ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
BlackRock, Inc.70,712,218$10,514,200
WELLS FARGO & COMPANY/MN63,910,447$9,502,844
Wealthfront Advisers LLC11,612,076$1,726,600
MORGAN STANLEY10,899,766$1,620,687
Betterment LLC10,680,855$1,588
ALLIANCEBERNSTEIN L.P.9,974,295$1,483,078
BANK OF AMERICA CORP /DE/6,417,278$954,185
LPL Financial LLC6,324,224$940,349
Focus Partners Wealth6,150,404$914,502
Buckingham Strategic Partners5,043,151$749,866
Ronald Blue Trust, Inc.3,903,984$580,483
SigFig Wealth Management, LLC3,638,230$541,320
ENVESTNET ASSET MANAGEMENT INC3,622,258$538,594
Auto-Owners Insurance Co3,595,344$534,592
Ballentine Partners, LLC3,233,771$480,829
AlTi Global, Inc.2,752,284$409,237
Parallel Advisors, LLC2,353,884$349,999
Norinchukin Bank, The2,246,560$334,041
Creative Planning2,084,729$309,978
AMERIPRISE FINANCIAL INC2,071,043$307,978
RAYMOND JAMES FINANCIAL INC2,064,355$306,949
Allworth Financial LP1,986,400$295,358
Cerity Partners LLC1,962,466$291,799
Lido Advisors, LLC1,787,650$264,664
SENTINEL TRUST CO LBA1,774,404$264
Provenance Wealth Advisors, LLC1,606,690$238,899
OSAIC HOLDINGS, INC.1,560,025$231,982
JPMORGAN CHASE & CO1,552,632$230,861
Prime Capital Investment Advisors, LLC1,547,706$230,128
CAPTRUST FINANCIAL ADVISORS1,506,277$223,968
STIFEL FINANCIAL CORP1,496,581$222,527
Evensky & Katz LLC1,488,295$221
Cisco Systems, Inc.1,422,500$211,512
TD Capital Management LLC1,356,067$201,634
ALLSTATE CORP1,249,883$185,845
Klaas Financial Asset Advisors, LLC1,234,447$183,550
LJI Wealth Management, LLC1,208,721$179,725
COMMONWEALTH EQUITY SERVICES, LLC1,201,914$178,713
Disciplina Capital Management LLC1,155,124$171,755
Mariner, LLC1,139,382$169,484
ROYAL BANK OF CANADA1,127,700$167,676
Zhang Financial LLC1,051,877$156,404
UBS Group AG1,037,291$154,235
Fundamentum, LLC1,024,654$152,356
HB Wealth Management, LLC1,020,678$151,765
Tanager Wealth Management LLP997,939$148,384
Claar Advisors LLC994,596$147,886
FMR LLC990,308$147,249
HighTower Advisors, LLC930,170$138,307
Winthrop Advisory Group LLC918,312$136,544
Wick Capital Partners, LLC877,885$130,533
Rock Creek Group, LP874,062$127,532
MERCER GLOBAL ADVISORS INC /ADV826,324$122,867
Cetera Investment Advisers800,996$119,100
True Link Financial Advisors, LLC776,394$115,442
Mesirow Financial Investment Management, Inc.739,501$109,958
Jaffetilchin Investment Partners, LLC738,358$109,786
JONES FINANCIAL COMPANIES LLLP737,129$109,604
Align Financial, LLC725,607$726
Johnson Bixby & Associates, LLC689,578$102,533
Independent Order of Foresters672,744$100,030
Ancora Advisors LLC671,295$99,815
Cambridge Investment Research Advisors, Inc.665,622$99
Goldstein Advisors, LLC636,664$94,666
Ullmann Wealth Partners Group, LLC633,541$94,372
Facet Wealth, Inc.632,590$96,217
Ohio National Investments, Inc.608,000$90,404
Brinker Capital Investments, LLC576,445$85,712
BLAIR WILLIAM & CO/IL540,800$80,412
CWM, LLC535,621$80
MML INVESTORS SERVICES, LLC511,375$76,036
Allen Investment Management LLC489,107$72,725
TRUIST FINANCIAL CORP479,905$71,357
PARTNERS CAPITAL INVESTMENT GROUP, LLP466,334$69,339
jvl associates llc460,261$68,436
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC459,541$69,524
Cresset Asset Management, LLC450,689$67,013
O'Brien Wealth Partners LLC447,667$66,564
Friday Financial444,684$66,120
SIMON QUICK ADVISORS, LLC443,849$65,996
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO436,808$64,949
Vantage Financial Partners, LLC434,352$64,584
Rockefeller Capital Management L.P.425,439$63,259
Elm Partners Management LLC404,268$60,111
Brady Martz Wealth Solutions, LLC404,077$60,082
Clark Capital Management Group, Inc.402,991$59,921
Aviso Financial Inc.399,543$59,404
Steffes Financial, Ltd.395,904$58,867
Corient Private Wealth LLC379,394$56,417
REGATTA CAPITAL GROUP, LLC377,803$56,176
Geneos Wealth Management Inc.362,878$53,956
Kestra Advisory Services, LLC360,661$53,627
&PARTNERS359,434$53,447
Strategic Point Investment Advisors, LLC355,268$52,825
Smallwood Wealth Investment Management, LLC345,754$51,410
FORVIS Wealth Advisors, LLC344,504$51,224
NORTHWEST WEALTH MANAGEMENT, LLC343,832$51,124
GM Advisory Group, Inc.340,182$50,582
MISSION WEALTH MANAGEMENT, LP339,109$50,422
BLB&B Advisors, LLC333,658$49,612
1522 other institutions42,170,909$6,049,782
Total (1,622 institutions)339,951,181$47,970,368