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ISHARES DOW JONES US HEALTHCARE
ISHARES DOW JONES US HEALTHCARE. Institutional holdings reported to the SEC.

Institutional Holders (2015Q3)
Portfolio Summary: 194 Institutional holders with a total value of $861,861,929.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Endurance Wealth Management, Inc. 10 1,000 0.00%
3 Catamount Wealth Management 8 1,000 0.00%
4 REILLY FINANCIAL ADVISORS, LLC 20 3,000 0.00%
5 CWM, LLC 18 3,000 0.00%
6 Beacon Capital Management, Inc. 32 4,000 0.00%
7 WEALTHFRONT CORP 30 4,000 0.00%
8 Hartford Financial Management Inc. 49 6,000 0.00%
9 Vantage Investment Advisors, LLC 50 7,000 0.00%
10 Gradient Investments LLC 48 7,000 0.00%
11 RISK PARADIGM GROUP, LLC 65 9,095 0.00%
12 Patten Group, Inc. 75 10,494 0.00%
13 Argentus Capital Management, LLC 85 12,000 0.00%
14 SIMPLEX TRADING, LLC 100 13,000 0.00%
15 Brick & Kyle, Associates 100 14,000 0.00%
16 THOMPSON DAVIS & CO., INC. 100 14,000 0.00%
17 Avior Wealth Management, LLC 100 14,000 0.00%
18 GUPTA WEALTH MANAGEMENT LLC 109 15,000 0.00%
19 Transamerica Financial Advisors, LLC 106 15,000 0.00%
20 AXA S.A. 120 17,000 0.00%
21 Brookstone Capital Management 135 19,000 0.00%
22 MACROVIEW INVESTMENT MANAGEMENT LLC 145 20,000 0.00%
23 SYNOVUS FINANCIAL CORP 157 22,000 0.00%
24 Plante Moran Financial Advisors, LLC 175 24,000 0.00%
25 TCI Wealth Advisors, Inc. 188 26,000 0.00% PRN
26 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 200 28,000 0.00%
27 Hudock, Inc. 211 29,000 0.00%
28 Nelson Capital Management, LLC 235 33,000 0.00%
29 Barrett Asset Management, LLC 285 40,000 0.00%
30 First Horizon Advisors, Inc. 303 42,000 0.00%
31 WHITTIER TRUST CO OF NEVADA INC 300 42,000 0.00%
32 Evercore Wealth Management, LLC 325 45,000 0.01%
33 D.A. DAVIDSON & CO. 355 49,000 0.01%
34 INTEGRATED WEALTH MANAGEMENT 384 54,000 0.01%
35 Waverly Advisors, LLC 400 56,000 0.01%
36 THRIVENT FINANCIAL FOR LUTHERANS 413 59,000 0.01%
37 Carroll Financial Associates, Inc. 475 68,000 0.01%
38 First City Capital Management, Inc. 500 69,960 0.01%
39 EDMOND DE ROTHSCHILD HOLDING S.A. 500 70,000 0.01%
40 Live Your Vision, LLC 500 70,000 0.01%
41 Winslow, Evans & Crocker, Inc. 504 70,380 0.01%
42 Cranbrook Wealth Management, LLC 561 78,000 0.01%
43 FIFTH THIRD BANCORP 588 82,000 0.01%
44 Edge Wealth Management LLC 670 93,000 0.01%
45 Commonwealth Financial Services, LLC 717 100,000 0.01%
46 US FINANCIAL ADVISORS, LLC 724 101,000 0.01%
47 DUNCKER STREETT & CO INC 746 104,000 0.01%
48 Advisory Services Network, LLC 815 114,000 0.01%
49 Madden Advisory Services, Inc. 867 121,000 0.01%
50 SECURITY NATIONAL TRUST CO 1,000 140,000 0.02%
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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.