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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 $97,208,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 437,015 11,887,000 12.23%
2 US BANCORP \DE\ 388,523 10,568,000 10.87%
3 MORGAN STANLEY 374,064 10,174,000 10.47%
4 BANK OF AMERICA CORP /DE/ 279,455 7,601,000 7.82%
5 Vigilant Capital Management, LLC 271,556 7,387,000 7.60%
6 UBS Group AG 246,502 6,705,000 6.90%
7 UNITED CAPITAL FINANCIAL ADVISORS, LLC 230,028 6,257,000 6.44%
8 Raymond James Financial Services Advisors, Inc. 198,021 5,386,000 5.54%
9 Private Advisor Group, LLC 100,595 2,741,000 2.82%
10 KING LUTHER CAPITAL MANAGEMENT CORP 83,860 2,281,000 2.35%
11 TRUST CO 63,680 1,732,000 1.78%
12 PHILLIPS FINANCIAL MANAGEMENT, LLC 59,405 1,619,000 1.67%
13 STIFEL FINANCIAL CORP 55,495 1,510,000 1.55%
14 DAVENPORT & Co LLC 55,374 1,506,000 1.55%
15 JANE STREET GROUP, LLC 55,117 1,499,000 1.54%
16 LPL Financial LLC 50,570 1,377,000 1.42%
17 Virtu KCG Holdings LLC 49,119 1,336,000 1.37%
18 Mariner, LLC 45,838 1,247,000 1.28%
19 CITADEL ADVISORS LLC 39,153 1,065,000 1.10%
20 LINCOLN NATIONAL CORP 36,520 993,000 1.02%
21 Commonwealth Equity Services, Inc 35,480 965,000 0.99%
22 Carnegie Investment Counsel 32,700 889,000 0.91%
23 AMERIPRISE FINANCIAL INC 30,647 834,000 0.86%
24 ASSET DEDICATION, LLC 30,188 821,000 0.84%
25 Roof Eidam Maycock Peralta, LLC 28,120 765,000 0.79%
26 1834 INVESTMENT ADVISORS CO 26,862 731,000 0.75%
27 BOSTON ADVISORS LLC 20,071 546,000 0.56%
28 WASHINGTON TRUST BANK 18,569 505,000 0.52%
29 Valmark Advisers, Inc. 16,741 455,000 0.47%
30 Linscomb Wealth, Inc. 14,734 401,000 0.41%
31 Autus Asset Management, LLC 14,500 395,000 0.41%
32 Cambridge Investment Research Advisors, Inc. 13,784 375,000 0.39%
33 Legacy Private Trust Co. 13,348 363,000 0.37%
34 TCV Trust & Wealth Management, Inc. 13,000 354,000 0.36%
35 BBVA USA Bancshares, Inc. 12,222 332,000 0.34%
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,489 313,000 0.32%
37 SUNTRUST BANKS INC 10,320 283,000 0.29%
38 BAIRD FINANCIAL GROUP, INC. 9,197 250,000 0.26%
39 First Heartland Consultants, Inc. 8,996 245,000 0.25%
40 LEVEL FOUR ADVISORY SERVICES, LLC 8,760 238,000 0.24%
41 ARS Wealth Advisors, LLC 8,530 232,000 0.24%
42 Winfield Associates, Inc. 8,376 228,000 0.23%
43 ROYAL BANK OF CANADA 8,200 223,000 0.23%
44 Prospera Financial Services Inc 8,000 218,000 0.22%
45 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 7,306 199,000 0.20%
46 LADENBURG THALMANN FINANCIAL SERVICES INC. 6,710 183,000 0.19%
47 PARALLEL ADVISORS, LLC 4,765 130,000 0.13%
48 WEBSTER BANK, N. A. 4,550 124,000 0.13%
49 MSI Financial Services Inc 3,996 109,000 0.11%
50 NEXT Financial Group, Inc 4,000 109,000 0.11%
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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.