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ISHARES TRUST GL CLEAN ENE ETF
ISHARES TRUST GL CLEAN ENE ETF. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 44 Institutional holders with a total value of $11,149,433.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Cambridge Investment Research Advisors, Inc. 166,028 1,521,000 13.64%
2 MORGAN STANLEY 146,190 1,339,000 12.01%
3 LPL Financial LLC 96,193 872,000 7.82%
4 J.P. Morgan Private Wealth Advisors LLC 86,682 794,000 7.12%
5 SPINNAKER TRUST 82,600 771,000 6.92%
6 BANK OF AMERICA CORP /DE/ 58,098 533,000 4.78%
7 WELLS FARGO & COMPANY/MN 56,645 519,000 4.65%
8 KEYBANK NATIONAL ASSOCIATION/OH 53,963 494,000 4.43%
9 CITADEL ADVISORS LLC 42,240 388,000 3.48%
10 Bellecapital International Ltd. 41,130 377,000 3.38%
11 ROYAL BANK OF CANADA 37,303 343,000 3.08%
12 CIBC BANK USA 32,650 299,000 2.68%
13 MANDATUM LIFE INSURANCE CO LTD 32,200 295,000 2.65%
14 Commonwealth Equity Services, Inc 31,361 287,000 2.57%
15 Veritable, L.P. 30,662 281,000 2.52%
16 CAMBRIDGE TRUST CO 28,692 262,000 2.35%
17 UBS Group AG 28,335 260,000 2.33%
18 MILLIE CAPITAL MANAGEMENT, LLC 23,594 216,000 1.94%
19 PICTET BANK & TRUST Ltd 18,900 174,000 1.56%
20 SUNTRUST BANKS INC 17,265 157,000 1.41%
21 AXA S.A. 14,970 137,000 1.23%
22 Parsec Financial Management, Inc. 13,430 123,000 1.10%
23 GEODE CAPITAL MANAGEMENT, LLC 13,000 119,000 1.07% PRN
24 ADVISOR GROUP, INC. 10,814 99,000 0.89%
25 Arbor Investment Advisors, LLC 10,185 93,000 0.83%
26 Creative Planning 9,950 91,000 0.82%
27 Mercer Capital Advisers, Inc. 6,500 60,000 0.54%
28 CITIGROUP INC 6,261 58,000 0.52%
29 Vigilant Capital Management, LLC 5,430 50,000 0.45%
30 US BANCORP \DE\ 2,465 23,000 0.21%
31 WEALTHPLAN PARTNERS, LLC 2,399 21,737 0.19%
32 MSI Financial Services Inc 2,211 20,000 0.18%
33 LADENBURG THALMANN FINANCIAL SERVICES INC. 2,198 20,000 0.18%
34 Alexandria Capital, LLC 1,244 11,000 0.10%
35 Advisory Services Network, LLC 1,100 10,000 0.09%
36 Winslow, Evans & Crocker, Inc. 840 7,696 0.07%
37 Ledyard National Bank 700 6,000 0.05%
38 Ameritas Investment Partners, Inc. 550 5,000 0.04%
39 BANK OF MONTREAL /CAN/ 445 4,000 0.04%
40 PNC FINANCIAL SERVICES GROUP, INC. 400 4,000 0.04%
41 Bartlett & Co. LLC 250 2,000 0.02%
42 IFP ADVISORS, INC 230 2,000 0.02%
43 TCI Wealth Advisors, Inc. 99 1,000 0.01%
44 Parallax Volatility Advisers, L.P. 1 0 0.00%

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.