SecurityJKE / iShares Morningstar Large-Cap Growth ETF (464287119)
Institutional Owners100
Institutional Shares3,141,486
Institutional Value$ 626,290,000 USD

Institutional Stock Ownership and Shareholders

iShares Morningstar Large-Cap Growth ETF (NYSE:JKE) has 100 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 3,141,486 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, UBS Group AG, and Commonwealth Equity Services, Llc..

iShares Morningstar Large-Cap Growth ETF (NYSE:JKE) 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)
2018-02-15 13F-HR BB&T SECURITIES, LLC 2,595 2,824 8.82 379 441 16.36
2018-02-05 13F-HR Calton & Associates, Inc. 663 113
2018-01-16 13F-HR Capital Advisors, Ltd. LLC 4,289 4,121 -3.92 628 645 2.71
2018-02-14 13F-HR HighTower Advisors, LLC 24,802 9,025 -63.61 3,620 1,411 -61.02
2018-02-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 37,210 14,175 -61.91 5,447 2,218 -59.28
2018-02-14 13F-HR RAYMOND JAMES & ASSOCIATES 2,573 3,274 27.24 377 512 35.81
2018-01-16 13F-HR Horan Securities, Inc. 352 352 0.00 52 58 11.54
2018-02-13 13F-HR Icon Wealth Partners, Llc 61 10
2018-02-09 13F-HR Tower Research Capital LLC (TRC) 2,186 3,011 37.74 320 471 47.19
2018-02-22 13F-HR Cambridge Investment Research Advisors, Inc. 5,392 15,289 183.55 789 2,393 203.30
2018-02-12 13F-HR Adviser Investments LLC 8,105 8,032 -0.90 1,187 1,257 5.90
2018-01-31 13F-HR NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 361 410 13.57 53 64 20.75
2017-09-18 13F-HR Lido Advisors, LLC 7,813 923
2018-02-08 13F-HR Cetera Advisors LLC 9,571 7,248 -24.27 1,403 1,133 -19.24
2018-02-09 13F-HR Wharton Business Group, LLC 3,729 3,729 0.00 546 584 6.96
2018-02-12 13F-HR Commonwealth Equity Services, Llc. 74,188 11,610
2018-02-13 13F-HR ETRADE Capital Management LLC 10,608 10,595 -0.12 1,553 1,658 6.76
2018-02-15 13F-HR Madrona Financial Services, LLC 4,360 682
2018-01-17 13F-HR Creative Planning 1,469 2,044 39.14 215 320 48.84
2018-01-23 13F-HR Kelman-Lazarov, Inc. 3,035 3,035 0.00 444 475 6.98
2018-02-14 13F-HR Parallax Volatility Advisers, L.P. 1 1 0.00 0 0
2017-11-08 13F-HR D.A. DAVIDSON & CO. 107 0 -100.00 14 0 -100.00
2018-02-12 13F-HR FMR LLC / Fidelity 1,523 1,993 30.86 223 313 40.36
2018-01-19 13F-HR Stokes & Hubbell Capital Management, LLC 1,729 271
2018-02-12 13F-HR EAGLE GLOBAL ADVISORS LLC 1,790 1,790 0.00 262 280 6.87
2018-02-09 13F-HR Bank of New York Mellon Corp 6,164 5,864 -4.87 903 918 1.66
2018-02-14 13F-HR LPL Financial LLC 69,360 71,368 2.90 10,154 11,168 9.99
2018-02-09 13F-HR FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 11,372 12,437 9.37 1,665 1,946 16.88
2018-02-07 13F-HR Sigma Planning Corp 1,748 1,520 -13.04 256 238 -7.03
2018-01-18 13F-HR Carroll Financial Associates, Inc. 155 155 0.00 22 24 9.09
2018-01-17 13F-HR DAVENPORT & Co LLC 1,878 1,628 -13.31 274,920 254,766 -7.33
2018-02-14 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 9,670 13,121 35.69 1,416 2,054 45.06
2018-02-06 13F-HR Summit Asset Management, LLC 2,681 2,681 0.00 392 420 7.14
2018-02-14 13F-HR Prime Capital Investment Advisors, Llc 6,350 994
