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

Institutional Holders (2016Q3)
Portfolio Summary: 62 Institutional holders with a total value of $102,991,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 170,995 22,313,000 21.66%
2 OLD NATIONAL BANCORP /IN/ 70,000 9,134,000 8.87%
3 WELLS FARGO & COMPANY/MN 64,763 8,451,000 8.21%
4 Commonwealth Equity Services, Inc 55,295 7,216,000 7.01%
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 49,090 6,406,000 6.22%
6 ROYAL BANK OF CANADA 44,811 5,847,000 5.68%
7 LPL Financial LLC 44,922 5,748,000 5.58%
8 BANK OF AMERICA CORP /DE/ 38,581 5,035,000 4.89%
9 UBS Group AG 25,141 3,281,000 3.19%
10 AUSDAL FINANCIAL PARTNERS, INC. 23,114 3,016,000 2.93%
11 ADVISOR GROUP, INC. 17,782 2,320,000 2.25%
12 Camarda Financial Advisors, LLC 14,000 1,827,000 1.77%
13 EisnerAmper Wealth Management Corporate Benefits, LLC 12,758 1,647,000 1.60%
14 Courage Miller Partners, LLC 12,568 1,640,000 1.59%
15 ACG Wealth 11,849 1,546,000 1.50%
16 Chicago Partners Investment Group LLC 11,822 1,543,000 1.50%
17 Atria Investments, Inc 11,644 1,519,000 1.47%
18 Cambridge Investment Research Advisors, Inc. 10,656 1,391,000 1.35%
19 AMERIPRISE FINANCIAL INC 9,273 1,209,000 1.17%
20 M Holdings Securities, Inc. 9,267 1,209,000 1.17%
21 Frontier Wealth Management LLC 8,403 1,097,000 1.07%
22 MSI Financial Services Inc 7,695 1,004,000 0.97%
23 B. Riley Wealth Advisors, Inc. 5,880 768,000 0.75%
24 ETRADE Capital Management LLC 4,571 596,000 0.58%
25 Freedom Investment Management, Inc. 3,785 494,000 0.48%
26 JPMORGAN CHASE & CO 3,565 465,000 0.45%
27 SG Americas Securities, LLC 3,418 446,000 0.43%
28 Mariner Wealth Advisors-Cincinnati, LLC 2,969 387,000 0.38%
29 NWAM LLC 2,690 351,000 0.34%
30 Private Advisor Group, LLC 2,703 346,000 0.34%
31 Cetera Advisors LLC 2,626 344,000 0.33%
32 CITADEL ADVISORS LLC 2,621 342,000 0.33%
33 Concert Wealth Management Inc. 2,430 315,000 0.31%
34 BANQUE PICTET & CIE SA 2,320 303,000 0.29%
35 SII INVESTMENTS INC/WI 2,250 293,000 0.28%
36 LADENBURG THALMANN FINANCIAL SERVICES INC. 2,243 293,000 0.28%
37 ENVESTNET ASSET MANAGEMENT INC 2,210 288,000 0.28%
38 CIBC WORLD MARKET INC. 2,150 281,000 0.27%
39 GENEOS WEALTH MANAGEMENT INC. 1,955 255,000 0.25%
40 Asset Management Group, Inc. 1,831 239,000 0.23%
41 Mariner, LLC 1,689 220,000 0.21%
42 Cetera Advisor Networks LLC 1,620 211,000 0.20%
43 NORTHERN TRUST CORP 1,585 207,000 0.20%
44 Sigma Planning Corp 1,562 204,000 0.20%
45 NEXT Financial Group, Inc 1,539 201,000 0.20%
46 CWM, LLC 1,310 171,000 0.17%
47 Creative Planning 1,191 155,000 0.15%
48 Plante Moran Financial Advisors, LLC 1,000 130,000 0.13%
49 CITIGROUP INC 525 69,000 0.07%
50 Advisory Services Network, LLC 400 52,000 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.