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

Institutional Holders (2015Q4)
Portfolio Summary: 217 Institutional holders with a total value of $3,898,645,970.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 11,922,933 498,617,000 12.79%
2 WELLS FARGO & COMPANY/MN 6,402,095 267,736,000 6.87%
3 MANUFACTURERS LIFE INSURANCE COMPANY, THE 5,776,348 241,567,000 6.20%
4 MORGAN STANLEY 5,754,910 240,670,000 6.17%
5 LPL Financial LLC 4,920,860 204,609,000 5.25%
6 STATE STREET CORP 3,684,688 154,093,000 3.95%
7 UBS Group AG 3,563,396 149,021,000 3.82%
8 AMERIPRISE FINANCIAL INC 3,531,477 147,647,000 3.79%
9 Choate Investment Advisors 275,524 105,230,283 2.70%
10 UNITED SERVICES AUTOMOBILE ASSOCIATION 1,787,000 74,732,000 1.92%
11 ENVESTNET ASSET MANAGEMENT INC 1,733,152 72,469,000 1.86%
12 Carroll Financial Associates, Inc. 1,655,300 69,224,000 1.78%
13 ARS Wealth Advisors, LLC 1,319,884 55,198,000 1.42%
14 SEI INVESTMENTS CO 1,306,124 54,622,000 1.40%
15 Raymond James Financial Services Advisors, Inc. 1,255,060 52,487,000 1.35%
16 Astor Investment Management LLC 1,250,517 52,297,000 1.34%
17 US BANCORP \DE\ 1,135,646 47,493,000 1.22%
18 FAS Wealth Partners, Inc. 1,113,678 46,574,000 1.19%
19 ROYAL BANK OF CANADA 1,080,767 45,197,000 1.16%
20 BlackRock Group LTD 1,035,494 43,304,000 1.11%
21 Cetera Advisor Networks LLC 1,010,140 42,252,000 1.08%
22 NOTTINGHAM ADVISORS, INC. 910,922 38,095,000 0.98%
23 Allianz Asset Management GmbH 865,554 36,197,000 0.93%
24 QS Investors, LLC 862,938 36,088,000 0.93%
25 Mariner, LLC 855,779 35,789,000 0.92%
26 AVIANCE CAPITAL MANAGEMENT, LLC 852,467 35,650,000 0.91%
27 FMR LLC 845,741 35,369,000 0.91%
28 JPMORGAN CHASE & CO 842,804 35,246,000 0.90%
29 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 771,728 32,273,000 0.83%
30 Commonwealth Equity Services, Inc 760,537 31,806,000 0.82%
31 ALLSTATE CORP 710,000 29,692,000 0.76%
32 Composition Wealth, LLC 690,559 28,879,000 0.74%
33 Cetera Advisors LLC 651,743 27,261,000 0.70%
34 TD Capital Management LLC 643,935 26,929,000 0.69%
35 RAYMOND JAMES & ASSOCIATES 635,350 26,570,000 0.68%
36 NIPPON LIFE INSURANCE CO 626,772 26,212,000 0.67%
37 Allworth Financial LP 605,496 25,322,000 0.65%
38 Cambridge Investment Research Advisors, Inc. 597,067 24,969,000 0.64%
39 UNITED CAPITAL FINANCIAL ADVISORS, LLC 555,189 23,218,000 0.60%
40 Wharton Business Group, LLC 540,400 22,600,000 0.58%
41 Legacy Private Trust Co. 486,201 20,333,000 0.52%
42 Lowe Wealth Advisors, LLC 455,158 19,035,000 0.49%
43 AMERICAN INTERNATIONAL GROUP, INC. 432,809 18,101,000 0.46%
44 TOMPKINS FINANCIAL CORP 423,059 17,687,000 0.45%
45 Stonehearth Capital Management, LLC 409,329 17,118,000 0.44%
46 Orion Porfolio Solutions, LLC 394,893 16,514,000 0.42%
47 TRUSTMARK BANK TRUST DEPARTMENT 379,067 15,853,000 0.41%
48 LADENBURG THALMANN FINANCIAL SERVICES INC. 363,026 15,173,000 0.39%
49 Evensky & Katz LLC 346,836 14,504,000 0.37%
50 SECURIAN ASSET MANAGEMENT, INC 334,586 13,992,000 0.36%
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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.