SecurityJKD / iShares Morningstar Large Cap ETF (464287127)
Institutional Owners91
Institutional Shares1,701,249
Institutional Value$ 285,808,000 USD

Institutional Stock Ownership and Shareholders

iShares Morningstar Large Cap ETF (NYSE:JKD) has 91 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 1,701,249 shares. Largest shareholders include Ameriprise Financial Inc, Axa, Bank Of America Corp /de/, Commonwealth Equity Services, Llc., Morgan Stanley, LPL Financial LLC, Commonwealth Equity Services, Inc, UBS Group AG, JP Morgan Chase & Co, and Royal Bank Of Canada.

iShares Morningstar Large Cap ETF (NYSE:JKD) ownership summary 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 (x$1000) Current Value (x$1000) Change
(Percent)
2017-11-13 13F-HR SYNOVUS FINANCIAL CORP 41 0 -100.00 6 0 -100.00
2018-02-05 13F-HR BSC PRIVATE WEALTH MANAGEMENT, LLC 1,520 1,520 0.00 231 242 4.76
2018-02-14 13F-HR Parallax Volatility Advisers, L.P. 1 1 0.00 0 0
2018-02-08 13F-HR Ausdal Financial Partners, Inc. 2,081 1,825 -12.30 314 290 -7.64
2018-02-16 13F-HR WEALTHSOURCE PARTNERS, LLC 1,962 1,982 1.02 296 315 6.42
2018-02-14 13F-HR IHT Wealth Management, LLC 3,369 5,060 50.19 511 821 60.67
2018-02-14 13F-HR Voya Financial Advisors, Inc. 4,020 3,976 -1.09 605 634 4.79
2018-02-08 13F-HR Cetera Advisor Networks LLC 4,911 5,016 2.14 741 797 7.56
2018-02-02 13F-HR Pfg Advisors 2,069 329
2018-01-16 13F-HR Gemmer Asset Management LLC 214 216 0.93 32 34 6.25
2018-02-08 13F-HR Cetera Investment Advisers 2,516 2,161 -14.11 380 344 -9.47
2018-02-07 13F-HR Sigma Planning Corp 2,510 3,941 57.01 378 626 65.61
2018-01-19 13F-HR Steward Partners Investment Advisory, Llc 349 476 36.39 52 75 44.23
2018-02-08 13F-HR MANUFACTURERS LIFE INSURANCE COMPANY, THE 365 466 27.67 55 74 34.55
2018-01-19 13F-HR Mathes Company, Inc. 15,575 15,575 0.00 2,347 2,475 5.45
2017-11-22 13F-HR/A-1 National Planning Corp 4,510 5,064 12.28 662 763 15.26
2018-02-12 13F-HR Atlantic Trust Group, LLC 370 59
2018-01-02 13F-HR American Financial Network Advisory Services Llc 5,875 7,094 20.75 885 1,127 27.34
2018-02-07 13F-HR Private Advisor Group, LLC 47,819 10,861 -77.29 7,257 1,762 -75.72
2018-02-09 13F-HR COMERICA SECURITIES INC 1,818 1,818 0.00 274 289 5.47
2018-02-08 13F-HR SEI INVESTMENTS CO 450 72
2018-02-14 13F-HR TWO SIGMA SECURITIES, LLC 19,439 0 -100.00 2,929 0 -100.00
2018-02-09 13F-HR SCHRODER INVESTMENT MANAGEMENT GROUP 2,015 1,635 -18.86 303 259 -14.52
2018-01-26 13F-HR Ironwood Financial, llc 1,333 1,333 0.00 201 212 5.47
2018-02-22 13F-HR Cambridge Investment Research Advisors, Inc. 6,545 18,687 185.52 986 2,969 201.12
2018-02-05 13F-HR Jacobi Capital Management LLC 61 30 -50.82 9 5 -44.44
2018-02-12 13F-HR Good Life Advisors, LLC 37,360 34,467 -7.74 5,671 5,588 -1.46
