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iShares Mortgage Real Estate C
iShares Mortgage Real Estate C . Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 110 Institutional holders with a total value of $182,048,670.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BlackRock Fund Advisors 2,313,210 22,369,000 12.29%
2 MORGAN STANLEY 1,326,061 12,823,000 7.04%
3 WELLS FARGO & COMPANY/MN 1,193,702 11,543,000 6.34%
4 BANK OF AMERICA CORP /DE/ 1,093,582 10,575,000 5.81%
5 Capital Investment Advisors, LLC 1,066,354 10,312,000 5.66%
6 SCHRODER INVESTMENT MANAGEMENT GROUP 1,076,082 10,277,000 5.65%
7 LPL Financial LLC 990,299 9,467,000 5.20%
8 THRIVENT FINANCIAL FOR LUTHERANS 957,152 9,256,000 5.08%
9 ENVESTNET ASSET MANAGEMENT INC 624,971 6,043,000 3.32%
10 BlackRock Finance, Inc. 614,247 5,940,000 3.26%
11 CEDAR HILL ASSOCIATES, LLC 576,647 5,576,000 3.06%
12 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 527,669 5,103,000 2.80%
13 UBS Group AG 504,035 4,874,000 2.68%
14 MARINER INVESTMENT GROUP LLC 470,000 4,545,000 2.50%
15 ROYAL BANK OF CANADA 391,924 3,790,000 2.08%
16 TRUSTMARK BANK TRUST DEPARTMENT 334,341 3,233,000 1.78%
17 AMERICAN INTERNATIONAL GROUP, INC. 324,387 3,137,000 1.72%
18 CREDIT SUISSE AG/ 313,849 3,035,000 1.67%
19 Janney Capital Management LLC 259,877 2,513,000 1.38%
20 Patriot Wealth Management, Inc. 257,225 2,487,000 1.37%
21 IFP ADVISORS, INC 255,195 2,468,000 1.36%
22 SG Americas Securities, LLC 226,558 2,191,000 1.20%
23 CITIGROUP INC 200,344 1,937,000 1.06%
24 Advisory Alpha, LLC 154,995 1,499,000 0.82%
25 Hilltop Holdings Inc. 151,708 1,467,000 0.81%
26 Raymond James Financial Services Advisors, Inc. 136,768 1,323,000 0.73%
27 SUMMIT CAPITAL MANAGEMENT LLC 133,843 1,294,000 0.71%
28 Edge Wealth Management LLC 127,117 1,229,000 0.68%
29 GOLDMAN SACHS GROUP INC 120,077 1,161,000 0.64%
30 D. E. Shaw & Co., Inc. 116,800 1,129,000 0.62%
31 LADENBURG THALMANN FINANCIAL SERVICES INC. 112,642 1,089,000 0.60%
32 JANE STREET GROUP, LLC 98,126 949,000 0.52%
33 MILLENNIUM MANAGEMENT LLC 94,940 918,000 0.50%
34 First Allied Advisory Services, Inc. 87,261 844,000 0.46%
35 RAYMOND JAMES & ASSOCIATES 84,365 816,000 0.45%
36 SYNOVUS FINANCIAL CORP 83,847 811,000 0.45%
37 INTEGRATED WEALTH COUNSEL, LLC 65,650 635,000 0.35%
38 Benchmark Capital Advisors 62,800 607,000 0.33%
39 Partnervest Advisory Services LLC 62,322 603,000 0.33%
40 NOTTINGHAM ADVISORS, INC. 60,000 574,000 0.32%
41 Geneva Advisors, LLC 55,785 539,000 0.30%
42 Community Bank, N.A. 50,000 484,000 0.27%
43 Bank of New York Mellon Corp 50,005 483,000 0.27%
44 Janney Montgomery Scott LLC 48,124 465,000 0.26%
45 NATIONAL PLANNING CORP 45,675 459,000 0.25%
46 Private Ocean, LLC 45,054 436,000 0.24%
47 BAIRD FINANCIAL GROUP, INC. 44,394 429,000 0.24%
48 Private Advisor Group, LLC 34,710 399,000 0.22%
49 FIDUCIARY TRUST INTERNATIONAL LLC 40,000 387,000 0.21%
50 AMERIPRISE FINANCIAL INC 39,753 384,000 0.21%
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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.