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

Institutional Holders (2017Q2)
Portfolio Summary: 113 Institutional holders with a total value of $638,056,586.
#
Manager Name
Shares
Value ($)
%
Options
Notes
101 IndexIQ Advisors LLC 129,140 12,963,000 2.03%
102 JANE STREET GROUP, LLC 138,714 13,924,000 2.18%
103 LEE FINANCIAL CORP 145,761 14,632,000 2.29%
104 Janney Montgomery Scott LLC 196,565 19,731,000 3.09%
105 Cerity Partners OCIO LLC 199,894 20,078,000 3.15%
106 LADENBURG THALMANN FINANCIAL SERVICES INC. 201,821 20,258,000 3.17%
107 WELLS FARGO & COMPANY/MN 214,123 21,494,000 3.37%
108 UBS Group AG 325,643 32,688,000 5.12%
109 Destination Wealth Management 416,662 41,824,000 6.55%
110 BANK OF AMERICA CORP /DE/ 461,746 46,350,000 7.26%
111 Personal Capital Advisors Corp 523,492 52,548,000 8.24%
112 Modera Wealth Management, LLC 845,138 84,835,000 13.30%
113 BlackRock Finance, Inc. 1,164,384 116,880,000 18.32%
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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.