2018-02-13 13F-HR Axa 241,654 241,654 0.00 36,415 38,399 5.45
2018-02-15 13F-HR JANE STREET GROUP, LLC 36,920 25,747 -30.26 5,563 4,091 -26.46
2018-02-13 13F-HR Dana Investment Advisors, Inc. 5,603 5,733 2.32 844 911 7.94
2017-11-14 13F-HR Threshold Group LLC 6,743 6,647 -1.42 987 1,002 1.52
2018-02-09 13F-HR Stratos Wealth Partners, LTD. 1,948 1,906 -2.16 294 303 3.06
2018-02-14 13F-HR MORGAN STANLEY 107,250 90,856 -15.29 16,162 14,437 -10.67
2018-02-09 13F-HR BlackRock Inc. 232 232 0.00 35 37 5.71
2018-02-09 13F-HR Raymond James Financial Services Advisors, Inc. 18,601 19,964 7.33 2,803 3,172 13.16
2018-02-14 13F-HR Patriot Financial Group Insurance Agency, LLC 216 217 0.46 33 36 9.09
2018-02-14 13F-HR Janney Montgomery Scott LLC 1,710 272
2018-02-14 13F-HR GOLDMAN SACHS GROUP INC 13,718 2,547 -81.43 2,067 405 -80.41
2018-02-01 13F-HR Genwealth Group, Inc. 3,031 3,031 0.00 456 504 10.53
2018-01-30 13F-HR BESSEMER GROUP INC 4,000 4,000 0.00 603 636 5.47
2018-02-14 13F-HR Ameritas Investment Partners, Inc. 80 120 50.00 12 5 -58.33
2018-02-08 13F-HR D.A. DAVIDSON & CO. 1,646 1,986 20.66 248 316 27.42
2018-02-14 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 8,632 7,778 -9.89 1,300 1,237 -4.85
2018-02-13 13F-HR LINCOLN NATIONAL CORP 3,285 522
2018-02-09 13F-HR Tower Research Capital LLC (TRC) 6,586 2,019 -69.34 992 321 -67.64
2018-02-12 13F-HR Santori & Peters, Inc. 146 22
2018-02-12 13F-HR CITIGROUP INC 10,424 16,586 59.11 1,571 2,635 67.73
2018-02-08 13F-HR Bridgeworth, LLC 1,464 0 -100.00 224 0 -100.00
2018-02-13 13F-HR LEVEL FOUR ADVISORY SERVICES, LLC 5,067 7,685 51.67 769 1,221 58.78
2018-01-17 13F-HR Creative Planning 1,612 1,794 11.29 243 285 17.28
2018-02-06 13F-HR Landaas & Co /wi /adv 2,258 2,352 4.16 340 374 10.00
2017-11-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,844 0 -100.00 1,002 0 -100.00
2018-02-08 13F-HR First Allied Advisory Services, Inc. 3,896 3,704 -4.93 587 590 0.51
2017-11-13 13F-HR Goss Wealth Management LLC 590 0 -100.00 86,400 0 -100.00
2018-02-14 13F-HR Wealthcare Advisory Partners LLC 1,099 1,099 0.00 166 175 5.42
2018-01-16 13F-HR Liberty Capital Management, Inc. 3,065 3,065 0.00 473 506 6.98
2018-02-09 13F-HR CITADEL ADVISORS LLC 1,582 0 -100.00 238 0 -100.00
2018-02-16 13F-HR/A-1 Commonwealth Equity Services, Inc 66,738 78,995 18.37 9,768 11,904 21.87
2018-02-14 13F-HR Wealthshield, Llc 109 17
2018-01-16 13F-HR NEXT Financial Group, Inc 222 0 -100.00 34 0 -100.00
2018-02-09 13F-HR Centaurus Financial, Inc. 1,896 301
2018-02-05 13F-HR Exchange Capital Management, Inc. 246 246 0.00 37 39 5.41
2018-01-25 13F-HR First Capital Advisors Group, LLC. 11,556 14,365 24.31 1,741 2,283 31.13
