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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2015Q2)
Portfolio Summary: 72 Institutional holders with a total value of $460,059,187.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Carroll Financial Associates, Inc. 51 3,000 0.00%
3 Financial Architects, Inc 81 5,000 0.00%
4 TCI Wealth Advisors, Inc. 111 6,000 0.00%
5 WFG Advisors, LP 132 8,000 0.00%
6 CITIGROUP INC 211 12,000 0.00%
7 Transamerica Financial Advisors, LLC 195 12,000 0.00%
8 US BANCORP \DE\ 581 33,000 0.01%
9 Ameritas Investment Partners, Inc. 590 33,000 0.01%
10 HUNTINGTON NATIONAL BANK 805 46,000 0.01% PRN
11 BANK OF MONTREAL /CAN/ 1,000 57,000 0.01%
12 KANALY TRUST CO 1,543 88,000 0.02%
13 D.A. DAVIDSON & CO. 1,638 93,000 0.02%
14 FIFTH THIRD BANCORP 2,115 121,000 0.03%
15 Regal Investment Advisors LLC 4,039 230,000 0.05%
16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,042 231,000 0.05%
17 GUGGENHEIM CAPITAL LLC 4,490 257,000 0.06%
18 AMERICAN INTERNATIONAL GROUP, INC. 4,690 268,033 0.06%
19 SUMMIT SECURITIES GROUP LLC 4,900 280,000 0.06%
20 TDAM USA INC. 4,900 280,000 0.06%
21 Capital Investment Advisors, LLC 5,275 301,000 0.07%
22 CIBC BANK USA 5,977 342,000 0.07%
23 WEDBUSH SECURITIES INC 7,005 400,000 0.09%
24 Neuberger Berman Group LLC 7,700 440,000 0.10%
25 First Allied Advisory Services, Inc. 8,294 474,000 0.10%
26 Concorde Asset Management, LLC 8,434 482,000 0.10%
27 MANAGED ACCOUNT ADVISORS LLC 10,392 594,000 0.13%
28 VOYA FINANCIAL ADVISORS, INC. 10,688 611,000 0.13%
29 Independent Portfolio Consultants, Inc. 10,755 615,000 0.13%
30 Cambridge Investment Research Advisors, Inc. 11,935 682,000 0.15%
31 LADENBURG THALMANN FINANCIAL SERVICES INC. 12,490 715,000 0.16%
32 Janney Montgomery Scott LLC 13,477 770,211 0.17%
33 LifePlan Financial Group, Inc 14,517 830,000 0.18%
34 MID CONTINENT CAPITAL LLC/IL 20,658 1,181,000 0.26%
35 PARAMETRIC PORTFOLIO ASSOCIATES LLC 22,321 1,276,000 0.28%
36 HighTower Advisors, LLC 22,545 1,288,000 0.28%
37 Private Advisor Group, LLC 22,815 1,304,000 0.28%
38 Simplicity Solutions, LLC 33,488 1,913,943 0.42%
39 JPMORGAN CHASE & CO 35,862 2,050,000 0.45%
40 BLACKROCK ADVISORS LLC 38,600 2,206,000 0.48%
41 Virtu KCG Holdings LLC 40,724 2,327,000 0.51%
42 Saba Capital Management, L.P. 40,954 2,341,000 0.51%
43 BB&T SECURITIES, LLC 41,042 2,345,000 0.51%
44 SUNTRUST BANKS INC 49,552 2,831,000 0.62%
45 CUTLER INVESTMENT COUNSEL LLC 52,465 2,998,000 0.65%
46 UNITED CAPITAL FINANCIAL ADVISORS, LLC 64,629 3,694,000 0.80%
47 RAYMOND JAMES & ASSOCIATES 82,089 4,691,000 1.02%
48 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 92,466 5,284,000 1.15%
49 LPL Financial LLC 95,013 5,458,000 1.19%
50 STIFEL FINANCIAL CORP 99,996 5,715,000 1.24%
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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.