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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2015Q2)
Portfolio Summary: 57 Institutional holders with a total value of $69,706,992.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BlackRock Institutional Trust Company, N.A. 321,915 11,348,000 16.28%
2 BANK OF AMERICA CORP /DE/ 290,496 10,240,000 14.69%
3 LPL Financial LLC 272,083 9,512,000 13.65%
4 VSR Financial Services, Inc. 132,577 4,673,000 6.70%
5 UBS Group AG 110,334 3,889,000 5.58%
6 CREDIT SUISSE AG/ 77,145 2,719,000 3.90%
7 Winch Advisory Services, LLC 39,934 1,408,000 2.02%
8 ROYAL BANK OF CANADA 37,753 1,330,000 1.91%
9 Stratos Wealth Partners, LTD. 37,580 1,325,000 1.90%
10 Commonwealth Equity Services, Inc 35,588 1,254,000 1.80%
11 AMERIPRISE FINANCIAL INC 34,722 1,224,000 1.76%
12 Cambridge Investment Research Advisors, Inc. 31,982 1,127,000 1.62%
13 MORGAN STANLEY 31,423 1,108,000 1.59%
14 Jackson Wealth Management, LLC 30,860 1,087,000 1.56%
15 WELLS FARGO & COMPANY/MN 30,128 1,062,000 1.52%
16 Annex Advisory Services, LLC 28,455 1,003,000 1.44%
17 JANE STREET GROUP, LLC 26,862 947,000 1.36%
18 Efficient Advisors, LLC 24,407 860,000 1.23%
19 Argentus Capital Management, LLC 24,086 849,000 1.22%
20 Transamerica Financial Advisors, LLC 23,414 826,000 1.18%
21 LADENBURG THALMANN FINANCIAL SERVICES INC. 22,991 810,000 1.16%
22 Madden Advisory Services, Inc. 21,670 763,000 1.09%
23 Madrona Financial Services, LLC 21,473 757,000 1.09%
24 Waverly Advisors, LLC 18,341 647,000 0.93%
25 Boston Standard Wealth Management, LLC 18,250 643,000 0.92%
26 HL FINANCIAL SERVICES LLC 18,072 637,000 0.91%
27 Tactical Allocation Group LLC 17,117 603,000 0.87%
28 BEACON INVESTMENT ADVISORY SERVICES, INC. 17,075 602,000 0.86%
29 Acertus Capital Management, LLC 17,075 602,000 0.86%
30 NewSquare Capital LLC 15,084 532,000 0.76%
31 Cetera Advisors LLC 14,742 518,000 0.74%
32 NATIONAL PLANNING CORP 13,342 468,000 0.67%
33 Gerstein Fisher 12,300 434,000 0.62%
34 Polaris Wealth Advisory Group, LLC 11,507 406,000 0.58%
35 PNC FINANCIAL SERVICES GROUP, INC. 10,486 369,000 0.53%
36 Private Advisor Group, LLC 9,540 336,000 0.48%
37 SII INVESTMENTS INC/WI 9,430 332,000 0.48%
38 Archford Capital Strategies, LLC 9,118 321,000 0.46%
39 AMERICAN INTERNATIONAL GROUP, INC. 8,836 311,470 0.45%
40 Cetera Advisor Networks LLC 8,680 309,000 0.44%
41 Wealthquest Corp 8,733 308,000 0.44%
42 Janney Montgomery Scott LLC 7,530 265,433 0.38%
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,321 223,000 0.32%
44 Investors Capital Advisory Services 6,173 217,000 0.31%
45 OGOREK ANTHONY JOSEPH /NY/ /ADV 4,881 172,000 0.25%
46 MSI Financial Services Inc 2,881 102,000 0.15%
47 MANAGED ACCOUNT ADVISORS LLC 2,385 84,000 0.12%
48 Evensky & Katz LLC 973 34,000 0.05%
49 Corbenic Partners LLC 915 32,000 0.05%
50 Ironwood Financial, llc 859 30,000 0.04%
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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.