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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 42 Institutional holders with a total value of $42,225,210.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Placemark Investments, Inc. 254,601 9,965,000 23.60%
2 LPL Financial LLC 116,827 4,573,000 10.83%
3 BlackRock Institutional Trust Company, N.A. 77,826 3,046,000 7.21%
4 MORGAN STANLEY 76,007 2,975,000 7.05%
5 Cetera Advisor Networks LLC 52,598 2,059,000 4.88%
6 BANK OF AMERICA CORP /DE/ 51,070 1,999,000 4.73%
7 LBMC INVESTMENT ADVISORS, LLC 42,074 1,647,000 3.90%
8 VSR Financial Services, Inc. 39,129 1,532,000 3.63%
9 UBS AG 34,023 1,332,000 3.15%
10 ROYAL BANK OF CANADA 32,009 1,253,000 2.97%
11 NewSquare Capital LLC 31,077 1,216,000 2.88%
12 Efficient Advisors, LLC 30,761 1,204,000 2.85%
13 Cambridge Investment Research Advisors, Inc. 30,740 1,203,000 2.85%
14 AMERIPRISE FINANCIAL INC 26,191 1,025,000 2.43%
15 LADENBURG THALMANN FINANCIAL SERVICES INC. 23,265 911,000 2.16%
16 BOSTON RESEARCH & MANAGEMENT INC 22,642 886,000 2.10%
17 Commonwealth Equity Services, Inc 18,767 735,000 1.74%
18 Oakworth Capital, Inc. 13,186 516,000 1.22%
19 Virtu KCG Holdings LLC 9,553 374,000 0.89%
20 Waverly Advisors, LLC 9,177 359,000 0.85%
21 NATIONAL PLANNING CORP 8,967 352,000 0.83%
22 Tactical Allocation Group LLC 8,553 335,000 0.79%
23 KMS FINANCIAL SERVICES, INC 8,475 332,000 0.79%
24 Cetera Advisors LLC 7,222 284,000 0.67%
25 Acertus Capital Management, LLC 6,779 265,000 0.63%
26 MDE Group 6,779 265,000 0.63%
27 Annex Advisory Services, LLC 5,826 228,000 0.54%
28 NORRIS PERNE & FRENCH LLP/MI 5,800 227,000 0.54%
29 Partnervest Advisory Services LLC 5,331 209,000 0.49%
30 Avior Wealth Management, LLC 3,789 148,000 0.35%
31 Creative Planning 3,294 129,000 0.31%
32 WELLS FARGO & COMPANY/MN 2,641 103,000 0.24%
33 Archford Capital Strategies, LLC 2,503 97,968 0.23%
34 FIFTH THIRD BANCORP 2,362 92,000 0.22%
35 BANK OF MONTREAL /CAN/ 2,261 88,000 0.21%
36 MANUFACTURERS LIFE INSURANCE COMPANY, THE 2,075 81,000 0.19%
37 CKW FINANCIAL GROUP 1,758 71,000 0.17%
38 AMERICAN INTERNATIONAL GROUP, INC. 1,207 47,242 0.11%
39 B. Riley Wealth Management, Inc. 747 29,000 0.07%
40 Polaris Wealth Advisory Group, LLC 446 17,000 0.04%
41 Focused Wealth Management, Inc 255 10,000 0.02%
42 Tower Research Capital LLC (TRC) 126 5,000 0.01%

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.