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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 52 Institutional holders with a total value of $82,941,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 LPL Financial LLC 451,315 14,492,000 17.47%
2 BANK OF AMERICA CORP /DE/ 439,063 14,172,000 17.09%
3 WELLS FARGO & COMPANY/MN 165,620 5,346,000 6.45%
4 WEALTHSOURCE PARTNERS, LLC 163,987 5,293,000 6.38%
5 Madden Advisory Services, Inc. 160,635 5,185,000 6.25%
6 BlackRock Institutional Trust Company, N.A. 158,203 5,107,000 6.16%
7 MORGAN STANLEY 156,454 5,051,000 6.09%
8 Live Your Vision, LLC 106,641 3,442,000 4.15%
9 WELL DONE, LLC 82,804 2,673,000 3.22%
10 Archford Capital Strategies, LLC 83 2,570,000 3.10%
11 UBS Group AG 73,588 2,375,000 2.86%
12 Madrona Financial Services, LLC 52,395 1,691,000 2.04%
13 Raymond James Financial Services Advisors, Inc. 43,259 1,396,000 1.68%
14 Commonwealth Equity Services, Inc 39,240 1,267,000 1.53%
15 SARGENT BICKHAM LAGUDIS LLC 36,994 1,194,000 1.44%
16 M Holdings Securities, Inc. 30,718 992,000 1.20%
17 Stonehearth Capital Management, LLC 28,407 917,000 1.11%
18 VSR Financial Services, Inc. 26,121 843,000 1.02%
19 CITADEL ADVISORS LLC 25,882 836,000 1.01%
20 Sigma Planning Corp 24,883 803,000 0.97%
21 LADENBURG THALMANN FINANCIAL SERVICES INC. 23,790 768,000 0.93%
22 BANK OF MONTREAL /CAN/ 22,543 728,000 0.88%
23 NewSquare Capital LLC 18,579 600,000 0.72%
24 AMERIPRISE FINANCIAL INC 16,808 543,000 0.65%
25 MSI Financial Services Inc 15,173 490,000 0.59%
26 Efficient Advisors, LLC 12,026 388,000 0.47%
27 JPMORGAN CHASE & CO 11,850 383,000 0.46%
28 Annex Advisory Services, LLC 11,125 359,000 0.43%
29 SII INVESTMENTS INC/WI 10,514 339,000 0.41%
30 BOYS ARNOLD & CO INC 10,350 334,000 0.40%
31 Janney Montgomery Scott LLC 10,097 326,000 0.39%
32 BUCKINGHAM STRATEGIC WEALTH, LLC 8,705 281,000 0.34%
33 Prospera Financial Services Inc 7,150 231,000 0.28%
34 Virtu KCG Holdings LLC 6,850 221,000 0.27%
35 Fort Point Capital Partners LLC 6,476 209,000 0.25%
36 NATIONAL PLANNING CORP 6,423 208,000 0.25%
37 ROYAL BANK OF CANADA 6,396 206,000 0.25%
38 IFP ADVISORS, INC 3,923 127,000 0.15%
39 AMERICAN INTERNATIONAL GROUP, INC. 3,150 101,000 0.12%
40 Ruggie Capital Group 2,507 81,000 0.10%
41 ROWLAND CARMICHAEL ADVISORS INC /ADV 2,383 77,000 0.09%
42 FIFTH THIRD BANCORP 1,725 56,000 0.07%
43 Tarbox Family Office, Inc. 1,631 53,000 0.06%
44 WFG Advisors, LP 1,553 50,000 0.06%
45 Ironwood Financial, llc 1,484 48,000 0.06%
46 ENVESTNET ASSET MANAGEMENT INC 1,040 34,000 0.04%
47 Alerus Investment Advisors Corp 1,000 32,000 0.04%
48 Ameritas Investment Partners, Inc. 457 14,000 0.02%
49 Avior Wealth Management, LLC 283 9,000 0.01%
50 Winch Advisory Services, LLC 4 0 0.00%
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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.