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ISHARES CORE HIGH DIVIDEND ETF
ISHARES CORE HIGH DIVIDEND ETF. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 8 Institutional holders with a total value of $8,185,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 STUART CHAUSSEE & ASSOCIATES, INC. 68,738 5,652,000 69.05%
2 PATTEN & PATTEN INC/TN 10,779 885,000 10.81%
3 Coe Capital Management, LLC 5,554 456,000 5.57%
4 Lapides Asset Management, LLC 4,800 394,000 4.81%
5 PINNACLE ASSOCIATES LTD 3,995 328,000 4.01%
6 Huntington Steele LLC 2,915 239,000 2.92%
7 D L CARLSON INVESTMENT GROUP INC 2,765 227,000 2.77%
8 CapWealth Advisors, LLC 50 4,000 0.05%

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.