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

Institutional Holders (2017Q1)
Portfolio Summary: 60 Institutional holders with a total value of $107,319,589.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 LINCOLN NATIONAL CORP 146,532 3,741,000 3.49%
52 UNITED CAPITAL FINANCIAL ADVISORS, LLC 182,272 4,653,000 4.34%
53 BB&T SECURITIES, LLC 190,062 4,852,000 4.52%
54 Vigilant Capital Management, LLC 192,314 4,910,000 4.58%
55 Gateway Advisory, LLC 240,022 6,130,000 5.71%
56 US BANCORP \DE\ 246,684 6,297,000 5.87%
57 MORGAN STANLEY 352,628 9,003,000 8.39%
58 BANK OF AMERICA CORP /DE/ 367,767 9,389,000 8.75%
59 WELLS FARGO & COMPANY/MN 389,018 9,932,000 9.25%
60 UBS Group AG 434,666 11,097,000 10.34%
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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.