SecurityJKE / iShares Morningstar Large-Cap Growth ETF (464287119)
Institutional Owners102
Institutional Shares3,234,066
Institutional Value$ 637,437,000 USD

Institutional Stock Ownership and Shareholders

iShares Morningstar Large-Cap Growth ETF (NYSE:JKE) has 102 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 3,234,066 shares. Largest shareholders include Axa Financial Inc, Axa, Bank Of America Corp /de/, Morgan Stanley, Wells Fargo & Company/mn, Genwealth Group, Inc., Hartland & Co., LLC, Commonwealth Equity Services, Inc, Commonwealth Equity Services, Llc., and UBS Group AG.
iShares Morningstar Large-Cap Growth ETF (NYSE:JKE) 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)
2018-04-23 13F-HR Kiley Juergens Wealth Management, Llc 50,260 48,683 -3.14 7,865 7,977 1.42
2018-02-09 13F-HR Valeo Financial Advisors, Llc 250 0 -100.00 37 0 -100.00
2018-02-14 13F-HR BOKF, NA 375 0 -100.00 55 0 -100.00
2018-05-11 13F-HR Emerald Investment Partners, Llc 286 202 -29.37 45 33 -26.67
2018-05-14 13F-HR IHT Wealth Management, LLC 868 969 11.64 142 154 8.45
2018-05-09 13F-HR BlackRock Inc. 450 74
2018-05-04 13F-HR M&T BANK CORP 2,045 2,139 4.60 320 350 9.38
2018-04-24 13F-HR Rehmann Capital Advisory Group 0 735 0 120
2018-05-11 13F-HR MML INVESTORS SERVICES, LLC 53,045 59,023 11.27 8,301 9,672 16.52
2018-04-17 13F-HR Calton & Associates, Inc. 663 0 -100.00 113 0 -100.00
2018-04-16 13F-HR Raymond James Financial Services Advisors, Inc. 0 49,056 0 8,040
2018-05-15 13F-HR LPL Financial LLC 71,368 65,033 -8.88 11,168 10,656 -4.58
2018-04-13 13F-HR North Star Investment Management Corp. 528 528 0.00 83 87 4.82
2018-04-17 13F-HR Stokes & Hubbell Capital Management, LLC 1,729 1,729 0.00 271 283 4.43
2018-05-15 13F-HR BANK OF AMERICA CORP /DE/ 210,350 204,760 -2.66 32,918 33,552 1.93
2018-05-08 13F-HR Advisornet Financial, Inc 410 0 -100.00 64 0 -100.00
2018-05-15 13F-HR American Financial Network Advisory Services Llc 196 0 -100.00 31 0 -100.00
2018-05-14 13F-HR AMERIPRISE FINANCIAL INC 36,316 33,177 -8.64 5,623 5,436 -3.33
2018-05-15 13F-HR HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 0 138 0 23
2018-05-14 13F-HR RAYMOND JAMES & ASSOCIATES 3,274 5,535 69.06 512 907 77.15
2018-05-09 13F-HR Cetera Advisors LLC 7,248 6,517 -10.09 1,133 1,063 -6.18
2018-05-14 13F-HR Commonwealth Equity Services, Llc. 74,188 74,449 0.35 11,610 12,199 5.07
2018-02-14 13F-HR Acorn Wealth Advisors, Llc 31 5
2018-05-07 13F-HR BANK OF THE WEST 2,808 2,808 0.00 439 460 4.78
2018-05-15 13F-HR Advisor Group, Inc. 30,020 19,184 -36.10 4,698 3,144 -33.08
2018-05-08 13F-HR Kelman-Lazarov, Inc. 3,035 3,035 0.00 475 497 4.63
2018-05-15 13F-HR Bank of New York Mellon Corp 5,864 5,864 0.00 918 961 4.68
2018-05-09 13F-HR ENVESTNET ASSET MANAGEMENT INC 16,071 15,836 -1.46 2,515 2,595 3.18
2018-05-04 13F-HR EAGLE GLOBAL ADVISORS LLC 1,790 1,790 0.00 280 293 4.64
2018-05-11 13F-HR First Allied Advisory Services, Inc. 1,282 0 -100.00 201 0 -100.00
2018-05-10 13F-HR Mainstay Capital Management Llc /adv 1,817 1,814 -0.17 284 297 4.58
2018-05-10 13F-HR Stratos Wealth Partners, LTD. 864 1,828 111.57 135 300 122.22
2018-05-03 13F-HR Essex Financial Services, Inc. 0 5,055 0 828
2018-02-14 13F-HR Patriot Financial Group Insurance Agency, LLC 201 201 0.00 30 32 6.67
