SecurityJKE / iShares Morningstar Large-Cap Growth ETF (464287119)
Institutional Owners108
Institutional Shares2,498,467
Institutional Value$ 423,301,000 USD

Institutional Stock Ownership and Shareholders

JKE / iShares Morningstar Large-Cap Growth ETF Institutional Ownership

iShares Morningstar Large-Cap Growth ETF (NYSE:JKE) has 108 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 2,498,467 shares. Largest shareholders include Axa, Bank Of America Corp /de/, Morgan Stanley, Wells Fargo & Company/mn, UBS Group AG, Hartland & Co., LLC, Genwealth Group, Inc., JP Morgan Chase & Co, LPL Financial LLC, and Commonwealth Equity Services, Inc.
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)
2018-07-13 13F-HR Genwealth Group, Inc. 89,679 92,123 2.73 14,694 15,987 8.80
2018-07-06 13F-HR Vision Capital Management, Inc. 1,890 1,840 -2.65 310 321 3.55
2018-07-27 13F-HR Advisory Services Network, LLC 293 293 0.00 48 53 10.42
2018-07-17 13F-HR Baystate Wealth Management LLC 4,667 4,638 -0.62 772 828 7.25
2018-08-10 13F-HR MARCO INVESTMENT MANAGEMENT LLC 1,189 208
2018-08-10 13F-HR TWIN FOCUS CAPITAL PARTNERS, LLC 12,651 12,651 0.00 2,073 2,210 6.61
2018-08-02 13F-HR Adviser Investments LLC 7,776 7,435 -4.39 1,274 1,299 1.96
2018-08-13 13F-HR River Wealth Advisors LLC 100 17
2018-07-23 13F-HR Horan Securities, Inc. 353 0 -100.00 58 0 -100.00
2018-08-14 13F-HR Mariner Wealth Advisors, LLC 2,658 2,559 -3.72 436 447 2.52
2018-08-13 13F-HR CAPTRUST FINANCIAL ADVISORS 53 9
2018-08-14 13F-HR JOHNSON INVESTMENT COUNSEL INC 19,317 19,002 -1.63 3,165 3,319 4.87
2018-08-13 13F-HR Advisor Group, Inc. 19,184 39,989 108.45 3,144 6,986 122.20
2018-08-10 13F-HR NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,440 1,596 10.83 236 279 18.22
2017-08-18 13F-HR WFG Advisors, LP 0 210 0 29
2018-07-19 13F-HR BENJAMIN F. EDWARDS & COMPANY, INC. 514 90
2018-08-14 13F-HR LEVEL FOUR ADVISORY SERVICES, LLC 26,046 24,766 -4.91 4,268 4,326 1.36
2018-08-08 13F-HR US BANCORP \DE\ 4,848 4,557 -6.00 795 796 0.13
2018-08-01 13F-HR Kovack Advisors, Inc. 10,108 10,358 2.47 1,656 1,809 9.24
2018-07-20 13F-HR Cornerstone Wealth Management, LLC 47,327 271
2018-08-10 13F-HR Amerivest Investment Management LLC 12 12 0.00 2 2 0.00
2018-08-13 13F-HR Global Retirement Partners, Llc 760 760 0.00 125 133 6.40
2018-08-14 13F-HR Cetera Advisor Networks LLC 14,219 13,421 -5.61 2,328 2,344 0.69
2018-07-30 13F-HR Raymond James Financial Services Advisors, Inc. 49,056 33,677 -31.35 8,040 5,884 -26.82
2018-07-20 13F-HR Capital Advisors, Ltd. LLC 4,121 4,121 0.00 675 720 6.67
2018-08-13 13F-HR ADVANTAGE INVESTMENT MANAGEMENT, LLC 125 125 0.00 20 22 10.00
2018-07-26 13F-HR REGIONS FINANCIAL CORP 70 12
2018-08-10 13F-HR PNC FINANCIAL SERVICES GROUP, INC. 1,088 1,213 11.49 178 212 19.10
2018-07-31 13F-HR EAGLE GLOBAL ADVISORS LLC 1,790 1,840 2.79 293 321 9.56
2018-08-14 13F-HR UBS Group AG 71,478 113,312 58.53 11,712 19,793 69.00
2018-08-02 13F-HR Sigma Planning Corp 1,522 1,597 4.93 249 279 12.05
2018-08-13 13F-HR HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 138 0 -100.00 23 0 -100.00
2018-05-15 13F-HR National Asset Management, Inc. 1,514 3,637 140.22 237 596 151.48
2018-08-13 13F-HR MML INVESTORS SERVICES, LLC 59,023 66,843 13.25 9,672 11,676 20.72