2018-02-14 13F-HR FIFTH THIRD BANCORP 996 996 0.00 146 156 6.85
2018-01-29 13F-HR Financial Advisory Service, Inc. 1,744 0 -100.00 255 0 -100.00
2018-02-14 13F-HR BANK OF AMERICA CORP /DE/ 208,485 210,350 0.89 30,520 32,918 7.86
2018-02-14 13F-HR ROYAL BANK OF CANADA 11,675 11,354 -2.75 1,708 1,776 3.98
2018-02-06 13F-HR M&T BANK CORP 2,223 2,045 -8.01 325 320 -1.54
2018-02-08 13F-HR Advisory Services Network, LLC 293 293 0.00 43 46 6.98
2017-11-09 13F-HR CITADEL ADVISORS LLC 11,335 0 -100.00 1,578 0 -100.00
2017-11-06 13F-HR Ballentine Partners, LLC 46 0 -100.00 7 0 -100.00
2018-02-12 13F-HR PINNACLE ASSOCIATES LTD 3,129 3,132 0.10 458 490 6.99
2018-02-14 13F-HR UBS Group AG 74,854 75,805 1.27 10,958 11,863 8.26
2018-02-02 13F-HR US BANCORP \DE\ 5,613 4,866 -13.31 822 761 -7.42
2018-02-14 13F-HR TWIN FOCUS CAPITAL PARTNERS, LLC 12,765 12,651 -0.89 1,869 1,980 5.94
2018-01-02 13F-HR American Financial Network Advisory Services Llc 196 196 0.00 29 31 6.90
2018-02-09 13F-HR Raymond James Financial Services Advisors, Inc. 21,808 0 -100.00 3,194 0 -100.00
2017-11-03 13F-HR Essex Financial Services, Inc. 3,264 0 -100.00 454 0 -100.00
2018-01-24 13F-HR SG Americas Securities, LLC 5,084 0 -100.00 744 0 -100.00
2018-01-23 13F-HR Baystate Wealth Management LLC 5,875 5,818 -0.97 871 986 13.20
2018-02-14 13F-HR Advisor Group, Inc. 26,174 30,020 14.69 3,831 4,698 22.63
2018-01-11 13F-HR North Star Investment Management Corp. 528 528 0.00 77 83 7.79
2018-01-16 13F-HR NEXT Financial Group, Inc 163 0 -100.00 24 0 -100.00
2018-01-19 13F-HR Courage Miller Partners, LLC 14,864 12,220 -17.79 2,176 1,912 -12.13
2018-02-14 13F-HR JOHNSON INVESTMENT COUNSEL INC 22,888 21,055 -8.01 3,350 3,294 -1.67
2018-02-08 13F-HR SEI INVESTMENTS CO 1,460 228
2018-02-16 13F-HR/A-1 Commonwealth Equity Services, Inc 77,304 76,143 -1.50 10,764 11,147 3.56
2018-02-13 13F-HR LEVEL FOUR ADVISORY SERVICES, LLC 22,775 26,356 15.72 3,377 4,124 22.12
2018-02-01 13F-HR Genwealth Group, Inc. 84,624 87,191 3.03 12,388 14,778 19.29
2018-02-13 13F-HR JP Morgan Chase & Co 60,532 60,074 -0.76 8,802 9,401 6.81
2017-11-16 13F-HR Cetera Investment Advisers 9,949 0 -100.00 1,390 0 -100.00
2018-01-24 13F-HR IFP Advisors, Inc 238 75 -68.49 35 12 -65.71
2018-02-13 13F-HR Arcus Capital Partners, LLC 2,498 2,508 0.40 366 393 7.38
2018-02-09 13F-HR Stratos Wealth Partners, LTD. 2,174 864 -60.26 318 135 -57.55
2018-02-13 13F-HR Moors & Cabot, Inc. 3,998 3,998 0.00 586 626 6.83
2018-02-14 13F-HR Amerivest Investment Management LLC 16 16 0.00 2 3 50.00
2018-01-24 13F-HR FLAGSHIP HARBOR ADVISORS, LLC 1,232 201
2018-02-13 13F-HR Sequoia Financial Advisors, LLC 1,712 1,712 0.00 251 268 6.77
2018-02-05 13F-HR Parkside Financial Bank & Trust 700 700 0.00 102 110 7.84
2018-02-08 13F-HR Cetera Advisor Networks LLC 14,065 13,991 -0.53 2,060 2,188 6.21
2018-02-05 13F-HR BANK OF THE WEST 2,808 2,808 0.00 411 439 6.81
2018-02-09 13F-HR PNC FINANCIAL SERVICES GROUP, INC. 922 920 -0.22 135 144 6.67
2018-02-13 13F-HR MML INVESTORS SERVICES, LLC 44,065 53,045 20.38 6,451 8,301 28.68
2018-02-06 13F-HR Fusion Family Wealth LLC 0 103 0 16
