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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 28 Institutional holders with a total value of $163,427,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,182,811 74,103,000 45.34%
2 ENVESTNET ASSET MANAGEMENT INC 1,171,551 73,398,000 44.91%
3 Virtu KCG Holdings LLC 36,928 2,309,000 1.41%
4 LPL Financial LLC 34,014 2,148,000 1.31%
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 32,970 2,061,000 1.26%
6 ROYAL BANK OF CANADA 26,584 1,665,000 1.02%
7 CARDAN CAPITAL PARTNERS, LLC 24,815 1,555,000 0.95%
8 WELLS FARGO & COMPANY/MN 21,044 1,318,000 0.81%
9 BANK OF AMERICA CORP /DE/ 11,295 707,000 0.43%
10 JANE STREET GROUP, LLC 11,098 695,000 0.43%
11 Advisory Services Network, LLC 10,593 664,000 0.41%
12 JPMORGAN CHASE & CO 8,795 550,000 0.34%
13 Raymond James Financial Services Advisors, Inc. 7,398 463,000 0.28%
14 MORGAN STANLEY 5,787 363,000 0.22%
15 Cypress Capital Group 5,176 324,000 0.20%
16 UBS Group AG 4,511 282,000 0.17%
17 MSI Financial Services Inc 3,960 248,000 0.15%
18 Stratos Wealth Partners, LTD. 3,725 233,000 0.14%
19 GUPTA WEALTH MANAGEMENT LLC 2,351 147,000 0.09%
20 LADENBURG THALMANN FINANCIAL SERVICES INC. 806 51,000 0.03%
21 AMERICAN INTERNATIONAL GROUP, INC. 800 50,000 0.03%
22 IFP ADVISORS, INC 468 29,000 0.02%
23 MUFG Americas Holdings Corp 350 22,000 0.01%
24 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 273 17,000 0.01%
25 WFG Advisors, LP 220 14,000 0.01%
26 BlackRock Finance, Inc. 109 7,000 0.00%
27 PNC FINANCIAL SERVICES GROUP, INC. 70 4,000 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.