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

Institutional Holders (2015Q3)
Portfolio Summary: 61 Institutional holders with a total value of $107,862,831.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Atria Investments, Inc 1,955 17,380,000 16.11%
2 MORGAN STANLEY 136,141 15,313,000 14.20%
3 OLD NATIONAL BANCORP /IN/ 70,000 7,874,000 7.30%
4 WELLS FARGO & COMPANY/MN 68,223 7,673,000 7.11%
5 Commonwealth Equity Services, Inc 64,946 7,305,000 6.77%
6 ROYAL BANK OF CANADA 50,613 5,693,000 5.28%
7 LPL Financial LLC 46,829 5,452,000 5.05%
8 BANK OF AMERICA CORP /DE/ 37,748 4,246,000 3.94%
9 Camarda Financial Advisors, LLC 34,048 3,830,000 3.55%
10 UBS Group AG 25,266 2,842,000 2.63%
11 CITADEL ADVISORS LLC 24,679 2,777,000 2.57%
12 JANE STREET GROUP, LLC 19,433 2,186,000 2.03%
13 ACG Wealth 18,676 2,101,000 1.95%
14 AMERIPRISE FINANCIAL INC 18,001 2,025,000 1.88%
15 Frontier Wealth Management LLC 16,756 1,885,000 1.75%
16 Courage Miller Partners, LLC 14,739 1,658,000 1.54%
17 AMERICAN INTERNATIONAL GROUP, INC. 14,582 1,639,000 1.52%
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,506 1,632,000 1.51%
19 Freedom Investment Management, Inc. 98,684 1,620,000 1.50%
20 EisnerAmper Wealth Management Corporate Benefits, LLC 12,916 1,453,000 1.35%
21 Investors Capital Advisory Services 11,610 1,305,000 1.21%
22 M Holdings Securities, Inc. 10,454 1,176,000 1.09%
23 Cambridge Investment Research Advisors, Inc. 10,113 1,137,000 1.05%
24 SII INVESTMENTS INC/WI 9,069 1,015,000 0.94%
25 Chicago Partners Investment Group LLC 6,413 721,000 0.67%
26 B. Riley Wealth Advisors, Inc. 6,347 714,000 0.66%
27 ETRADE Capital Management LLC 4,886 550,000 0.51%
28 PNC FINANCIAL SERVICES GROUP, INC. 4,100 461,000 0.43%
29 JPMORGAN CHASE & CO 3,875 436,000 0.40%
30 LADENBURG THALMANN FINANCIAL SERVICES INC. 3,162 356,000 0.33%
31 Mariner, LLC 2,969 334,000 0.31%
32 Virtu Financial LLC 2,812 316,000 0.29%
33 HighTower Advisors, LLC 2,702 304,000 0.28%
34 Virtu KCG Holdings LLC 2,683 302,000 0.28%
35 Cetera Advisors LLC 2,422 273,000 0.25%
36 BANQUE PICTET & CIE SA 2,320 261,000 0.24%
37 Private Advisor Group, LLC 1,950 219,000 0.20%
38 Asset Management Group, Inc. 1,790 201,000 0.19%
39 Creative Planning 1,266 142,000 0.13%
40 ENVESTNET ASSET MANAGEMENT INC 1,207 136,000 0.13%
41 Plante Moran Financial Advisors, LLC 1,000 112,000 0.10%
42 MSI Financial Services Inc 946 106,000 0.10%
43 CITIGROUP INC 906 102,000 0.09%
44 BANK OF MONTREAL /CAN/ 883 99,000 0.09%
45 Allworth Financial LP 823 93,000 0.09%
46 NEXT Financial Group, Inc 748 84,000 0.08%
47 Klingman & Associates, LLC 661 74,000 0.07%
48 Advisory Services Network, LLC 563 63,000 0.06%
49 BARCLAYS PLC 360 39,000 0.04%
50 US FINANCIAL ADVISORS, LLC 303 34,000 0.03%
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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.