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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 37 Institutional holders with a total value of $42,025,398.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 319,768 10,559,000 25.13%
2 LPL Financial LLC 246,983 8,165,000 19.43%
3 Madden Advisory Services, Inc. 137,381 4,536,000 10.79%
4 Live Your Vision, LLC 118,886 3,926,000 9.34%
5 BlackRock Institutional Trust Company, N.A. 93,178 3,077,000 7.32%
6 WELLS FARGO & COMPANY/MN 41,119 1,358,000 3.23%
7 Stonehearth Capital Management, LLC 31,256 1,032,000 2.46%
8 PNC FINANCIAL SERVICES GROUP, INC. 28,714 948,000 2.26%
9 JANE STREET GROUP, LLC 25,517 843,000 2.01%
10 VSR Financial Services, Inc. 24,262 801,000 1.91%
11 MORGAN STANLEY 22,635 747,000 1.78%
12 NewSquare Capital LLC 20,144 665,000 1.58%
13 Madrona Financial Services, LLC 17,713 585,000 1.39%
14 Commonwealth Equity Services, Inc 14,874 491,000 1.17%
15 Efficient Advisors, LLC 14,281 472,000 1.12%
16 BANK OF MONTREAL /CAN/ 13,460 444,000 1.06%
17 Wealthquest Corp 11,139 368,000 0.88%
18 UBS Group AG 10,718 354,000 0.84%
19 LADENBURG THALMANN FINANCIAL SERVICES INC. 10,127 334,000 0.79%
20 Constellation Wealth Advisors, LLC 9,146 302,000 0.72%
21 AMERICAN INTERNATIONAL GROUP, INC. 8,463 279,459 0.66%
22 BOYS ARNOLD & CO INC 8,325 275,000 0.65%
23 Waverly Advisors, LLC 6,954 230,000 0.55%
24 Janney Montgomery Scott LLC 6,893 228,000 0.54%
25 MSI Financial Services Inc 6,910 228,000 0.54%
26 Annex Advisory Services, LLC 6,739 223,000 0.53%
27 ROYAL BANK OF CANADA 5,828 193,000 0.46%
28 Ironwood Financial, llc 2,984 99,000 0.24%
29 Archford Capital Strategies, LLC 2,993 98,829 0.24%
30 WFG Advisors, LP 1,523 50,000 0.12%
31 HOWE & RUSLING INC 1,212 40,000 0.10%
32 Alerus Investment Advisors Corp 1,000 33,000 0.08%
33 Ameritas Investment Partners, Inc. 457 15,000 0.04%
34 INTEGRATED WEALTH MANAGEMENT 360 11,000 0.03%
35 Avior Wealth Management, LLC 283 9,000 0.02%
36 Winslow, Evans & Crocker, Inc. 186 6,110 0.01%
37 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.