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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 96 Institutional holders with a total value of $257,414,059.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 STRATEGIC WEALTH PARTNERS GROUP, LLC 1,713,425 65,057,000 25.27%
2 BANK OF AMERICA CORP /DE/ 1,116,841 44,707,000 17.37%
3 BlackRock Institutional Trust Company, N.A. 659,616 26,404,000 10.26%
4 UBS Group AG 364,937 14,608,000 5.67%
5 ENVESTNET ASSET MANAGEMENT INC 286,864 11,483,000 4.46%
6 WELLS FARGO & COMPANY/MN 258,891 10,363,000 4.03%
7 MORGAN STANLEY 214,153 8,573,000 3.33%
8 LPL Financial LLC 164,784 6,535,000 2.54%
9 SNOWDEN CAPITAL ADVISORS LLC 142,571 5,707,117 2.22%
10 JANE STREET GROUP, LLC 96,221 3,852,000 1.50%
11 Commonwealth Equity Services, Inc 84,650 3,389,000 1.32%
12 PATTON ALBERTSON MILLER GROUP, LLC 76,450 3,060,000 1.19%
13 Virtu KCG Holdings LLC 75,234 3,012,000 1.17%
14 Madrona Financial Services, LLC 75,145 3,008,000 1.17%
15 LBMC INVESTMENT ADVISORS, LLC 65,711 2,630,000 1.02%
16 RFG Advisory, LLC 65,507 2,622,000 1.02%
17 Regal Investment Advisors LLC 63,405 2,538,000 0.99%
18 ROYAL BANK OF CANADA 52,680 2,109,000 0.82%
19 First Heartland Consultants, Inc. 48,281 1,933,000 0.75%
20 Cetera Advisor Networks LLC 45,762 1,832,000 0.71%
21 Raymond James Financial Services Advisors, Inc. 43,209 1,730,000 0.67%
22 Jackson Wealth Management, LLC 42,636 1,707,000 0.66%
23 Stonehearth Capital Management, LLC 39,943 1,599,000 0.62%
24 Cambridge Investment Research Advisors, Inc. 38,610 1,546,000 0.60%
25 VSR Financial Services, Inc. 37,064 1,484,000 0.58%
26 Burt Wealth Advisors 36,912 1,477,000 0.57%
27 Annex Advisory Services, LLC 34,106 1,365,000 0.53%
28 Brookstone Capital Management 28,859 1,155,000 0.45%
29 AMERIPRISE FINANCIAL INC 27,196 1,089,000 0.42%
30 Bison Wealth, LLC 27,163 1,079,000 0.42%
31 Efficient Advisors, LLC 24,894 997,000 0.39%
32 BB&T SECURITIES, LLC 24,800 992,000 0.39%
33 Waverly Advisors, LLC 22,474 900,000 0.35%
34 BOSTON RESEARCH & MANAGEMENT INC 21,582 863,000 0.34%
35 IFP ADVISORS, INC 19,008 761,000 0.30%
36 JFS WEALTH ADVISORS, LLC 18,916 757,000 0.29%
37 Archford Capital Strategies, LLC 18,387 736,000 0.29%
38 Polaris Wealth Advisory Group, LLC 18,213 729,000 0.28%
39 SII INVESTMENTS INC/WI 17,087 684,000 0.27%
40 STRATEGIC FINANCIAL GROUP, LLC 16,977 680,000 0.26%
41 SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,928 598,000 0.23%
42 FMR LLC 14,457 574,000 0.22%
43 Bank of New York Mellon Corp 13,401 536,000 0.21%
44 J.P. Morgan Private Wealth Advisors LLC 12,800 512,000 0.20%
45 Koshinski Asset Management, Inc. 12,072 483,000 0.19%
46 Summit Financial Wealth Advisors, LLC 12,015 481,000 0.19%
47 Boston Standard Wealth Management, LLC 10,817 433,000 0.17%
48 CIBC BANK USA 10,771 432,000 0.17%
49 Oakworth Capital, Inc. 10,415 415,000 0.16%
50 Avior Wealth Management, LLC 10,172 407,000 0.16%
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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.