SecurityJKD / iShares Morningstar Large Cap ETF (464287127)
Institutional Owners94
Institutional Shares6,014,508
Institutional Value$ 282,528,000 USD

Institutional Stock Ownership and Shareholders

JKD / iShares Morningstar Large Cap ETF Institutional Ownership

iShares Morningstar Large Cap ETF (NYSE:JKD) has 94 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 6,014,508 shares. Largest shareholders include Cornerstone Wealth Management, LLC, Axa, Ameriprise Financial Inc, Commonwealth Equity Services, Llc., Bank Of America Corp /de/, UBS Group AG, LPL Financial LLC, Commonwealth Equity Services, Inc, Morgan Stanley, and JP Morgan Chase & Co.
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.

File DateFormInvestor Opt Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
($1000)
Current Value
($1000)
Change
(Percent)
2018-08-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 38,558 38,380 -0.46 5,912 5,906 -0.10
2018-08-09 13F-HR BlackRock Inc. 273 356 30.40 42 55 30.95
2018-08-13 13F-HR WEALTHSOURCE PARTNERS, LLC 1,990 1,990 0.00 305 306 0.33
2018-07-23 13F-HR BerganKDV Wealth Management, LLC 306 47
2018-02-16 13F-HR/A Commonwealth Equity Services, Inc 66,738 78,995 18.37 9,768 11,904 21.87
2018-08-08 13F-HR First Allied Advisory Services, Inc. 3,669 3,665 -0.11 562 563 0.18
2018-08-02 13F-HR Atlantic Trust Group, LLC 370 370 0.00 57 57 0.00
2018-07-13 13F-HR ATRIA INVESTMENTS LLC 7,877 9,899 25.67 1,208 1,523 26.08
2018-08-10 13F-HR NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 12,554 12,711 1.25 1,925 1,956 1.61
2018-07-20 13F-HR Steward Partners Investment Advisory, Llc 1,048 172 -83.59 160 26 -83.75
2018-07-25 13F-HR BESSEMER GROUP INC 4,000 1,300 -67.50 613 200 -67.37
2018-08-14 13F-HR Mariner Wealth Advisors, LLC 5,500 5,500 0.00 843 846 0.36
2017-08-11 13F-HR Threshold Group LLC 6,817 6,743 -1.09 967 987 2.07
2018-08-14 13F-HR Jacobi Capital Management LLC 33 0 -100.00 5 0 -100.00
2018-07-31 13F-HR CWM, LLC 819 819 0.00 126 126 0.00
2018-08-14 13F-HR ROYAL BANK OF CANADA 68,767 71,500 3.97 10,543 11,003 4.36
2018-07-17 13F-HR Liberty Capital Management, Inc. 3,065 3,065 0.00 470 472 0.43
2018-07-23 13F-HR Diversified Trust Co 1,920 1,920 0.00 294 295 0.34
2018-08-08 13F-HR US BANCORP \DE\ 112 577 415.18 17 88 417.65
2018-08-14 13F-HR Asset Management Group, Inc. 2,267 2,267 0.00 348 349 0.29
2018-07-27 13F-HR Burt Wealth Advisors 264 509 92.80 40 78 95.00
2018-07-17 13F-HR Winslow, Evans & Crocker, Inc. 100 100 0.00 15,332 16 -99.90
2018-08-01 13F-HR WELLS FARGO & COMPANY/MN 42,699 47,264 10.69 6,546 7,274 11.12
2018-07-25 13F-HR LifePlan Financial Group, Inc 68 68 0.00 10 10 0.00
2018-08-14 13F-HR JP Morgan Chase & Co 73,797 73,747 -0.07 11,314 11,349 0.31
2018-08-09 13F-HR Private Advisor Group, LLC 30,572 8,753 -71.37 4,687 1,351 -71.18
