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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 78 Institutional holders with a total value of $165,777,628.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 RAIN CAPITAL MANAGEMENT, LLC 56 2,025 0.00%
3 Carroll Financial Associates, Inc. 96 3,000 0.00%
4 JPMORGAN CHASE & CO 100 4,000 0.00%
5 CITIGROUP INC 100 4,000 0.00%
6 AllSquare Wealth Management LLC 122 4,000 0.00%
7 NEXT Financial Group, Inc 325 12,000 0.01%
8 FIFTH THIRD BANCORP 350 13,000 0.01%
9 OGOREK ANTHONY JOSEPH /NY/ /ADV 448 16,000 0.01%
10 WFG Advisors, LP 750 27,000 0.02%
11 Ironwood Financial, llc 861 31,000 0.02%
12 Corbenic Partners LLC 915 33,000 0.02%
13 D.A. DAVIDSON & CO. 940 33,000 0.02%
14 CWM, LLC 940 34,000 0.02%
15 Creative Planning 1,035 37,000 0.02%
16 Tarbox Family Office, Inc. 1,762 64,000 0.04%
17 CRIBSTONE CAPITAL MANAGEMENT, LLC 2,165 77,000 0.05%
18 ROWLAND CARMICHAEL ADVISORS INC /ADV 2,298 83,000 0.05%
19 Concert Wealth Management Inc. 5,170 188,000 0.11%
20 ENVESTNET ASSET MANAGEMENT INC 5,408 195,000 0.12%
21 Polaris Wealth Advisory Group, LLC 6,102 220,000 0.13%
22 GENEOS WEALTH MANAGEMENT INC. 6,282 226,000 0.14%
23 AUSDAL FINANCIAL PARTNERS, INC. 6,375 230,000 0.14%
24 HighTower Advisors, LLC 6,441 231,000 0.14%
25 Janney Montgomery Scott LLC 6,864 248,000 0.15%
26 Eagle Ridge Investment Management 7,200 260,000 0.16%
27 Avior Wealth Management, LLC 7,764 280,000 0.17%
28 SARGENT BICKHAM LAGUDIS LLC 9,057 327,000 0.20%
29 Regal Investment Advisors LLC 9,689 350,000 0.21%
30 WEALTHPLAN PARTNERS, LLC 10,452 374,177 0.23%
31 Argentus Capital Management, LLC 10,724 387,000 0.23%
32 MSI Financial Services Inc 10,798 390,000 0.24%
33 SII INVESTMENTS INC/WI 11,128 402,000 0.24%
34 RAYMOND JAMES & ASSOCIATES 11,213 405,000 0.24%
35 Archford Capital Strategies, LLC 12,159 438,000 0.26%
36 NATIONAL PLANNING CORP 12,801 453,000 0.27%
37 IFP ADVISORS, INC 13,488 487,000 0.29%
38 ADVISOR GROUP, INC. 14,093 509,000 0.31%
39 JANE STREET GROUP, LLC 15,076 544,000 0.33%
40 RISK PARADIGM GROUP, LLC 17,082 616,489 0.37%
41 Summit Financial Wealth Advisors, LLC 17,225 622,000 0.38%
42 Cetera Advisor Networks LLC 17,638 637,000 0.38%
43 Gerstein Fisher 18,842 663,000 0.40%
44 Boston Standard Wealth Management, LLC 19,332 698,000 0.42%
45 Jackson Wealth Management, LLC 20,121 717,000 0.43%
46 DARWIN WEALTH MANAGEMENT, LLC 20,473 739,000 0.45%
47 CAHILL FINANCIAL ADVISORS INC 21,154 764,000 0.46%
48 TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 21,781 786,000 0.47%
49 STRATEGIC FINANCIAL GROUP, LLC 24,849 897,000 0.54%
50 Efficient Advisors, LLC 25,951 937,000 0.57%
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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.