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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 110 Institutional holders with a total value of $500,400,452.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF AMERICA CORP /DE/ 6,494,632 263,552,000 52.67%
2 STRATEGIC WEALTH PARTNERS GROUP, LLC 1,396,627 56,675,000 11.33%
3 BlackRock Institutional Trust Company, N.A. 848,038 34,413,000 6.88%
4 WELLS FARGO & COMPANY/MN 481,614 19,543,000 3.91%
5 UBS Group AG 355,160 14,412,000 2.88%
6 MORGAN STANLEY 333,234 13,523,000 2.70%
7 ENVESTNET ASSET MANAGEMENT INC 295,492 11,991,000 2.40%
8 LPL Financial LLC 219,512 8,932,000 1.78%
9 Raymond James Financial Services Advisors, Inc. 150,944 6,125,000 1.22%
10 Commonwealth Equity Services, Inc 117,003 4,748,000 0.95%
11 SNOWDEN CAPITAL ADVISORS LLC 112,801 4,577,465 0.91%
12 PATTON ALBERTSON MILLER GROUP, LLC 89,544 3,634,000 0.73%
13 Madrona Financial Services, LLC 73,517 2,983,000 0.60% SH
14 LBMC INVESTMENT ADVISORS, LLC 69,303 2,812,000 0.56%
15 Regal Investment Advisors LLC 67,031 2,720,000 0.54%
16 V WEALTH MANAGEMENT,LLC 58,685 2,379,000 0.48%
17 ROYAL BANK OF CANADA 54,549 2,213,000 0.44%
18 Cambridge Investment Research Advisors, Inc. 49,797 2,021,000 0.40%
19 Jackson Wealth Management, LLC 42,457 1,745,000 0.35%
20 AVEO CAPITAL PARTNERS, LLC 41,310 1,676,000 0.33%
21 Annex Advisory Services, LLC 37,425 1,519,000 0.30%
22 Burt Wealth Advisors 36,706 1,490,000 0.30%
23 Stonehearth Capital Management, LLC 36,550 1,483,000 0.30%
24 AMERIPRISE FINANCIAL INC 36,289 1,474,000 0.29%
25 Cetera Advisor Networks LLC 35,613 1,446,000 0.29%
26 LADENBURG THALMANN FINANCIAL SERVICES INC. 33,855 1,373,000 0.27%
27 Northstar Group, Inc. 31,784 1,289,000 0.26%
28 AHRENS INVESTMENT PARTNERS LLC 30,675 1,245,000 0.25%
29 Janney Montgomery Scott LLC 27,423 1,113,000 0.22%
30 BAIRD FINANCIAL GROUP, INC. 26,700 1,083,000 0.22%
31 Efficient Advisors, LLC 25,743 1,045,000 0.21%
32 Polaris Wealth Advisory Group, LLC 24,854 1,009,000 0.20%
33 BB&T SECURITIES, LLC 24,300 999,000 0.20%
34 Waverly Advisors, LLC 24,023 975,000 0.19%
35 Brookstone Capital Management 22,977 932,000 0.19%
36 IFP ADVISORS, INC 22,205 901,000 0.18%
37 STRATEGIC FINANCIAL GROUP, LLC 22,003 893,000 0.18%
38 JFS WEALTH ADVISORS, LLC 20,925 849,000 0.17%
39 GOLDMAN SACHS GROUP INC 20,327 825,000 0.16%
40 Archford Capital Strategies, LLC 19,834 804,000 0.16%
41 NORTHWEST WEALTH MANAGEMENT, LLC 19,696 799,000 0.16%
42 BOSTON RESEARCH & MANAGEMENT INC 18,612 755,000 0.15%
43 AUSDAL FINANCIAL PARTNERS, INC. 17,746 720,000 0.14%
44 Dorsey Wright & Associates 15,850 643,000 0.13%
45 Private Advisor Group, LLC 13,893 571,000 0.11%
46 J.P. Morgan Private Wealth Advisors LLC 13,610 552,000 0.11%
47 SII INVESTMENTS INC/WI 13,443 546,000 0.11%
48 Bank of New York Mellon Corp 13,413 544,000 0.11%
49 PARALLEL ADVISORS, LLC 12,677 514,000 0.10%
50 Summit Financial Wealth Advisors, LLC 12,262 498,000 0.10%
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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.