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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 28 Institutional holders with a total value of $225,732,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,303,910 87,362,000 38.70%
2 ENVESTNET ASSET MANAGEMENT INC 1,288,908 86,073,000 38.13%
3 WBI INVESTMENTS, LLC 308,917 20,629,000 9.14%
4 PEAK FINANCIAL MANAGEMENT, INC. 211,882 14,150,000 6.27%
5 JANE STREET GROUP, LLC 62,639 4,183,000 1.85%
6 WELLS FARGO & COMPANY/MN 37,122 2,479,000 1.10%
7 Advisory Services Network, LLC 31,580 2,109,000 0.93%
8 ROYAL BANK OF CANADA 28,665 1,915,000 0.85%
9 LPL Financial LLC 18,196 1,237,000 0.55%
10 WESPAC Advisors, LLC 18,287 1,221,000 0.54%
11 Virtu KCG Holdings LLC 16,743 1,118,000 0.50%
12 MORGAN STANLEY 8,767 585,000 0.26%
13 BANK OF AMERICA CORP /DE/ 7,944 530,000 0.23%
14 JPMORGAN CHASE & CO 7,567 505,000 0.22%
15 UBS Group AG 7,542 504,000 0.22%
16 Raymond James Financial Services Advisors, Inc. 4,204 281,000 0.12%
17 Stratos Wealth Partners, LTD. 3,725 249,000 0.11%
18 LVZ, Inc. 3,503 234,000 0.10%
19 MSI Financial Services Inc 2,262 151,000 0.07%
20 ADVISOR GROUP, INC. 1,400 92,000 0.04%
21 LADENBURG THALMANN FINANCIAL SERVICES INC. 977 65,000 0.03%
22 MUFG Americas Holdings Corp 350 23,000 0.01%
23 BlackRock Finance, Inc. 144 10,000 0.00%
24 WFG Advisors, LP 136 9,000 0.00%
25 INTEGRATED WEALTH MANAGEMENT 123 8,000 0.00%
26 IFP ADVISORS, INC 75 5,000 0.00%
27 PNC FINANCIAL SERVICES GROUP, INC. 70 5,000 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.