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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 40 Institutional holders with a total value of $49,311,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 D.A. DAVIDSON & CO. 25 1,000 0.00%
3 MANUFACTURERS LIFE INSURANCE COMPANY, THE 57 2,000 0.00%
4 BARCLAYS PLC 39 2,000 0.00%
5 IFP ADVISORS, INC 100 4,000 0.01%
6 ADVISOR GROUP, INC. 118 5,000 0.01%
7 NEXT Financial Group, Inc 141 6,000 0.01%
8 BANK OF MONTREAL /CAN/ 160 7,000 0.01%
9 LADENBURG THALMANN FINANCIAL SERVICES INC. 200 8,000 0.02%
10 Tortoise Investment Management, LLC 190 8,000 0.02%
11 QUADRANT CAPITAL GROUP LLC 215 8,000 0.02%
12 WEALTHCARE CAPITAL MANAGEMENT LLC 388 16,000 0.03%
13 GLENMEDE TRUST CO NA 550 22,000 0.04%
14 Allworth Financial LP 1,117 45,000 0.09%
15 WELLS FARGO & COMPANY/MN 2,086 85,000 0.17%
16 TEACHERS ADVISORS, LLC 2,500 101,000 0.20%
17 VICTORY CAPITAL MANAGEMENT INC 2,835 115,000 0.23%
18 Creative Planning 3,349 135,000 0.27%
19 Cambridge Investment Research Advisors, Inc. 5,020 203,000 0.41%
20 HENGEHOLD CAPITAL MANAGEMENT LLC 6,033 244,000 0.49%
21 ASSET DEDICATION, LLC 6,446 261,000 0.53%
22 BANK OF AMERICA CORP /DE/ 6,723 272,000 0.55%
23 MORGAN STANLEY 8,246 333,000 0.68%
24 UBS Group AG 8,806 356,000 0.72%
25 LPL Financial LLC 9,943 405,000 0.82%
26 PRUDENTIAL FINANCIAL INC 14,400 582,000 1.18%
27 PARAMETRIC PORTFOLIO ASSOCIATES LLC 19,700 797,000 1.62%
28 RONALD BLUE & CO LLC 19,700 797,000 1.62%
29 Bank of New York Mellon Corp 23,746 960,000 1.95%
30 Copper Rock Capital Partners, LLC 25,498 1,031,000 2.09%
31 FLOW TRADERS U.S. LLC 35,185 1,423,000 2.89%
32 JANE STREET GROUP, LLC 40,944 1,656,000 3.36%
33 VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 43,900 1,775,000 3.60%
34 ROYAL BANK OF CANADA 54,975 2,223,000 4.51%
35 Checchi Capital Advisers, LLC 64,305 2,600,000 5.27%
36 M&T BANK CORP 92,282 3,732,000 7.57%
37 AVIVA PLC 141,260 5,711,000 11.58%
38 UNITED CAPITAL FINANCIAL ADVISORS, LLC 187,852 7,597,000 15.41%
39 Hillsdale Investment Management Inc. 188,300 7,615,000 15.44%
40 STRS OHIO 202,000 8,168,000 16.56%

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.