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ISHARES
ISHARES. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 20 Institutional holders with a total value of $21,254,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 130,189 6,571,000 30.92%
2 Raymond James Financial Services Advisors, Inc. 77,807 3,927,000 18.48%
3 BANK OF AMERICA CORP /DE/ 35,665 1,800,000 8.47%
4 Partnervest Advisory Services LLC 31,831 1,606,000 7.56%
5 ROYAL BANK OF CANADA 29,356 1,482,000 6.97%
6 LPL Financial LLC 26,625 1,341,000 6.31%
7 OPPENHEIMER ASSET MANAGEMENT INC. 19,526 985,000 4.63%
8 JPMORGAN CHASE & CO 16,556 836,000 3.93%
9 RAYMOND JAMES & ASSOCIATES 13,010 657,000 3.09%
10 AMERIPRISE FINANCIAL INC 11,747 593,000 2.79%
11 FIRST CITIZENS BANK & TRUST CO 8,395 424,000 1.99%
12 STIFEL FINANCIAL CORP 7,272 367,000 1.73%
13 1832 Asset Management L.P. 6,459 326,000 1.53%
14 Lattice Strategies LLC 4,865 246,000 1.16%
15 BANK OF MONTREAL /CAN/ 590 30,000 0.14%
16 MANUFACTURERS LIFE INSURANCE COMPANY, THE 497 25,000 0.12%
17 ENVESTNET ASSET MANAGEMENT INC 472 24,000 0.11%
18 CITIGROUP INC 185 9,000 0.04%
19 PNC FINANCIAL SERVICES GROUP, INC. 101 5,000 0.02%
20 Parallax Volatility Advisers, L.P. 1 0 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.