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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 98 Institutional holders with a total value of $252,530,543.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 STRATEGIC WEALTH PARTNERS GROUP, LLC 1,407,091 57,902,000 22.93%
2 BANK OF AMERICA CORP /DE/ 1,126,963 46,374,000 18.36%
3 BlackRock Institutional Trust Company, N.A. 793,493 32,652,000 12.93%
4 UBS Group AG 354,430 14,585,000 5.78%
5 WELLS FARGO & COMPANY/MN 289,771 11,924,000 4.72%
6 MORGAN STANLEY 226,036 9,302,000 3.68%
7 LPL Financial LLC 179,656 7,328,000 2.90%
8 Raymond James Financial Services Advisors, Inc. 135,902 5,592,000 2.21%
9 SNOWDEN CAPITAL ADVISORS LLC 116,880 4,809,612 1.90%
10 Commonwealth Equity Services, Inc 106,993 4,403,000 1.74%
11 PATTON ALBERTSON MILLER GROUP, LLC 91,146 3,751,000 1.49%
12 Madrona Financial Services, LLC 72,543 2,985,000 1.18% SH
13 LBMC INVESTMENT ADVISORS, LLC 69,313 2,852,000 1.13%
14 Regal Investment Advisors LLC 63,835 2,627,000 1.04%
15 ROYAL BANK OF CANADA 53,510 2,202,000 0.87%
16 V WEALTH MANAGEMENT,LLC 50,344 2,072,000 0.82%
17 JANE STREET GROUP, LLC 49,630 2,042,000 0.81%
18 Cetera Advisor Networks LLC 46,743 1,923,000 0.76%
19 Cambridge Investment Research Advisors, Inc. 43,535 1,791,000 0.71%
20 Sterling Global Strategies LLC 73,288 1,781,000 0.71%
21 Jackson Wealth Management, LLC 43,342 1,756,000 0.70%
22 Burt Wealth Advisors 36,918 1,519,000 0.60%
23 Stonehearth Capital Management, LLC 36,239 1,491,000 0.59%
24 Annex Advisory Services, LLC 35,462 1,459,000 0.58%
25 AMERIPRISE FINANCIAL INC 29,071 1,196,000 0.47%
26 Ruggie Capital Group 25,398 1,045,000 0.41%
27 Efficient Advisors, LLC 25,357 1,043,000 0.41%
28 Waverly Advisors, LLC 25,315 1,042,000 0.41%
29 Polaris Wealth Advisory Group, LLC 24,309 1,000,000 0.40%
30 BB&T SECURITIES, LLC 24,300 999,000 0.40%
31 Northstar Group, Inc. 23,400 990,000 0.39%
32 LADENBURG THALMANN FINANCIAL SERVICES INC. 23,779 978,000 0.39%
33 IFP ADVISORS, INC 21,805 897,000 0.36%
34 BOSTON RESEARCH & MANAGEMENT INC 20,632 849,000 0.34%
35 STRATEGIC FINANCIAL GROUP, LLC 19,888 818,000 0.32%
36 JFS WEALTH ADVISORS, LLC 19,723 812,000 0.32%
37 Brookstone Capital Management 19,699 811,000 0.32%
38 Archford Capital Strategies, LLC 19,334 795,000 0.31%
39 SII INVESTMENTS INC/WI 17,924 737,000 0.29%
40 AUSDAL FINANCIAL PARTNERS, INC. 17,796 732,000 0.29%
41 SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,461 718,000 0.28%
42 J.P. Morgan Private Wealth Advisors LLC 13,610 560,000 0.22%
43 Bison Wealth, LLC 13,530 557,000 0.22%
44 CITADEL ADVISORS LLC 13,405 552,000 0.22%
45 Bank of New York Mellon Corp 13,401 551,000 0.22%
46 Summit Financial Wealth Advisors, LLC 12,262 505,000 0.20%
47 Boston Standard Wealth Management, LLC 11,198 461,000 0.18%
48 Koshinski Asset Management, Inc. 10,180 419,000 0.17%
49 CIBC BANK USA 10,016 412,000 0.16%
50 Avior Wealth Management, LLC 9,737 401,000 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.