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

Institutional Holders (2017Q2)
Portfolio Summary: 120 Institutional holders with a total value of $965,747,823.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 6,555,168 205,308,000 21.26%
2 JPMORGAN CHASE & CO 6,132,467 192,068,000 19.89%
3 PNC FINANCIAL SERVICES GROUP, INC. 3,974,503 124,481,000 12.89%
4 MORGAN STANLEY 3,078,403 96,416,000 9.98%
5 UBS Group AG 1,148,413 35,968,000 3.72%
6 Commonwealth Equity Services, Inc 994,658 31,153,000 3.23%
7 WELLS FARGO & COMPANY/MN 963,983 30,192,000 3.13%
8 LPL Financial LLC 928,511 29,081,000 3.01%
9 WEALTHPLAN PARTNERS, LLC 586,189 18,359,000 1.90%
10 AMERIPRISE FINANCIAL INC 538,420 16,872,000 1.75%
11 Raymond James Financial Services Advisors, Inc. 435,341 13,635,000 1.41%
12 ROYAL BANK OF CANADA 381,377 11,945,000 1.24%
13 JANE STREET GROUP, LLC 342,607 10,730,000 1.11%
14 BAIRD FINANCIAL GROUP, INC. 294,716 9,231,000 0.96%
15 EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC 289,757 9,075,000 0.94%
16 ADVISOR GROUP, INC. 267,616 8,382,000 0.87%
17 STEWARDSHIP FINANCIAL ADVISORS, LLC 227,419 7,123,000 0.74%
18 UNITED SERVICES AUTOMOBILE ASSOCIATION 223,600 7,003,000 0.73%
19 Private Advisor Group, LLC 159,469 4,998,000 0.52%
20 Cambridge Investment Research Advisors, Inc. 153,783 4,816,000 0.50%
21 FC ADVISORY LLC 138,785 4,347,000 0.45%
22 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 134,213 4,204,000 0.44%
23 Clark Capital Management Group, Inc. 131,631 4,123,000 0.43%
24 BB&T SECURITIES, LLC 131,534 4,119,000 0.43%
25 Sigma Planning Corp 107,256 3,359,000 0.35%
26 MML INVESTORS SERVICES, INC. 105,885 3,316,000 0.34%
27 INVESTMENT CENTERS OF AMERICA INC 87,370 2,737,000 0.28%
28 Destination Wealth Management 86,650 2,714,000 0.28%
29 PLANNING ALTERNATIVES LTD /ADV 85,848 2,689,000 0.28%
30 Towercrest Capital Management 84,202 2,637,000 0.27%
31 Homrich & Berg 79,650 2,495,000 0.26%
32 LINCOLN NATIONAL CORP 77,809 2,437,000 0.25%
33 FIDUCIARY GROUP, LLC 70,631 2,212,000 0.23%
34 CARDAN CAPITAL PARTNERS, LLC 68,833 2,156,000 0.22%
35 CITIGROUP INC 68,248 2,137,000 0.22%
36 RAYMOND JAMES & ASSOCIATES 66,453 2,081,000 0.22%
37 FormulaFolio Investments, LLC 63,538 1,990,000 0.21%
38 HighTower Advisors, LLC 63,405 1,987,000 0.21%
39 NATIONAL PLANNING CORP 59,507 1,871,000 0.19%
40 Carroll Financial Associates, Inc. 56,475 1,768,000 0.18%
41 BIEGEL & WALLER LLC 55,835 1,749,000 0.18%
42 Tower Research Capital LLC (TRC) 54,352 1,702,000 0.18%
43 Arete Wealth Advisors, LLC 53,730 1,683,000 0.17%
44 MANNING & NAPIER ADVISORS LLC 53,110 1,662,000 0.17% PRN
45 MARINER INDEPENDENT ADVISOR NETWORK, LLC 51,141 1,601,000 0.17%
46 STIFEL FINANCIAL CORP 47,627 1,496,000 0.15%
47 B. Riley Wealth Advisors, Inc. 47,257 1,481,000 0.15%
48 LADENBURG THALMANN FINANCIAL SERVICES INC. 45,602 1,428,000 0.15%
49 CETERA INVESTMENT ADVISERS 44,096 1,380,000 0.14%
50 Cetera Advisors LLC 44,096 1,380,000 0.14%
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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.