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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2015Q2)
Portfolio Summary: 184 Institutional holders with a total value of $3,694,635,085.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UNITED SERVICES AUTOMOBILE ASSOCIATION 6,664,900 388,564,000 10.52%
2 BANK OF AMERICA CORP /DE/ 5,371,225 313,142,000 8.48%
3 Stadion Money Management, LLC 5,024,131 292,907,000 7.93%
4 ENVESTNET ASSET MANAGEMENT INC 4,423,397 257,884,000 6.98%
5 MORGAN STANLEY 2,627,856 153,204,000 4.15%
6 PNC FINANCIAL SERVICES GROUP, INC. 2,552,481 148,811,000 4.03%
7 UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,412,456 140,646,000 3.81%
8 STIFEL FINANCIAL CORP 2,207,605 128,703,000 3.48%
9 UBS Group AG 2,069,681 120,662,000 3.27%
10 ALLIANCEBERNSTEIN L.P. 1,797,136 104,773,000 2.84%
11 LPL Financial LLC 1,694,955 97,494,000 2.64%
12 BlackRock Investment Management, LLC 1,602,125 93,404,000 2.53%
13 BlackRock Institutional Trust Company, N.A. 1,422,865 82,953,000 2.25%
14 ALESCO ADVISORS LLC 1,252,564 73,024,000 1.98%
15 SUNTRUST BANKS INC 1,066,046 62,149,000 1.68%
16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 1,003,991 58,533,000 1.58%
17 WELLS FARGO & COMPANY/MN 982,493 57,367,000 1.55%
18 FIRST HAWAIIAN BANK 940,785 54,848,000 1.48%
19 NOTTINGHAM ADVISORS, INC. 897,122 52,302,000 1.42%
20 BlackRock Finance, Inc. 886,445 51,680,000 1.40%
21 US BANCORP \DE\ 830,701 48,430,000 1.31%
22 1st Global Advisors, Inc. 755,754 44,060,000 1.19%
23 KEYBANK NATIONAL ASSOCIATION/OH 746,843 43,541,000 1.18%
24 Bank of New York Mellon Corp 724,691 42,249,000 1.14%
25 ASSETMARK, INC 662,891 38,647,000 1.05%
26 FDx Advisors, Inc. 617,699 36,012,000 0.97%
27 Mirae Asset Global Investments Co., Ltd. 585,490 34,134,000 0.92%
28 CEDAR HILL ASSOCIATES, LLC 529,999 30,899,000 0.84%
29 Spectrum Management Group, LLC 525,579 30,641,000 0.83%
30 Ballentine Partners, LLC 493,089 28,747,000 0.78%
31 FutureAdvisor, Inc. 479,062 28,121,000 0.76%
32 MAKENA CAPITAL MANAGEMENT LLC 427,751 24,938,000 0.67%
33 Community Bank, N.A. 381,695 22,249,000 0.60%
34 Atria Investments, Inc 373,820 21,794,000 0.59%
35 CKW FINANCIAL GROUP 340,623 19,858,000 0.54%
36 HIGHLAND CAPITAL MANAGEMENT, LLC 336,934 19,643,000 0.53%
37 MANAGED ACCOUNT ADVISORS LLC 332,372 19,377,000 0.52%
38 RAYMOND JAMES & ASSOCIATES 313,737 18,291,000 0.50%
39 Capital Advantage, Inc. 306,937 17,894,000 0.48%
40 Commonwealth Equity Services, Inc 294,939 17,195,000 0.47%
41 BLACKROCK ADVISORS LLC 294,813 17,188,000 0.47%
42 Syntal Capital Partners, LLC 255,764 14,911,000 0.40%
43 ROYAL BANK OF CANADA 240,761 14,035,000 0.38%
44 Convergent Wealth Advisors 230,897 13,461,000 0.36%
45 STERLING INVESTMENT ADVISORS LLC /ADV 225,462 13,144,000 0.36%
46 Cetera Advisors LLC 188,183 10,967,000 0.30%
47 INSIGHT 2811, INC. 185,421 10,810,000 0.29%
48 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 171,487 9,998,000 0.27%
49 JPMORGAN CHASE & CO 149,811 8,734,000 0.24%
50 CLEAR INVESTMENT RESEARCH, LLC 148,095 8,634,000 0.23%
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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.