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ISHARES RUSSELL 3000 ETF
ISHARES RUSSELL 3000 ETF. Institutional holdings reported to the SEC.
Institutional Holders (2016Q2)
Portfolio Summary: 318 Institutional holders with a total value of $2,998,702,251.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 REGIONS FINANCIAL CORP 1,748 217,000 0.01%
52 Rehmann Capital Advisory Group 1,770 219,000 0.01%
53 BARCLAYS PLC 1,800 223,000 0.01% Put
54 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,808 224,000 0.01%
55 JNBA Financial Advisors 1,814 225,000 0.01%
56 Sigma Planning Corp 1,821 226,000 0.01%
57 Manchester Capital Management LLC 1,839 228,000 0.01%
58 Madden Advisory Services, Inc. 1,855 230,000 0.01%
59 V WEALTH MANAGEMENT,LLC 1,890 234,000 0.01%
60 FORT PITT CAPITAL GROUP, LLC 1,943 241,000 0.01%
61 Vantage Investment Advisors, LLC 1,964 244,000 0.01%
62 RAIN CAPITAL MANAGEMENT, LLC 1,986 246,303 0.01%
63 Prospera Financial Services Inc 2,029 252,000 0.01%
64 ASSETMARK, INC 2,044 254,000 0.01%
65 Creative Planning 2,050 254,000 0.01%
66 Investors Capital Advisory Services 2,084 258,000 0.01%
67 Corundum Group, Inc. 2,080 258,000 0.01%
68 Savant Capital, LLC 2,115 262,000 0.01%
69 CHOREO, LLC 2,129 264,000 0.01%
70 BALASA DINVERNO & FOLTZ LLC 2,230 277,000 0.01%
71 Goldstein Munger & Associates 2,264 281,000 0.01%
72 CRIBSTONE CAPITAL MANAGEMENT, LLC 2,281 283,000 0.01%
73 UNITED BANK, INC. 2,290 284,000 0.01%
74 Capstone Financial Advisors, Inc. 2,296 285,000 0.01% PRN
75 Penobscot Investment Management Company, Inc. 2,332 289,000 0.01%
76 Ancora Advisors LLC 2,352 292,000 0.01%
77 CAPE COD FIVE CENTS SAVINGS BANK 2,355 292,000 0.01%
78 Kovack Advisors, Inc. 2,367 294,000 0.01%
79 Concert Wealth Management Inc. 2,390 296,000 0.01%
80 FULTON BANK, N.A. 2,390 297,000 0.01%
81 CITIGROUP INC 2,454 304,000 0.01%
82 WESPAC Advisors, LLC 2,472 307,000 0.01%
83 IBERIABANK CORP 2,494 309,000 0.01%
84 Cerity Partners OCIO LLC 2,621 320,000 0.01%
85 HOCHMAN COLE INVESTMENT ADVISORS, INC. 2,679 332,000 0.01%
86 Geneva Advisors, LLC 2,706 336,000 0.01%
87 Birch Hill Investment Advisors LLC 2,757 342,000 0.01%
88 CENTRAL TRUST Co 2,792 346,000 0.01%
89 IFP ADVISORS, INC 2,795 347,000 0.01%
90 SOL Capital Management CO 2,925 363,000 0.01%
91 NATIONAL PLANNING CORP 2,916 371,000 0.01%
92 Blue Edge Capital, LLC 3,000 372,060 0.01%
93 CHEMICAL BANK 3,010 373,000 0.01%
94 Cornerstone Advisors, Inc. 3,068 381,000 0.01%
95 SONATA CAPITAL GROUP INC 3,100 384,000 0.01%
96 Retirement Planning Group, LLC 3,232 401,000 0.01%
97 COMERICA BANK 3,125 402,000 0.01%
98 NEW ENGLAND ASSET MANAGEMENT INC 3,350 415,000 0.01%
99 SCHMIDT P J INVESTMENT MANAGEMENT INC 3,500 434,000 0.01%
100 STOKES & HUBBELL CAPITAL MANAGEMENT, LLC 3,500 434,000 0.01%
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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.