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

Institutional Holders (2014Q2)
Portfolio Summary: 37 Institutional holders with a total value of $29,757,029.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 LPL Financial LLC 131,403 4,694,000 15.77%
2 BANK OF AMERICA CORP /DE/ 83,843 2,995,000 10.06%
3 UBS AG 70,690 2,525,000 8.49%
4 BlackRock Institutional Trust Company, N.A. 58,347 2,084,000 7.00%
5 LADENBURG THALMANN FINANCIAL SERVICES INC. 51,113 1,826,000 6.14%
6 MDE Group 48,623 1,737,000 5.84%
7 Acertus Capital Management, LLC 48,623 1,663,000 5.59%
8 WELLS FARGO & COMPANY/MN 32,320 1,154,000 3.88%
9 Tactical Allocation Group LLC 27,230 973,000 3.27%
10 NewSquare Capital LLC 26,560 949,000 3.19%
11 Efficient Advisors, LLC 25,112 897,000 3.01%
12 Commonwealth Equity Services, Inc 23,478 839,000 2.82%
13 MORGAN STANLEY 21,767 778,000 2.61%
14 Annex Advisory Services, LLC 21,757 777,000 2.61%
15 Madden Advisory Services, Inc. 21,670 774,000 2.60%
16 VSR Financial Services, Inc. 18,538 662,000 2.22%
17 NATIONAL PLANNING CORP 18,279 653,000 2.19%
18 ROYAL BANK OF CANADA 17,521 626,000 2.10%
19 Waverly Advisors, LLC 15,576 556,000 1.87%
20 HUNTINGTON NATIONAL BANK 13,820 494,000 1.66% PRN
21 AVALON CAPITAL MANAGEMENT 9,880 353,000 1.19%
22 Gerstein Fisher 9,149 327,000 1.10%
23 Cambridge Investment Research Advisors, Inc. 7,578 271,000 0.91%
24 Archford Capital Strategies, LLC 6,382 227,965 0.77%
25 Partnervest Advisory Services LLC 6,169 220,000 0.74%
26 Cetera Advisor Networks LLC 5,870 210,000 0.71%
27 AMERICAN INTERNATIONAL GROUP, INC. 4,634 165,527 0.56%
28 AMERIPRISE FINANCIAL INC 2,985 107,000 0.36%
29 FIFTH THIRD BANCORP 1,690 60,000 0.20%
30 MSI Financial Services Inc 1,600 57,000 0.19%
31 BANK OF MONTREAL /CAN/ 1,120 40,000 0.13%
32 NEW ENGLAND SECURITIES CORP /MA/ 750 27,000 0.09%
33 Creative Planning 705 25,000 0.08%
34 B. Riley Wealth Advisors, Inc. 183 6,537 0.02%
35 NEXT Financial Group, Inc 75 3,000 0.01%
36 Regal Investment Advisors LLC 35 1,000 0.00%
37 ENVESTNET ASSET MANAGEMENT INC 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.