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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 29 Institutional holders with a total value of $25,199,822.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 LPL Financial LLC 205,039 6,641,000 26.35%
2 BANK OF AMERICA CORP /DE/ 154,011 4,988,000 19.79%
3 Madden Advisory Services, Inc. 134,830 4,367,000 17.33%
4 MORGAN STANLEY 37,523 1,215,000 4.82%
5 NewSquare Capital LLC 36,200 1,173,000 4.65%
6 UBS AG 33,643 1,090,000 4.33%
7 WELLS FARGO & COMPANY/MN 28,065 909,000 3.61%
8 BlackRock Institutional Trust Company, N.A. 25,319 820,000 3.25%
9 STIFEL FINANCIAL CORP 18,509 600,000 2.38%
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,260 429,000 1.70%
11 Commonwealth Equity Services, Inc 11,959 387,000 1.54%
12 Efficient Advisors, LLC 10,825 351,000 1.39%
13 BOYS ARNOLD & CO INC 10,791 350,000 1.39%
14 VSR Financial Services, Inc. 9,985 323,000 1.28%
15 LADENBURG THALMANN FINANCIAL SERVICES INC. 9,559 310,000 1.23%
16 AVALON CAPITAL MANAGEMENT 9,075 294,000 1.17%
17 AMERICAN INTERNATIONAL GROUP, INC. 5,191 168,136 0.67%
18 MDE Group 4,648 151,000 0.60%
19 MSI Financial Services Inc 3,450 112,000 0.44%
20 ROYAL BANK OF CANADA 3,295 107,000 0.42%
21 Partnervest Advisory Services LLC 3,014 98,000 0.39%
22 Waverly Advisors, LLC 2,356 76,000 0.30%
23 AMERIPRISE FINANCIAL INC 1,791 67,000 0.27%
24 WFG Advisors, LP 1,491 48,000 0.19%
25 HOWE & RUSLING INC 1,212 39,000 0.15%
26 Archford Capital Strategies, LLC 1,040 33,686 0.13%
27 Alerus Investment Advisors Corp 1,000 32,000 0.13%
28 FIFTH THIRD BANCORP 380 12,000 0.05%
29 Avior Wealth Management, LLC 283 9,000 0.04%

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.