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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2015Q4)
Portfolio Summary: 70 Institutional holders with a total value of $301,728,696.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 2,169,132 73,858,000 24.48%
2 WELLS FARGO & COMPANY/MN 1,695,528 57,732,000 19.13%
3 TIEDEMANN TRUST CO 1,330,432 45,301,000 15.01%
4 Hefren-Tillotson, Inc. 1,119,854 38,131,000 12.64%
5 LPL Financial LLC 546,206 18,511,000 6.13%
6 BlackRock Institutional Trust Company, N.A. 386,944 13,175,000 4.37%
7 BRINKER CAPITAL INC 189,581 6,455,000 2.14%
8 VSR Financial Services, Inc. 158,949 5,412,000 1.79%
9 MORGAN STANLEY 103,534 3,525,000 1.17%
10 Raymond James Financial Services Advisors, Inc. 85,588 2,914,000 0.97%
11 Madden Advisory Services, Inc. 80,676 2,747,000 0.91%
12 UBS Group AG 76,714 2,612,000 0.87%
13 Commonwealth Equity Services, Inc 73,496 2,503,000 0.83%
14 TIEDEMANN ADVISORS, LLC 67,078 2,284,000 0.76%
15 CREDIT SUISSE AG/ 67,003 2,281,000 0.76%
16 ROYAL BANK OF CANADA 45,939 1,564,000 0.52%
17 AMERIPRISE FINANCIAL INC 42,468 1,438,000 0.48%
18 M Holdings Securities, Inc. 34,511 1,175,000 0.39%
19 Annex Advisory Services, LLC 33,537 1,142,000 0.38%
20 RFG Advisory, LLC 32,074 1,092,000 0.36%
21 Evensky & Katz LLC 33,460 982,000 0.33%
22 Transamerica Financial Advisors, LLC 28,087 957,000 0.32%
23 ENVESTNET ASSET MANAGEMENT INC 27,573 939,000 0.31%
24 LADENBURG THALMANN FINANCIAL SERVICES INC. 25,844 880,000 0.29%
25 Efficient Advisors, LLC 24,955 850,000 0.28%
26 Cetera Advisors LLC 22,767 774,000 0.26%
27 New England Investment & Retirement Group, Inc. 21,936 747,000 0.25%
28 Jackson Wealth Management, LLC 21,510 719,000 0.24%
29 Madrona Financial Services, LLC 20,411 695,000 0.23%
30 Cambridge Investment Research Advisors, Inc. 20,233 689,000 0.23%
31 Waverly Advisors, LLC 19,130 651,000 0.22%
32 Boston Standard Wealth Management, LLC 18,155 620,000 0.21%
33 Summit Financial Wealth Advisors, LLC 17,225 587,000 0.19%
34 Tactical Allocation Group LLC 16,212 552,000 0.18%
35 NATIONAL PLANNING CORP 15,751 522,000 0.17%
36 NewSquare Capital LLC 14,254 485,000 0.16%
37 M&T BANK CORP 14,052 478,000 0.16%
38 STRATEGIC FINANCIAL GROUP, LLC 13,063 445,000 0.15%
39 WEALTHPLAN PARTNERS, LLC 12,914 439,730 0.15%
40 HighTower Advisors, LLC 12,301 419,000 0.14%
41 SCOTIA CAPITAL INC. 11,664 395,000 0.13%
42 IFP ADVISORS, INC 11,147 380,000 0.13%
43 Cetera Advisor Networks LLC 10,371 353,000 0.12%
44 Private Advisor Group, LLC 10,173 346,000 0.11%
45 Polaris Wealth Advisory Group, LLC 9,292 316,000 0.10%
46 Fiera Capital Corp 7,975 272,000 0.09%
47 First Allied Advisory Services, Inc. 7,545 257,000 0.09%
48 MSI Financial Services Inc 7,407 252,000 0.08%
49 Janney Montgomery Scott LLC 7,230 246,000 0.08%
50 Archford Capital Strategies, LLC 7,067 241,000 0.08%
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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.