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

Institutional Holders (2017Q2)
Portfolio Summary: 146 Institutional holders with a total value of $446,092,945.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BlackRock Finance, Inc. 1,680,793 77,955,000 17.48%
2 Nan Shan Life Insurance Co., Ltd. 1,146,161 53,159,000 11.92%
3 MORGAN STANLEY 584,803 27,123,000 6.08%
4 NIEMANN CAPITAL MANAGEMENT INC 410,510 19,039,000 4.27%
5 BANK OF AMERICA CORP /DE/ 397,354 18,429,000 4.13%
6 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 372,970 17,298,000 3.88%
7 ENVESTNET ASSET MANAGEMENT INC 352,308 16,338,000 3.66%
8 LPL Financial LLC 350,425 16,253,000 3.64%
9 CEDAR HILL ASSOCIATES, LLC 325,236 15,084,000 3.38%
10 WELLS FARGO & COMPANY/MN 305,815 14,184,000 3.18%
11 UNITED CAPITAL FINANCIAL ADVISORS, LLC 181,803 8,432,000 1.89%
12 UBS Group AG 169,371 7,855,000 1.76%
13 RWA WEALTH PARTNERS, LLC 167,230 7,756,000 1.74%
14 TRUSTMARK BANK TRUST DEPARTMENT 162,103 7,518,000 1.69%
15 RAYMOND JAMES & ASSOCIATES 141,584 6,567,000 1.47%
16 INTERACTIVE FINANCIAL ADVISORS, INC. 136,397 6,326,000 1.42%
17 ALLIANCEBERNSTEIN L.P. 121,500 5,635,000 1.26% Put
18 CREDIT SUISSE AG/ 119,697 5,552,000 1.24%
19 ADVISOR GROUP, INC. 118,008 5,473,000 1.23%
20 MACKENZIE FINANCIAL CORP 104,910 4,866,000 1.09%
21 PARKSIDE INVESTMENTS, LLC 95,180 4,414,000 0.99%
22 Cambria Investment Management, L.P. 86,640 4,018,000 0.90%
23 JPMORGAN CHASE & CO 82,833 3,842,000 0.86%
24 IFP ADVISORS, INC 76,442 3,545,000 0.79%
25 ROYAL BANK OF CANADA 71,459 3,315,000 0.74%
26 ALLIANCEBERNSTEIN L.P. 69,047 3,202,000 0.72%
27 CITIGROUP INC 65,541 3,040,000 0.68%
28 Janney Montgomery Scott LLC 64,304 2,982,000 0.67%
29 SUSQUEHANNA INTERNATIONAL GROUP, LLP 64,200 2,978,000 0.67% Put
30 NATIXIS 63,793 2,959,000 0.66%
31 FIRST CAPITAL ADVISORS GROUP, LLC. 63,624 2,951,000 0.66%
32 CITADEL ADVISORS LLC 62,091 2,880,000 0.65%
33 AUSDAL FINANCIAL PARTNERS, INC. 59,806 2,774,000 0.62%
34 Janney Capital Management LLC 58,630 2,719,000 0.61%
35 Cetera Advisor Networks LLC 56,263 2,612,000 0.59%
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 55,796 2,588,000 0.58%
37 TWO SIGMA SECURITIES, LLC 55,209 2,561,000 0.57%
38 Patriot Wealth Management, Inc. 47,930 2,223,000 0.50%
39 Brookstone Capital Management 42,331 1,963,000 0.44%
40 BLUE SKY ASSET MANAGEMENT, LLC 38,007 1,763,000 0.40%
41 Private Advisor Group, LLC 36,278 1,678,000 0.38%
42 Virtu KCG Holdings LLC 35,975 1,669,000 0.37%
43 LADENBURG THALMANN FINANCIAL SERVICES INC. 35,218 1,633,000 0.37%
44 Raymond James Financial Services Advisors, Inc. 33,751 1,565,000 0.35%
45 Quantitative Advantage, LLC 30,206 1,401,000 0.31%
46 AMERIPRISE FINANCIAL INC 29,591 1,371,000 0.31%
47 ALETHEA CAPITAL MANAGEMENT, LLC 29,110 1,350,000 0.30%
48 Cetera Advisors LLC 28,836 1,336,000 0.30%
49 CETERA INVESTMENT ADVISERS 28,836 1,336,000 0.30%
50 Regal Investment Advisors LLC 27,291 1,266,000 0.28%
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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.