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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 28 Institutional holders with a total value of $107,014,197.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UNITED CAPITAL FINANCIAL ADVISORS, LLC 452,556 28,744,000 26.86%
2 ENVESTNET ASSET MANAGEMENT INC 449,150 28,528,000 26.66%
3 WELLS FARGO & COMPANY/MN 219,833 13,963,000 13.05%
4 MORGAN STANLEY 180,478 11,463,000 10.71%
5 BANK OF AMERICA CORP /DE/ 101,228 6,429,000 6.01%
6 UBS Group AG 101,108 6,422,000 6.00%
7 RAYMOND JAMES & ASSOCIATES 30,893 1,962,000 1.83%
8 LPL Financial LLC 30,158 1,915,000 1.79%
9 AMERICAN INTERNATIONAL GROUP, INC. 25,799 1,638,624 1.53%
10 ROYAL BANK OF CANADA 25,005 1,589,000 1.48%
11 JPMORGAN CHASE & CO 21,609 1,372,000 1.28%
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,228 459,000 0.43%
13 Traynor Capital Management, Inc. 6,642 421,000 0.39%
14 DAVENPORT & Co LLC 5,614 356,573 0.33%
15 Cypress Capital Group 4,816 305,000 0.29%
16 Horizon Investments, LLC 4,479 285,000 0.27%
17 FOUNDERS FINANCIAL SECURITIES LLC 4,477 284,000 0.27%
18 AMERIPRISE FINANCIAL INC 4,604 277,000 0.26%
19 Placemark Investments, Inc. 3,879 245,000 0.23%
20 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,211 76,000 0.07%
21 US BANCORP \DE\ 1,200 76,000 0.07%
22 NEW ENGLAND SECURITIES CORP /MA/ 1,041 66,000 0.06%
23 Advisory Services Network, LLC 934 62,000 0.06%
24 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 539 34,000 0.03%
25 Hudock, Inc. 425 27,000 0.03%
26 WFG Advisors, LP 208 13,000 0.01%
27 MSI Financial Services Inc 32 2,000 0.00%
28 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.