ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

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

InstitutionSharesValue ($000)
MORGAN STANLEY19,403,290$2,657,087
BANK OF AMERICA CORP /DE/7,092,149$971,199
ENVESTNET ASSET MANAGEMENT INC6,007,797$822,708
WELLS FARGO & COMPANY/MN5,299,199$725,672
JONES FINANCIAL COMPANIES LLLP4,731,983$647,998
First Command Advisory Services, Inc.3,839,481$525,778
AMERIPRISE FINANCIAL INC2,783,972$381,068
LPL Financial LLC2,616,494$358,303
PNC Financial Services Group, Inc.2,457,673$336,554
TIAA TRUST, NATIONAL ASSOCIATION2,369,283$324,523
UBS Group AG2,367,920$324,263
COMMONWEALTH EQUITY SERVICES, LLC2,300,238$314,995
Cassaday & Co Wealth Management LLC2,143,075$293,473
VANTAGEPOINT INVESTMENT ADVISERS LLC1,993,095$272,934
Envestnet Portfolio Solutions, Inc.1,881,084$257,596
FIRST CITIZENS BANK & TRUST CO1,745,634$239,047
COMMERCE BANK1,660,417$227,378
US BANCORP \DE\1,584,378$216,965
CULLEN/FROST BANKERS, INC.1,439,846$197,173
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,404,920$192,390
CIBC Private Wealth Group, LLC1,309,901$179,378
OSAIC HOLDINGS, INC.1,189,175$162,869
FMR LLC1,179,261$161,488
RAYMOND JAMES FINANCIAL INC1,015,493$139,152
ROYAL BANK OF CANADA877,695$120,192
Financial Advisory Corp752,605$103,062
Cetera Investment Advisers717,414$98,243
TRUIST FINANCIAL CORP692,784$94,870
Mariner, LLC666,081$91,213
Pacific Life Fund Advisors LLC652,479$89,350
Focus Partners Wealth652,159$89,340
JPMORGAN CHASE & CO618,230$84,661
American Family Investments, Inc.561,707$76,920
STEPHENS INC /AR/549,864$75,312
Equitable Holdings, Inc.540,043$73,953
STEPHENS GROUP ASSET MANAGEMENT, LLC538,596$73,755
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/501,435$68,667
CONGRESS ASSET MANAGEMENT CO /MA458,580$62,798
Creative Planning420,761$57,619
Rodgers & Associates, LTD411,776$56,389
JOHNSON INVESTMENT COUNSEL INC403,273$55,224
GOLDMAN SACHS GROUP INC395,483$54,157
GLOBALT Investments LLC / GA380,024$52,040
BNP PARIBAS ARBITRAGE, SA350,300$47,970
COMERICA BANK337,549$46,224
Wescott Financial Advisory Group, LLC337,442$46,209
Baird Financial Group, Inc.334,953$45,869
AMG National Trust Bank322,291$44,135
M&T Bank Corp304,628$41,716
Truepoint, Inc.285,212$39,057
Krilogy Financial LLC282,178$39,401
Align Financial, LLC280,727$281
Cedar Mountain Advisors, LLC273,518$37,456
Pinnacle Financial Partners, Inc.263,638$36,106
BANK OF HAWAII253,786$34,753
Cambridge Investment Research Advisors, Inc.252,692$35
MONETA GROUP INVESTMENT ADVISORS LLC243,599$33,358
Badgley Phelps Wealth Managers, LLC240,319$32,909
HighTower Advisors, LLC235,326$32,226
Brinker Capital Investments, LLC230,638$31,584
Rockefeller Capital Management L.P.227,790$31,194
NATIXIS ADVISORS, L.P.209,395$29
RTD Financial Advisors, Inc.204,802$28,046
OPPENHEIMER & CO INC204,509$28,005
Lido Advisors, LLC204,291$28,343
GenWealth Group, Inc.202,807$28,774
FIFTH THIRD BANCORP201,949$27,655
HANTZ FINANCIAL SERVICES, INC.201,602$28
BANK OF MONTREAL /CAN/192,207$26,321
EP Wealth Advisors, LLC189,742$25,983
Kestra Advisory Services, LLC189,261$25,917
MAI Capital Management187,872$25,727
Accredited Investors Inc.187,039$25,613
SVB WEALTH LLC185,968$25,466
BOKF, NA184,476$25,262
Integrated Investment Consultants, LLC180,699$24,745
Waverly Advisors, LLC176,065$24,110
Steward Partners Investment Advisory, LLC175,314$24,008
KEYBANK NATIONAL ASSOCIATION/OH171,633$23,503
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC169,470$23,195
HSBC HOLDINGS PLC168,785$23,113
Corient Private Wealth LLC166,929$22,906
Washington Trust Bank165,647$22,684
STIFEL FINANCIAL CORP162,151$22,208
Parkway Wealth Management Group, LLC161,980$22,182
BROWN ADVISORY INC161,817$22,159
MML INVESTORS SERVICES, LLC159,511$21,843
Midwest Trust Co155,267$21,262
KESTRA PRIVATE WEALTH SERVICES, LLC147,839$20,245
Bishop & Co Investment Management, LLC143,562$19,659
Wealthspire Advisors, LLC141,603$19,391
Mechanics Bank Trust Department139,533$19,108
Allworth Financial LP139,089$19,047
NORTHERN TRUST CORP137,677$18,853
Whitaker-Myers Wealth Managers, LTD.135,833$18,601
Private Advisor Group, LLC133,716$18,311
LBJ Family Wealth Advisors, Ltd.132,966$18
Falcon Wealth Planning128,529$17,601
One Capital Management, LLC126,367$17,305
DIVERSIFIED MANAGEMENT INC122,151$16,727
1111 other institutions14,624,371$1,915,132
Total (1,211 institutions)116,837,757$15,767,322