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

Institutional Holders (2015Q1)
Portfolio Summary: 151 Institutional holders with a total value of $2,081,499,390.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 5,148,402 212,424,000 10.21%
2 STATE STREET CORP 4,162,681 171,752,000 8.25%
3 AMERIPRISE FINANCIAL INC 3,840,099 158,610,000 7.62%
4 Choate Investment Advisors 3,306,286 136,417,360 6.55%
5 WELLS FARGO & COMPANY/MN 3,118,077 128,652,000 6.18%
6 MORGAN STANLEY 2,846,990 117,466,000 5.64%
7 BlackRock Group LTD 1,967,904 81,195,000 3.90%
8 UBS Group AG 1,392,881 57,470,000 2.76%
9 ARS Wealth Advisors, LLC 1,333,307 55,012,000 2.64%
10 FMR LLC 1,275,653 52,633,000 2.53%
11 MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,212,757 50,039,000 2.40%
12 LPL Financial LLC 1,062,005 43,712,000 2.10%
13 Cetera Advisor Networks LLC 981,237 40,525,000 1.95%
14 Raymond James Financial Services Advisors, Inc. 823,167 33,964,000 1.63%
15 UNITED SERVICES AUTOMOBILE ASSOCIATION 782,300 32,278,000 1.55%
16 ENVESTNET ASSET MANAGEMENT INC 777,620 32,085,000 1.54%
17 NOTTINGHAM ADVISORS, INC. 761,139 31,405,000 1.51%
18 SEI INVESTMENTS CO 737,635 30,436,000 1.46%
19 ALLSTATE CORP 710,000 29,295,000 1.41%
20 Carroll Financial Associates, Inc. 692,281 28,564,000 1.37%
21 JPMORGAN CHASE & CO 657,035 27,108,000 1.30%
22 NIPPON LIFE INSURANCE CO 626,772 25,861,000 1.24%
23 Mariner, LLC 554,052 22,860,000 1.10%
24 Commonwealth Equity Services, Inc 553,374 22,832,000 1.10%
25 Wharton Business Group, LLC 540,400 22,297,000 1.07%
26 ROYAL BANK OF CANADA 534,479 22,052,000 1.06%
27 Steinberg Global Asset Management 443,455 18,297,000 0.88%
28 Lowe Wealth Advisors, LLC 434,502 17,928,000 0.86%
29 Atria Investments, Inc 382,230 15,771,000 0.76%
30 Legacy Private Trust Co. 357,789 14,762,000 0.71%
31 Stonehearth Capital Management, LLC 351,195 14,490,000 0.70%
32 Cambridge Investment Research Advisors, Inc. 340,457 14,047,000 0.67%
33 Evensky & Katz LLC 333,210 13,748,000 0.66%
34 SWISS LIFE ASSET MANAGEMENT LTD 313,100 12,918,506 0.62%
35 SIGNATUREFD, LLC 305,336 12,598,000 0.61%
36 Forvis Mazars Wealth Advisors, LLC 281,256 11,605,000 0.56%
37 Allianz Asset Management GmbH 276,221 11,397,000 0.55%
38 RAYMOND JAMES & ASSOCIATES 267,472 11,036,000 0.53%
39 Community Bank, N.A. 250,170 10,319,000 0.50%
40 GOLDMAN SACHS GROUP INC 243,572 10,050,000 0.48%
41 COLONY GROUP LLC 234,536 9,677,000 0.46%
42 Astor Investment Management LLC 220,200 9,085,000 0.44%
43 NEW ENGLAND ASSET MANAGEMENT INC 220,000 9,077,000 0.44%
44 Capital Advisors, Ltd. LLC 217,305 8,966,000 0.43%
45 AMERICAN INTERNATIONAL GROUP, INC. 206,121 8,504,560 0.41%
46 Regal Investment Advisors LLC 181,322 7,481,000 0.36%
47 TOMPKINS FINANCIAL CORP 176,773 7,291,000 0.35%
48 MANAGED ACCOUNT ADVISORS LLC 156,493 6,457,000 0.31%
49 ICC CAPITAL MANAGEMENT INC/ 156,390 6,453,000 0.31%
50 FRANKLIN RESOURCES INC 150,945 6,228,000 0.30%
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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.