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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 68 Institutional holders with a total value of $144,390,291.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 TIEDEMANN TRUST CO 1,136,677 39,556,000 27.40%
2 LPL Financial LLC 510,500 17,577,000 12.17%
3 BlackRock Institutional Trust Company, N.A. 457,848 15,933,000 11.03%
4 Archford Capital Strategies, LLC 8,261 8,260,808 5.72%
5 VSR Financial Services, Inc. 165,215 5,749,000 3.98%
6 BANK OF AMERICA CORP /DE/ 157,513 5,482,000 3.80%
7 MORGAN STANLEY 129,269 4,498,000 3.12%
8 Raymond James Financial Services Advisors, Inc. 115,389 4,016,000 2.78%
9 TIEDEMANN ADVISORS, LLC 109,495 3,810,000 2.64%
10 Madden Advisory Services, Inc. 80,718 2,808,000 1.94%
11 Commonwealth Equity Services, Inc 78,285 2,724,000 1.89%
12 Madrona Financial Services, LLC 74,784 2,602,000 1.80%
13 WELLS FARGO & COMPANY/MN 70,675 2,460,000 1.70%
14 UBS Group AG 66,793 2,324,000 1.61%
15 RFG Advisory, LLC 57,539 1,999,000 1.38%
16 LADENBURG THALMANN FINANCIAL SERVICES INC. 48,498 1,688,000 1.17%
17 SARGENT BICKHAM LAGUDIS LLC 38,201 1,329,000 0.92%
18 ROYAL BANK OF CANADA 37,378 1,301,000 0.90%
19 Transamerica Financial Advisors, LLC 35,049 1,220,000 0.84%
20 Cetera Advisors LLC 34,652 1,202,000 0.83%
21 Annex Advisory Services, LLC 32,043 1,115,000 0.77%
22 M Holdings Securities, Inc. 31,915 1,111,000 0.77%
23 CITADEL ADVISORS LLC 31,790 1,106,000 0.77%
24 AMERIPRISE FINANCIAL INC 28,667 998,000 0.69%
25 Efficient Advisors, LLC 25,074 873,000 0.60%
26 Allen Investment Management, LLC 24,251 844,000 0.58%
27 Cambridge Investment Research Advisors, Inc. 20,609 717,000 0.50%
28 Jackson Wealth Management, LLC 20,576 708,000 0.49%
29 Boston Standard Wealth Management, LLC 19,115 666,000 0.46%
30 Summit Financial Wealth Advisors, LLC 17,225 599,000 0.41%
31 GOLDMAN SACHS GROUP INC 16,314 568,000 0.39%
32 Tactical Allocation Group LLC 16,139 562,000 0.39%
33 Waverly Advisors, LLC 15,603 543,000 0.38%
34 Gerstein Fisher 15,445 537,000 0.37%
35 STRATEGIC FINANCIAL GROUP, LLC 14,860 517,000 0.36%
36 Cetera Advisor Networks LLC 14,671 510,000 0.35%
37 NewSquare Capital LLC 14,320 498,000 0.34%
38 Virtu KCG Holdings LLC 13,214 460,000 0.32%
39 NATIONAL PLANNING CORP 13,188 459,000 0.32%
40 SII INVESTMENTS INC/WI 12,795 445,000 0.31%
41 IFP ADVISORS, INC 11,421 397,000 0.27%
42 Private Advisor Group, LLC 10,418 363,000 0.25%
43 Regal Investment Advisors LLC 9,724 338,000 0.23%
44 AMERICAN INTERNATIONAL GROUP, INC. 9,226 321,000 0.22%
45 ENVESTNET ASSET MANAGEMENT INC 8,188 285,000 0.20%
46 Brookstone Capital Management 8,002 278,000 0.19%
47 Janney Montgomery Scott LLC 7,230 252,000 0.17%
48 Polaris Wealth Advisory Group, LLC 7,204 251,000 0.17%
49 JANE STREET GROUP, LLC 6,974 243,000 0.17%
50 MSI Financial Services Inc 6,577 229,000 0.16%
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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.