Dark
Light
System
Security
ISHARES CORE HIGH DIVIDEND ETF
ISHARES CORE HIGH DIVIDEND ETF. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 5 Institutional holders with a total value of $2,247,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 PATTEN & PATTEN INC/TN 10,324 805,000 35.83%
2 Coe Capital Management, LLC 6,429 502,000 22.34%
3 BOYS ARNOLD & CO INC 6,100 476,000 21.18%
4 Lapides Asset Management, LLC 5,900 460,000 20.47%
5 CapWealth Advisors, LLC 50 4,000 0.18%

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.