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ISHARES CORE 10 YEAR USD BOND ETF
ISHARES CORE 10 YEAR USD BOND ETF. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 25 Institutional holders with a total value of $129,972,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UNITED CAPITAL FINANCIAL ADVISORS, LLC 798,142 49,158,000 37.82%
2 ENVESTNET ASSET MANAGEMENT INC 784,255 48,302,000 37.16%
3 PEAK FINANCIAL MANAGEMENT, INC. 221,797 13,661,000 10.51%
4 CARDAN CAPITAL PARTNERS, LLC 105,827 6,518,000 5.01%
5 WELLS FARGO & COMPANY/MN 47,099 2,901,000 2.23%
6 UBS Group AG 34,904 2,150,000 1.65%
7 Virtu KCG Holdings LLC 28,667 1,766,000 1.36%
8 MORGAN STANLEY 21,360 1,315,000 1.01%
9 BANK OF AMERICA CORP /DE/ 16,611 1,023,000 0.79%
10 JPMORGAN CHASE & CO 14,028 864,000 0.66%
11 Advisory Services Network, LLC 11,416 703,000 0.54%
12 LPL Financial LLC 6,536 402,000 0.31%
13 FIFTH THIRD SECURITIES INC //OH /BD 5,535 340,000 0.26%
14 PARALLEL ADVISORS, LLC 4,202 262,000 0.20%
15 ROYAL BANK OF CANADA 4,086 252,000 0.19%
16 Sigma Planning Corp 3,670 226,000 0.17%
17 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,036 64,000 0.05%
18 MUFG Americas Holdings Corp 350 22,000 0.02%
19 PNC FINANCIAL SERVICES GROUP, INC. 164 10,000 0.01%
20 BlackRock Finance, Inc. 155 10,000 0.01%
21 WFG Advisors, LP 138 9,000 0.01%
22 ADVISOR GROUP, INC. 100 6,000 0.00%
23 IFP ADVISORS, INC 66 4,000 0.00%
24 Creative Planning 63 4,000 0.00%
25 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.