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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 35 Institutional holders with a total value of $95,560,144.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Choate Investment Advisors 844,166 38,975,144 40.79%
2 STRS OHIO 202,000 9,326,000 9.76%
3 Hillsdale Investment Management Inc. 188,300 8,694,000 9.10%
4 UNITED CAPITAL FINANCIAL ADVISORS, LLC 186,731 8,621,000 9.02%
5 AVIVA PLC 115,707 5,340,000 5.59%
6 Orion Porfolio Solutions, LLC 98,720 4,558,000 4.77%
7 M&T BANK CORP 78,601 3,629,000 3.80%
8 ROYAL BANK OF CANADA 52,758 2,435,000 2.55%
9 Copper Rock Capital Partners, LLC 45,786 2,113,000 2.21%
10 FLOW TRADERS U.S. LLC 42,617 1,968,000 2.06%
11 WELLS FARGO & COMPANY/MN 39,978 1,845,000 1.93%
12 PARAMETRIC PORTFOLIO ASSOCIATES LLC 25,811 1,192,000 1.25%
13 RONALD BLUE & CO LLC 25,280 1,167,000 1.22%
14 BROWN ADVISORY INC 20,704 956,000 1.00%
15 Bank of New York Mellon Corp 17,891 826,000 0.86%
16 PRUDENTIAL FINANCIAL INC 14,400 665,000 0.70%
17 Creative Planning 14,365 663,000 0.69%
18 LPL Financial LLC 11,185 520,000 0.54%
19 MORGAN STANLEY 10,595 490,000 0.51%
20 Cambridge Investment Research Advisors, Inc. 9,079 419,000 0.44%
21 ASSET DEDICATION, LLC 5,385 250,000 0.26%
22 GOULD ASSET MANAGEMENT LLC /CA/ 4,955 229,000 0.24%
23 RAND WEALTH, LLC 4,684 216,000 0.23%
24 BANK OF AMERICA CORP /DE/ 4,148 192,000 0.20%
25 TEACHERS ADVISORS, LLC 2,500 115,000 0.12%
26 VICTORY CAPITAL MANAGEMENT INC 1,430 66,000 0.07%
27 Allworth Financial LP 534 25,000 0.03%
28 GLENMEDE TRUST CO NA 550 25,000 0.03%
29 WEALTHCARE CAPITAL MANAGEMENT LLC 388 18,000 0.02%
30 LADENBURG THALMANN FINANCIAL SERVICES INC. 200 9,000 0.01%
31 BANK OF MONTREAL /CAN/ 160 7,000 0.01%
32 MANUFACTURERS LIFE INSURANCE COMPANY, THE 57 3,000 0.00%
33 BARCLAYS PLC 39 2,000 0.00%
34 D.A. DAVIDSON & CO. 25 1,000 0.00%
35 Parallax Volatility Advisers, L.P. 1 0 0.00%

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.