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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 18 Institutional holders with a total value of $14,529,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CWM, LLC 401,344 4,439,000 30.55%
2 MORGAN STANLEY 226,225 2,502,000 17.22%
3 BANK OF AMERICA CORP /DE/ 213,816 2,365,000 16.28%
4 Rock Point Advisors, LLC 110,630 1,224,000 8.42%
5 Cambridge Investment Research Advisors, Inc. 91,809 1,015,000 6.99%
6 LPL Financial LLC 59,500 658,000 4.53%
7 AXA S.A. 44,720 495,000 3.41%
8 SouthState Bank Corp 34,084 377,000 2.59%
9 Glovista Investments LLC 28,000 310,000 2.13%
10 Commonwealth Equity Services, Inc 25,159 278,000 1.91%
11 ROYAL BANK OF CANADA 23,516 261,000 1.80%
12 UBS AG 21,515 238,000 1.64%
13 CITIGROUP INC 14,749 164,000 1.13%
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 10,243 114,000 0.78%
15 Jolley Asset Management, LLC 4,050 45,000 0.31%
16 Pinnacle Summer Investments, Inc. 2,257 25,000 0.17%
17 Tower Research Capital LLC (TRC) 1,513 17,000 0.12%
18 LADENBURG THALMANN FINANCIAL SERVICES INC. 145 2,000 0.01%

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.