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

Institutional Holders (2016Q4)
Portfolio Summary: 303 Institutional holders with a total value of $2,627,997,385.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 3,046,631 250,586,000 9.54%
2 MORGAN STANLEY 2,595,777 213,502,000 8.12%
3 FMR LLC 2,444,708 201,077,000 7.65%
4 UBS Group AG 2,234,968 183,826,000 6.99%
5 AMERIPRISE FINANCIAL INC 1,515,018 124,349,000 4.73%
6 WELLS FARGO & COMPANY/MN 1,256,239 103,326,000 3.93%
7 LPL Financial LLC 991,257 82,056,000 3.12%
8 BlackRock Finance, Inc. 905,732 74,497,000 2.83%
9 SECURIAN ASSET MANAGEMENT, INC 858,199 70,587,000 2.69%
10 NIPPON LIFE INSURANCE CO 820,700 67,503,000 2.57%
11 Wharton Business Group, LLC 762,880 62,747,000 2.39% SH
12 M&T BANK CORP 665,042 54,700,000 2.08%
13 ROYAL BANK OF CANADA 639,398 52,590,000 2.00%
14 FIL Ltd 629,783 51,800,000 1.97%
15 QS Investors, LLC 600,625 49,401,000 1.88%
16 Commonwealth Equity Services, Inc 581,131 47,798,000 1.82%
17 Simply Money Advisors 564,577 46,436,000 1.77%
18 Raymond James Financial Services Advisors, Inc. 476,374 39,181,000 1.49%
19 SENTINEL ASSET MANAGEMENT, INC. 450,547 37,057,000 1.41%
20 LBMC INVESTMENT ADVISORS, LLC 425,632 35,008,000 1.33%
21 Stratford Consulting, LLC 367,100 30,194,000 1.15%
22 BlackRock Fund Advisors 355,356 29,228,000 1.11%
23 Janney Montgomery Scott LLC 290,116 23,862,000 0.91%
24 J.P. Morgan Private Wealth Advisors LLC 218,015 17,932,000 0.68%
25 ENVESTNET ASSET MANAGEMENT INC 215,963 17,759,000 0.68%
26 Private Advisor Group, LLC 202,656 16,577,000 0.63%
27 Ancora Advisors LLC 198,607 16,336,000 0.62%
28 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 195,009 16,039,000 0.61%
29 Beaumont Financial Partners, LLC 194,981 16,037,000 0.61%
30 MSI Financial Services Inc 194,371 15,987,000 0.61%
31 OPUS INVESTMENT MANAGEMENT INC 194,200 15,973,000 0.61%
32 ARS Wealth Advisors, LLC 189,997 15,627,000 0.59%
33 Noven Financial Group, Inc. 177,926 14,634,000 0.56%
34 BBVA USA Bancshares, Inc. 164,805 13,555,000 0.52%
35 BAHL & GAYNOR INC 158,728 13,055,000 0.50%
36 Homrich & Berg 158,620 13,046,000 0.50%
37 FLOW TRADERS U.S. LLC 156,758 12,893,000 0.49%
38 OLD NATIONAL BANCORP /IN/ 153,648 12,637,000 0.48%
39 Destination Wealth Management 142,105 11,688,000 0.44%
40 GOLDMAN SACHS GROUP INC 137,870 11,340,000 0.43%
41 LADENBURG THALMANN FINANCIAL SERVICES INC. 132,140 10,867,000 0.41%
42 Sigma Planning Corp 131,475 10,814,000 0.41%
43 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 128,939 10,605,000 0.40%
44 STIFEL FINANCIAL CORP 120,946 9,944,000 0.38%
45 PRUDENTIAL PLC 119,780 9,852,000 0.37%
46 JPMORGAN CHASE & CO 117,145 9,635,000 0.37%
47 NOTTINGHAM ADVISORS, INC. 115,178 9,473,000 0.36%
48 FUKOKU MUTUAL LIFE INSURANCE CO 115,000 9,459,000 0.36%
49 BANK HAPOALIM BM 109,867 9,037,000 0.34%
50 NEW ENGLAND ASSET MANAGEMENT INC 108,000 8,883,000 0.34%
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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.