SecurityJKD / iShares Morningstar Large Cap ETF (464287127)
Institutional Owners93
Institutional Shares1,777,877
Institutional Value$ 295,199,000 USD

Institutional Stock Ownership and Shareholders

JKD / iShares Morningstar Large Cap ETF Institutional Ownership

iShares Morningstar Large Cap ETF (NYSE:JKD) has 93 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 1,777,877 shares. Largest shareholders include Axa, Ameriprise Financial Inc, Bank Of America Corp /de/, Commonwealth Equity Services, Llc., Morgan Stanley, UBS Group AG, LPL Financial LLC, Commonwealth Equity Services, Inc, JP Morgan Chase & Co, and Royal Bank Of Canada.
iShares Morningstar Large Cap ETF (NYSE:JKD) ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds more than 5% of the company and intends to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

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File DateFormInvestor Opt Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
($1000)
Current Value
($1000)
Change
(Percent)
2018-05-08 13F-HR US BANCORP \DE\ 89 112 25.84 14 17 21.43
2018-04-25 13F-HR Bartlett & Co. LLC 50 50 0.00 8 8 0.00
2018-05-15 13F-HR Voya Financial Advisors, Inc. 3,976 3,956 -0.50 634 600 -5.36
2018-05-09 13F-HR BlackRock Inc. 232 273 17.67 37 42 13.51
2018-04-16 13F-HR/A WEALTHSOURCE PARTNERS, LLC 1,982 1,990 0.40 315 305 -3.17
2018-05-11 13F-HR Gemmer Asset Management LLC 216 216 0.00 34 33 -2.94
2018-05-07 13F-HR Ballew Advisors, Inc 233 36
2018-05-15 13F-HR Ameritas Investment Partners, Inc. 120 120 0.00 5 18 260.00
2018-05-11 13F-HR Sigma Planning Corp 3,941 3,985 1.12 626 611 -2.40
2018-05-07 13F-HR MUFG Americas Holdings Corp 49 8
2018-04-20 13F-HR Seacrest Wealth Management, Llc 7,410 7,295 -1.55 1,177 1,118 -5.01
2018-05-01 13F-HR Good Life Advisors, LLC 34,467 35,071 1.75 5,588 5,272 -5.65
2018-05-15 13F-HR Mariner Wealth Advisors, LLC 5,500 843
2018-04-20 13F-HR Ausdal Financial Partners, Inc. 1,825 1,689 -7.45 290 259 -10.69
2018-05-07 13F-HR Centaurus Financial, Inc. 1,896 2,724 43.67 301 418 38.87
2018-05-15 13F-HR Asset Management Group, Inc. 2,258 2,267 0.40 359 348 -3.06
2018-05-04 13F-HR D.A. DAVIDSON & CO. 1,986 0 -100.00 316 0 -100.00
2018-02-14 13F-HR BOKF, NA 290 0 -100.00 44 0 -100.00
2018-02-14 13F-HR Patriot Financial Group Insurance Agency, LLC 216 217 0.46 33 36 9.09
2018-05-15 13F-HR UBS Group AG 75,719 86,772 14.60 12,032 13,303 10.56
2018-02-13 13F-HR Axa 241,654 241,654 0.00 36,415 38,399 5.45
2018-05-15 13F-HR Tower Research Capital LLC (TRC) 2,019 9,077 349.58 321 1,392 333.64
2018-01-16 13F-HR NEXT Financial Group, Inc 222 0 -100.00 34 0 -100.00
2018-05-11 13F-HR CITIGROUP INC 16,586 17,006 2.53 2,635 2,606 -1.10
2018-02-08 13F-HR Bridgeworth, LLC 1,464 0 -100.00 224 0 -100.00
2018-05-15 13F-HR MANUFACTURERS LIFE INSURANCE COMPANY, THE 466 970 108.15 74 149 101.35
2018-05-17 13F-HR Atlantic Trust Group, LLC 370 370 0.00 59 57 -3.39
2018-04-24 13F-HR Burt Wealth Advisors 520 264 -49.23 83 40 -51.81
