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

Institutional Holders (2016Q3)
Portfolio Summary: 74 Institutional holders with a total value of $250,994,824.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Bank of New York Mellon Corp 207,814 32,090,000 12.79%
2 UBS Group AG 179,378 27,700,000 11.04%
3 WELLS FARGO & COMPANY/MN 153,136 23,647,000 9.42%
4 MORGAN STANLEY 141,781 21,894,000 8.72%
5 RAYMOND JAMES & ASSOCIATES 140,187 21,648,000 8.62%
6 Commonwealth Equity Services, Inc 89,630 13,841,000 5.51%
7 LADENBURG THALMANN FINANCIAL SERVICES INC. 84,813 13,098,000 5.22%
8 AMERIPRISE FINANCIAL INC 84,426 13,036,000 5.19%
9 BANK OF AMERICA CORP /DE/ 77,175 11,918,000 4.75%
10 LPL Financial LLC 69,192 10,549,000 4.20%
11 Raymond James Financial Services Advisors, Inc. 47,602 7,351,000 2.93%
12 Greenwich Wealth Management LLC 32,958 5,089,000 2.03%
13 JANE STREET GROUP, LLC 29,817 4,604,000 1.83%
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 25,150 3,884,000 1.55%
15 ROYAL BANK OF CANADA 23,084 3,565,000 1.42%
16 PARSONS CAPITAL MANAGEMENT INC/RI 22,725 3,509,000 1.40%
17 MSI Financial Services Inc 19,694 3,041,000 1.21%
18 NATIONAL PLANNING CORP 16,076 2,404,000 0.96%
19 GENEOS WEALTH MANAGEMENT INC. 15,478 2,390,000 0.95%
20 HighTower Advisors, LLC 15,413 2,376,000 0.95%
21 Cetera Advisors LLC 14,106 2,169,000 0.86%
22 WESPAC Advisors, LLC 13,263 2,048,000 0.82%
23 ADVISOR GROUP, INC. 12,516 1,932,000 0.77%
24 VOYA FINANCIAL ADVISORS, INC. 10,495 1,610,000 0.64%
25 Ameritas Investment Partners, Inc. 8,970 1,385,000 0.55%
26 INVESTMENT CENTERS OF AMERICA INC 8,431 1,301,000 0.52%
27 THRESHOLD GROUP LLC 6,837 1,056,000 0.42%
28 WAYNE HUMMER INVESTMENTS L.L.C. 6,739 1,041,000 0.41%
29 CITIGROUP INC 6,681 1,032,000 0.41%
30 AXA S.A. 6,466 998,000 0.40%
31 Concert Wealth Management Inc. 4,677 721,000 0.29%
32 Summit Asset Management, LLC 4,658 719,000 0.29%
33 NWAM LLC 4,353 672,000 0.27%
34 Private Advisor Group, LLC 4,157 634,000 0.25%
35 Cambridge Investment Research Advisors, Inc. 3,457 534,000 0.21%
36 Liberty Capital Management, Inc. 2,550 389,000 0.15%
37 Sigma Planning Corp 2,455 379,000 0.15%
38 GOLDMAN SACHS GROUP INC 2,328 359,000 0.14%
39 First Allied Advisory Services, Inc. 2,294 354,000 0.14%
40 STIFEL FINANCIAL CORP 2,218 346,000 0.14%
41 BB&T SECURITIES, LLC 2,012 310,000 0.12%
42 Ironwood Financial, llc 1,926 297,000 0.12%
43 Cetera Advisor Networks LLC 1,868 288,000 0.11%
44 MARCO INVESTMENT MANAGEMENT LLC 1,722 266,000 0.11%
45 PNC FINANCIAL SERVICES GROUP, INC. 1,724 266,000 0.11%
46 BSC PRIVATE WEALTH MANAGEMENT, LLC 1,445 220,000 0.09%
47 NEXT Financial Group, Inc 1,413 218,000 0.09%
48 WEDBUSH SECURITIES INC 1,398 216,000 0.09%
49 Janney Montgomery Scott LLC 1,345 208,000 0.08%
50 IFP ADVISORS, INC 1,284 198,000 0.08%
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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.