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ISHARES IBONDS
ISHARES IBONDS. Institutional holdings reported to the SEC.

Institutional Holders (2017Q2)
Portfolio Summary: 28 Institutional holders with a total value of $35,071,054.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 4 0 0.00%
2 BUTENSKY & COHEN FINANCIAL SECURITY, INC 64 2,000 0.01%
3 ADVISOR GROUP, INC. 691 18,000 0.05%
4 ROYAL BANK OF CANADA 1,403 37,000 0.11%
5 IHT WEALTH MANAGEMENT, LLC 6,572 40,000 0.11%
6 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,665 44,000 0.13%
7 ENVESTNET ASSET MANAGEMENT INC 2,633 70,000 0.20%
8 GUIDANT WEALTH ADVISORS 3,244 86,000 0.25%
9 ANCHOR INVESTMENT MANAGEMENT, LLC 4,050 108,054 0.31%
10 OPPENHEIMER ASSET MANAGEMENT INC. 7,813 208,000 0.59%
11 LPL Financial LLC 8,084 216,000 0.62%
12 Commonwealth Equity Services, Inc 8,175 218,000 0.62%
13 D.A. DAVIDSON & CO. 11,778 314,000 0.90%
14 Raymond James Financial Services Advisors, Inc. 11,845 316,000 0.90%
15 First Allied Advisory Services, Inc. 17,540 465,000 1.33% PRN
16 Virtu KCG Holdings LLC 18,995 507,000 1.45%
17 MORGAN STANLEY 19,654 524,000 1.49%
18 US BANCORP \DE\ 30,308 809,000 2.31%
19 Mariner, LLC 30,570 816,000 2.33%
20 UBS Group AG 31,416 838,000 2.39%
21 HighTower Advisors, LLC 33,429 893,000 2.55% PRN
22 CITADEL ADVISORS LLC 41,084 1,096,000 3.13%
23 WOLVERINE TRADING LP /BD 42,441 1,131,000 3.22%
24 BAIRD FINANCIAL GROUP, INC. 54,654 1,458,000 4.16%
25 JANE STREET GROUP, LLC 75,954 2,026,000 5.78%
26 AMERIPRISE FINANCIAL INC 181,061 4,831,000 13.77%
27 BANK OF AMERICA CORP /DE/ 201,748 5,383,000 15.35%
28 CONFLUENCE INVESTMENT MANAGEMENT LLC 472,896 12,617,000 35.98%

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.