2018-02-14 13F-HR Advisor Group, Inc. 5,715 8,923 56.13 861 1,418 64.69
2017-11-07 13F-HR Timber Hill LLC 1,963 0 -100.00 287 0 -100.00
2018-02-08 13F-HR WELLS FARGO & COMPANY/MN 45,410 41,352 -8.94 6,844 6,571 -3.99
2018-01-30 13F-HR Burt Wealth Advisors 694 520 -25.07 105 83 -20.95
2018-02-02 13F-HR Seacrest Wealth Management, Llc 7,410 1,177
2018-02-12 13F-HR FMR LLC / Fidelity 2,400 2,233 -6.96 362 356 -1.66
2017-11-13 13F-HR RAYMOND JAMES & ASSOCIATES 24,175 0 -100.00 3,539 0 -100.00
2018-02-14 13F-HR CAPTRUST FINANCIAL ADVISORS 497 497 0.00 78 79 1.28
2018-02-14 13F-HR LPL Financial LLC 75,621 80,220 6.08 11,395 12,747 11.86
2018-02-09 13F-HR PNC FINANCIAL SERVICES GROUP, INC. 154 1,844 1,097.40 23 293 1,173.91
2018-02-02 13F-HR US BANCORP \DE\ 145 89 -38.62 22 14 -36.36
2018-02-14 13F-HR ROYAL BANK OF CANADA 58,698 59,202 0.86 8,845 9,407 6.35
2018-01-11 13F-HR Crestwood Advisors LLC 25,301 24,923 -1.49 3,813 3,960 3.86
2018-02-14 13F-HR Asset Management Group, Inc. 2,238 2,258 0.89 337 359 6.53
2018-02-05 13F-HR BANK OF THE WEST 1,587 1,587 0.00 239 252 5.44
2018-01-24 13F-HR IFP Advisors, Inc 6,549 6,735 2.84 987 1,070 8.41
2018-02-14 13F-HR BANK OF AMERICA CORP /DE/ 137,779 141,175 2.46 20,762 22,433 8.05
2018-01-18 13F-HR REGIONS FINANCIAL CORP 310 49
2018-01-19 13F-HR Bartlett & Co. LLC 50 50 0.00 8 8 0.00
2018-01-31 13F-HR NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10,718 10,962 2.28 1,615 1,742 7.86
2018-02-08 13F-HR Advisory Services Network, LLC 418 66
2018-02-14 13F-HR HighTower Advisors, LLC 23,855 6,134 -74.29 3,592 973 -72.91
2018-02-12 13F-HR AMERIPRISE FINANCIAL INC 206,576 245,468 18.83 31,126 38,994 25.28
2018-02-05 13F-HR Calton & Associates, Inc. 500 83
2018-02-13 13F-HR Focused Wealth Management, Inc 40 40 0.00 6 6 0.00
2018-01-12 13F-HR ATRIA INVESTMENTS LLC 5,637 7,998 41.88 849 1,271 49.71
2018-02-12 13F-HR Commonwealth Equity Services, Llc. 92,227 14,655
2018-02-13 13F-HR JP Morgan Chase & Co 74,075 73,865 -0.28 11,144 11,737 5.32
2018-01-19 13F-HR Winslow, Evans & Crocker, Inc. 100 100 0.00 15,070 15,890 5.44
2018-02-14 13F-HR UBS Group AG 74,251 75,719 1.98 11,189 12,032 7.53
2018-02-13 13F-HR MML INVESTORS SERVICES, LLC 9,469 18,702 97.51 1,427 2,972 108.27
2018-01-16 13F-HR CWM, LLC 819 819 0.00 123 130 5.69
2018-02-09 13F-HR Cornerstone Wealth Management, LLC 47,297 45,872 -3.01 7,170 7,440 3.77
2018-02-02 13F-HR Opus Capital Group, LLC 1,754 1,724 -1.71 264 274 3.79
2018-02-09 13F-HR SUNTRUST BANKS INC 20,612 19,187 -6.91 3,106 3,048 -1.87
2018-02-14 13F-HR BOKF, NA 290 0 -100.00 44 0 -100.00
2018-02-08 13F-HR Cetera Advisors LLC 13,159 14,446 9.78 1,974 2,306 16.82
2018-01-19 13F-HR West Coast Financial LLC 30,812 30,173 -2.07 4,643 4,794 3.25

CUSIP: 464287127