2018-05-15 13F-HR TWO SIGMA SECURITIES, LLC 0 4,655 0 714
2018-05-11 13F-HR Private Ocean, LLC 30 4
2018-05-11 13F-HR SEI INVESTMENTS CO 450 61 -86.44 72 9 -87.50
2018-02-14 13F-HR MORGAN STANLEY 107,250 90,856 -15.29 16,162 14,437 -10.67
2018-05-14 13F-HR/A Empirical Financial Services, LLC 1,600 245
2018-05-11 13F-HR First Allied Advisory Services, Inc. 3,704 3,669 -0.94 590 562 -4.75
2018-05-15 13F-HR BANK OF AMERICA CORP /DE/ 141,175 135,616 -3.94 22,433 20,791 -7.32
2018-05-11 13F-HR SCHRODER INVESTMENT MANAGEMENT GROUP 1,835 282
2018-05-14 13F-HR Crestwood Advisors LLC 24,923 21,028 -15.63 3,960 3,224 -18.59
2018-05-15 13F-HR GOLDMAN SACHS GROUP INC 2,547 0 -100.00 405 0 -100.00
2018-05-07 13F-HR BANK OF THE WEST 1,587 1,587 0.00 252 243 -3.57
2018-05-15 13F-HR American Financial Network Advisory Services Llc 7,094 0 -100.00 1,127 0 -100.00
2018-05-09 13F-HR Cetera Advisor Networks LLC 5,016 4,499 -10.31 797 688 -13.68
2018-05-08 13F-HR Ironwood Financial, llc 1,333 1,333 0.00 212 204 -3.77
2018-05-15 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 7,778 7,187 -7.60 1,237 1,103 -10.83
2018-05-15 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 38,558 0 5,912
2018-05-09 13F-HR Cetera Investment Advisers 2,161 2,489 15.18 344 382 11.05
2018-05-07 13F-HR COMERICA SECURITIES INC 1,818 1,908 4.95 289 293 1.38
2018-05-11 13F-HR Emerald Investment Partners, Llc 109 109 0.00 17 17 0.00
2018-05-03 13F-HR Exchange Capital Management, Inc. 246 216 -12.20 39 33 -15.38
2018-05-09 13F-HR Private Advisor Group, LLC 10,861 30,572 181.48 1,762 4,687 166.00
2018-02-06 13F-HR Landaas & Co /wi /adv 2,258 2,352 4.16 340 374 10.00
2018-05-15 13F-HR LPL Financial LLC 80,220 81,987 2.20 12,747 12,569 -1.40
2018-05-14 13F-HR Wealthcare Advisory Partners LLC 1,099 1,099 0.00 175 168 -4.00
2018-05-14 13F-HR AMERIPRISE FINANCIAL INC 245,468 240,533 -2.01 38,994 42,627 9.32
2018-05-04 13F-HR Opus Capital Group, LLC 1,724 1,725 0.06 274 265 -3.28
2018-04-24 13F-HR Cornerstone Wealth Management, LLC 45,872 49,159 7.17 7,440 7,399 -0.55
2018-05-14 13F-HR/A CITADEL ADVISORS LLC 0 1,598 0 245
2018-04-09 13F-HR Polaris Wealth Advisers, LLC 100 15
2018-05-11 13F-HR TIEDEMANN WEALTH MANAGEMENT, LLC 6,481 994
2018-02-16 13F-HR/A Commonwealth Equity Services, Inc 66,738 78,995 18.37 9,768 11,904 21.87
2018-04-11 13F-HR First Capital Advisors Group, LLC. 14,365 22,370 55.73 2,283 3,430 50.24
2018-04-30 13F-HR ATRIA INVESTMENTS LLC 7,998 7,877 -1.51 1,271 1,208 -4.96
2018-05-15 13F-HR HighTower Advisors, LLC 6,134 6,086 -0.78 973 933 -4.11
2018-05-11 13F-HR BSC PRIVATE WEALTH MANAGEMENT, LLC 1,520 1,536 1.05 242 235 -2.89
2018-02-14 13F-HR Wealthshield, Llc 109 17
2018-05-10 13F-HR Stratos Wealth Partners, LTD. 1,906 3,312 73.77 303 508 67.66
2018-05-10 13F-HR BESSEMER GROUP INC 4,000 4,000 0.00 636 613 -3.62
2018-04-19 13F-HR Janney Montgomery Scott LLC 1,710 0 -100.00 272 0 -100.00
