SecurityJKF / iShares Morningstar Large-Cap Value ETF (464288109)
Institutional Owners59
Institutional Shares1,928,042
Institutional Value$ 172,703,000 USD

Institutional Stock Ownership and Shareholders

iShares Morningstar Large-Cap Value ETF (NYSE:JKF) has 59 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 1,928,042 shares. Largest shareholders include Axa Financial Inc, Axa, Glovista Investments LLC, Bank Of America Corp /de/, Royal Bank Of Canada, Genwealth Group, Inc., SPC Financial, Inc., Morgan Stanley, Wells Fargo & Company/mn, and LPL Financial LLC.

iShares Morningstar Large-Cap Value ETF (NYSE:JKF) 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.

Stop missing out on important events!

Fintel provides real time notifications of important company events such as major investments (13D/G filings), insider trades (SEC form 4), and important SEC filings. Sign up and create your company alerts for free.

File DateFormInvestor Opt Prev Shares Current Shares Change
(Percent)
Prev Value (x$1000) Current Value (x$1000) Change
(Percent)
2018-02-13 13F-HR JP Morgan Chase & Co 30,127 29,164 -3.20 2,996 3,079 2.77
2018-02-09 13F-HR Ullmann Financial Group, Inc. 4,711 3,472 -26.30 415 366 -11.81
2018-02-14 13F-HR UBS Group AG 44,180 44,240 0.14 4,401 4,671 6.13
2018-02-16 13F-HR/A-1 Commonwealth Equity Services, Inc 24,211 23,001 -5.00 2,324 2,291 -1.42
2018-02-01 13F-HR Genwealth Group, Inc. 123,166 130,261 5.76 12,268 14,434 17.66
2018-01-26 13F-HR Ironwood Financial, llc 380 380 0.00 38 40 5.26
2018-02-08 13F-HR Ausdal Financial Partners, Inc. 2,720 2,600 -4.41 271 275 1.48
2018-02-14 13F-HR ROYAL BANK OF CANADA 138,726 134,887 -2.77 13,819 14,243 3.07
2018-02-08 13F-HR Cetera Advisor Networks LLC 15,423 15,310 -0.73 1,534 1,617 5.41
2018-02-14 13F-HR Wealthshield, Llc 219 23
2018-02-09 13F-HR Raymond James Financial Services Advisors, Inc. 5,110 6,174 20.82 509 652 28.09
2018-02-12 13F-HR AMERIPRISE FINANCIAL INC 11,908 13,420 12.70 1,186 1,417 19.48
2018-02-20 13F-HR ENVESTNET ASSET MANAGEMENT INC 0 25,617 0 2,705
2018-02-09 13F-HR Tower Research Capital LLC (TRC) 30,989 3,114 -89.95 3,087 329 -89.34
2018-01-16 13F-HR SPC Financial, Inc. 96,518 94,838 -1.74 9,614 10,014 4.16
2018-02-14 13F-HR RMB Capital Management, LLC 2,100 222
2018-02-12 13F-HR Kiley Juergens Wealth Management, Llc 15,498 1,636
2018-02-14 13F-HR BANK OF AMERICA CORP /DE/ 169,916 174,131 2.48 16,925 18,387 8.64
2018-02-14 13F-HR Advisor Group, Inc. 4,596 3,993 -13.12 459 422 -8.06
2018-02-07 13F-HR SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 351 101 -71.23 35 11 -68.57
2018-02-14 13F-HR LPL Financial LLC 62,293 61,542 -1.21 6,205 6,498 4.72
2018-02-01 13F-HR/A-1 Ifg Advisory, Llc 11,206 1,794
2018-02-12 13F-HR Commonwealth Equity Services, Llc. 22,947 2,423
2018-02-08 13F-HR SEI INVESTMENTS CO 715 76
2018-02-14 13F-HR HighTower Advisors, LLC 32,573 0 -100.00 3,236 0 -100.00
2018-02-14 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 2,703 2,666 -1.37 269 282 4.83
2017-10-24 13F-HR HUNTINGTON NATIONAL BANK 0.00 89 46 -48.31
2018-02-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,019 0 -100.00 1,695 0 -100.00
