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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 69 Institutional holders with a total value of $169,944,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 911,869 25,294,000 14.88%
2 ENVESTNET ASSET MANAGEMENT INC 467,736 12,976,000 7.64%
3 WELLS FARGO & COMPANY/MN 446,566 12,387,000 7.29%
4 ABERDEEN ASSET MANAGEMENT PLC/UK 370,711 10,284,000 6.05%
5 ALBION FINANCIAL GROUP /UT 331,298 9,190,000 5.41%
6 BANK OF THE WEST 301,290 8,358,000 4.92%
7 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 270,000 7,497,000 4.41%
8 Stonehearth Capital Management, LLC 263,336 7,305,000 4.30%
9 CITADEL ADVISORS LLC 243,764 6,762,000 3.98%
10 BlackRock Finance, Inc. 232,447 6,448,000 3.79%
11 BANK OF AMERICA CORP /DE/ 215,946 5,990,000 3.52%
12 LPL Financial LLC 188,357 5,302,000 3.12%
13 CITIGROUP INC 174,373 4,837,000 2.85%
14 UNITED CAPITAL FINANCIAL ADVISORS, LLC 168,463 4,673,000 2.75%
15 SUSQUEHANNA INTERNATIONAL GROUP, LLP 130,998 3,634,000 2.14%
16 PARAMETRIC PORTFOLIO ASSOCIATES LLC 130,695 3,625,000 2.13%
17 RONALD BLUE & CO LLC 104,396 2,896,000 1.70%
18 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 88,821 2,464,000 1.45%
19 Orion Porfolio Solutions, LLC 75,000 2,080,000 1.22%
20 PICTET ASSET MANAGEMENT LTD 63,000 1,748,000 1.03%
21 NEW YORK LIFE INVESTMENT MANAGEMENT LLC 60,916 1,690,000 0.99%
22 STATE STREET CORP 55,000 1,525,000 0.90%
23 STRS OHIO 50,800 1,409,000 0.83%
24 OPPENHEIMER ASSET MANAGEMENT INC. 49,790 1,381,000 0.81%
25 CAPSTONE INVESTMENT ADVISORS, LLC 42,348 1,174,000 0.69%
26 Camarda Financial Advisors, LLC 33,296 924,000 0.54%
27 BLB&B Advisors, LLC 32,325 897,000 0.53%
28 Verition Fund Management LLC 31,796 882,000 0.52%
29 Creative Planning 30,332 841,000 0.49%
30 Bank of New York Mellon Corp 29,539 819,000 0.48%
31 LADENBURG THALMANN FINANCIAL SERVICES INC. 29,247 809,000 0.48%
32 AMERIPRISE FINANCIAL INC 28,695 797,000 0.47%
33 Regal Investment Advisors LLC 28,290 785,000 0.46%
34 ROYAL BANK OF CANADA 27,379 759,000 0.45%
35 SAGE FINANCIAL GROUP INC 27,301 757,000 0.45%
36 Pinnacle Advisory Group, Inc. 26,369 731,000 0.43%
37 Texas Yale Capital Corp. 25,202 699,000 0.41%
38 HANCOCK WHITNEY CORP 25,159 698,000 0.41%
39 Cambridge Investment Research Advisors, Inc. 20,342 564,000 0.33%
40 SILVERCREST ASSET MANAGEMENT GROUP LLC 19,815 550,000 0.32%
41 HSBC HOLDINGS PLC 19,500 541,000 0.32%
42 British Airways Pensions Investment Management Ltd 19,505 541,000 0.32%
43 OLD MISSION CAPITAL LLC 19,368 537,000 0.32%
44 Atria Investments, Inc 19,259 534,000 0.31%
45 Invesco Ltd. 18,946 526,000 0.31%
46 CAPITAL ONE, NATIONAL ASSOCIATION 18,909 525,000 0.31%
47 GREENWOOD CAPITAL ASSOCIATES LLC 17,322 481,000 0.28%
48 MILLBURN RIDGEFIELD LLC /DE/ 16,654 462,000 0.27%
49 CABOT WEALTH MANAGEMENT INC 14,551 404,000 0.24%
50 NORTHERN TRUST CORP 13,342 371,000 0.22%
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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.