2018-08-02 13F-HR Emerald Investment Partners, Llc 109 109 0.00 17 17 0.00
2018-07-13 13F-HR Genwealth Group, Inc. 3,031 3,031 0.00 464 466 0.43
2018-07-17 13F-HR Gemmer Asset Management LLC 216 216 0.00 33 33 0.00
2018-08-13 13F-HR Empirical Financial Services, LLC 1,600 1,600 0.00 245 246 0.41
2018-07-26 13F-HR REGIONS FINANCIAL CORP 310 310 0.00 48 48 0.00
2018-07-20 13F-HR Cornerstone Wealth Management, LLC 49,159 4,359,059 8,767.27 7,399 28,233 281.58
2018-08-13 13F-HR Wealthcare Advisory Partners LLC 1,099 2,291 108.46 168 353 110.12
2018-08-14 13F-HR Crestwood Advisors LLC 21,028 20,038 -4.71 3,224 3,248 0.74
2018-08-10 13F-HR CITIGROUP INC 17,006 18,247 7.30 2,606 2,808 7.75
2018-08-14 13F-HR Bridgeworth, LLC 0 496 0 76
2018-08-14 13F-HR FLAGSHIP HARBOR ADVISORS, LLC 527 81
2017-01-13 13F-HR MetLife Securities, Inc 17,223 16,308 -5.31 2,208 2,164 -1.99
2018-08-13 13F-HR Pacific Sun Financial Corp 2,385 2,650 11.11 366 434 18.58
2018-08-14 13F-HR Voya Financial Advisors, Inc. 3,956 3,956 0.00 600 609 1.50
2018-08-15 13F-HR/A TIEDEMANN WEALTH MANAGEMENT, LLC 6,481 5,949 -8.21 994 922 -7.24
2018-07-31 13F-HR Commonwealth Equity Services, Llc. 96,895 116,305 20.03 14,854 17,898 20.49
2018-08-13 13F-HR MML INVESTORS SERVICES, LLC 22,605 27,587 22.04 3,466 4,245 22.48
2018-08-08 13F-HR LINCOLN NATIONAL CORP 2,258 0 -100.00 346 0 -100.00
2018-07-19 13F-HR Pfg Advisors 2,001 1,927 -3.70 307 297 -3.26
2018-08-14 13F-HR/A CITADEL ADVISORS LLC 1,598 2,011 25.84 245 309 26.12
2018-08-15 13F-HR BSC PRIVATE WEALTH MANAGEMENT, LLC 1,536 1,536 0.00 235 236 0.43
2018-08-13 13F-HR Global Retirement Partners, Llc 3,671 3,671 0.00 563 565 0.36
2018-08-14 13F-HR Tower Research Capital LLC (TRC) 9,077 8,127 -10.47 1,392 1,251 -10.13
2018-08-10 13F-HR PNC FINANCIAL SERVICES GROUP, INC. 1,980 1,975 -0.25 303 304 0.33
2018-08-13 13F-HR Stratos Wealth Partners, LTD. 3,312 3,138 -5.25 508 483 -4.92
2018-08-14 13F-HR Centaurus Financial, Inc. 2,724 2,832 3.96 418 436 4.31
2018-08-02 13F-HR Sigma Planning Corp 3,985 2,434 -38.92 611 375 -38.63
2018-08-13 13F-HR COMERICA SECURITIES INC 1,908 1,908 0.00 293 295 0.68
2018-08-14 13F-HR UBS Group AG 86,772 90,305 4.07 13,303 13,897 4.47
2018-07-31 13F-HR Bartlett & Co. LLC 50 50 0.00 8 8 0.00
2018-08-14 13F-HR Cetera Investment Advisers 2,489 2,644 6.23 382 406 6.28
2018-07-27 13F-HR Mathes Company, Inc. 15,575 0 -100.00 2,388 0 -100.00
2018-07-30 13F-HR Ballew Advisors, Inc 233 233 0.00 36 36 0.00
2018-07-30 13F-HR First Capital Advisors Group, LLC. 22,370 30,356 35.70 3,430 4,672 36.21
2018-08-01 13F-HR Exchange Capital Management, Inc. 216 122 -43.52 33 19 -42.42
2018-08-14 13F-HR BANK OF AMERICA CORP /DE/ 135,616 107,254 -20.91 20,791 16,505 -20.61
2018-08-08 13F-HR Private Ocean, LLC 30 30 0.00 4 5 25.00
2018-08-10 13F-HR Opus Capital Group, LLC 1,725 1,725 0.00 265 266 0.38