2018-02-13 13F-HR Icon Wealth Partners, Llc 95 10
2017-10-30 13F-HR IFP Advisors, Inc 21 0 -100.00 2 0 -100.00
2018-02-09 13F-HR Stratos Wealth Partners, LTD. 0 288 0 30
2018-02-09 13F-HR PNC FINANCIAL SERVICES GROUP, INC. 730 730 0.00 73 77 5.48
2018-02-14 13F-HR GOLDMAN SACHS GROUP INC 44,696 39,896 -10.74 4,452 4,213 -5.37
2018-02-14 13F-HR STIFEL FINANCIAL CORP 3,245 3,245 0.00 324 344 6.17
2018-02-12 13F-HR Atlantic Trust Group, LLC 130 14
2018-02-09 13F-HR CITADEL ADVISORS LLC 4,019 2,310 -42.52 387 244 -36.95
2018-02-14 13F-HR BOKF, NA 1,090 0 -100.00 108 0 -100.00
2018-02-12 13F-HR Capital Analysts, Inc. 610 246
2018-02-14 13F-HR MORGAN STANLEY 102,925 93,744 -8.92 10,252 9,898 -3.45
2018-02-13 13F-HR Parallel Advisors, LLC 307 307 0.00 31 32 3.23
2018-02-13 13F-HR FIRST INTERSTATE BANK 725 725 0.00 72 77 6.94
2018-02-07 13F-HR Sigma Planning Corp 3,433 0 -100.00 342 0 -100.00
2018-02-13 13F-HR Axa 430,336 304,936 -29.14 42,866 32,198 -24.89
2018-02-06 13F-HR Summit Asset Management, LLC 3,057 3,057 0.00 305 323 5.90
2018-01-31 13F-HR NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,013 1,013 0.00 101 107 5.94
2018-02-09 13F-HR Timber Hill LLC 3,006 0 -100.00 299 0 -100.00
2018-01-19 13F-HR Courage Miller Partners, LLC 19,035 17,459 -8.28 1,896 1,843 -2.80
2017-11-22 13F-HR/A-1 National Planning Corp 2,355 0 -100.00 227 0
2017-11-13 13F-HR SYNOVUS FINANCIAL CORP 1,024 0 -100.00 98 0 -100.00
2017-11-09 13F-HR SII INVESTMENTS INC/WI 2,161 0 -100.00 207 0 -100.00
2018-02-14 13F-HR Parallax Volatility Advisers, L.P. 1 1 0.00 0 0
2018-02-02 13F-HR US BANCORP \DE\ 110 110 0.00 11 12 9.09
2018-02-15 13F-HR National Asset Management, Inc. 5,642 5,643 0.02 562 596 6.05
2018-02-14 13F-HR Janney Montgomery Scott LLC 2,184 2,184 0.00 218 231 5.96
2018-02-14 13F-HR RAYMOND JAMES & ASSOCIATES 15,797 16,212 2.63 1,574 1,712 8.77
2018-02-14 13F-HR IHT Wealth Management, LLC 700 700 0.00 71 75 5.63
2018-02-05 13F-HR Cypress Wealth Services, Llc 7,849 829
2018-02-15 13F-HR SRS Capital Advisors, Inc. 40 40 0.00 4 4 0.00
2018-02-15 13F-HR Glovista Investments LLC 195,744 20,643
2017-10-31 13F-HR Jacobus Wealth Management, Inc. 2,100 2,100 0.00 202 209 3.47
2018-01-16 13F-HR CWM, LLC 6,302 7,030 11.55 628 742 18.15
2017-11-06 13F-HR Ballentine Partners, LLC 42 0 -100.00 4 0 -100.00
2018-02-13 13F-HR MML INVESTORS SERVICES, LLC 5,106 539
2018-02-12 13F-HR CITIGROUP INC 10,754 10,806 0.48 1,071 1,141 6.54
2017-11-07 13F-HR Cambridge Investment Research Advisors, Inc. 5,065 4,605 -9.08 486 459 -5.56
2018-02-08 13F-HR WELLS FARGO & COMPANY/MN 69,380 68,119 -1.82 6,911 7,193 4.08
2018-01-16 13F-HR NEXT Financial Group, Inc 197 0 -100.00 20 0 -100.00
2018-02-13 SC 13G/A AXA FINANCIAL INC 304,936
2018-02-08 13F-HR RFG Advisory Group, LLC 2,313 0 -100.00 231 0 -100.00
2017-10-03 13F-HR/A-1 Ironsides Asset Advisors, LLC 2,595 0 -100.00 218 0 -100.00
2018-02-08 13F-HR First Allied Advisory Services, Inc. 657 69
2017-11-08 13F-HR D.A. DAVIDSON & CO. 1,091 0 -100.00 104 0 -100.00
2018-02-09 13F-HR Baird Financial Group, Inc. 5,599 6,059 8.22 558 640 14.70
2017-10-16 13F-HR Independence Advisors, LLC 687 0 -100.00 624 0 -100.00

CUSIP: 464288109