2018-08-15 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 17,593 17,593 0.00 2,882 2,882 0.00
2018-07-24 13F-HR BANK OF THE WEST 2,808 2,808 0.00 460 491 6.74
2018-08-08 13F-HR PINNACLE ASSOCIATES LTD 3,133 3,133 0.00 513 547 6.63
2018-08-01 13F-HR WELLS FARGO & COMPANY/MN 106,876 120,866 13.09 17,512 21,113 20.56
2018-08-10 13F-HR Cambridge Investment Research Advisors, Inc. 25,432 20,331 -20.06 4,167 3,551 -14.78
2018-07-09 13F-HR DAVENPORT & Co LLC 1,480 1,480 0.00 242,513 259 -99.89
2018-08-07 13F-HR Hartland & Co., LLC 94,405 95,564 1.23 15,469 16,693 7.91
2018-06-14 13F-HR/A Lara, May & Associates, Llc 1,366 1,375 0.66 213 225 5.63
2018-08-07 13F-HR Essex Financial Services, Inc. 5,055 0 -100.00 828 0 -100.00
2018-08-14 13F-HR FLAGSHIP HARBOR ADVISORS, LLC 0 1,409 0 246
2018-08-14 13F-HR Tower Research Capital LLC (TRC) 4,442 6,108 37.51 728 1,067 46.57
2018-07-23 13F-HR Kiley Juergens Wealth Management, Llc 48,683 49,369 1.41 7,977 8,623 8.10
2018-08-14 13F-HR HighTower Advisors, LLC 8,897 8,471 -4.79 1,450 1,477 1.86
2018-08-14 13F-HR LPL Financial LLC 65,033 79,236 21.84 10,656 13,841 29.89
2018-08-08 13F-HR Brand Asset Management Group, Inc. 10,411 1,819
2018-08-08 13F-HR Cypress Capital Management LLC (WY) 45 45 0.00 7 8 14.29
2018-08-14 13F-HR Cetera Advisors LLC 6,517 6,132 -5.91 1,063 1,072 0.85
2018-08-13 13F-HR FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 13,816 15,351 11.11 2,264 2,682 18.46
2018-08-14 13F-HR AE Wealth Management LLC 1,522 1,709 12.29 249 299 20.08
2018-07-31 13F-HR Commonwealth Equity Services, Llc. 74,449 75,197 1.00 12,199 13,135 7.67
2018-08-03 13F-HR Kelman-Lazarov, Inc. 3,035 3,529 16.28 497 616 23.94
2018-08-13 13F-HR Icon Wealth Partners, Llc 0 61 0 11
2018-08-14 13F-HR JP Morgan Chase & Co 59,828 89,727 49.97 9,803 15,616 59.30
2018-08-13 13F-HR IHT Wealth Management, LLC 969 2,592 167.49 154 453 194.16
2018-08-13 13F-HR Stratos Wealth Partners, LTD. 1,828 0 -100.00 300 0 -100.00
2018-02-16 13F-HR/A Commonwealth Equity Services, Inc 77,304 76,143 -1.50 10,764 11,147 3.56
2018-08-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 27,146 0 4,725
2018-08-13 13F-HR Axa 776,023 566,623 -26.98 127,159 98,978 -22.16
2018-08-14 13F-HR AMERIPRISE FINANCIAL INC 33,177 37,693 13.61 5,436 6,584 21.12
2018-04-24 13F-HR Rehmann Capital Advisory Group 0 735 0 120
2018-08-14 13F-HR GOLDMAN SACHS GROUP INC 47,557 47,557 0.00 7,793 8,307 6.60
2018-08-10 13F-HR Acorn Wealth Advisors, Llc 31 0 -100.00 5 0 -100.00
2018-08-14 13F-HR/A CITADEL ADVISORS LLC 23,226 0 -100.00 3,806 0 -100.00
2018-08-10 13F-HR CITIGROUP INC 26,775 26,788 0.05 4,361 4,662 6.90
2018-08-14 13F-HR Cetera Investment Advisers 1,925 1,360 -29.35 316 239 -24.37
2018-08-09 13F-HR BlackRock Inc. 450 450 0.00 74 79 6.76
2018-07-20 13F-HR Creative Planning 1,634 1,594 -2.45 268 278 3.73
2018-07-31 13F-HR CWM, LLC 19,302 19,324 0.11 3,163 3,376 6.73
2018-08-13 13F-HR RAYMOND JAMES & ASSOCIATES 5,535 5,866 5.98 907 1,025 13.01
2018-05-11 13F-HR CITIGROUP INC 25,820 26,775 3.70 4,041 4,361 7.92
2018-08-13 13F-HR BB&T SECURITIES, LLC 5,533 5,487 -0.83 906 958 5.74
2018-08-13 13F-HR Sequoia Financial Advisors, LLC 1,357 1,295 -4.57 222 226 1.80
