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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 61 Institutional holders with a total value of $270,003,590.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UBS Group AG 1,169,150 65,847,000 24.39%
2 MORGAN STANLEY 710,948 40,041,000 14.83%
3 WELLS FARGO & COMPANY/MN 569,608 32,080,000 11.88%
4 LPL Financial LLC 275,107 15,612,000 5.78%
5 BANK OF AMERICA CORP /DE/ 254,868 14,354,000 5.32%
6 LADENBURG THALMANN FINANCIAL SERVICES INC. 223,353 12,580,000 4.66%
7 TRUIST FINANCIAL CORP 194,978 10,981,000 4.07%
8 Wharton Business Group, LLC 186,780 10,519,000 3.90% SH
9 AMERIPRISE FINANCIAL INC 164,587 9,266,000 3.43%
10 Commonwealth Equity Services, Inc 148,713 8,376,000 3.10%
11 SRS CAPITAL ADVISORS, INC. 118,549 6,677,000 2.47% SH
12 GRAY FINANCIAL GROUP /GA /ADV /ADV 103,175 5,811,000 2.15%
13 JPMORGAN CHASE & CO 95,400 5,373,000 1.99%
14 M&T BANK CORP 90,226 5,082,000 1.88%
15 ROYAL BANK OF CANADA 81,004 4,562,000 1.69%
16 Simplicity Solutions, LLC 49,519 2,789,000 1.03%
17 AE WEALTH MANAGEMENT LLC 49,519 2,789,000 1.03%
18 GOLDMAN SACHS GROUP INC 48,721 2,744,000 1.02%
19 MSI Financial Services Inc 29,503 1,662,000 0.62%
20 HUNTINGTON NATIONAL BANK 27,406 1,544,000 0.57%
21 SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,250 1,478,000 0.55%
22 SG Americas Securities, LLC 23,455 1,321,000 0.49%
23 IFP ADVISORS, INC 12,616 711,000 0.26%
24 Private Advisor Group, LLC 11,733 677,000 0.25%
25 HighTower Advisors, LLC 11,793 672,000 0.25%
26 Cetera Advisor Networks LLC 9,747 551,000 0.20%
27 CREATIVE FINANCIAL DESIGNS INC /ADV 9,542 537,000 0.20%
28 Raymond James Financial Services Advisors, Inc. 9,231 520,000 0.19%
29 Cambridge Investment Research Advisors, Inc. 9,025 508,000 0.19%
30 ADVISOR GROUP, INC. 8,302 467,000 0.17%
31 SCOTIA CAPITAL INC. 8,128 458,000 0.17%
32 FDx Advisors, Inc. 7,404 417,000 0.15%
33 DARRELL & KING LLC 7,000 394,000 0.15%
34 IPG Investment Advisors LLC 6,000 337,920 0.13%
35 INVESTMENT CENTERS OF AMERICA INC 5,793 325,000 0.12%
36 RAYMOND JAMES & ASSOCIATES 5,074 286,000 0.11%
37 J.P. Morgan Private Wealth Advisors LLC 5,033 283,000 0.10%
38 MONTAG A & ASSOCIATES INC 4,350 245,000 0.09%
39 WealthTrust Fairport, LLC 4,165 235,000 0.09%
40 SUNTRUST BANKS INC 4,485 235,000 0.09%
41 PNC FINANCIAL SERVICES GROUP, INC. 2,807 158,000 0.06%
42 Vantage Investment Advisors, LLC 1,557 88,000 0.03%
43 CITIGROUP INC 902 51,000 0.02%
44 MANUFACTURERS LIFE INSURANCE COMPANY, THE 849 48,000 0.02%
45 ADVANTAGE INVESTMENT MANAGEMENT, LLC 844 48,000 0.02%
46 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 722 41,000 0.02%
47 FINANCIAL ADVISORS NETWORK, INC. 640 37,312 0.01%
48 CRIBSTONE CAPITAL MANAGEMENT, LLC 552 32,000 0.01%
49 FLOW TRADERS U.S. LLC 420 24,000 0.01%
50 Edge Wealth Management LLC 411 23,000 0.01%
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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.