2018-05-15 13F-HR Wall Street Access Asset Management, LLC 1,205 197
2018-05-15 13F-HR GOLDMAN SACHS GROUP INC 0 47,557 0 7,793
2018-05-11 13F-HR SEI INVESTMENTS CO 1,460 0 -100.00 228 0 -100.00
2018-05-11 13F-HR PINNACLE ASSOCIATES LTD 3,132 3,133 0.03 490 513 4.69
2018-02-09 13F-HR Hartland & Co., LLC 60,585 77,560 28.02 8,869 12,137 36.85
2018-05-15 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 13,121 17,593 34.08 2,054 2,882 40.31
2018-04-26 13F-HR CWM, LLC 19,495 19,302 -0.99 3,051 3,163 3.67
2018-05-02 13F-HR Parkside Financial Bank & Trust 700 700 0.00 110 115 4.55
2018-05-15 13F-HR ADVANTAGE INVESTMENT MANAGEMENT, LLC 125 125 0.00 20 20 0.00
2018-05-09 13F-HR Cetera Advisor Networks LLC 13,991 14,219 1.63 2,188 2,328 6.40
2018-04-16 13F-HR Horan Securities, Inc. 352 353 0.28 58 58 0.00
2018-02-12 13F-HR Adviser Investments LLC 8,105 8,032 -0.90 1,187 1,257 5.90
2018-02-12 13F-HR FMR LLC / Fidelity 1,523 1,993 30.86 223 313 40.36
2018-05-15 13F-HR UBS Group AG 75,805 71,478 -5.71 11,863 11,712 -1.27
2018-05-15 13F-HR Kovack Advisors, Inc. 9,967 10,108 1.41 1,560 1,656 6.15
2018-04-23 13F-HR FLAGSHIP HARBOR ADVISORS, LLC 1,232 0 -100.00 201 0 -100.00
2018-05-09 13F-HR Private Advisor Group, LLC 1,361 1,373 0.88 222 225 1.35
2018-05-08 13F-HR US BANCORP \DE\ 4,866 4,848 -0.37 761 795 4.47
2018-05-15 13F-HR Tower Research Capital LLC (TRC) 3,011 4,442 47.53 471 728 54.56
2018-05-09 13F-HR Cetera Investment Advisers 0 1,925 0 316
2018-02-13 SC 13G/A AXA FINANCIAL INC 611,323 764,423 25.04
2018-04-23 13F-HR Advisory Services Network, LLC 293 293 0.00 46 48 4.35
2018-05-15 13F-HR JANE STREET GROUP, LLC 19,206 29,180 51.93 3,006 4,781 59.05
2018-05-07 13F-HR Madrona Financial Services, LLC 4,360 4,360 0.00 682 714 4.69
2018-05-02 13F-HR WELLS FARGO & COMPANY/MN 109,932 106,876 -2.78 17,204 17,512 1.79
2018-04-18 13F-HR Creative Planning 2,044 1,634 -20.06 320 268 -16.25
2018-05-15 13F-HR HighTower Advisors, LLC 9,025 8,897 -1.42 1,411 1,450 2.76
2018-05-11 13F-HR Amerivest Investment Management LLC 16 12 -25.00 3 2 -33.33
2018-04-27 13F-HR Courage Miller Partners, LLC 12,220 7,909 -35.28 1,912 1,295 -32.27
2018-05-03 13F-HR Wharton Business Group, LLC 3,729 3,729 0.00 584 611 4.62
2018-01-24 13F-HR SG Americas Securities, LLC 5,084 0 -100.00 744 0 -100.00
2018-02-09 13F-HR SUNTRUST BANKS INC 6,987 7,321 4.78 845 885 4.73
2018-02-13 13F-HR LEVEL FOUR ADVISORY SERVICES, LLC 22,775 26,356 15.72 3,334 4,124 23.70
2018-02-16 13F-HR/A Commonwealth Equity Services, Inc 77,304 76,143 -1.50 10,764 11,147 3.56
2018-05-03 13F-HR Cypress Capital Management LLC (WY) 45 45 0.00 7 7 0.00
2018-01-29 13F-HR Financial Advisory Service, Inc. 1,744 0 -100.00 255 0 -100.00
2018-05-11 13F-HR STIFEL FINANCIAL CORP 3,798 2,208 -41.86 594 360 -39.39
2018-02-13 13F-HR Arcus Capital Partners, LLC 2,498 2,508 0.40 366 393 7.38
2018-05-15 13F-HR FIFTH THIRD BANCORP 996 996 0.00 156 163 4.49
2018-05-01 13F-HR Prime Capital Investment Advisors, Llc 6,350 6,330 -0.31 994 1,037 4.33
2018-04-25 13F-HR FIRST INTERSTATE BANK 500 500 0.00 78 82 5.13
2018-05-02 13F-HR Fusion Family Wealth LLC 103 103 0.00 16 17 6.25
2018-04-23 13F-HR Capital Advisors, Ltd. LLC 4,121 4,121 0.00 645 675 4.65
