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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2017Q2)
Portfolio Summary: 97 Institutional holders with a total value of $205,246,938.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 TIEDEMANN ADVISORS, LLC 1,760,216 65,672,000 32.00%
2 BlackRock Finance, Inc. 728,417 27,148,000 13.23%
3 MORGAN STANLEY 336,035 12,524,000 6.10%
4 LPL Financial LLC 302,785 11,285,000 5.50%
5 WELLS FARGO & COMPANY/MN 257,462 9,595,000 4.67%
6 BANK OF AMERICA CORP /DE/ 213,546 7,959,000 3.88%
7 Raymond James Financial Services Advisors, Inc. 132,283 4,930,000 2.40%
8 Commonwealth Equity Services, Inc 125,689 4,684,000 2.28%
9 Private Advisor Group, LLC 101,807 3,762,000 1.83%
10 MANUFACTURERS LIFE INSURANCE COMPANY, THE 95,613 3,563,000 1.74%
11 Madrona Financial Services, LLC 85,133 3,173,000 1.55% SH
12 AMERIPRISE FINANCIAL INC 83,476 3,110,000 1.52%
13 DARWIN WEALTH MANAGEMENT, LLC 79,530 2,964,000 1.44%
14 Madden Advisory Services, Inc. 73,718 2,747,000 1.34%
15 Brookstone Capital Management 67,180 2,504,000 1.22%
16 ROYAL BANK OF CANADA 53,286 1,986,000 0.97%
17 NATIONAL PLANNING CORP 49,598 1,842,000 0.90%
18 PATTON ALBERTSON MILLER GROUP, LLC 43,275 1,628,000 0.79%
19 Annex Advisory Services, LLC 42,860 1,597,000 0.78%
20 M Holdings Securities, Inc. 41,802 1,558,000 0.76%
21 LADENBURG THALMANN FINANCIAL SERVICES INC. 41,036 1,529,000 0.74%
22 Cambridge Investment Research Advisors, Inc. 40,793 1,520,000 0.74%
23 Archford Capital Strategies, LLC 38,937 1,440,000 0.70%
24 FDx Advisors, Inc. 37,028 1,380,000 0.67%
25 Waverly Advisors, LLC 34,459 1,284,000 0.63%
26 UBS Group AG 32,619 1,216,000 0.59%
27 PNC FINANCIAL SERVICES GROUP, INC. 29,630 1,104,000 0.54%
28 Efficient Advisors, LLC 25,746 960,000 0.47%
29 WELL DONE, LLC 25,301 943,000 0.46%
30 Northstar Group, Inc. 22,450 892,000 0.43%
31 STRATEGIC FINANCIAL GROUP, LLC 22,427 836,000 0.41%
32 NORTHWEST WEALTH MANAGEMENT, LLC 20,862 778,000 0.38%
33 Cetera Advisor Networks LLC 20,718 774,000 0.38%
34 ADVISOR GROUP, INC. 18,953 707,000 0.34%
35 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 17,900 667,000 0.32%
36 IFP ADVISORS, INC 17,415 649,000 0.32%
37 Evensky & Katz LLC 17,379 647,000 0.32%
38 AVEO CAPITAL PARTNERS, LLC 16,973 633,000 0.31%
39 Cetera Advisors LLC 16,125 600,000 0.29%
40 CETERA INVESTMENT ADVISERS 16,125 600,000 0.29%
41 RAYMOND JAMES & ASSOCIATES 15,489 577,000 0.28%
42 JANE STREET GROUP, LLC 14,715 548,000 0.27%
43 LIDO ADVISORS, LLC 14,618 545,000 0.27%
44 SII INVESTMENTS INC/WI 14,285 535,000 0.26%
45 Summit Financial Wealth Advisors, LLC 13,850 516,000 0.25%
46 RISK PARADIGM GROUP, LLC 12,986 483,988 0.24%
47 Regal Investment Advisors LLC 12,259 457,000 0.22%
48 Boston Standard Wealth Management, LLC 11,127 413,000 0.20%
49 AHRENS INVESTMENT PARTNERS LLC 10,700 399,000 0.19%
50 Creative Planning 10,570 394,000 0.19%
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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.