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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 33 Institutional holders with a total value of $31,261,572.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 253,582 8,232,000 26.33%
2 LPL Financial LLC 227,752 7,375,000 23.59%
3 Madden Advisory Services, Inc. 150,825 4,896,000 15.66%
4 BlackRock Institutional Trust Company, N.A. 52,551 1,706,000 5.46%
5 NewSquare Capital LLC 30,354 985,000 3.15%
6 WELLS FARGO & COMPANY/MN 28,935 939,000 3.00%
7 Virtu KCG Holdings LLC 28,215 916,000 2.93%
8 Cambridge Investment Research Advisors, Inc. 22,432 728,000 2.33%
9 MORGAN STANLEY 21,331 692,000 2.21%
10 VSR Financial Services, Inc. 20,075 652,000 2.09%
11 BANK OF MONTREAL /CAN/ 14,645 475,000 1.52%
12 AMERICAN INTERNATIONAL GROUP, INC. 13,696 444,572 1.42%
13 Efficient Advisors, LLC 12,090 392,000 1.25%
14 LADENBURG THALMANN FINANCIAL SERVICES INC. 10,042 326,000 1.04%
15 Commonwealth Equity Services, Inc 9,991 324,000 1.04%
16 UBS AG 9,883 321,000 1.03%
17 Constellation Wealth Advisors, LLC 9,146 297,000 0.95%
18 BOYS ARNOLD & CO INC 8,325 270,000 0.86%
19 MSI Financial Services Inc 7,800 253,000 0.81%
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,420 241,000 0.77%
21 Waverly Advisors, LLC 6,047 196,000 0.63%
22 ROYAL BANK OF CANADA 4,580 149,000 0.48%
23 Archford Capital Strategies, LLC 3,167 103,000 0.33%
24 AMERIPRISE FINANCIAL INC 2,471 80,000 0.26%
25 Private Advisor Group, LLC 1,550 50,000 0.16%
26 WFG Advisors, LP 1,508 49,000 0.16%
27 NEXT Financial Group, Inc 1,370 44,000 0.14%
28 M Holdings Securities, Inc. 1,243 40,000 0.13%
29 HOWE & RUSLING INC 1,212 39,000 0.12%
30 Alerus Investment Advisors Corp 1,000 33,000 0.11%
31 Avior Wealth Management, LLC 283 9,000 0.03%
32 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 100 3,000 0.01%
33 ENVESTNET ASSET MANAGEMENT INC 70 2,000 0.01%

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.