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

Institutional Holders (2016Q4)
Portfolio Summary: 414 Institutional holders with a total value of $4,379,150,902.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 4,348,162 423,466,000 9.67%
2 TIAA CREF TRUST CO FSB/MO 4,158,137 404,961,000 9.25%
3 BANK OF AMERICA CORP /DE/ 3,562,223 346,925,000 7.92%
4 MORGAN STANLEY 3,151,039 306,879,000 7.01%
5 PNC FINANCIAL SERVICES GROUP, INC. 2,229,267 217,107,000 4.96%
6 UBS Group AG 2,053,442 199,985,000 4.57%
7 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1,969,079 191,769,000 4.38%
8 FMR LLC 1,736,918 169,158,000 3.86%
9 JONES FINANCIAL COMPANIES LLLP 1,511,262 147,182,000 3.36%
10 Commonwealth Equity Services, Inc 1,223,782 119,184,000 2.72%
11 COMMERCE BANK 987,279 96,151,000 2.20%
12 CIBC Private Wealth Group LLC 888,823 86,562,000 1.98%
13 JPMORGAN CHASE & CO 810,211 78,907,000 1.80%
14 M&T BANK CORP 803,227 78,226,000 1.79%
15 STEPHENS INC /AR/ 794,906 77,416,000 1.77%
16 GOLDMAN SACHS GROUP INC 682,537 66,471,000 1.52%
17 SUNTRUST BANKS INC 607,892 59,201,000 1.35%
18 SYNOVUS FINANCIAL CORP 570,633 55,580,000 1.27%
19 LADENBURG THALMANN FINANCIAL SERVICES INC. 446,916 43,531,000 0.99%
20 TEACHERS ADVISORS, LLC 445,171 43,355,000 0.99%
21 US BANCORP \DE\ 427,382 41,623,000 0.95%
22 ROYAL BANK OF CANADA 422,536 41,150,000 0.94%
23 AMERIPRISE FINANCIAL INC 362,397 35,138,000 0.80%
24 JOHNSON INVESTMENT COUNSEL INC 345,297 33,628,000 0.77%
25 ZIONS BANCORPORATION 286,017 27,855,000 0.64%
26 HSBC HOLDINGS PLC 274,345 26,718,000 0.61%
27 Polaris Wealth Advisory Group, LLC 271,074 26,400,000 0.60%
28 LEVEL FOUR ADVISORY SERVICES, LLC 265,760 25,882,000 0.59%
29 STIFEL FINANCIAL CORP 213,041 20,759,000 0.47%
30 FIFTH THIRD BANCORP 196,520 19,139,000 0.44%
31 TRUIST FINANCIAL CORP 196,458 19,133,000 0.44%
32 ENVESTNET ASSET MANAGEMENT INC 188,973 18,404,000 0.42%
33 Creative Planning 178,077 17,343,000 0.40%
34 KEYBANK NATIONAL ASSOCIATION/OH 176,625 17,202,000 0.39%
35 Neuberger Berman Group LLC 170,427 16,598,000 0.38%
36 LPL Financial LLC 165,294 16,102,000 0.37%
37 UMB Bank, n.a. 162,543 15,830,000 0.36%
38 BOKF, NA 161,870 15,764,000 0.36%
39 Raymond James Financial Services Advisors, Inc. 161,593 15,738,000 0.36%
40 Noven Financial Group, Inc. 153,685 14,967,000 0.34%
41 MANNING & NAPIER ADVISORS LLC 151,040 14,709,000 0.34% PRN
42 BRINKER CAPITAL INC 147,592 14,374,000 0.33%
43 Bank of New York Mellon Corp 145,866 14,206,000 0.32%
44 RAYMOND JAMES & ASSOCIATES 145,086 14,131,000 0.32%
45 AMG National Trust Bank 141,681 13,799,000 0.32%
46 EASTERN BANK 140,788 13,711,000 0.31%
47 Accredited Investors Inc. 136,246 13,269,000 0.30%
48 NorthRock Partners, LLC 128,694 12,530,000 0.29%
49 BISHOP & CO INVESTMENT MANAGEMENT, LLC 120,517 11,737,000 0.27%
50 INTEGRATED INVESTMENT CONSULTANTS, LLC 119,113 11,600,000 0.26%
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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.