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

Institutional Holders (2015Q4)
Portfolio Summary: 62 Institutional holders with a total value of $99,190,708.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 148,662 17,063,000 17.20%
2 LPL Financial LLC 97,981 11,096,000 11.19%
3 OLD NATIONAL BANCORP /IN/ 70,000 8,034,000 8.10%
4 WELLS FARGO & COMPANY/MN 67,967 7,801,000 7.86%
5 ROYAL BANK OF CANADA 46,765 5,368,000 5.41%
6 Commonwealth Equity Services, Inc 44,438 5,100,000 5.14%
7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 41,616 4,775,000 4.81%
8 BANK OF AMERICA CORP /DE/ 36,748 4,218,000 4.25%
9 Camarda Financial Advisors, LLC 28,917 3,319,000 3.35%
10 UBS Group AG 25,806 2,962,000 2.99%
11 EisnerAmper Wealth Management Corporate Benefits, LLC 25,004 2,870,000 2.89%
12 JANE STREET GROUP, LLC 20,088 2,305,000 2.32%
13 AMERIPRISE FINANCIAL INC 18,566 2,131,000 2.15%
14 AUSDAL FINANCIAL PARTNERS, INC. 16,719 1,919,000 1.93%
15 Atria Investments, Inc 17,852 1,901,000 1.92%
16 Courage Miller Partners, LLC 15,264 1,752,000 1.77%
17 AMERICAN INTERNATIONAL GROUP, INC. 14,763 1,695,000 1.71%
18 Frontier Wealth Management LLC 13,964 1,603,000 1.62%
19 ACG Wealth 12,406 1,424,000 1.44%
20 Cambridge Investment Research Advisors, Inc. 10,794 1,239,000 1.25%
21 M Holdings Securities, Inc. 9,505 1,091,000 1.10%
22 Chicago Partners Investment Group LLC 7,157 821,000 0.83%
23 Janney Montgomery Scott LLC 6,596 757,000 0.76%
24 B. Riley Wealth Advisors, Inc. 6,306 724,000 0.73%
25 Virtu Financial LLC 5,804 666,000 0.67%
26 ETRADE Capital Management LLC 4,915 564,000 0.57%
27 CITADEL ADVISORS LLC 4,759 546,000 0.55%
28 Investors Capital Advisory Services 4,015 460,000 0.46%
29 Freedom Investment Management, Inc. 3,644 418,000 0.42%
30 JPMORGAN CHASE & CO 3,595 412,000 0.42%
31 LADENBURG THALMANN FINANCIAL SERVICES INC. 2,991 343,000 0.35%
32 Mariner Wealth Advisors-Cincinnati, LLC 2,969 341,000 0.34%
33 Virtu KCG Holdings LLC 2,829 325,000 0.33%
34 ENVESTNET ASSET MANAGEMENT INC 2,632 302,000 0.30%
35 Cetera Advisors LLC 2,432 278,000 0.28%
36 BANQUE PICTET & CIE SA 2,320 266,000 0.27%
37 MSI Financial Services Inc 2,268 260,000 0.26%
38 CETERA INVESTMENT ADVISERS 2,069 238,000 0.24%
39 Mariner, LLC 1,858 213,000 0.21%
40 Private Advisor Group, LLC 1,840 211,000 0.21%
41 Asset Management Group, Inc. 1,801 207,000 0.21%
42 O'BRIEN WEALTH PARTNERS LLC 1,750 201,000 0.20%
43 Creative Planning 1,333 153,000 0.15%
44 CITIGROUP INC 1,031 118,000 0.12%
45 Plante Moran Financial Advisors, LLC 1,000 115,000 0.12%
46 PNC FINANCIAL SERVICES GROUP, INC. 956 109,000 0.11%
47 Allworth Financial LP 867 100,000 0.10%
48 NEXT Financial Group, Inc 683 78,000 0.08%
49 Klingman & Associates, LLC 661 76,000 0.08%
50 Advisory Services Network, LLC 400 46,000 0.05%
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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.