2018-08-13 13F-HR Axa 241,654 241,654 0.00 37,048 37,188 0.38
2018-07-27 13F-HR Ironwood Financial, llc 1,333 1,297 -2.70 204 200 -1.96
2018-08-10 13F-HR MUFG Americas Holdings Corp 49 49 0.00 8 8 0.00
2018-08-07 13F-HR IFP Advisors, Inc 7,104 6,737 -5.17 1,089 1,037 -4.78
2018-08-15 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 7,187 7,187 0.00 1,103 1,103 0.00
2018-08-23 13F-HR/A SCHRODER INVESTMENT MANAGEMENT GROUP 1,835 1,985 8.17 282 305 8.16
2018-07-16 13F-HR West Coast Financial LLC 29,955 28,676 -4.27 4,592 4,413 -3.90
2018-07-30 13F-HR Raymond James Financial Services Advisors, Inc. 18,289 22,755 24.42 2,804 3,502 24.89
2018-08-14 13F-HR HighTower Advisors, LLC 6,086 5,622 -7.62 933 865 -7.29
2018-08-13 13F-HR IHT Wealth Management, LLC 5,175 4,352 -15.90 778 670 -13.88
2018-08-14 13F-HR MORGAN STANLEY 77,015 74,699 -3.01 11,807 11,495 -2.64
2018-08-14 13F-HR Patriot Financial Group Insurance Agency, LLC 217 152 -29.95 33 23 -30.30
2018-07-24 13F-HR BANK OF THE WEST 1,587 1,587 0.00 243 244 0.41
2018-08-07 13F-HR Landaas & Co /wi /adv 2,289 2,527 10.40 351 389 10.83
2018-08-14 13F-HR Parallax Volatility Advisers, L.P. 1 1 0.00 0 0
2018-07-18 13F-HR Fny Investment Advisers, Llc 45 6
2018-07-20 13F-HR Creative Planning 1,673 1,673 0.00 257 258 0.39
2018-05-11 13F-HR CITIGROUP INC 16,586 17,006 2.53 2,635 2,606 -1.10
2018-08-15 13F-HR JANE STREET GROUP, LLC 25,568 43,241 69.12 3,920 6,654 69.74
2018-08-08 13F-HR Brand Asset Management Group, Inc. 24,388 3,753
2018-08-01 13F-HR Dana Investment Advisors, Inc. 5,667 5,830 2.88 869 897 3.22
2018-08-14 13F-HR AMERIPRISE FINANCIAL INC 240,533 150,243 -37.54 42,627 23,123 -45.76
2018-08-15 13F-HR Focused Wealth Management, Inc 40 40 0.00 6 6 0.00
2018-08-10 13F-HR Cambridge Investment Research Advisors, Inc. 20,412 21,265 4.18 3,129 3,272 4.57
2018-08-03 13F-HR SEI INVESTMENTS CO 61 61 0.00 9 9 0.00
2018-07-09 13F-HR Polaris Wealth Advisers, LLC 100 0 -100.00 15 0 -100.00
2018-08-14 13F-HR TWO SIGMA SECURITIES, LLC 4,655 0 -100.00 714 0 -100.00
2018-08-13 13F-HR Advisor Group, Inc. 7,796 7,551 -3.14 1,196 1,163 -2.76
2018-08-13 13F-HR Ameritas Investment Partners, Inc. 120 127 5.83 18 19 5.56
2018-08-07 13F-HR Good Life Advisors, LLC 35,071 32,671 -6.84 5,272 5,029 -4.61
2018-08-14 13F-HR Cetera Advisor Networks LLC 4,499 4,539 0.89 688 698 1.45
2018-08-08 13F-HR Ausdal Financial Partners, Inc. 1,689 1,689 0.00 259 260 0.39
2018-08-14 13F-HR MANUFACTURERS LIFE INSURANCE COMPANY, THE 970 996 2.68 149 153 2.68
2018-08-13 13F-HR CAPTRUST FINANCIAL ADVISORS 500 500 0.00 75 77 2.67
2018-08-14 13F-HR LPL Financial LLC 81,987 84,185 2.68 12,569 12,955 3.07
2018-08-03 13F-HR Seacrest Wealth Management, Llc 7,295 7,245 -0.69 1,118 1,115 -0.27

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CUSIP: 464287127