ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

InstitutionSharesValue ($000)
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO42,562,587$5,115,172
BANK OF AMERICA CORP /DE/33,605,423$4,038,700
FMR LLC21,386,228$2,570,197
MORGAN STANLEY18,064,089$2,170,943
LPL Financial LLC17,525,618$2,106,229
ENVESTNET ASSET MANAGEMENT INC16,340,857$1,963,844
JONES FINANCIAL COMPANIES LLLP16,260,705$1,954,245
WELLS FARGO & COMPANY/MN14,958,652$1,797,731
RAYMOND JAMES FINANCIAL INC14,095,517$1,693,999
Bank of New York Mellon Corp12,056,292$1,448,925
UBS Group AG9,577,268$1,150,996
NORTHERN TRUST CORP9,440,907$1,134,608
BlackRock, Inc.8,519,398$1,023,861
PNC Financial Services Group, Inc.7,957,626$956,347
Financial Engines Advisors L.L.C.7,821,522$939,990
ROYAL BANK OF CANADA7,286,580$875,700
GOLDMAN SACHS GROUP INC6,472,847$777,907
First Command Advisory Services, Inc.6,469,879$777,550
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC6,236,257$749,473
Baird Financial Group, Inc.6,133,925$737,175
GLENMEDE TRUST CO NA4,957,174$595,753
US BANCORP \DE\4,898,843$588,743
TRUIST FINANCIAL CORP4,644,219$558,142
AMERIPRISE FINANCIAL INC4,544,878$546,160
REGIONS FINANCIAL CORP4,010,129$481,937
KEYBANK NATIONAL ASSOCIATION/OH3,813,247$458,276
Cerity Partners LLC3,658,671$439,699
Acorns Advisers, LLC3,609,845$434
HighTower Advisors, LLC3,346,705$402,207
Cresset Asset Management, LLC3,219,604$386,932
COMMONWEALTH EQUITY SERVICES, LLC3,103,300$372,955
Cetera Investment Advisers2,847,846$342,254
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2,446,835$305,189
JPMORGAN CHASE & CO2,349,121$282,318
Alesco Advisors LLC2,308,209$277,401
Pathstone Holdings, LLC2,289,258$275,316
Circle Wealth Management, LLC2,289,101$275,104
Millburn Ridgefield Corp2,221,679$267,001
Catalyst Capital Advisors LLC2,221,679$267,001
Valeo Financial Advisors, LLC2,213,376$243,718
Corient Private Wealth LLC2,108,562$245,987
Nationwide Fund Advisors2,103,860$252,842
FIFTH THIRD BANCORP2,057,293$247,245
HUNTINGTON NATIONAL BANK2,036,679$244,768
MAI Capital Management2,031,625$244,161
Wealthspire Advisors, LLC1,901,977$228,580
Focus Partners Wealth1,745,654$209,791
Mariner, LLC1,742,455$209,418
Clark Capital Management Group, Inc.1,700,959$204,421
STIFEL FINANCIAL CORP1,700,696$204,396
Haverford Trust Co1,690,047$203,110
BANK OF MONTREAL /CAN/1,679,293$201,817
Rockefeller Capital Management L.P.1,592,209$191,352
Steward Partners Investment Advisory, LLC1,587,359$190,769
Janney Montgomery Scott LLC1,555,996$187
OSAIC HOLDINGS, INC.1,551,039$186,487
MONETA GROUP INVESTMENT ADVISORS LLC1,470,990$176,784
Modera Wealth Management, LLC1,410,349$169,496
MML INVESTORS SERVICES, LLC1,353,378$162,649
MERCER GLOBAL ADVISORS INC /ADV1,326,065$158,931
BRIDGES INVESTMENT MANAGEMENT INC1,323,661$159,078
Creative Planning1,256,421$150,997
Allworth Financial LP1,244,075$149,513
UNITED CAPITAL FINANCIAL ADVISORS, LLC1,195,539$143,680
TEACHER RETIREMENT SYSTEM OF TEXAS1,185,799$142,509
FARMERS & MERCHANTS INVESTMENTS INC1,182,618$142,127
ASSETMARK, INC1,156,422$138,979
COMERICA BANK1,104,333$132,719
Mesirow Financial Investment Management, Inc.1,088,751$130,847
Bleakley Financial Group, LLC1,083,743$130,244
FRANKLIN RESOURCES INC1,064,748$127,961
BROWN ADVISORY INC1,052,614$126,503
STATE STREET CORP1,021,758$122,795
Acropolis Investment Management, LLC999,769$120,152
M&T Bank Corp983,702$118,222
BEACON INVESTMENT ADVISORY SERVICES, INC.939,329$112,889
WestEnd Advisors, LLC915,298$110,004
VICTORY CAPITAL MANAGEMENT INC908,578$109,193
BESSEMER GROUP INC887,260$107
Atlantic Union Bankshares Corp887,029$106,603
CAPTRUST FINANCIAL ADVISORS860,161$103,374
Members Trust Co846,755$101,763
Destination Wealth Management840,394$100,998
Cambridge Investment Research Advisors, Inc.834,717$100
Missouri Education Pension Trust830,221$99,776
&PARTNERS807,702$97,122
Kestra Advisory Services, LLC698,563$83,953
WHITTIER TRUST CO695,194$86,705
Sequoia Financial Advisors, LLC689,326$82,843
Glenview Trust co686,681$82,525
FIRST INTERSTATE BANK674,900$81,109
Farther Finance Advisors, LLC659,156$79,217
Ally Financial Inc.641,000$77,035
MASON STREET ADVISORS, LLC639,005$57,165
Accredited Investors Inc.636,486$76,493
Steele Capital Management, Inc.630,262$75,745
Lido Advisors, LLC629,273$75,427
NATIXIS ADVISORS, L.P.628,102$75
MISSION WEALTH MANAGEMENT, LP606,886$72,936
SWF LLC599,244$72,017
2572 other institutions123,228,382$14,263,804
Total (2,672 institutions)540,956,238$63,528,630