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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 56 Institutional holders with a total value of $58,730,207.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 284,666 10,146,000 17.28%
2 BlackRock Institutional Trust Company, N.A. 231,586 8,254,000 14.05%
3 LPL Financial LLC 214,166 7,654,000 13.03%
4 VSR Financial Services, Inc. 108,183 3,856,000 6.57%
5 UBS Group AG 104,434 3,722,000 6.34%
6 Stratos Wealth Partners, LTD. 37,580 1,340,000 2.28%
7 Jackson Wealth Management, LLC 36,859 1,314,000 2.24%
8 Argentus Capital Management, LLC 35,259 1,257,000 2.14%
9 LADENBURG THALMANN FINANCIAL SERVICES INC. 34,141 1,217,000 2.07%
10 Commonwealth Equity Services, Inc 33,338 1,188,000 2.02%
11 AMERIPRISE FINANCIAL INC 31,826 1,134,000 1.93%
12 WELLS FARGO & COMPANY/MN 31,647 1,127,000 1.92%
13 MORGAN STANLEY 30,810 1,098,000 1.87%
14 ROYAL BANK OF CANADA 28,822 1,028,000 1.75%
15 Annex Advisory Services, LLC 25,545 910,000 1.55%
16 Efficient Advisors, LLC 24,367 868,000 1.48%
17 Cambridge Investment Research Advisors, Inc. 23,369 833,000 1.42%
18 Madrona Financial Services, LLC 23,253 829,000 1.41%
19 Waverly Advisors, LLC 22,070 787,000 1.34%
20 Madden Advisory Services, Inc. 21,670 772,000 1.31%
21 Transamerica Financial Advisors, LLC 21,212 756,000 1.29%
22 MDE Group 20,648 736,000 1.25%
23 Acertus Capital Management, LLC 20,648 736,000 1.25%
24 NewSquare Capital LLC 18,159 647,000 1.10%
25 Tactical Allocation Group LLC 17,694 631,000 1.07%
26 Boston Standard Wealth Management, LLC 17,052 612,000 1.04%
27 NATIONAL PLANNING CORP 14,346 512,000 0.87%
28 Cetera Advisors LLC 13,288 472,000 0.80%
29 SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,447 408,000 0.69%
30 PNC FINANCIAL SERVICES GROUP, INC. 10,486 373,000 0.64%
31 Private Advisor Group, LLC 9,852 351,000 0.60%
32 Janney Montgomery Scott LLC 9,785 349,000 0.59%
33 Archford Capital Strategies, LLC 9,283 330,846 0.56%
34 HL FINANCIAL SERVICES LLC 8,892 317,000 0.54%
35 Wealthquest Corp 8,850 315,000 0.54%
36 Cetera Advisor Networks LLC 8,680 309,000 0.53%
37 AMERICAN INTERNATIONAL GROUP, INC. 8,492 302,654 0.52%
38 HUNTINGTON NATIONAL BANK 7,246 258,000 0.44%
39 Investors Capital Advisory Services 6,217 221,000 0.38%
40 Evensky & Katz LLC 5,014 179,000 0.30%
41 OGOREK ANTHONY JOSEPH /NY/ /ADV 4,037 144,000 0.25%
42 MSI Financial Services Inc 2,570 92,000 0.16%
43 NEXT Financial Group, Inc 2,080 74,000 0.13%
44 Creative Planning 1,692 60,000 0.10%
45 FIFTH THIRD BANCORP 1,372 49,000 0.08%
46 Corbenic Partners LLC 915 33,000 0.06%
47 Ironwood Financial, llc 859 31,000 0.05%
48 OPTIMUM INVESTMENT ADVISORS 600 21,000 0.04%
49 BANK OF MONTREAL /CAN/ 520 19,000 0.03%
50 Gradient Investments LLC 450 16,000 0.03%
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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.