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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 39 Institutional holders with a total value of $31,204,953.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 LPL Financial LLC 139,646 4,853,000 15.55%
2 BlackRock Institutional Trust Company, N.A. 121,796 4,253,000 13.63%
3 BANK OF AMERICA CORP /DE/ 80,721 2,818,000 9.03%
4 UBS AG 68,250 2,383,000 7.64%
5 LADENBURG THALMANN FINANCIAL SERVICES INC. 48,604 1,697,000 5.44%
6 WELLS FARGO & COMPANY/MN 34,915 1,219,000 3.91%
7 NewSquare Capital LLC 25,701 897,000 2.87%
8 VSR Financial Services, Inc. 25,522 891,000 2.86%
9 AMERIPRISE FINANCIAL INC 25,398 883,000 2.83%
10 Efficient Advisors, LLC 25,147 878,000 2.81%
11 MORGAN STANLEY 24,729 863,000 2.77%
12 Annex Advisory Services, LLC 23,671 827,000 2.65%
13 Commonwealth Equity Services, Inc 21,978 767,000 2.46%
14 Tactical Allocation Group LLC 21,791 761,000 2.44%
15 Madden Advisory Services, Inc. 21,670 757,000 2.43%
16 MDE Group 21,016 734,000 2.35%
17 Acertus Capital Management, LLC 21,016 734,000 2.35%
18 Janney Montgomery Scott LLC 19,799 691,381 2.22%
19 ROYAL BANK OF CANADA 19,356 676,000 2.17%
20 NATIONAL PLANNING CORP 18,153 630,000 2.02%
21 Waverly Advisors, LLC 15,330 535,000 1.71%
22 Gerstein Fisher 11,946 417,000 1.34%
23 AMERICAN INTERNATIONAL GROUP, INC. 9,037 315,572 1.01%
24 Private Advisor Group, LLC 7,671 268,000 0.86%
25 Cambridge Investment Research Advisors, Inc. 7,584 265,000 0.85%
26 Archford Capital Strategies, LLC 7,329 256,000 0.82%
27 HUNTINGTON NATIONAL BANK 7,246 253,000 0.81% PRN
28 NORTHERN TRUST CORP 7,140 249,000 0.80%
29 Cetera Advisor Networks LLC 5,870 205,000 0.66%
30 NEW ENGLAND SECURITIES CORP /MA/ 2,000 70,000 0.22%
31 Creative Planning 1,335 47,000 0.15%
32 FIFTH THIRD BANCORP 690 24,000 0.08%
33 ENVESTNET ASSET MANAGEMENT INC 656 23,000 0.07%
34 BANK OF MONTREAL /CAN/ 520 18,000 0.06%
35 Corbenic Partners LLC 522 18,000 0.06%
36 NEXT Financial Group, Inc 475 17,000 0.05%
37 Evensky & Katz LLC 253 9,000 0.03%
38 MSI Financial Services Inc 60 2,000 0.01%
39 Regal Investment Advisors LLC 35 1,000 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.