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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 55 Institutional holders with a total value of $82,245,748.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 NewSquare Capital LLC 20 1,000 0.00%
2 BlackRock Investment Management, LLC 124 3,000 0.00%
3 Avior Wealth Management, LLC 92 3,000 0.00%
4 Creative Planning 364 10,000 0.01%
5 Alerus Investment Advisors Corp 730 20,000 0.02%
6 Advisory Services Network, LLC 900 25,000 0.03%
7 AMERICAN INTERNATIONAL GROUP, INC. 2,157 59,000 0.07%
8 LADENBURG THALMANN FINANCIAL SERVICES INC. 3,861 106,000 0.13%
9 MANUFACTURERS LIFE INSURANCE COMPANY, THE 4,293 118,000 0.14%
10 MSI Financial Services Inc 4,663 128,000 0.16%
11 IFP ADVISORS, INC 5,361 147,000 0.18%
12 AMERICAN ECONOMIC PLANNING GROUP INC /ADV 7,296 200,000 0.24%
13 JAMES INVESTMENT RESEARCH, INC. 7,400 203,000 0.25%
14 Prospera Financial Services Inc 8,000 219,000 0.27%
15 Winfield Associates, Inc. 8,376 230,000 0.28%
16 ARS Wealth Advisors, LLC 8,530 234,000 0.28%
17 First Heartland Consultants, Inc. 8,996 247,000 0.30%
18 Roof Eidam Maycock Peralta, LLC 9,350 256,000 0.31%
19 SUNTRUST BANKS INC 10,320 283,000 0.34%
20 Cambridge Investment Research Advisors, Inc. 10,678 293,000 0.36%
21 ASSET DEDICATION, LLC 11,034 303,000 0.37%
22 KING LUTHER CAPITAL MANAGEMENT CORP 11,055 303,000 0.37%
23 Virtu KCG Holdings LLC 11,738 322,000 0.39%
24 BBVA USA Bancshares, Inc. 12,222 335,000 0.41%
25 PEOPLES BANK NATIONAL ASSOCIATION 12,294 337,000 0.41%
26 BOSTON ADVISORS LLC 13,316 365,000 0.44%
27 Autus Asset Management, LLC 14,500 397,000 0.48%
28 Linscomb Wealth, Inc. 16,086 441,000 0.54%
29 Tradewinds Global Investors, LLC 16,223 444,000 0.54%
30 Investors Capital Advisory Services 16,590 454,000 0.55%
31 Valmark Advisers, Inc. 20,986 575,000 0.70%
32 Commonwealth Equity Services, Inc 21,161 580,000 0.71%
33 BAIRD FINANCIAL GROUP, INC. 25,932 711,000 0.86%
34 AMERIPRISE FINANCIAL INC 27,609 757,000 0.92%
35 1834 INVESTMENT ADVISORS CO 27,862 764,000 0.93%
36 JANE STREET GROUP, LLC 28,858 791,000 0.96%
37 Raymond James Financial Services Advisors, Inc. 32,007 878,000 1.07%
38 Carnegie Investment Counsel 38,700 1,060,000 1.29%
39 LINCOLN NATIONAL CORP 46,821 1,284,000 1.56%
40 Mariner, LLC 46,923 1,287,000 1.56%
41 STIFEL FINANCIAL CORP 49,018 1,344,000 1.63%
42 Legacy Private Trust Co. 56,840 1,559,000 1.90%
43 PHILLIPS FINANCIAL MANAGEMENT, LLC 66,832 1,829,000 2.22%
44 DAVENPORT & Co LLC 73,587 2,017,748 2.45%
45 TRUST CO 74,025 2,030,000 2.47%
46 ROYAL BANK OF CANADA 75,851 2,080,000 2.53%
47 LPL Financial LLC 78,598 2,151,000 2.62%
48 ENVESTNET ASSET MANAGEMENT INC 104,151 2,856,000 3.47%
49 UNITED CAPITAL FINANCIAL ADVISORS, LLC 158,788 4,354,000 5.29%
50 UBS Group AG 175,281 4,806,000 5.84%
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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.