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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 89 Institutional holders with a total value of $313,220,524.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 2,837,934 99,981,000 31.92%
2 TIEDEMANN ADVISORS, LLC 1,505,273 53,031,000 16.93%
3 WELLS FARGO & COMPANY/MN 1,380,251 48,627,000 15.52%
4 BlackRock Institutional Trust Company, N.A. 633,686 22,325,000 7.13%
5 LPL Financial LLC 294,335 10,384,000 3.32%
6 BRINKER CAPITAL INC 237,402 8,395,000 2.68%
7 MORGAN STANLEY 208,853 7,358,000 2.35%
8 Raymond James Financial Services Advisors, Inc. 202,533 7,135,000 2.28%
9 Private Advisor Group, LLC 109,419 3,899,000 1.24%
10 Commonwealth Equity Services, Inc 91,963 3,240,000 1.03%
11 AMERIPRISE FINANCIAL INC 90,702 3,189,000 1.02%
12 Madden Advisory Services, Inc. 73,718 2,597,000 0.83%
13 Madrona Financial Services, LLC 58,152 2,049,000 0.65% SH
14 MANUFACTURERS LIFE INSURANCE COMPANY, THE 57,959 2,042,000 0.65%
15 UBS Group AG 43,907 1,547,000 0.49%
16 ROYAL BANK OF CANADA 41,814 1,473,000 0.47%
17 DARWIN WEALTH MANAGEMENT, LLC 41,474 1,461,000 0.47%
18 PATTON ALBERTSON MILLER GROUP, LLC 40,191 1,416,000 0.45%
19 WELL DONE, LLC 39,096 1,377,000 0.44%
20 LADENBURG THALMANN FINANCIAL SERVICES INC. 38,198 1,346,000 0.43%
21 Annex Advisory Services, LLC 37,934 1,336,000 0.43%
22 Brookstone Capital Management 36,466 1,285,000 0.41%
23 Waverly Advisors, LLC 36,163 1,274,000 0.41%
24 FDx Advisors, Inc. 34,214 1,205,000 0.38%
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 33,006 1,163,000 0.37%
26 Cambridge Investment Research Advisors, Inc. 32,976 1,162,000 0.37%
27 M Holdings Securities, Inc. 32,435 1,143,000 0.36%
28 SNOWDEN CAPITAL ADVISORS LLC 32,397 1,141,346 0.36%
29 PNC FINANCIAL SERVICES GROUP, INC. 31,730 1,118,000 0.36%
30 RAYMOND JAMES & ASSOCIATES 28,653 1,009,000 0.32%
31 JANE STREET GROUP, LLC 27,260 960,000 0.31%
32 Efficient Advisors, LLC 25,946 914,000 0.29%
33 STRATEGIC FINANCIAL GROUP, LLC 25,360 893,000 0.29%
34 WOLVERINE TRADING LP /BD 22,481 792,000 0.25%
35 TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 21,781 767,000 0.24%
36 NORTHWEST WEALTH MANAGEMENT, LLC 20,876 735,000 0.23%
37 CAHILL FINANCIAL ADVISORS INC 20,309 716,000 0.23%
38 Jackson Wealth Management, LLC 20,029 712,000 0.23%
39 Cetera Advisor Networks LLC 18,556 655,000 0.21%
40 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 17,900 630,000 0.20%
41 AVEO CAPITAL PARTNERS, LLC 17,761 626,000 0.20%
42 Summit Financial Wealth Advisors, LLC 17,225 607,000 0.19%
43 Cetera Advisors LLC 16,473 579,000 0.18%
44 ENVESTNET ASSET MANAGEMENT INC 16,289 573,000 0.18%
45 IFP ADVISORS, INC 15,230 537,000 0.17%
46 Boston Standard Wealth Management, LLC 14,789 521,000 0.17%
47 ADVISOR GROUP, INC. 14,568 513,000 0.16%
48 RISK PARADIGM GROUP, LLC 14,178 499,490 0.16%
49 Archford Capital Strategies, LLC 13,458 474,000 0.15%
50 SII INVESTMENTS INC/WI 12,322 434,000 0.14%
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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.