2018-04-03 13F-HR McQueen, Ball & Associates Inc. 13,055 13,055 0.00 2,043 2,139 4.70
2018-05-15 13F-HR JOHNSON INVESTMENT COUNSEL INC 21,055 19,317 -8.25 3,294 3,165 -3.92
2018-05-11 13F-HR CITIGROUP INC 25,820 26,775 3.70 4,041 4,361 7.92
2018-02-15 13F-HR BB&T SECURITIES, LLC 2,595 2,824 8.82 379 441 16.36
2018-05-16 13F-HR Lara, May & Associates, Llc 1,375 225
2018-05-15 13F-HR Parallax Volatility Advisers, L.P. 1 1 0.00 0 0
2018-05-14 13F-HR NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 410 1,440 251.22 64 236 268.75
2018-05-15 13F-HR Nelson, Van Denburg & Campbell Wealth Management Group, LLC 199 199 0.00 31 33 6.45
2018-05-08 13F-HR Timber Hill LLC 5,614 0 -100.00 879 0 -100.00
2018-05-09 13F-HR IFP Advisors, Inc 75 75 0.00 12 12 0.00
2018-05-09 13F-HR Cambridge Investment Research Advisors, Inc. 15,289 25,432 66.34 2,393 4,167 74.13
2018-05-11 13F-HR TWIN FOCUS CAPITAL PARTNERS, LLC 12,651 12,651 0.00 1,980 2,073 4.70
2018-05-08 13F-HR Ironwood Financial, llc 248 248 0.00 39 41 5.13
2018-02-13 13F-HR Axa 639,723 764,423 19.49 93,649 119,625 27.74
2018-05-14 13F-HR Icon Wealth Partners, Llc 61 0 -100.00 10 0 -100.00
2018-02-14 13F-HR MORGAN STANLEY 171,018 165,708 -3.10 25,035 25,932 3.58
2018-02-14 13F-HR Wealthshield, Llc 286 45
2018-05-04 13F-HR SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 246 246 0.00 38 40 5.26
2018-05-07 13F-HR ETRADE Capital Management LLC 10,595 8,266 -21.98 1,658 1,354 -18.34
2018-05-18 13F-HR Moors & Cabot, Inc. 3,998 3,598 -10.01 626 590 -5.75
2018-04-04 13F-HR DAVENPORT & Co LLC 1,628 1,480 -9.09 254,766 242,513 -4.81
2018-05-15 13F-HR National Asset Management, Inc. 1,514 3,637 140.22 237 596 151.48
2018-04-12 13F-HR Genwealth Group, Inc. 87,191 89,679 2.85 14,778 14,694 -0.57
2018-04-23 13F-HR Vision Capital Management, Inc. 2,065 1,890 -8.47 323 310 -4.02
2018-05-07 13F-HR Centaurus Financial, Inc. 11,138 11,131 -0.06 1,743 1,824 4.65
2018-05-15 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,175 0 -100.00 2,218 0 -100.00
2018-02-13 13F-HR Sequoia Financial Advisors, LLC 1,712 1,712 0.00 251 268 6.77
2018-01-16 13F-HR NEXT Financial Group, Inc 163 0 -100.00 24 0 -100.00
2018-05-10 13F-HR JP Morgan Chase & Co 60,074 59,828 -0.41 9,401 9,803 4.28
2018-04-24 13F-HR Baystate Wealth Management LLC 5,818 4,667 -19.78 986 772 -21.70
2018-05-14 13F-HR/A CITADEL ADVISORS LLC 0 23,226 0 3,806
2018-04-06 13F-HR Carroll Financial Associates, Inc. 155 155 0.00 24 25 4.17
2018-05-18 13F-HR/A ROYAL BANK OF CANADA 11,354 8,948 -21.19 1,776 1,466 -17.45
2018-05-15 13F-HR Mariner Wealth Advisors, LLC 2,559 2,658 3.87 400 436 9.00
2018-04-16 13F-HR IFC Holdings Incorporated/FL 4,385 0 -100.00 687 0 -100.00
2018-05-07 13F-HR Summit Asset Management, LLC 2,681 2,681 0.00 420 439 4.52
2018-02-06 13F-HR Marietta Wealth Management, LLC 8,466 9,570 13.04 1,239 1,498 20.90
2018-05-11 13F-HR Sigma Planning Corp 1,520 1,522 0.13 238 249 4.62
2018-05-11 13F-HR PNC FINANCIAL SERVICES GROUP, INC. 920 1,088 18.26 144 178 23.61
2018-02-14 13F-HR Voya Financial Advisors, Inc. 1,579 0 -100.00 230 0 -100.00
2018-05-10 13F-HR FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 12,437 13,816 11.09 1,946 2,264 16.34

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CUSIP: 464287119