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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 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 Regal Investment Advisors LLC 35 1,000 0.00%
3 Simplicity Solutions, LLC 104 3,707 0.01%
4 AllSquare Wealth Management LLC 312 11,000 0.02%
5 Ameritas Investment Partners, Inc. 344 12,000 0.02%
6 MANAGED ACCOUNT ADVISORS LLC 401 14,000 0.02%
7 Gradient Investments LLC 450 16,000 0.03%
8 BANK OF MONTREAL /CAN/ 520 19,000 0.03%
9 OPTIMUM INVESTMENT ADVISORS 600 21,000 0.04%
10 Ironwood Financial, llc 859 31,000 0.05%
11 Corbenic Partners LLC 915 33,000 0.06%
12 FIFTH THIRD BANCORP 1,372 49,000 0.08%
13 Creative Planning 1,692 60,000 0.10%
14 NEXT Financial Group, Inc 2,080 74,000 0.13%
15 MSI Financial Services Inc 2,570 92,000 0.16%
16 OGOREK ANTHONY JOSEPH /NY/ /ADV 4,037 144,000 0.25%
17 Evensky & Katz LLC 5,014 179,000 0.30%
18 Investors Capital Advisory Services 6,217 221,000 0.38%
19 HUNTINGTON NATIONAL BANK 7,246 258,000 0.44%
20 AMERICAN INTERNATIONAL GROUP, INC. 8,492 302,654 0.52%
21 Cetera Advisor Networks LLC 8,680 309,000 0.53%
22 Wealthquest Corp 8,850 315,000 0.54%
23 HL FINANCIAL SERVICES LLC 8,892 317,000 0.54%
24 Archford Capital Strategies, LLC 9,283 330,846 0.56%
25 Janney Montgomery Scott LLC 9,785 349,000 0.59%
26 Private Advisor Group, LLC 9,852 351,000 0.60%
27 PNC FINANCIAL SERVICES GROUP, INC. 10,486 373,000 0.64%
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,447 408,000 0.69%
29 Cetera Advisors LLC 13,288 472,000 0.80%
30 NATIONAL PLANNING CORP 14,346 512,000 0.87%
31 Boston Standard Wealth Management, LLC 17,052 612,000 1.04%
32 Tactical Allocation Group LLC 17,694 631,000 1.07%
33 NewSquare Capital LLC 18,159 647,000 1.10%
34 Acertus Capital Management, LLC 20,648 736,000 1.25%
35 MDE Group 20,648 736,000 1.25%
36 Transamerica Financial Advisors, LLC 21,212 756,000 1.29%
37 Madden Advisory Services, Inc. 21,670 772,000 1.31%
38 Waverly Advisors, LLC 22,070 787,000 1.34%
39 Madrona Financial Services, LLC 23,253 829,000 1.41%
40 Cambridge Investment Research Advisors, Inc. 23,369 833,000 1.42%
41 Efficient Advisors, LLC 24,367 868,000 1.48%
42 Annex Advisory Services, LLC 25,545 910,000 1.55%
43 ROYAL BANK OF CANADA 28,822 1,028,000 1.75%
44 MORGAN STANLEY 30,810 1,098,000 1.87%
45 WELLS FARGO & COMPANY/MN 31,647 1,127,000 1.92%
46 AMERIPRISE FINANCIAL INC 31,826 1,134,000 1.93%
47 Commonwealth Equity Services, Inc 33,338 1,188,000 2.02%
48 LADENBURG THALMANN FINANCIAL SERVICES INC. 34,141 1,217,000 2.07%
49 Argentus Capital Management, LLC 35,259 1,257,000 2.14%
50 Jackson Wealth Management, LLC 36,859 1,314,000 2.24%
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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.