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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 27 Institutional holders with a total value of $161,140,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UNITED CAPITAL FINANCIAL ADVISORS, LLC 917,076 61,086,000 37.91%
2 ENVESTNET ASSET MANAGEMENT INC 895,863 59,673,000 37.03%
3 PEAK FINANCIAL MANAGEMENT, INC. 216,062 14,392,000 8.93%
4 Virtu KCG Holdings LLC 109,779 7,312,000 4.54%
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 66,845 4,453,000 2.76%
6 UBS Group AG 43,024 2,866,000 1.78%
7 Advisory Services Network, LLC 34,765 2,316,000 1.44%
8 WELLS FARGO & COMPANY/MN 34,310 2,285,000 1.42%
9 ROYAL BANK OF CANADA 27,532 1,835,000 1.14%
10 MORGAN STANLEY 24,626 1,641,000 1.02%
11 LPL Financial LLC 18,740 1,234,000 0.77%
12 JPMORGAN CHASE & CO 8,302 553,000 0.34%
13 BANK OF AMERICA CORP /DE/ 6,527 435,000 0.27%
14 Sigma Planning Corp 4,457 297,000 0.18%
15 Raymond James Financial Services Advisors, Inc. 3,772 251,000 0.16%
16 Creative Planning 2,233 149,000 0.09%
17 MSI Financial Services Inc 2,094 139,000 0.09%
18 ADVISOR GROUP, INC. 1,300 87,000 0.05%
19 LADENBURG THALMANN FINANCIAL SERVICES INC. 944 63,000 0.04%
20 MUFG Americas Holdings Corp 350 23,000 0.01%
21 IFP ADVISORS, INC 161 11,000 0.01%
22 CITIGROUP INC 154 10,000 0.01%
23 BlackRock Finance, Inc. 129 9,000 0.01%
24 WFG Advisors, LP 137 9,000 0.01%
25 INTEGRATED WEALTH MANAGEMENT 85 6,000 0.00%
26 PNC FINANCIAL SERVICES GROUP, INC. 70 5,000 0.00%
27 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.