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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 39 Institutional holders with a total value of $42,434,470.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 314,934 10,267,000 24.19%
2 LPL Financial LLC 239,657 7,813,000 18.41%
3 WELLS FARGO & COMPANY/MN 152,276 4,964,000 11.70%
4 Madden Advisory Services, Inc. 141,121 4,601,000 10.84%
5 BlackRock Institutional Trust Company, N.A. 75,842 2,472,000 5.83%
6 MANAGED ACCOUNT ADVISORS LLC 52,329 1,706,000 4.02%
7 ROYAL BANK OF CANADA 39,136 1,276,000 3.01%
8 Stonehearth Capital Management, LLC 30,722 1,002,000 2.36%
9 NewSquare Capital LLC 26,319 858,000 2.02%
10 VSR Financial Services, Inc. 22,225 725,000 1.71%
11 Live Your Vision, LLC 19,298 628,000 1.48%
12 Janney Capital Management LLC 17,895 583,000 1.37% SH
13 Madrona Financial Services, LLC 16,958 553,000 1.30%
14 AMERICAN INTERNATIONAL GROUP, INC. 13,810 450,206 1.06%
15 Virtu KCG Holdings LLC 13,579 443,000 1.04%
16 BANK OF MONTREAL /CAN/ 13,479 439,000 1.03%
17 Efficient Advisors, LLC 12,893 420,000 0.99%
18 MORGAN STANLEY 12,235 399,000 0.94%
19 Wealthquest Corp 12,072 394,000 0.93%
20 UBS Group AG 11,569 377,000 0.89%
21 Commonwealth Equity Services, Inc 10,246 334,000 0.79%
22 LADENBURG THALMANN FINANCIAL SERVICES INC. 9,325 304,000 0.72%
23 Constellation Wealth Advisors, LLC 9,146 298,000 0.70%
24 BOYS ARNOLD & CO INC 8,325 271,000 0.64%
25 Waverly Advisors, LLC 6,452 210,000 0.49%
26 MSI Financial Services Inc 4,630 151,000 0.36%
27 Archford Capital Strategies, LLC 2,993 98,000 0.23%
28 Ironwood Financial, llc 2,984 97,000 0.23%
29 Ameritas Investment Partners, Inc. 1,844 60,000 0.14%
30 PNC FINANCIAL SERVICES GROUP, INC. 1,528 50,000 0.12%
31 WFG Advisors, LP 1,514 49,000 0.12%
32 HOWE & RUSLING INC 1,212 40,000 0.09%
33 NATIONAL PLANNING CORP 1,219 39,569 0.09%
34 Alerus Investment Advisors Corp 1,000 33,000 0.08%
35 NEXT Financial Group, Inc 400 13,000 0.03%
36 Avior Wealth Management, LLC 283 9,000 0.02%
37 Winslow, Evans & Crocker, Inc. 186 6,032 0.01%
38 Simplicity Solutions, LLC 51 1,663 0.00%
39 Parallax Volatility Advisers, L.P. 1 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.