ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

InstitutionSharesValue ($000)
ENVESTNET ASSET MANAGEMENT INC43,645,204$5,379,708
JPMORGAN CHASE & CO40,710,202$5,017,940
MORGAN STANLEY33,646,152$4,147,225
LPL Financial LLC19,816,481$2,442,579
BANK OF AMERICA CORP /DE/18,549,886$2,286,459
WELLS FARGO & COMPANY/MN15,021,156$1,851,508
UBS Group AG8,688,281$1,070,918
AMERIPRISE FINANCIAL INC8,505,668$1,048,527
STIFEL FINANCIAL CORP6,922,912$853,319
PNC Financial Services Group, Inc.5,430,342$669,344
CWM, LLC4,775,251$589
Cetera Investment Advisers4,509,307$555,817
BlackRock, Inc.4,421,371$544,978
RAYMOND JAMES FINANCIAL INC4,354,800$536,773
GOLDMAN SACHS GROUP INC4,274,018$526,815
M&T Bank Corp4,050,582$499,275
Lido Advisors, LLC3,788,440$459,649
Envestnet Portfolio Solutions, Inc.3,698,611$455,891
Mariner, LLC3,665,537$451,818
MML INVESTORS SERVICES, LLC3,645,204$449,308
PARK AVENUE SECURITIES LLC3,631,582$448
ROYAL BANK OF CANADA3,346,092$412,287
COMMONWEALTH EQUITY SERVICES, LLC2,995,634$369,242
FIL Ltd2,950,099$363,629
JONES FINANCIAL COMPANIES LLLP2,849,667$351,250
REGIONS FINANCIAL CORP2,705,320$333,458
HB Wealth Management, LLC2,372,059$292,380
Janney Montgomery Scott LLC2,204,622$272
SOFI WEALTH, LLC2,104,088$259,350
OSAIC HOLDINGS, INC.2,038,970$251,417
HighTower Advisors, LLC2,035,586$250,906
Foundations Investment Advisors, LLC2,032,167$250,485
FMR LLC2,030,987$250,340
Focus Partners Wealth1,920,546$236,725
Bank of New York Mellon Corp1,787,267$220,298
NewEdge Advisors, LLC1,749,507$215,644
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,697,013$209,174
HUNTINGTON NATIONAL BANK1,450,804$178,826
Thrivent Financial for Lutherans1,385,637$172
Sanctuary Advisors, LLC1,352,008$166,648
Steward Partners Investment Advisory, LLC1,340,737$165,259
MONETA GROUP INVESTMENT ADVISORS LLC1,269,877$156,525
JB Capital LLC1,255,361$154,736
TRUIST FINANCIAL CORP1,169,463$144,148
Cambridge Investment Research Advisors, Inc.1,121,790$138
Rehmann Capital Advisory Group1,114,316$138,045
MAI Capital Management1,113,823$137,290
Calamos Wealth Management LLC1,112,935$137,180
UNITED CAPITAL FINANCIAL ADVISORS, LLC1,084,160$133,634
LVZ, Inc.1,019,830$125,704
COURIER CAPITAL LLC969,285$119,474
US BANCORP \DE\938,839$115,721
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC900,143$110,952
COMERICA BANK896,757$110,534
Baird Financial Group, Inc.882,286$108,751
Rockefeller Capital Management L.P.836,746$103,138
Modern Wealth Management, LLC816,194$100,604
Advocacy Wealth Management Services, LLC784,514$96,699
Kestra Advisory Services, LLC775,929$95,641
KEYBANK NATIONAL ASSOCIATION/OH736,360$90,764
NORTHERN TRUST CORP728,823$89,835
AE Wealth Management LLC710,568$87,585
Ascent Group, LLC702,139$86,546
Private Advisor Group, LLC686,794$84,654
Modera Wealth Management, LLC656,924$80,972
Creative Planning653,362$80,533
FIFTH THIRD BANCORP647,461$79,806
MIDLAND WEALTH ADVISORS LLC630,178$77,676
Stegner Investment Associates Inc.619,494$76,359
BANK OF MONTREAL /CAN/614,635$75,760
Salomon & Ludwin, LLC612,653$75,802
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC598,634$74,506
Valmark Advisers, Inc.598,466$73,767
SilverOak Wealth Management LLC570,356$70,302
World Investment Advisors530,908$65,440
USA FINANCIAL FORMULAS524,309$64,626
Allworth Financial LP523,308$64,503
North Star Investment Management Corp.518,496$63,910
Cerity Partners LLC517,762$63,819
Atria Investments, Inc514,444$63,410
Waverly Advisors, LLC487,802$60,126
Probity Advisors, Inc.486,359$59,949
Austin Private Wealth, LLC482,689$59,496
CAPTRUST FINANCIAL ADVISORS479,409$59,092
SCS Capital Management LLC472,402$58,228
CreativeOne Wealth, LLC469,836$57,912
IFP Advisors, Inc468,364$57,731
Concurrent Investment Advisors, LLC452,635$55,792
West Wealth Group, LLC439,568$54,181
PRINCIPAL SECURITIES, INC.434,711$53,582
Sigma Planning Corp433,977$53,492
Icon Wealth Advisors, LLC432,426$53,301
&PARTNERS431,836$53,271
CHOREO, LLC420,047$52,153
MERCER GLOBAL ADVISORS INC /ADV417,050$51,406
Stratos Wealth Partners, LTD.413,008$50,907
Align Financial, LLC398,993$399
BOKF, NA387,565$47,771
Farther Finance Advisors, LLC386,527$47,643
Connecticut Wealth Management, LLC385,195$47,479
1934 other institutions71,181,377$8,541,898
Total (2,034 institutions)399,019,895$47,281,946