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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 US BANCORP \DE\ 1 0 0.00%
2 Parallax Volatility Advisers, L.P. 1 0 0.00%
3 RAIN CAPITAL MANAGEMENT, LLC 12 437 0.00%
4 Crosspoint Capital Strategies, LLC 35 1,000 0.00%
5 Simplicity Solutions, LLC 133 4,529 0.00%
6 SEI INVESTMENTS CO 135 5,000 0.00%
7 NEXT Financial Group, Inc 200 6,000 0.00%
8 AllSquare Wealth Management LLC 226 8,000 0.00%
9 Ameritas Investment Partners, Inc. 304 10,000 0.00%
10 Tarbox Family Office, Inc. 726 25,000 0.01%
11 Corbenic Partners LLC 915 31,000 0.01%
12 CWM, LLC 1,230 42,000 0.01%
13 Creative Planning 1,284 44,000 0.01%
14 AUSDAL FINANCIAL PARTNERS, INC. 3,089 105,000 0.03%
15 Argentus Capital Management, LLC 3,214 109,000 0.04%
16 FIFTH THIRD BANCORP 3,524 120,000 0.04%
17 OGOREK ANTHONY JOSEPH /NY/ /ADV 4,813 164,000 0.05%
18 AMERICAN INTERNATIONAL GROUP, INC. 6,825 232,000 0.08%
19 HL FINANCIAL SERVICES LLC 7,050 240,000 0.08%
20 Regal Investment Advisors LLC 7,086 241,000 0.08%
21 Archford Capital Strategies, LLC 7,067 241,000 0.08%
22 Janney Montgomery Scott LLC 7,230 246,000 0.08%
23 MSI Financial Services Inc 7,407 252,000 0.08%
24 First Allied Advisory Services, Inc. 7,545 257,000 0.09%
25 Fiera Capital Corp 7,975 272,000 0.09%
26 Polaris Wealth Advisory Group, LLC 9,292 316,000 0.10%
27 Private Advisor Group, LLC 10,173 346,000 0.11%
28 Cetera Advisor Networks LLC 10,371 353,000 0.12%
29 IFP ADVISORS, INC 11,147 380,000 0.13%
30 SCOTIA CAPITAL INC. 11,664 395,000 0.13%
31 HighTower Advisors, LLC 12,301 419,000 0.14%
32 WEALTHPLAN PARTNERS, LLC 12,914 439,730 0.15%
33 STRATEGIC FINANCIAL GROUP, LLC 13,063 445,000 0.15%
34 M&T BANK CORP 14,052 478,000 0.16%
35 NewSquare Capital LLC 14,254 485,000 0.16%
36 NATIONAL PLANNING CORP 15,751 522,000 0.17%
37 Tactical Allocation Group LLC 16,212 552,000 0.18%
38 Summit Financial Wealth Advisors, LLC 17,225 587,000 0.19%
39 Boston Standard Wealth Management, LLC 18,155 620,000 0.21%
40 Waverly Advisors, LLC 19,130 651,000 0.22%
41 Cambridge Investment Research Advisors, Inc. 20,233 689,000 0.23%
42 Madrona Financial Services, LLC 20,411 695,000 0.23%
43 Jackson Wealth Management, LLC 21,510 719,000 0.24%
44 New England Investment & Retirement Group, Inc. 21,936 747,000 0.25%
45 Cetera Advisors LLC 22,767 774,000 0.26%
46 Efficient Advisors, LLC 24,955 850,000 0.28%
47 LADENBURG THALMANN FINANCIAL SERVICES INC. 25,844 880,000 0.29%
48 ENVESTNET ASSET MANAGEMENT INC 27,573 939,000 0.31%
49 Transamerica Financial Advisors, LLC 28,087 957,000 0.32%
50 Evensky & Katz LLC 33,460 982,000 0.33%
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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.