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

Institutional Holders (2017Q1)
Portfolio Summary: 178 Institutional holders with a total value of $860,621,865.
#
Manager Name
Shares
Value ($)
%
Options
Notes
151 UNITED CAPITAL FINANCIAL ADVISORS, LLC 94,577 3,958,000 0.46%
152 ZURICH FINANCIAL SERVICES/ /FI 96,426 4,035,000 0.47%
153 CIBC WORLD MARKET INC. 100,207 4,194,000 0.49%
154 ENVESTNET ASSET MANAGEMENT INC 100,511 4,205,000 0.49%
155 PineBridge Investments, L.P. 101,268 4,238,000 0.49%
156 Fisher Asset Management, LLC 117,802 4,930,000 0.57%
157 TRUSTMARK BANK TRUST DEPARTMENT 159,871 6,691,000 0.78%
158 SILVERCREST ASSET MANAGEMENT GROUP LLC 163,350 6,836,000 0.79%
159 Mariner, LLC 164,481 6,883,000 0.80%
160 FIL Ltd 175,580 7,348,000 0.85%
161 ICON ADVISERS INC/CO 178,100 7,453,000 0.87%
162 CKW FINANCIAL GROUP 186,402 7,801,000 0.91%
163 SYNOVUS FINANCIAL CORP 189,402 7,928,000 0.92%
164 BAIRD FINANCIAL GROUP, INC. 204,322 8,551,000 0.99%
165 Round Table Services, LLC 206,814 8,655,000 1.01%
166 AMERIPRISE FINANCIAL INC 209,226 8,755,000 1.02%
167 Stelac Advisory Services LLC 271,072 11,344,000 1.32%
168 BlackRock Finance, Inc. 272,221 11,392,000 1.32%
169 ROYAL BANK OF CANADA 322,098 13,480,000 1.57%
170 EFG Private Wealth Management (Americas) Corp. 409,941 17,225,000 2.00%
171 HSBC HOLDINGS PLC 591,924 24,772,000 2.88%
172 BANK OF AMERICA CORP /DE/ 684,740 28,656,000 3.33%
173 UBS Group AG 808,945 33,854,000 3.93%
174 WELLS FARGO & COMPANY/MN 847,369 35,463,000 4.12%
175 J.P. Morgan Private Wealth Advisors LLC 1,428,766 59,794,000 6.95%
176 MORGAN STANLEY 1,928,339 80,702,000 9.38%
177 DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN 3,499,587 146,458,000 17.02%
178 FMR LLC 4,613,134 193,060,000 22.43%
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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.