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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 59 Institutional holders with a total value of $86,274,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 552,936 18,456,000 21.39%
2 LPL Financial LLC 240,903 7,996,000 9.27%
3 BlackRock Institutional Trust Company, N.A. 237,663 7,933,000 9.20%
4 WELLS FARGO & COMPANY/MN 210,737 7,035,000 8.15%
5 Madden Advisory Services, Inc. 162,490 5,423,000 6.29%
6 DARWIN WEALTH MANAGEMENT, LLC 154,764 5,166,000 5.99%
7 MORGAN STANLEY 130,159 4,344,000 5.04%
8 Live Your Vision, LLC 91,122 3,042,000 3.53%
9 AMERIPRISE FINANCIAL INC 61,412 2,050,000 2.38%
10 Commonwealth Equity Services, Inc 51,311 1,713,000 1.99%
11 Madrona Financial Services, LLC 48,621 1,623,000 1.88% SH
12 Raymond James Financial Services Advisors, Inc. 44,734 1,493,000 1.73%
13 Cetera Advisors LLC 44,075 1,471,000 1.71%
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 39,313 1,312,000 1.52%
15 Brookstone Capital Management 38,632 1,289,000 1.49%
16 Private Advisor Group, LLC 38,798 1,288,000 1.49%
17 LADENBURG THALMANN FINANCIAL SERVICES INC. 36,430 1,217,000 1.41%
18 UBS Group AG 36,458 1,217,000 1.41%
19 Stonehearth Capital Management, LLC 32,712 1,092,000 1.27%
20 M Holdings Securities, Inc. 30,956 1,033,000 1.20%
21 MSI Financial Services Inc 22,727 759,000 0.88%
22 BANK OF MONTREAL /CAN/ 22,171 740,000 0.86%
23 WELL DONE, LLC 19,600 654,000 0.76%
24 Sigma Planning Corp 17,526 585,000 0.68%
25 PATTON ALBERTSON MILLER GROUP, LLC 17,188 574,000 0.67%
26 Prospera Financial Services Inc 16,950 566,000 0.66%
27 Annex Advisory Services, LLC 15,896 531,000 0.62%
28 JPMORGAN CHASE & CO 14,900 497,000 0.58%
29 Argentus Capital Management, LLC 14,138 472,000 0.55%
30 Ruggie Capital Group 13,020 435,000 0.50%
31 Efficient Advisors, LLC 12,262 409,000 0.47%
32 SII INVESTMENTS INC/WI 10,950 366,000 0.42%
33 BOYS ARNOLD & CO INC 10,650 355,000 0.41%
34 Janney Montgomery Scott LLC 10,097 337,000 0.39%
35 ROYAL BANK OF CANADA 8,905 298,000 0.35%
36 BUCKINGHAM STRATEGIC WEALTH, LLC 8,705 291,000 0.34%
37 Cambridge Investment Research Advisors, Inc. 8,530 285,000 0.33%
38 Creative Planning 7,641 255,000 0.30%
39 NATIONAL PLANNING CORP 7,623 250,000 0.29%
40 Fort Point Capital Partners LLC 6,476 216,000 0.25%
41 Kovack Advisors, Inc. 6,441 215,000 0.25%
42 ADVISOR GROUP, INC. 5,292 177,000 0.21%
43 SARGENT BICKHAM LAGUDIS LLC 4,576 153,000 0.18%
44 IFP ADVISORS, INC 4,023 134,000 0.16%
45 Archford Capital Strategies, LLC 2,457 82,000 0.10%
46 ROWLAND CARMICHAEL ADVISORS INC /ADV 2,405 80,000 0.09%
47 FIFTH THIRD BANCORP 1,725 58,000 0.07%
48 WFG Advisors, LP 1,689 56,000 0.06%
49 Tarbox Family Office, Inc. 1,631 54,000 0.06%
50 MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,540 51,000 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.