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

Institutional Holders (2016Q3)
Portfolio Summary: 103 Institutional holders with a total value of $2,293,103,572.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BlackRock Fund Advisors 25,082,430 1,309,804,000 57.12%
2 BlackRock Institutional Trust Company, N.A. 5,260,871 274,723,000 11.98%
3 Stadion Money Management, LLC 2,693,118 140,635,000 6.13%
4 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,912,963 99,895,000 4.36%
5 AGILIS PARTNERS LLC 801,993 41,880,000 1.83%
6 M&T BANK CORP 776,380 40,543,000 1.77%
7 Sequoia Financial Advisors, LLC 759,954 39,685,000 1.73%
8 BANK OF HAWAII 736,174 38,443,000 1.68%
9 US BANCORP \DE\ 657,590 34,340,000 1.50%
10 WELLS FARGO & COMPANY/MN 609,434 31,825,000 1.39%
11 Commonwealth Equity Services, Inc 519,384 27,122,000 1.18%
12 BANK OF AMERICA CORP /DE/ 467,173 24,396,000 1.06%
13 TRUE PRIVATE WEALTH ADVISORS 380,442 19,391,000 0.85%
14 PHILLIPS FINANCIAL MANAGEMENT, LLC 370,035 18,909,000 0.82%
15 BlackRock Finance, Inc. 280,799 14,664,000 0.64%
16 MORGAN STANLEY 278,674 14,552,000 0.63%
17 TD Capital Management LLC 236,236 12,336,000 0.54%
18 UBS Group AG 202,818 10,591,000 0.46%
19 ROYAL BANK OF CANADA 190,075 9,926,000 0.43%
20 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 169,195 8,835,000 0.39%
21 Orion Porfolio Solutions, LLC 165,291 8,631,000 0.38%
22 LPL Financial LLC 109,316 5,684,000 0.25%
23 Tortoise Investment Management, LLC 102,103 5,332,000 0.23%
24 Allworth Financial LP 98,877 5,163,000 0.23%
25 FC ADVISORY LLC 77,486 4,046,000 0.18%
26 TCV Trust & Wealth Management, Inc. 68,777 3,592,000 0.16%
27 AMERIPRISE FINANCIAL INC 68,586 3,576,000 0.16%
28 Raymond James Financial Services Advisors, Inc. 57,890 3,023,000 0.13%
29 OLD MISSION CAPITAL LLC 57,659 3,011,000 0.13%
30 NAPLES GLOBAL ADVISORS, LLC 57,085 2,981,000 0.13%
31 Private Advisor Group, LLC 43,650 2,270,000 0.10%
32 HighTower Advisors, LLC 38,091 1,990,000 0.09%
33 SUSQUEHANNA INTERNATIONAL GROUP, LLP 36,636 1,913,000 0.08%
34 LADENBURG THALMANN FINANCIAL SERVICES INC. 36,099 1,885,000 0.08%
35 NATIONAL PLANNING CORP 36,928 1,881,000 0.08%
36 MONEYWISE, INC. 32,739 1,710,000 0.07%
37 CLARIUS GROUP, LLC 32,293 1,686,000 0.07%
38 Cambridge Investment Research Advisors, Inc. 29,585 1,545,000 0.07%
39 VICUS CAPITAL 28,860 1,507,000 0.07%
40 Creative Planning 24,701 1,290,000 0.06%
41 UNITED CAPITAL FINANCIAL ADVISORS, LLC 22,274 1,163,000 0.05%
42 HORAN SECURITIES, INC. 21,539 1,115,000 0.05%
43 MSI Financial Services Inc 20,516 1,071,000 0.05%
44 SECURIAN ASSET MANAGEMENT, INC 20,000 1,044,000 0.05%
45 KEYBANK NATIONAL ASSOCIATION/OH 19,150 1,000,000 0.04%
46 BAIRD FINANCIAL GROUP, INC. 18,613 972,000 0.04%
47 IFP ADVISORS, INC 18,083 944,000 0.04%
48 Homrich & Berg 17,790 929,000 0.04%
49 Brown Advisory Securities, LLC 17,657 917,000 0.04%
50 ETF Portfolio Partners, Inc. 7,389 899,000 0.04%
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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.