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

Institutional Holders (2017Q1)
Portfolio Summary: 38 Institutional holders with a total value of $37,387,615.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 KAYS FINANCIAL ADVISORY CORP /ADV 26,852 4,671,000 12.49%
2 MORGAN STANLEY 24,967 4,342,000 11.61%
3 LPL Financial LLC 20,812 3,605,000 9.64%
4 Summit Asset Management, LLC 20,662 3,594,000 9.61%
5 WELLS FARGO & COMPANY/MN 19,961 3,473,000 9.29%
6 AMERIPRISE FINANCIAL INC 19,187 3,290,000 8.80%
7 Courage Miller Partners, LLC 13,029 2,266,000 6.06%
8 BANK OF AMERICA CORP /DE/ 9,150 1,592,000 4.26%
9 CWM, LLC 8,317 1,447,000 3.87%
10 Commonwealth Equity Services, Inc 6,896 1,200,000 3.21%
11 J.P. Morgan Private Wealth Advisors LLC 6,562 1,141,000 3.05%
12 GHP Investment Advisors, Inc. 5,626 979,000 2.62%
13 Raymond James Financial Services Advisors, Inc. 5,496 956,000 2.56%
14 Virtu Financial LLC 5,241 912,000 2.44%
15 AXA S.A. 3,030 527,000 1.41%
16 ROYAL BANK OF CANADA 2,742 477,000 1.28%
17 CITADEL ADVISORS LLC 2,705 471,000 1.26%
18 Bank of New York Mellon Corp 2,485 432,000 1.16%
19 Sigma Planning Corp 2,023 352,000 0.94%
20 Timber Hill LLC 1,947 339,000 0.91%
21 Cambridge Investment Research Advisors, Inc. 1,498 261,000 0.70%
22 AMERICAN ECONOMIC PLANNING GROUP INC /ADV 1,268 221,000 0.59%
23 FIFTH THIRD SECURITIES INC //OH /BD 1,204 209,000 0.56%
24 Independent Portfolio Consultants, Inc. 1,090 190,000 0.51%
25 DELTA ASSET MANAGEMENT LLC/TN 560 97,000 0.26%
26 LADENBURG THALMANN FINANCIAL SERVICES INC. 544 95,000 0.25%
27 US BANCORP \DE\ 390 68,000 0.18%
28 CITIGROUP INC 246 43,000 0.12%
29 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 245 42,615 0.11%
30 JPMORGAN CHASE & CO 200 35,000 0.09%
31 PNC FINANCIAL SERVICES GROUP, INC. 135 23,000 0.06%
32 Tower Research Capital LLC (TRC) 124 22,000 0.06%
33 WHITTIER TRUST CO 40 7,000 0.02%
34 Lenox Wealth Management, Inc. 16 3,000 0.01%
35 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 17 3,000 0.01%
36 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 13 2,000 0.01%
37 Parallax Volatility Advisers, L.P. 1 0 0.00%
38 BlackRock Finance, Inc. 2 0 0.00%

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.