANN WEALTH PARTNERS GROUP, LLC 3,472 333,000 0.24%
27 Sigma Planning Corp 3,421 328,000 0.24%
28 STIFEL FINANCIAL CORP 3,245 313,000 0.23%
29 Summit Asset Management, LLC 3,212 308,000 0.22%
30 AUSDAL FINANCIAL PARTNERS, INC. 2,370 228,000 0.17%
31 NATIONAL PLANNING CORP 2,355 227,000 0.16%
32 LADENBURG THALMANN FINANCIAL SERVICES INC. 2,256 216,000 0.16%
33 RFG Advisory, LLC 2,234 215,000 0.16%
34 Janney Montgomery Scott LLC 2,184 210,000 0.15%
35 SII INVESTMENTS INC/WI 2,161 207,000 0.15%
36 Jacobus Wealth Management, Inc. 2,100 202,000 0.15%
37 D.A. DAVIDSON & CO. 1,091 104,000 0.08%
38 SYNOVUS FINANCIAL CORP 1,024 98,000 0.07%
39 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,013 97,000 0.07%
40 HUNTINGTON NATIONAL BANK 930 89,000 0.06% PRN
41 IHT WEALTH MANAGEMENT, LLC 700 80,000 0.06%
42 FIRST INTERSTATE BANK 725 70,000 0.05%
43 PNC FINANCIAL SERVICES GROUP, INC. 730 70,000 0.05%
44 Ironwood Financial, llc 497 48,000 0.03%
45 GLOBAL RETIREMENT PARTNERS, LLC 465 45,000 0.03%
46 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 351 34,000 0.02%
47 PARALLEL ADVISORS, LLC 306 30,000 0.02%
48 NEXT Financial Group, Inc 197 19,000 0.01%
49 US BANCORP \DE\ 110 11,000 0.01%
50 GENEOS WEALTH MANAGEMENT INC. 105 10,000 0.01%
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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.