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ISHARES U.S. UTILITIES ETF
ISHARES U.S. UTILITIES ETF. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 137 Institutional holders with a total value of $268,856,811.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 4 0 0.00%
2 CUTLER GROUP LLC / CA 600 0 0.00% Call
3 Advisory Services Network, LLC 3 0 0.00%
4 Parallax Volatility Advisers, L.P. 1 0 0.00%
5 VERSANT CAPITAL MANAGEMENT, INC 10 1,000 0.00%
6 Carroll Financial Associates, Inc. 25 3,000 0.00%
7 Tortoise Investment Management, LLC 48 6,000 0.00%
8 Chicago Partners Investment Group LLC 50 6,000 0.00%
9 Gradient Investments LLC 50 6,000 0.00%
10 ASSETMARK, INC 82 11,000 0.00%
11 GLOBAL RETIREMENT PARTNERS, LLC 92 12,000 0.00%
12 FUSION FAMILY WEALTH, LLC 100 13,000 0.00% SH
13 Endurance Wealth Management, Inc. 110 14,000 0.01%
14 RPG FAMILY WEALTH ADVISORY, LLC 114 14,639 0.01%
15 Winslow, Evans & Crocker, Inc. 140 17,980 0.01%
16 SUTTON WEALTH ADVISORS INC. 144 18,492 0.01%
17 SARGENT BICKHAM LAGUDIS LLC 173 22,000 0.01%
18 Alexandria Capital, LLC 178 23,000 0.01%
19 Nelson Capital Management, LLC 200 26,000 0.01%
20 Crestwood Advisors Group, LLC 200 26,000 0.01%
21 Parkside Financial Bank & Trust 206 26,000 0.01%
22 MCF Advisors LLC 244 31,000 0.01%
23 ULLMANN WEALTH PARTNERS GROUP, LLC 278 35,000 0.01%
24 YORKBRIDGE WEALTH PARTNERS, LLC 300 39,000 0.01%
25 MANUFACTURERS LIFE INSURANCE COMPANY, THE 315 40,000 0.01%
26 MOSAIC FAMILY WEALTH, LLC 358 46,000 0.02%
27 NEW CAPITAL MANAGEMENT LP 370 47,000 0.02%
28 WESTSIDE INVESTMENT MANAGEMENT, INC. 388 50,125 0.02%
29 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 420 54,000 0.02%
30 NEXT Financial Group, Inc 468 60,000 0.02%
31 Brick & Kyle, Associates 500 64,000 0.02%
32 CWM, LLC 508 65,000 0.02%
33 Focused Wealth Management, Inc 512 66,000 0.02%
34 IHT WEALTH MANAGEMENT, LLC 520 78,000 0.03%
35 WFG Advisors, LP 616 79,000 0.03%
36 RISK PARADIGM GROUP, LLC 655 84,115 0.03%
37 SYNOVUS FINANCIAL CORP 660 85,000 0.03%
38 Financial Architects, Inc 755 97,000 0.04%
39 Ironwood Financial, llc 766 98,000 0.04%
40 CENTRAL TRUST Co 832 107,000 0.04%
41 Commonwealth Financial Services, LLC 1,047 136,000 0.05%
42 JAMES INVESTMENT RESEARCH, INC. 1,160 149,000 0.06%
43 US BANCORP \DE\ 1,210 155,000 0.06%
44 BANK OF MONTREAL /CAN/ 1,220 157,000 0.06%
45 MONROE BANK & TRUST/MI 1,267 163,000 0.06%
46 OARSMAN CAPITAL, INC. 1,635 210,000 0.08%
47 SCHNIEDERS CAPITAL MANAGEMENT LLC 1,650 212,000 0.08%
48 Janney Montgomery Scott LLC 1,705 219,000 0.08%
49 Stratos Wealth Partners, LTD. 1,748 224,000 0.08%
50 TWO SIGMA SECURITIES, LLC 1,754 225,000 0.08%
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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.