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

Institutional Holders (2017Q2)
Portfolio Summary: 419 Institutional holders with a total value of $4,945,218,017.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 TIAA, FSB 4,690,841 506,939,000 10.25%
2 WELLS FARGO & COMPANY/MN 4,153,473 448,865,000 9.08%
3 BANK OF AMERICA CORP /DE/ 3,818,598 412,676,000 8.34%
4 MORGAN STANLEY 3,364,292 363,580,000 7.35%
5 PNC FINANCIAL SERVICES GROUP, INC. 2,144,995 231,810,000 4.69%
6 UBS Group AG 1,938,236 209,465,000 4.24%
7 FMR LLC 1,648,705 178,176,000 3.60%
8 JONES FINANCIAL COMPANIES LLLP 1,614,853 174,517,000 3.53%
9 Commonwealth Equity Services, Inc 1,324,699 143,160,000 2.89%
10 CIBC Private Wealth Group LLC 1,160,862 125,453,000 2.54%
11 COMMERCE BANK 934,303 100,971,000 2.04%
12 LADENBURG THALMANN FINANCIAL SERVICES INC. 797,114 86,121,000 1.74%
13 STEPHENS INC /AR/ 752,259 81,297,000 1.64%
14 M&T BANK CORP 742,350 80,226,000 1.62%
15 ENVESTNET ASSET MANAGEMENT INC 715,148 77,284,000 1.56%
16 LPL Financial LLC 653,903 70,667,000 1.43%
17 SYNOVUS FINANCIAL CORP 586,143 63,337,000 1.28%
18 SUNTRUST BANKS INC 578,016 62,466,000 1.26%
19 JPMORGAN CHASE & CO 563,524 60,901,000 1.23%
20 GOLDMAN SACHS GROUP INC 480,545 51,932,000 1.05%
21 ROYAL BANK OF CANADA 462,993 50,034,000 1.01%
22 WELLINGTON MANAGEMENT GROUP LLP 437,100 47,237,000 0.96%
23 AMERIPRISE FINANCIAL INC 437,134 47,219,000 0.95%
24 US BANCORP \DE\ 420,297 45,422,000 0.92%
25 Clark Capital Management Group, Inc. 325,209 35,146,000 0.71%
26 JOHNSON INVESTMENT COUNSEL INC 309,747 33,474,000 0.68%
27 HSBC HOLDINGS PLC 303,954 32,848,000 0.66%
28 ZIONS BANCORPORATION 295,516 31,936,000 0.65%
29 TEACHERS ADVISORS, LLC 290,801 31,427,000 0.64%
30 ADVISOR GROUP, INC. 277,497 29,987,000 0.61%
31 Polaris Wealth Advisory Group, LLC 270,816 29,267,000 0.59%
32 STIFEL FINANCIAL CORP 234,533 25,301,000 0.51%
33 Bank of New York Mellon Corp 219,927 23,767,000 0.48%
34 EASTERN BANK 218,597 23,624,000 0.48%
35 RAYMOND JAMES & ASSOCIATES 217,867 23,546,000 0.48%
36 TRUIST FINANCIAL CORP 200,353 21,653,000 0.44%
37 BANK OF MONTREAL /CAN/ 198,149 21,415,000 0.43%
38 Noven Financial Group, Inc. 182,953 19,772,000 0.40%
39 Creative Planning 180,807 19,540,000 0.40%
40 Raymond James Financial Services Advisors, Inc. 177,817 19,217,000 0.39%
41 FIFTH THIRD BANCORP 174,428 18,850,000 0.38%
42 UMB Bank, n.a. 166,661 18,011,000 0.36%
43 BOKF, NA 160,338 17,328,000 0.35%
44 KEYBANK NATIONAL ASSOCIATION/OH 157,016 16,969,000 0.34%
45 AMG National Trust Bank 140,490 15,182,000 0.31%
46 MML INVESTORS SERVICES, INC. 138,719 14,991,000 0.30%
47 NorthRock Partners, LLC 127,420 13,763,000 0.28%
48 Accredited Investors Inc. 122,037 13,189,000 0.27%
49 BISHOP & CO INVESTMENT MANAGEMENT, LLC 121,275 13,106,000 0.27%
50 INTEGRATED INVESTMENT CONSULTANTS, LLC 119,071 12,868,000 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.