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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 59 Institutional holders with a total value of $81,562,653.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 601,843 19,746,000 24.21%
2 LPL Financial LLC 231,336 7,597,000 9.31%
3 WELLS FARGO & COMPANY/MN 219,679 7,208,000 8.84%
4 BlackRock Institutional Trust Company, N.A. 186,514 6,120,000 7.50%
5 Madden Advisory Services, Inc. 159,550 5,234,000 6.42%
6 DARWIN WEALTH MANAGEMENT, LLC 143,076 4,694,000 5.76%
7 MORGAN STANLEY 126,191 4,141,000 5.08%
8 Live Your Vision, LLC 101,146 3,319,000 4.07%
9 Madrona Financial Services, LLC 51,527 1,691,000 2.07%
10 AMERIPRISE FINANCIAL INC 48,202 1,582,000 1.94%
11 Raymond James Financial Services Advisors, Inc. 44,342 1,455,000 1.78%
12 Commonwealth Equity Services, Inc 43,144 1,416,000 1.74%
13 UBS Group AG 38,686 1,269,000 1.56%
14 Virtu KCG Holdings LLC 32,251 1,058,000 1.30%
15 Stonehearth Capital Management, LLC 31,966 1,049,000 1.29%
16 M Holdings Securities, Inc. 30,456 999,000 1.22%
17 LADENBURG THALMANN FINANCIAL SERVICES INC. 29,777 977,000 1.20%
18 JANE STREET GROUP, LLC 29,400 965,000 1.18%
19 Sigma Planning Corp 24,372 800,000 0.98%
20 Janney Montgomery Scott LLC 22,634 728,000 0.89%
21 BANK OF MONTREAL /CAN/ 22,171 727,000 0.89%
22 MSI Financial Services Inc 21,767 714,000 0.88%
23 WELL DONE, LLC 19,600 643,000 0.79%
24 Brookstone Capital Management 18,118 594,000 0.73%
25 VSR Financial Services, Inc. 17,424 572,000 0.70%
26 Prospera Financial Services Inc 16,950 556,000 0.68%
27 PATTON ALBERTSON MILLER GROUP, LLC 16,342 536,000 0.66%
28 Annex Advisory Services, LLC 14,163 465,000 0.57%
29 JPMORGAN CHASE & CO 13,300 436,000 0.53%
30 Efficient Advisors, LLC 11,577 380,000 0.47%
31 SII INVESTMENTS INC/WI 10,919 358,000 0.44%
32 ROYAL BANK OF CANADA 10,748 353,000 0.43%
33 BOYS ARNOLD & CO INC 10,650 349,000 0.43%
34 Livingston Group Asset Management CO (operating as Southport Capital Management) 10,304 338,000 0.41%
35 BUCKINGHAM STRATEGIC WEALTH, LLC 8,705 286,000 0.35%
36 Cambridge Investment Research Advisors, Inc. 8,527 280,000 0.34%
37 NATIONAL PLANNING CORP 7,523 249,000 0.31%
38 RAYMOND JAMES & ASSOCIATES 6,823 224,000 0.27%
39 Fort Point Capital Partners LLC 6,476 212,000 0.26%
40 Kovack Advisors, Inc. 6,400 210,000 0.26%
41 Ruggie Capital Group 4,803 158,000 0.19%
42 IFP ADVISORS, INC 4,063 133,000 0.16%
43 ADVISOR GROUP, INC. 4,000 131,000 0.16%
44 SARGENT BICKHAM LAGUDIS LLC 2,805 92,000 0.11%
45 ROWLAND CARMICHAEL ADVISORS INC /ADV 2,578 85,000 0.10%
46 Archford Capital Strategies, LLC 2,367 78,000 0.10%
47 FIFTH THIRD BANCORP 1,725 57,000 0.07%
48 Tarbox Family Office, Inc. 1,631 54,000 0.07%
49 WFG Advisors, LP 1,560 51,000 0.06%
50 Ironwood Financial, llc 1,480 49,000 0.06%
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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.