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

Institutional Holders (2016Q4)
Portfolio Summary: 73 Institutional holders with a total value of $244,494,104.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UBS Group AG 189,140 29,748,000 12.17%
2 WELLS FARGO & COMPANY/MN 180,757 28,430,000 11.63%
3 MORGAN STANLEY 141,371 22,235,000 9.09%
4 RAYMOND JAMES & ASSOCIATES 137,420 21,613,000 8.84%
5 Commonwealth Equity Services, Inc 105,805 16,641,000 6.81%
6 AMERIPRISE FINANCIAL INC 93,817 14,751,000 6.03%
7 LADENBURG THALMANN FINANCIAL SERVICES INC. 89,885 14,136,000 5.78%
8 BANK OF AMERICA CORP /DE/ 88,903 13,982,000 5.72%
9 LPL Financial LLC 72,137 11,440,000 4.68%
10 Raymond James Financial Services Advisors, Inc. 48,872 7,687,000 3.14%
11 GOOD LIFE ADVISORS, LLC 40,784 6,528,000 2.67%
12 Greenwich Wealth Management LLC 33,830 5,321,000 2.18%
13 ROYAL BANK OF CANADA 26,700 4,200,000 1.72%
14 JANE STREET GROUP, LLC 25,657 4,035,000 1.65%
15 PARSONS CAPITAL MANAGEMENT INC/RI 22,615 3,557,000 1.45%
16 MSI Financial Services Inc 19,369 3,046,000 1.25%
17 GENEOS WEALTH MANAGEMENT INC. 18,587 2,923,000 1.20%
18 NATIONAL PLANNING CORP 18,005 2,903,000 1.19%
19 SG Americas Securities, LLC 16,748 2,634,000 1.08%
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,524 2,599,000 1.06%
21 HighTower Advisors, LLC 15,605 2,454,000 1.00%
22 Cetera Advisors LLC 14,613 2,306,000 0.94%
23 VOYA FINANCIAL ADVISORS, INC. 13,614 2,151,000 0.88%
24 Ameritas Investment Partners, Inc. 11,968 1,882,000 0.77%
25 ADVISOR GROUP, INC. 8,751 1,378,000 0.56%
26 INVESTMENT CENTERS OF AMERICA INC 8,361 1,312,000 0.54%
27 CITIGROUP INC 7,318 1,151,000 0.47%
28 THRESHOLD GROUP LLC 6,824 1,073,000 0.44%
29 AXA S.A. 6,466 1,017,000 0.42%
30 NWAM LLC 5,961 938,000 0.38%
31 GLOBAL RETIREMENT PARTNERS, LLC 5,501 865,000 0.35%
32 FDx Advisors, Inc. 5,073 798,000 0.33%
33 Cambridge Investment Research Advisors, Inc. 4,371 687,000 0.28%
34 Summit Asset Management, LLC 4,217 663,000 0.27%
35 Bank of New York Mellon Corp 3,624 570,000 0.23%
36 Private Advisor Group, LLC 3,495 559,000 0.23%
37 FIFTH THIRD SECURITIES INC //OH /BD 3,501 550,000 0.22%
38 ROBERTSON STEPHENS ADVISORS LLC 3,024 476,000 0.19%
39 Sigma Planning Corp 2,908 457,000 0.19%
40 Liberty Capital Management, Inc. 2,550 409,000 0.17%
41 First Allied Advisory Services, Inc. 2,521 397,000 0.16%
42 GOLDMAN SACHS GROUP INC 2,328 366,000 0.15%
43 STIFEL FINANCIAL CORP 2,162 343,000 0.14%
44 BB&T SECURITIES, LLC 2,012 310,000 0.13%
45 Ironwood Financial, llc 1,826 287,000 0.12%
46 IFP ADVISORS, INC 1,785 281,000 0.11%
47 MARCO INVESTMENT MANAGEMENT LLC 1,722 271,000 0.11%
48 PNC FINANCIAL SERVICES GROUP, INC. 1,728 271,000 0.11%
49 Cetera Advisor Networks LLC 1,490 234,000 0.10%
50 BSC PRIVATE WEALTH MANAGEMENT, LLC 1,445 229,000 0.09%
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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.