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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 32 Institutional holders with a total value of $153,157,102.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 ENVESTNET ASSET MANAGEMENT INC 557,997 36,283,000 23.69%
2 UNITED CAPITAL FINANCIAL ADVISORS, LLC 558,882 35,265,000 23.03%
3 WELLS FARGO & COMPANY/MN 273,426 17,780,000 11.61%
4 MORGAN STANLEY 237,946 15,472,000 10.10%
5 BANK OF AMERICA CORP /DE/ 214,733 13,963,000 9.12%
6 UBS Group AG 176,793 11,496,000 7.51%
7 LPL Financial LLC 88,038 5,761,000 3.76%
8 JANE STREET GROUP, LLC 43,060 2,800,000 1.83%
9 ROYAL BANK OF CANADA 42,854 2,786,000 1.82%
10 RAYMOND JAMES & ASSOCIATES 37,371 2,430,000 1.59%
11 AMERICAN INTERNATIONAL GROUP, INC. 33,192 2,158,297 1.41%
12 JPMORGAN CHASE & CO 29,054 1,889,000 1.23%
13 AMERIPRISE FINANCIAL INC 25,640 1,667,000 1.09%
14 Traynor Capital Management, Inc. 6,799 442,000 0.29%
15 Sigma Planning Corp 6,591 429,000 0.28%
16 DAVENPORT & Co LLC 5,964 387,805 0.25%
17 Cypress Capital Group 5,591 364,000 0.24%
18 STIFEL FINANCIAL CORP 5,027 327,000 0.21%
19 Horizon Investments, LLC 4,828 314,000 0.21%
20 FOUNDERS FINANCIAL SECURITIES LLC 4,746 309,000 0.20%
21 MANAGED ACCOUNT ADVISORS LLC 3,138 204,000 0.13%
22 GUPTA WEALTH MANAGEMENT LLC 2,233 145,000 0.09%
23 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,597 103,000 0.07%
24 Transamerica Financial Advisors, LLC 1,480 97,000 0.06%
25 Advisory Services Network, LLC 1,422 92,000 0.06%
26 US BANCORP \DE\ 1,200 78,000 0.05%
27 MSI Financial Services Inc 1,073 70,000 0.05%
28 Hudock, Inc. 425 28,000 0.02%
29 WFG Advisors, LP 182 12,000 0.01%
30 PNC FINANCIAL SERVICES GROUP, INC. 70 5,000 0.00%
31 WEALTHFRONT CORP 1 0 0.00%
32 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.