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

Institutional Holders (2016Q1)
Portfolio Summary: 254 Institutional holders with a total value of $2,002,268,084.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 2,386,758 186,191,000 9.30%
2 MORGAN STANLEY 2,369,886 184,875,000 9.23%
3 FMR LLC 2,052,873 160,145,000 8.00%
4 UBS Group AG 2,031,970 158,514,000 7.92%
5 NIPPON LIFE INSURANCE CO 1,642,700 128,147,000 6.40%
6 LPL Financial LLC 1,411,276 109,840,000 5.49%
7 WELLS FARGO & COMPANY/MN 1,004,080 78,327,000 3.91%
8 BlackRock Finance, Inc. 991,597 77,354,000 3.86%
9 ROYAL BANK OF CANADA 641,506 50,043,000 2.50%
10 M&T BANK CORP 619,881 48,358,000 2.42%
11 Raymond James Financial Services Advisors, Inc. 475,649 37,105,000 1.85%
12 Mizuho Bank, Ltd. 450,000 35,105,000 1.75%
13 SECURIAN ASSET MANAGEMENT, INC 446,654 34,843,000 1.74%
14 FIL Ltd 421,894 32,912,000 1.64%
15 LBMC INVESTMENT ADVISORS, LLC 414,517 32,336,000 1.61%
16 Stratford Consulting, LLC 363,931 28,390,000 1.42%
17 QS Investors, LLC 358,846 27,994,000 1.40%
18 BlackRock Fund Advisors 303,675 23,690,000 1.18%
19 ENVESTNET ASSET MANAGEMENT INC 290,106 22,631,000 1.13%
20 Commonwealth Equity Services, Inc 285,925 22,305,000 1.11%
21 LADENBURG THALMANN FINANCIAL SERVICES INC. 256,159 19,983,000 1.00%
22 Clark Capital Management Group, Inc. 247,518 19,308,879 0.96%
23 ARS Wealth Advisors, LLC 224,796 17,536,000 0.88%
24 Noven Financial Group, Inc. 216,573 16,895,000 0.84%
25 Ancora Advisors LLC 191,788 14,961,000 0.75%
26 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 190,619 14,870,000 0.74%
27 Wharton Business Group, LLC 187,190 14,603,000 0.73%
28 SENTINEL ASSET MANAGEMENT, INC. 182,274 14,219,000 0.71%
29 AMERIPRISE FINANCIAL INC 177,190 13,788,000 0.69%
30 BBVA USA Bancshares, Inc. 167,933 13,101,000 0.65%
31 Homrich & Berg 164,449 12,829,000 0.64%
32 NOTTINGHAM ADVISORS, INC. 166,114 12,194,000 0.61%
33 MSI Financial Services Inc 139,269 10,864,000 0.54%
34 JPMORGAN CHASE & CO 128,015 9,986,000 0.50%
35 Beaumont Financial Partners, LLC 121,602 9,119,000 0.46%
36 FUKOKU MUTUAL LIFE INSURANCE CO 115,000 8,971,000 0.45%
37 Cetera Advisors LLC 113,773 8,871,000 0.44%
38 GOLDMAN SACHS GROUP INC 111,415 8,691,000 0.43%
39 Private Advisor Group, LLC 104,829 8,178,000 0.41%
40 NOMURA ASSET MANAGEMENT CO LTD 94,000 7,333,000 0.37%
41 PNC FINANCIAL SERVICES GROUP, INC. 88,937 6,939,000 0.35%
42 STIFEL FINANCIAL CORP 86,893 6,778,000 0.34%
43 RAYMOND JAMES & ASSOCIATES 84,905 6,623,000 0.33%
44 Orion Porfolio Solutions, LLC 82,734 6,454,000 0.32%
45 Bank of New York Mellon Corp 81,554 6,362,000 0.32%
46 Corbenic Partners LLC 81,359 6,347,000 0.32%
47 ProVise Management Group, LLC 79,147 6,174,000 0.31%
48 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 77,515 6,047,000 0.30%
49 NTV ASSET MANAGEMENT LLC 74,961 5,847,000 0.29%
50 JANE STREET GROUP, LLC 72,893 5,686,000 0.28%
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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.