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ETF Holdings

Name Assets
iShares Core Total USD Bond Market ETF $1,625,788,000
iShares International Aggregate Bond ETF $327,118,000
iShares Edge MSCI Multifactor USA ETF $149,928,000
Schwab Fundamental International Large Company Index ETF $45,948,000
iShares Edge MSCI Multifactor Intl ETF $44,966,000
iShares Edge MSCI USA Size Factor ETF $30,329,000
iShares Global REIT ETF $28,276,000
iShares Short Maturity Municipal Bond ETF $22,423,000
SPDR S&P 600 Small Cap ETF $6,324,000
iShares MSCI Kokusai ETF $3,959,000
KraneShares Bosera MSCI China A Share ETF $3,772,000
iShares Edge MSCI Multifactor USA Small-Cap ETF $3,486,000
iShares iBonds Mar 2023 Term Corporate ex-Financials ETF $3,039,000
iShares Edge MSCI Intl Size Factor ETF $2,490,000
iShares Adaptive Currency Hedged MSCI Japan ETF $2,378,000
iShares Adaptive Currency Hedged MSCI EAFE ETF $1,674,000
iShares MSCI Italy Capped ETF $1,439,000
iShares Adaptive Currency Hedged MSCI Eurozone ETF $698,000
Vanguard Russell 1000 Value Index Fund $535,000
iShares iBonds Dec 2022 Term Muni Bond ETF $306,000
iShares iBonds Dec 2021 Term Muni Bond ETF $306,000
Goldman Sachs ActiveBeta International Equity ETF $233,000
iShares MSCI Qatar Capped ETF $201,000
iShares MSCI UAE Capped ETF $128,000
VanEck Vectors Egypt Index ETF $115,000
WisdomTree Total Dividend Fund $62,000
Vident Core US Equity Fund $52,000
Schwab Fundamental US Large Company Index ETF $38,000
Schwab Intermediate-Term US Treasury ETF $32,000
iShares Emerging Markets High Yield Bond ETF $26,000
Schwab Fundamental Emerging Markets Large Company Index ETF $23,000
VanEck Vectors Short High-Yield Municipal Index ETF $22,000
Vanguard Russell 1000 Index Fund $17,000
Fidelity MSCI Consumer Discretionary Index ETF $15,000
iShares iBonds Sep 2019 Term Muni Bond ETF $11,000
First Trust NASDAQ-100 Ex-Technology Sector Index Fund $10,000
Vanguard Russell 2000 Growth Index Fund $9,000
Schwab Fundamental International Small Company Index ETF $7,000
iShares Core 10+ Year USD Bond ETF $5,000
Victory CEMP US 500 Enhanced Volatility Wtd Index ETF $5,000
Vanguard International High Dividend Yield Index Fund $4,000
SPDR S&P 1500 Momentum TILT ETF $4,000
WisdomTree Barclays US Aggregate Bond Zero Duration Fund $3,000
iShares Edge MSCI Multifactor Emerging Markets ETF $3,000
VanEck Merk Gold Trust $2,000
iShares Morningstar Small-Cap Value ETF $2,000
iShares Morningstar Mid-Cap Value ETF $1,000
Fidelity MSCI Real Estate Index ETF $1,000
VanEck Vectors AMT-Free Short Municipal Index ETF $1,000
First Trust BICK Index Fund $1,000
Vanguard Russell 3000 Index Fund $1,000
SPDR S&P 500 Buyback ETF $1,000
SPDR S&P 500 High Dividend ETF $1,000
SPDR Bloomberg Barclays Issuer Scored Corporate Bond ETF $1,000
iShares Interest Rate Hedged Corporate Bond ETF $1,000
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund $1,000
SPDR S&P 1500 Value TILT ETF $1,000
iShares MSCI Global Silver Miners ETF $1,000



    Last updated on Aug. 30, 2017
      • $1.1T
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 437
      • $2.5B
        Estimated Average Account Balance


    Firm Services

    There is no Services data available to display at this time.

    Firm Client types


    Current Advisors

    # of advisors


    name start date
    Paul Christopher Lohrey
    January 2011
    Keith Alan Vanorden
    September 2010
    Joshua Horesh
    October 2013
    William Brendan Bowe
    April 2012
    Donna Michele Antinori
    August 2011

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Blackrock (Channel Islands) Limited -- --
      Blackrock (Netherlands) B.V. -- --
      Blackrock (Singapore) Limited IAR $24,051,234,418
      Blackrock Advisors (Uk) Limited IAR $0
      Blackrock Advisors, LLC IAR $544,848,892,964
      Blackrock Asset Management Canada Limited IAR $0
      Blackrock Asset Management Deutschland Ag -- --
      Blackrock Asset Management International Inc. -- --
      Blackrock Asset Management Ireland Limited -- --
      Blackrock Asset Management North Asia Limited IAR $32,433,675,287
      Blackrock Asset Management Schweiz Ag IAR $5,332,938,229
      Blackrock Capital Management, Inc. IAR $71,692,342,203
      Blackrock Europe Development Management Limited -- --
      Blackrock Execution Services Broker-Dealer --
      Blackrock Financial Management, Inc IAR $710,778,619,398
      Blackrock Fund Management Company S.A. -- --
      Blackrock Fund Managers Limited -- --
      Blackrock Infrastructure Management I, LLC -- --
      Blackrock Institutional Trust Company, N.A. -- --
      Blackrock International Limited IAR $31,881,413,886
      Blackrock Investment Management (Australia) Limited -- --
      Blackrock Investment Management (Korea) Limited -- --
      Blackrock Investment Management (Taiwan) Limited -- --
      Blackrock Investment Management (Uk) Limited IAR $0
      Blackrock Investment Management, LLC IAR $202,665,589,753
      Blackrock Investments, LLC Broker-Dealer --
      Blackrock Japan Co., Ltd. -- --
      Blackrock Life Limited -- --
      Blackrock Overseas Investment Fund Management (Shanghai) Co., Ltd -- --
      Blackrock Property Asia Limited -- --
      Blackrock Property Consulting (Beijing) Co., Ltd. -- --
      Blackrock Property France Sarl -- --
      Blackrock Property Malaysia Sdn. Bhd. -- --
      Blackrock Realty Advisors Inc IAR $1,148,755,247
      Dsp Blackrock Investment Managers Private Limited -- --
      Dsp Blackrock Trustee Company Private Limited -- --
      Ishares (De) I Investmentaktiengesellschaft Mit Teilgesellschaftsvermögen -- --
      Ishares Delaware Trust Sponsor LLC -- --
      Mercury Carry Company Limited -- --
      Pnmac Capital Management, LLC IAR $179,996,525
      FutureAdvisor IAR $1,133,110,000



        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Charles Choon Sik Park Chief Compliance Officer August, 2006 less than 5%
        Daniel Russell Waltcher Director December, 2009 less than 5%
        Laurence Douglas Fink Chief Executive Officer December, 2009 less than 5%
        Robert Steven Kapito President December, 2009 less than 5%
        Gary Stephen Shedlin Director June, 2015 less than 5%
        Robert Lawrence Goldstein Director June, 2015 less than 5%
        Christopher Joseph Meade General Counsel And Chief Legal Officer November, 2016 less than 5%
          Source: SEC


          Types of Compensation Arrangements

          • Percentage Of Assets