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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 24 Institutional holders with a total value of $129,844,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UBS AG 986,103 44,670,000 34.40%
2 MORGAN STANLEY 735,484 33,317,000 25.66%
3 BANK OF AMERICA CORP /DE/ 329,299 14,917,000 11.49%
4 Orion Porfolio Solutions, LLC 268,000 12,141,000 9.35%
5 AMERIPRISE FINANCIAL INC 145,772 6,597,000 5.08%
6 MSI Financial Services Inc 70,978 3,215,000 2.48%
7 CREDIT SUISSE AG/ 55,000 2,492,000 1.92%
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 36,945 1,674,000 1.29%
9 LPL Financial LLC 35,317 1,600,000 1.23%
10 FIRSTMERIT BANK N A TRUSTEE 30,108 1,364,000 1.05%
11 TRUIST FINANCIAL CORP 28,227 1,278,000 0.98%
12 JANE STREET GROUP, LLC 26,977 1,222,000 0.94%
13 WELLS FARGO & COMPANY/MN 25,865 1,172,000 0.90%
14 ROYAL BANK OF CANADA 21,983 996,000 0.77%
15 Commonwealth Equity Services, Inc 19,032 862,000 0.66%
16 HighTower Advisors, LLC 19,013 861,000 0.66%
17 Timber Hill LLC 10,056 456,000 0.35%
18 NATIONAL PLANNING CORP 8,213 376,000 0.29%
19 FIRST NATIONAL BANK OF OMAHA 6,000 272,000 0.21%
20 MONTAG A & ASSOCIATES INC 5,950 270,000 0.21%
21 B. Riley Wealth Management, Inc. 1,450 66,000 0.05%
22 WFG Advisors, LP 306 14,000 0.01%
23 NEW ENGLAND SECURITIES CORP /MA/ 248 11,000 0.01%
24 ENVESTNET ASSET MANAGEMENT INC 21 1,000 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.