2018-08-14 13F-HR BANK OF AMERICA CORP /DE/ 204,760 204,056 -0.34 33,552 35,645 6.24
2018-07-26 13F-HR FIRST INTERSTATE BANK 500 500 0.00 82 87 6.10
2018-08-14 13F-HR FIFTH THIRD BANCORP 996 996 0.00 163 174 6.75
2018-08-10 13F-HR Calton & Associates, Inc. 0 1,850 0 345
2018-08-06 13F-HR SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 246 246 0.00 40 43 7.50
2018-08-02 13F-HR Emerald Investment Partners, Llc 202 118 -41.58 33 21 -36.36
2018-08-08 13F-HR Marietta Wealth Management, LLC 9,850 11,028 11.96 1,614 1,926 19.33
2018-08-09 13F-HR Private Advisor Group, LLC 1,373 2,266 65.04 225 396 76.00
2018-08-14 13F-HR Patriot Financial Group Insurance Agency, LLC 201 201 0.00 32 35 9.38
2018-08-13 13F-HR Wall Street Access Asset Management, LLC 1,205 1,205 0.00 197 210 6.60
2018-08-07 13F-HR Summit Asset Management, LLC 2,681 2,681 0.00 439 468 6.61
2018-07-16 13F-HR Howard Capital Management Inc. 1,585 1,692 6.75 260 301 15.77
2018-07-02 13F-HR McQueen, Ball & Associates Inc. 13,055 13,055 0.00 2,139 2,280 6.59
2018-08-10 13F-HR M&T BANK CORP 2,139 0 -100.00 350 0 -100.00
2018-08-14 13F-HR Moors & Cabot, Inc. 3,598 3,080 -14.40 590 538 -8.81
2018-08-07 13F-HR IFP Advisors, Inc 75 75 0.00 12 13 8.33
2018-07-30 13F-HR/A Courage Miller Partners, LLC 7,909 7,763 -1.85 1,295 1,356 4.71
2018-08-24 13F-HR/A Mainstay Capital Management Llc /adv 1,814 1,714 -5.51 297 299 0.67
2018-08-14 13F-HR MORGAN STANLEY 164,046 161,956 -1.27 26,881 28,290 5.24
2018-08-09 13F-HR Wharton Business Group, LLC 3,729 2,994 -19.71 611 522 -14.57
2018-08-14 13F-HR ROYAL BANK OF CANADA 8,948 9,338 4.36 1,466 1,631 11.26
2018-08-14 13F-HR STIFEL FINANCIAL CORP 2,208 2,196 -0.54 360 385 6.94
2018-08-10 13F-HR ENVESTNET ASSET MANAGEMENT INC 15,836 16,047 1.33 2,595 2,802 7.98
2018-08-14 13F-HR ETRADE Capital Management LLC 8,266 8,191 -0.91 1,354 1,431 5.69
2018-08-13 13F-HR Arcus Capital Partners, LLC 3,345 3,655 9.27 548 638 16.42
2018-07-19 13F-HR Carroll Financial Associates, Inc. 155 155 0.00 25 27 8.00
2018-08-14 13F-HR Parallax Volatility Advisers, L.P. 1 1 0.00 0 0
2018-07-17 13F-HR Stokes & Hubbell Capital Management, LLC 1,729 3,202 85.19 283 559 97.53
2017-04-17 13F-HR Pinnacle Bank 271 36
2018-04-16 13F-HR IFC Holdings Incorporated/FL 4,385 0 -100.00 687 0 -100.00
2018-08-14 13F-HR Bridgeworth, LLC 0 0
2018-08-03 13F-HR Fusion Family Wealth LLC 103 103 0.00 17 18 5.88
2018-08-14 13F-HR Prime Capital Investment Advisors, Llc 6,330 7,130 12.64 1,037 1,245 20.06
2018-08-03 13F-HR Parkside Financial Bank & Trust 700 700 0.00 115 122 6.09
2018-07-27 13F-HR Ironwood Financial, llc 248 248 0.00 41 43 4.88
2018-08-16 13F-HR Nelson, Van Denburg & Campbell Wealth Management Group, LLC 199 199 0.00 33 35 6.06
2018-08-14 13F-HR Centaurus Financial, Inc. 11,131 12,383 11.25 1,824 2,163 18.59
2018-08-08 13F-HR Madrona Financial Services, LLC 4,360 4,360 0.00 714 762 6.72
2018-07-20 13F-HR North Star Investment Management Corp. 528 528 0.00 87 92 5.75
2018-08-15 13F-HR JANE STREET GROUP, LLC 29,180 1,274 -95.63 4,781 223 -95.34
2018-08-14 13F-HR Valeo Financial Advisors, Llc 0 112 0 20
2017-01-13 13F-HR MetLife Securities, Inc 30,866 41,737 35.22 3,764 5,051 34.19

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CUSIP: 464287119