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

Institutional Holders (2017Q2)
Portfolio Summary: 182 Institutional holders with a total value of $1,301,233,810.
#
Manager Name
Shares
Value ($)
%
Options
Notes
151 NewFocus Financial Group, LLC 190,903 6,363,000 0.49%
152 AFAM CAPITAL, INC. 196,224 6,540,000 0.50%
153 HighTower Advisors, LLC 209,384 6,977,000 0.54%
154 JPMORGAN CHASE & CO 213,204 7,106,000 0.55%
155 XPONANCE LLC 212,835 7,186,000 0.55%
156 Water Oak Advisors LLC 216,801 7,226,000 0.56%
157 LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 238,110 7,936,000 0.61%
158 Mirae Asset Global Investments Co., Ltd. 248,555 8,284,000 0.64%
159 JANUS HENDERSON GROUP PLC 256,083 8,535,000 0.66%
160 American Assets Investment Management, LLC 300,000 9,999,000 0.77%
161 FUKOKU MUTUAL LIFE INSURANCE CO 306,000 10,199,000 0.78%
162 CIBC Asset Management Inc 314,127 10,470,000 0.80%
163 Allianz Asset Management GmbH 317,655 10,581,000 0.81%
164 Richard Bernstein Advisors LLC 319,972 10,665,000 0.82%
165 HSBC HOLDINGS PLC 320,746 10,691,000 0.82%
166 BANK OF AMERICA CORP /DE/ 500,000 16,665,000 1.28% Call
167 XL GROUP INVESTMENTS LTD 612,470 20,414,000 1.57%
168 CAPSTONE INVESTMENT ADVISORS, LLC 669,718 22,321,000 1.72%
169 LPL Financial LLC 758,207 25,271,000 1.94%
170 Pinnacle Advisory Group, Inc. 765,404 25,511,000 1.96%
171 ROYAL BANK OF CANADA 862,270 28,741,000 2.21%
172 AMERIPRISE FINANCIAL INC 889,416 29,651,000 2.28%
173 CITIGROUP INC 914,700 30,488,000 2.34%
174 UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,027,338 34,241,000 2.63%
175 ENVESTNET ASSET MANAGEMENT INC 1,134,184 37,803,000 2.91%
176 WELLS FARGO & COMPANY/MN 1,136,906 37,894,000 2.91%
177 Psagot Value Holdings Ltd. 1,170,918 39,027,000 3.00%
178 MORGAN STANLEY 1,263,996 42,129,000 3.24%
179 UBS Group AG 1,619,046 53,963,000 4.15%
180 BlackRock Finance, Inc. 1,920,608 64,014,000 4.92%
181 GOLDMAN SACHS GROUP INC 2,234,018 74,460,000 5.72%
182 BANK OF AMERICA CORP /DE/ 12,682,812 422,718,000 32.49%
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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.