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ISHARES 10-20 YEAR TREASURY BOND ETF
ISHARES 10-20 YEAR TREASURY BOND ETF. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 103 Institutional holders with a total value of $788,903,943.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 RiverFront Investment Group, LLC 1,286,971 188,670,000 23.92%
2 BANK OF AMERICA CORP /DE/ 666,431 97,699,000 12.38%
3 WELLS FARGO & COMPANY/MN 395,378 57,963,000 7.35%
4 WBI INVESTMENTS, LLC 394,297 57,804,000 7.33%
5 RAYMOND JAMES & ASSOCIATES 379,692 55,663,000 7.06%
6 MORGAN STANLEY 367,249 53,839,000 6.82%
7 UBS Group AG 301,708 44,230,000 5.61%
8 USCA RIA LLC 130,617 19,148,000 2.43%
9 BB&T SECURITIES, LLC 91,134 13,360,000 1.69%
10 ENVESTNET ASSET MANAGEMENT INC 88,323 12,948,000 1.64%
11 NewEdge Advisors, LLC 83,290 12,203,000 1.55%
12 STRID GROUP, LLC 80,221 11,827,000 1.50%
13 STIFEL FINANCIAL CORP 63,261 9,274,000 1.18%
14 ROYAL BANK OF CANADA 62,086 9,103,000 1.15%
15 SFMG, LLC 61,615 9,033,000 1.15%
16 UNITED CAPITAL FINANCIAL ADVISORS, LLC 59,501 8,747,000 1.11%
17 SOCIETE GENERALE 58,300 8,547,000 1.08%
18 SG Americas Securities, LLC 58,300 8,547,000 1.08%
19 LPL Financial LLC 48,360 7,174,000 0.91%
20 Ifrah Financial Services, Inc. 46,189 6,771,000 0.86%
21 AMERIPRISE FINANCIAL INC 43,180 6,203,000 0.79%
22 Janney Montgomery Scott LLC 42,173 6,183,000 0.78%
23 FMR LLC 37,800 5,541,000 0.70%
24 Raymond James Financial Services Advisors, Inc. 37,571 5,508,000 0.70%
25 JAMES INVESTMENT RESEARCH, INC. 33,588 4,924,000 0.62%
26 LifePlan Financial Group, Inc 33,302 4,882,000 0.62%
27 CARDAN CAPITAL PARTNERS, LLC 32,326 4,739,000 0.60%
28 JANE STREET GROUP, LLC 28,988 4,250,000 0.54%
29 BAIRD FINANCIAL GROUP, INC. 24,040 3,520,000 0.45%
30 GOLDMAN SACHS GROUP INC 22,106 3,241,000 0.41%
31 KEYBANK NATIONAL ASSOCIATION/OH 19,825 2,906,000 0.37%
32 STEPHENS INC /AR/ 19,640 2,879,000 0.36%
33 Swan Global Investments, LLC 18,273 2,674,000 0.34%
34 CUTLER INVESTMENT COUNSEL LLC 17,210 2,523,000 0.32%
35 WEALTHCARE CAPITAL MANAGEMENT LLC 16,034 2,351,000 0.30%
36 ADVISOR GROUP, INC. 15,854 2,321,000 0.29%
37 BANK OF MONTREAL /CAN/ 14,235 2,087,000 0.26%
38 TRUIST FINANCIAL CORP 13,283 1,947,000 0.25%
39 HighTower Advisors, LLC 12,636 1,851,000 0.23%
40 First Allied Advisory Services, Inc. 11,735 1,721,000 0.22%
41 SYNOVUS FINANCIAL CORP 10,261 1,504,000 0.19%
42 JPMORGAN CHASE & CO 9,513 1,395,000 0.18%
43 MSI Financial Services Inc 9,300 1,363,000 0.17%
44 Commonwealth Equity Services, Inc 8,816 1,292,000 0.16%
45 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 8,640 1,267,000 0.16%
46 COLONY GROUP LLC 7,500 1,100,000 0.14%
47 SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,423 1,088,000 0.14%
48 NATIONAL PLANNING CORP 6,408 934,000 0.12%
49 SCOTIA CAPITAL INC. 5,875 862,000 0.11%
50 TRUSTMARK BANK TRUST DEPARTMENT 4,927 722,000 0.09%
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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.