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

Institutional Holders (2016Q4)
Portfolio Summary: 116 Institutional holders with a total value of $2,827,137,123.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BlackRock Fund Advisors 36,208,671 1,828,176,000 64.67%
2 BlackRock Institutional Trust Company, N.A. 2,821,394 142,452,000 5.04%
3 Stadion Money Management, LLC 2,455,689 123,988,000 4.39%
4 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,947,221 98,315,000 3.48%
5 Patriot Wealth Management, Inc. 1,023,258 51,664,000 1.83%
6 M&T BANK CORP 924,917 46,700,000 1.65%
7 WELLS FARGO & COMPANY/MN 877,967 44,328,000 1.57%
8 Sequoia Financial Advisors, LLC 844,710 42,649,000 1.51%
9 BANK OF HAWAII 745,469 37,639,000 1.33%
10 US BANCORP \DE\ 743,294 37,528,000 1.33%
11 Commonwealth Equity Services, Inc 731,460 36,931,000 1.31%
12 BANK OF AMERICA CORP /DE/ 725,539 36,632,000 1.30%
13 TRUE PRIVATE WEALTH ADVISORS 661,967 34,945,000 1.24%
14 MORGAN STANLEY 613,078 30,954,000 1.09%
15 AGILIS PARTNERS LLC 466,612 23,559,000 0.83%
16 PHILLIPS FINANCIAL MANAGEMENT, LLC 398,598 20,731,000 0.73%
17 Orion Porfolio Solutions, LLC 388,990 19,640,000 0.69%
18 BlackRock Finance, Inc. 362,902 18,322,000 0.65%
19 UBS Group AG 290,005 14,642,000 0.52%
20 ROYAL BANK OF CANADA 282,766 14,276,000 0.50%
21 TD Capital Management LLC 240,947 12,165,000 0.43%
22 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 182,335 9,206,000 0.33%
23 LPL Financial LLC 129,407 6,573,000 0.23%
24 Shamrock Asset Management LLC 114,158 5,764,000 0.20%
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 107,315 5,418,000 0.19%
26 Tortoise Investment Management, LLC 104,633 5,283,000 0.19%
27 AMERIPRISE FINANCIAL INC 92,863 4,804,000 0.17%
28 Raymond James Financial Services Advisors, Inc. 91,161 4,603,000 0.16%
29 Allworth Financial LP 88,219 4,454,000 0.16%
30 UNITED CAPITAL FINANCIAL ADVISORS, LLC 86,862 4,386,000 0.16%
31 FC ADVISORY LLC 78,631 4,090,000 0.14%
32 Tillar-Wenstrup Advisors, LLC 61,310 3,096,000 0.11%
33 HighTower Advisors, LLC 58,051 2,933,000 0.10%
34 NAPLES GLOBAL ADVISORS, LLC 57,185 2,887,000 0.10%
35 Private Advisor Group, LLC 54,822 2,852,000 0.10%
36 Cambridge Investment Research Advisors, Inc. 44,205 2,232,000 0.08%
37 MARINER INDEPENDENT ADVISOR NETWORK, LLC 42,728 2,157,000 0.08%
38 NATIONAL PLANNING CORP 38,841 2,053,000 0.07%
39 SECURIAN ASSET MANAGEMENT, INC 40,000 2,020,000 0.07%
40 MONEYWISE, INC. 37,005 1,868,000 0.07%
41 LADENBURG THALMANN FINANCIAL SERVICES INC. 36,161 1,826,000 0.06%
42 VICUS CAPITAL 32,271 1,629,000 0.06%
43 CLARIUS GROUP, LLC 30,324 1,531,000 0.05%
44 ETF Portfolio Partners, Inc. 29,416 1,485,000 0.05%
45 MSI Financial Services Inc 29,263 1,478,000 0.05%
46 Creative Planning 27,194 1,373,000 0.05%
47 SNOWDEN CAPITAL ADVISORS LLC 27,178 1,372,217 0.05%
48 Brown Advisory Securities, LLC 26,584 1,342,000 0.05%
49 Janney Montgomery Scott LLC 25,556 1,290,000 0.05%
50 GOLDMAN SACHS GROUP INC 23,645 1,194,000 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.