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

Institutional Holders (2017Q2)
Portfolio Summary: 313 Institutional holders with a total value of $2,457,864,518.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FMR LLC 2,796,075 232,438,000 9.46%
2 BANK OF AMERICA CORP /DE/ 2,463,570 204,797,000 8.33%
3 MORGAN STANLEY 2,443,113 203,096,000 8.26%
4 AMERIPRISE FINANCIAL INC 1,981,761 164,880,000 6.71%
5 BlackRock Finance, Inc. 1,866,148 155,133,000 6.31%
6 UBS Group AG 1,586,101 131,853,000 5.36%
7 WELLS FARGO & COMPANY/MN 1,055,286 87,726,000 3.57%
8 LPL Financial LLC 1,011,213 84,062,000 3.42%
9 SECURIAN ASSET MANAGEMENT, INC 913,609 75,948,000 3.09%
10 FIL Ltd 761,901 63,337,000 2.58%
11 M&T BANK CORP 654,253 54,388,000 2.21%
12 Commonwealth Equity Services, Inc 640,593 53,253,000 2.17%
13 ROYAL BANK OF CANADA 593,478 49,337,000 2.01%
14 Wharton Business Group, LLC 560,115 46,562,000 1.89%
15 SENTINEL ASSET MANAGEMENT, INC. 450,547 37,454,000 1.52%
16 LBMC INVESTMENT ADVISORS, LLC 429,040 35,666,000 1.45%
17 QS Investors, LLC 396,068 32,925,000 1.34%
18 Stratford Consulting, LLC 388,011 32,255,000 1.31%
19 Janney Montgomery Scott LLC 373,417 31,042,000 1.26%
20 Raymond James Financial Services Advisors, Inc. 292,167 24,288,000 0.99%
21 Private Advisor Group, LLC 234,380 19,352,000 0.79%
22 FUKOKU MUTUAL LIFE INSURANCE CO 222,000 18,455,000 0.75%
23 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 203,135 16,887,000 0.69%
24 Beaumont Financial Partners, LLC 202,044 16,796,000 0.68%
25 Ancora Advisors LLC 196,668 16,349,000 0.67%
26 Noven Financial Group, Inc. 195,280 16,234,000 0.66%
27 OPUS INVESTMENT MANAGEMENT INC 194,200 16,144,000 0.66%
28 ENVESTNET ASSET MANAGEMENT INC 179,681 14,935,000 0.61%
29 Destination Wealth Management 172,746 14,360,000 0.58%
30 LADENBURG THALMANN FINANCIAL SERVICES INC. 159,796 13,285,000 0.54%
31 Homrich & Berg 148,558 12,350,000 0.50%
32 GOLDMAN SACHS GROUP INC 144,869 12,043,000 0.49%
33 ARS Wealth Advisors, LLC 133,042 11,060,000 0.45%
34 NOTTINGHAM ADVISORS, INC. 117,985 9,808,000 0.40%
35 BBVA USA Bancshares, Inc. 117,379 9,758,000 0.40%
36 ADVISOR GROUP, INC. 115,049 9,564,000 0.39%
37 OLD NATIONAL BANCORP /IN/ 111,272 9,250,000 0.38%
38 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 109,139 9,073,000 0.37%
39 NEW ENGLAND ASSET MANAGEMENT INC 108,000 8,978,000 0.37%
40 Simply Money Advisors 107,150 8,907,000 0.36%
41 JPMORGAN CHASE & CO 105,755 8,791,000 0.36%
42 OppenheimerFunds, Inc. 99,051 8,234,000 0.34%
43 CETERA INVESTMENT ADVISERS 90,267 7,508,000 0.31%
44 Cetera Advisors LLC 90,267 7,508,000 0.31%
45 PNC FINANCIAL SERVICES GROUP, INC. 89,624 7,450,000 0.30%
46 BANK HAPOALIM BM 88,089 7,323,000 0.30%
47 BB&T SECURITIES, LLC 86,051 7,153,000 0.29%
48 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 83,841 6,970,000 0.28%
49 STIFEL FINANCIAL CORP 82,274 6,845,000 0.28%
50 MML INVESTORS SERVICES, INC. 81,960 6,813,000 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.