Dark
Light
System
Security
ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 38 Institutional holders with a total value of $22,597,512.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 62,348 2,942,000 13.02%
2 LPL Financial LLC 53,221 2,512,000 11.12%
3 AMERIPRISE FINANCIAL INC 29,583 1,396,000 6.18%
4 Patriot Wealth Management, Inc. 24,085 1,137,000 5.03%
5 Efficient Advisors, LLC 22,058 1,041,000 4.61%
6 LBMC INVESTMENT ADVISORS, LLC 20,445 965,000 4.27%
7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,322 959,000 4.24%
8 Commonwealth Equity Services, Inc 20,270 957,000 4.23%
9 Cetera Advisor Networks LLC 19,951 941,000 4.16%
10 Annex Advisory Services, LLC 19,883 938,000 4.15%
11 Investors Capital Advisory Services 19,675 928,000 4.11%
12 WELLS FARGO & COMPANY/MN 19,300 911,000 4.03%
13 VSR Financial Services, Inc. 16,837 795,000 3.52%
14 Courage Miller Partners, LLC 16,352 772,000 3.42%
15 Archford Capital Strategies, LLC 14,682 692,843 3.07%
16 LADENBURG THALMANN FINANCIAL SERVICES INC. 12,752 602,000 2.66%
17 NewSquare Capital LLC 12,006 567,000 2.51%
18 Virtu KCG Holdings LLC 11,575 546,000 2.42%
19 Cambridge Investment Research Advisors, Inc. 9,752 460,000 2.04%
20 MORGAN STANLEY 8,831 417,000 1.85%
21 Goelzer Investment Management, Inc. 5,765 272,000 1.20%
22 AMERICAN INTERNATIONAL GROUP, INC. 5,100 240,669 1.07%
23 Allworth Financial LP 5,002 236,000 1.04%
24 WBH ADVISORY INC 4,967 234,000 1.04%
25 Oakworth Capital, Inc. 4,475 211,000 0.93%
26 MANUFACTURERS LIFE INSURANCE COMPANY, THE 4,015 189,000 0.84%
27 Waverly Advisors, LLC 2,675 126,000 0.56%
28 FIFTH THIRD BANCORP 2,599 123,000 0.54%
29 Avior Wealth Management, LLC 2,570 121,000 0.54%
30 UBS AG 2,247 106,000 0.47%
31 Partnervest Advisory Services LLC 1,847 87,000 0.38%
32 Creative Planning 1,343 63,000 0.28%
33 Focused Wealth Management, Inc 775 37,000 0.16%
34 Regal Investment Advisors LLC 600 28,000 0.12%
35 ROYAL BANK OF CANADA 500 24,000 0.11%
36 CITIGROUP INC 250 12,000 0.05%
37 CKW FINANCIAL GROUP 154 7,000 0.03%
38 MSI Financial Services Inc 50 2,000 0.01%

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.