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ISHARES IBONDS
ISHARES IBONDS. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 29 Institutional holders with a total value of $79,839,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 ROYAL BANK OF CANADA 17 0 0.00%
2 BlackRock Investment Management, LLC 41 1,000 0.00%
3 CITIGROUP INC 400 10,000 0.01%
4 BUTENSKY & COHEN FINANCIAL SECURITY, INC 790 19,000 0.02%
5 IFP ADVISORS, INC 1,134 28,000 0.04%
6 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,961 47,000 0.06%
7 PROFICIO CAPITAL PARTNERS LLC 2,476 60,000 0.08%
8 D.A. DAVIDSON & CO. 3,000 73,000 0.09%
9 MSI Financial Services Inc 3,935 96,000 0.12%
10 GUIDANT WEALTH ADVISORS 4,068 100,000 0.13%
11 HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 8,911 217,000 0.27%
12 LPL Financial LLC 9,519 232,000 0.29%
13 USCA RIA LLC 9,774 238,000 0.30%
14 Wolf Group Capital Advisors 11,544 281,000 0.35%
15 WELLS FARGO & COMPANY/MN 13,556 330,000 0.41%
16 BOSTON ADVISORS LLC 15,831 385,000 0.48%
17 HARVEY CAPITAL MANAGEMENT INC 19,400 472,000 0.59%
18 SOWELL FINANCIAL SERVICES LLC 32,214 788,000 0.99%
19 UBS Group AG 40,536 986,000 1.23%
20 Commonwealth Equity Services, Inc 40,934 996,000 1.25%
21 US BANCORP \DE\ 41,267 1,005,000 1.26%
22 WOLVERINE TRADING LP /BD 43,460 1,058,000 1.33%
23 Virtu KCG Holdings LLC 46,086 1,122,000 1.41%
24 Mariner, LLC 94,194 2,293,000 2.87%
25 MORGAN STANLEY 186,031 4,528,000 5.67%
26 Capital Investment Advisors, LLC 212,225 5,166,000 6.47%
27 UNITED CAPITAL FINANCIAL ADVISORS, LLC 430,645 10,482,000 13.13%
28 CAPITAL ADVISORS INC/OK 899,614 21,897,000 27.43%
29 BANK OF AMERICA CORP /DE/ 1,106,357 26,929,000 33.73%

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.