2018-05-07 13F-HR Focused Wealth Management, Inc 40 40 0.00 6 6 0.00
2018-05-15 13F-HR CAPTRUST FINANCIAL ADVISORS 497 500 0.60 79 75 -5.06
2018-04-18 13F-HR REGIONS FINANCIAL CORP 310 310 0.00 49 48 -2.04
2018-04-11 13F-HR LifePlan Financial Group, Inc 68 10
2018-04-20 13F-HR Steward Partners Investment Advisory, Llc 476 1,048 120.17 75 160 113.33
2018-04-27 13F-HR Mathes Company, Inc. 15,575 15,575 0.00 2,475 2,388 -3.52
2018-05-11 13F-HR MML INVESTORS SERVICES, LLC 18,702 22,605 20.87 2,972 3,466 16.62
2018-05-15 13F-HR Parallax Volatility Advisers, L.P. 1 1 0.00 0 0
2018-05-03 13F-HR Jacobi Capital Management LLC 30 33 10.00 5 5 0.00
2018-05-14 13F-HR Commonwealth Equity Services, Llc. 92,227 96,895 5.06 14,655 14,854 1.36
2018-05-02 13F-HR WELLS FARGO & COMPANY/MN 41,352 42,699 3.26 6,571 6,546 -0.38
2018-02-12 13F-HR FMR LLC / Fidelity 2,400 2,233 -6.96 362 356 -1.66
2018-04-06 13F-HR Pfg Advisors 2,069 2,001 -3.29 329 307 -6.69
2018-04-26 13F-HR Winslow, Evans & Crocker, Inc. 100 100 0.00 15,890 15,332 -3.51
2018-05-10 13F-HR JP Morgan Chase & Co 73,865 73,797 -0.09 11,737 11,314 -3.60
2018-04-25 13F-HR Liberty Capital Management, Inc. 3,065 3,065 0.00 506 470 -7.11
2018-04-18 13F-HR Creative Planning 1,794 1,673 -6.74 285 257 -9.82
2018-02-13 13F-HR LEVEL FOUR ADVISORY SERVICES, LLC 2,168 7,685 254.47 327 1,221 273.39
2018-05-09 13F-HR Cambridge Investment Research Advisors, Inc. 18,687 20,412 9.23 2,969 3,129 5.39
2018-05-14 13F-HR IHT Wealth Management, LLC 5,060 5,175 2.27 821 778 -5.24
2018-04-16 13F-HR Raymond James Financial Services Advisors, Inc. 19,964 18,289 -8.39 3,172 2,804 -11.60
2018-05-15 13F-HR JANE STREET GROUP, LLC 25,747 25,568 -0.70 4,091 3,920 -4.18
2018-05-14 13F-HR NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10,962 12,554 14.52 1,742 1,925 10.51
2018-04-17 13F-HR Calton & Associates, Inc. 500 0 -100.00 83 0 -100.00
2018-05-11 13F-HR PNC FINANCIAL SERVICES GROUP, INC. 1,844 1,980 7.38 293 303 3.41
2018-05-09 13F-HR LINCOLN NATIONAL CORP 3,285 2,258 -31.26 522 346 -33.72
2018-05-18 13F-HR/A ROYAL BANK OF CANADA 59,202 68,767 16.16 9,407 10,543 12.08
2018-04-16 13F-HR Santori & Peters, Inc. 146 0 -100.00 22 0 -100.00
2018-04-26 13F-HR CWM, LLC 819 819 0.00 130 126 -3.08
2018-04-23 13F-HR Versant Capital Management, Inc 280 0 -100.00 35 0 -100.00
2018-04-23 13F-HR Advisory Services Network, LLC 418 0 -100.00 66 0 -100.00
2018-05-09 13F-HR Cetera Advisors LLC 14,446 0 -100.00 2,306 0 -100.00
2018-05-15 13F-HR Advisor Group, Inc. 8,923 7,796 -12.63 1,418 1,196 -15.66
2018-04-12 13F-HR Genwealth Group, Inc. 3,031 3,031 0.00 504 464 -7.94
2018-02-09 13F-HR SUNTRUST BANKS INC 20,612 19,187 -6.91 3,106 3,048 -1.87
2018-05-09 13F-HR IFP Advisors, Inc 6,735 7,104 5.48 1,070 1,089 1.78
2018-05-15 13F-HR Dana Investment Advisors, Inc. 5,733 5,667 -1.15 911 869 -4.61
2018-04-17 13F-HR West Coast Financial LLC 30,173 29,955 -0.72 4,794 4,592 -4.21

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CUSIP: 464287127