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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 32 Institutional holders with a total value of $32,151,664.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 256,507 8,486,000 26.39%
2 LPL Financial LLC 228,607 7,562,000 23.52%
3 Madden Advisory Services, Inc. 147,893 4,892,000 15.22%
4 BlackRock Institutional Trust Company, N.A. 40,257 1,332,000 4.14%
5 MORGAN STANLEY 38,281 1,267,000 3.94%
6 NewSquare Capital LLC 32,759 1,084,000 3.37%
7 Virtu KCG Holdings LLC 32,102 1,062,000 3.30%
8 WELLS FARGO & COMPANY/MN 28,112 930,000 2.89%
9 UBS AG 23,473 776,000 2.41%
10 Cambridge Investment Research Advisors, Inc. 22,348 739,000 2.30%
11 VSR Financial Services, Inc. 14,581 482,000 1.50%
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,302 440,000 1.37%
13 Efficient Advisors, LLC 11,852 392,000 1.22%
14 Commonwealth Equity Services, Inc 10,769 356,000 1.11%
15 STIFEL FINANCIAL CORP 10,517 348,000 1.08%
16 BOYS ARNOLD & CO INC 10,275 340,000 1.06%
17 LADENBURG THALMANN FINANCIAL SERVICES INC. 10,042 332,000 1.03%
18 AVALON CAPITAL MANAGEMENT 7,925 262,000 0.81%
19 Waverly Advisors, LLC 6,331 209,000 0.65%
20 AMERICAN INTERNATIONAL GROUP, INC. 4,696 155,344 0.48%
21 ROYAL BANK OF CANADA 4,105 136,000 0.42%
22 MSI Financial Services Inc 3,950 131,000 0.41%
23 Partnervest Advisory Services LLC 3,187 105,000 0.33%
24 MDE Group 2,899 96,000 0.30%
25 AMERIPRISE FINANCIAL INC 1,794 59,000 0.18%
26 WFG Advisors, LP 1,497 50,000 0.16%
27 B. Riley Wealth Advisors, Inc. 1,100 36,388 0.11%
28 Alerus Investment Advisors Corp 1,000 33,000 0.10%
29 BANK OF MONTREAL /CAN/ 850 28,000 0.09%
30 Archford Capital Strategies, LLC 663 21,932 0.07%
31 Avior Wealth Management, LLC 283 9,000 0.03%
32 Creative Planning 2 0 0.00%

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.