2018-02-13 13F-HR FIRST INTERSTATE BANK 500 500 0.00 73 78 6.85
2018-02-14 13F-HR Wealthshield, Llc 286 45
2018-02-08 13F-HR Vision Capital Management, Inc. 2,260 2,065 -8.63 331 323 -2.42
2017-11-22 13F-HR/A-1 National Planning Corp 6,100 6,450 5.74 846 944 11.58
2018-02-08 13F-HR WELLS FARGO & COMPANY/MN 115,778 109,932 -5.05 16,948 17,204 1.51
2018-02-14 13F-HR STIFEL FINANCIAL CORP 3,768 3,798 0.80 550 594 8.00
2018-02-06 13F-HR Marietta Wealth Management, LLC 8,466 9,570 13.04 1,239 1,498 20.90
2018-01-26 13F-HR Ironwood Financial, llc 248 248 0.00 36 39 8.33
2018-02-14 13F-HR Voya Financial Advisors, Inc. 1,579 0 -100.00 230 0 -100.00
2018-01-31 13F-HR IFC Holdings Incorporated/FL 4,840 4,385 -9.40 709 687 -3.10
2018-01-16 13F-HR CWM, LLC 19,479 19,495 0.08 2,852 3,051 6.98
2018-02-14 13F-HR IHT Wealth Management, LLC 868 868 0.00 129 142 10.08
2018-02-15 13F-HR National Asset Management, Inc. 1,522 1,514 -0.53 223 237 6.28
2018-02-13 SC 13G/A AXA FINANCIAL INC 611,323 764,423 25.04
2018-02-09 13F-HR Timber Hill LLC 6,797 5,614 -17.40 995 879 -11.66
2018-02-14 13F-HR Acorn Wealth Advisors, Llc 31 5
2018-02-12 13F-HR AMERIPRISE FINANCIAL INC 32,585 36,316 11.45 4,770 5,623 17.88
2017-10-12 13F-HR V Wealth Management,LLC 400 0 -100.00 56 0 -100.00
2018-02-09 13F-HR Hartland & Co., LLC 60,585 77,560 28.02 8,869 12,137 36.85
2018-02-09 13F-HR HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 2,697 0 -100.00 395 0 -100.00
2018-02-14 13F-HR MORGAN STANLEY 171,018 165,708 -3.10 25,035 25,932 3.58
2018-02-12 13F-HR Kiley Juergens Wealth Management, Llc 50,260 7,865
2018-02-08 13F-HR Nelson, Van Denburg & Campbell Wealth Management Group, LLC 199 199 0.00 29 31 6.90
2017-11-09 13F-HR SII INVESTMENTS INC/WI 1,468 0 -100.00 204 0 -100.00
2018-01-31 13F-HR Cypress Capital Management LLC (WY) 45 45 0.00 7 7 0.00
2018-02-07 13F-HR Private Advisor Group, LLC 3,770 1,361 -63.90 559 222 -60.29
2018-01-04 13F-HR McQueen, Ball & Associates Inc. 13,055 13,055 0.00 1,911 2,043 6.91
2018-02-08 13F-HR First Allied Advisory Services, Inc. 1,422 1,282 -9.85 209 201 -3.83
2018-02-14 13F-HR Patriot Financial Group Insurance Agency, LLC 201 201 0.00 30 32 6.67
2018-02-09 13F-HR Mariner Wealth Advisors, LLC 2,559 400
2018-02-09 13F-HR Valeo Financial Advisors, Llc 250 0 -100.00 37 0 -100.00
2018-02-15 13F-HR JANE STREET GROUP, LLC 35,547 19,206 -45.97 5,204 3,006 -42.24
2017-09-15 13F-HR/A-1 ASSETMARK, INC 47 0 -100.00 6 0 -100.00
2018-02-14 13F-HR BOKF, NA 375 0 -100.00 55 0 -100.00
2018-02-07 13F-HR SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 246 246 0.00 36 38 5.56
2018-02-09 13F-HR SUNTRUST BANKS INC 6,987 7,321 4.78 845 885 4.73
2018-02-12 13F-HR ADVANTAGE INVESTMENT MANAGEMENT, LLC 125 125 0.00 18 20 11.11
2018-02-12 13F-HR CITIGROUP INC 25,983 25,820 -0.63 3,804 4,041 6.23
2018-02-14 13F-HR GOLDMAN SACHS GROUP INC 49,885 0 -100.00 7,303 0 -100.00
2018-02-09 13F-HR Centaurus Financial, Inc. 11,138 1,743
2018-02-13 13F-HR Axa 639,723 764,423 19.49 93,649 119,625 27.74
2018-02-20 13F-HR ENVESTNET ASSET MANAGEMENT INC 0 16,071 0 2,515

CUSIP: 464287119