SecurityJKF / iShares Morningstar Large-Cap Value ETF (464288109)
Institutional Owners62
Institutional Shares1,815,959
Institutional Value$ 154,014,000 USD

Institutional Stock Ownership and Shareholders

iShares Morningstar Large-Cap Value ETF (NYSE:JKF) has 62 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 1,815,959 shares. Largest shareholders include Axa Financial Inc, Axa, Bank Of America Corp /de/, Genwealth Group, Inc., Royal Bank Of Canada, SPC Financial, Inc., Morgan Stanley, Wells Fargo & Company/mn, LPL Financial LLC, and UBS Group AG.
iShares Morningstar Large-Cap Value ETF (NYSE:JKF) 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)
2018-05-15 13F-HR National Asset Management, Inc. 5,643 2,806 -50.27 596 285 -52.18
2018-04-30 13F-HR SPC Financial, Inc. 94,838 97,310 2.61 10,014 9,883 -1.31
2018-04-26 13F-HR CWM, LLC 7,030 8,758 24.58 742 889 19.81
2018-05-15 13F-HR Advisor Group, Inc. 3,993 4,281 7.21 422 435 3.08
2018-05-11 13F-HR CITIGROUP INC 10,806 10,792 -0.13 1,141 1,095 -4.03
2018-04-12 13F-HR Genwealth Group, Inc. 130,261 138,969 6.69 14,434 14,113 -2.22
2018-05-01 13F-HR Cypress Wealth Services, Llc 7,849 9,768 24.45 829 992 19.66
2018-05-10 13F-HR JP Morgan Chase & Co 29,164 29,682 1.78 3,079 3,015 -2.08
2018-04-24 13F-HR Rehmann Capital Advisory Group 0 959 0 97
2018-05-11 13F-HR PNC FINANCIAL SERVICES GROUP, INC. 730 730 0.00 77 74 -3.90
2018-05-14 13F-HR Axa 304,936 295,736 -3.02 32,198 30,035 -6.72
2018-05-11 13F-HR Amerivest Investment Management LLC 52 5
2018-05-11 13F-HR MML INVESTORS SERVICES, LLC 5,106 0 -100.00 539 0 -100.00
2018-05-03 13F-HR SG Americas Securities, LLC 18,927 1,922
2018-04-23 13F-HR F3logic, Llc 2,168 221
2018-05-15 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 2,666 2,567 -3.71 282 260 -7.80
2018-04-27 13F-HR Courage Miller Partners, LLC 17,459 13,969 -19.99 1,843 1,418 -23.06
2018-05-11 13F-HR Emerald Investment Partners, Llc 219 110 -49.77 23 11 -52.17
2018-05-14 13F-HR RAYMOND JAMES & ASSOCIATES 16,212 22,068 36.12 1,712 2,241 30.90
2018-05-15 13F-HR Glovista Investments LLC 195,744 0 -100.00 20,643 0 -100.00
2018-05-10 13F-HR Stratos Wealth Partners, LTD. 288 288 0.00 30 29 -3.33
2018-05-08 13F-HR US BANCORP \DE\ 110 110 0.00 12 11 -8.33
2018-05-02 13F-HR WELLS FARGO & COMPANY/MN 68,119 64,946 -4.66 7,193 6,596 -8.30
2018-05-08 13F-HR Advisornet Financial, Inc 532 294 -44.74 56 30 -46.43
2018-05-08 13F-HR Parallel Advisors, LLC 307 307 0.00 32 31 -3.12
2018-04-16 13F-HR Raymond James Financial Services Advisors, Inc. 6,174 5,944 -3.73 652 604 -7.36
2018-05-15 13F-HR Parallax Volatility Advisers, L.P. 1 1 0.00 0 0
2018-05-14 13F-HR Commonwealth Equity Services, Llc. 22,947 21,894 -4.59 2,423 2,223 -8.25
2018-02-14 13F-HR HighTower Advisors, LLC 32,573 0 -100.00 3,236 0 -100.00
2018-05-11 13F-HR SEI INVESTMENTS CO 715 0 -100.00 76 0 -100.00
2018-05-14 13F-HR NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,013 163 -83.91 107 17 -84.11
2018-01-16 13F-HR NEXT Financial Group, Inc 197 0 -100.00 20 0 -100.00
2018-02-08 13F-HR RFG Advisory Group, LLC 2,313 0 -100.00 231 0 -100.00
2018-05-15 13F-HR GOLDMAN SACHS GROUP INC 39,896 39,896 0.00 4,213 4,052 -3.82
2018-05-09 13F-HR Cetera Advisor Networks LLC 15,310 15,179 -0.86 1,617 1,543 -4.58
2018-04-25 13F-HR FIRST INTERSTATE BANK 725 725 0.00 77 74 -3.90
2018-05-15 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 34,379 0 3,492
2018-05-17 13F-HR Atlantic Trust Group, LLC 130 131 0.77 14 13 -7.14
2018-02-13 SC 13G/A AXA FINANCIAL INC 304,936
2018-05-14 13F-HR/A CITADEL ADVISORS LLC 2,310 0 -100.00 244 0 -100.00
2018-04-18 13F-HR REGIONS FINANCIAL CORP 422 43
2018-05-15 13F-HR BANK OF AMERICA CORP /DE/ 174,131 192,918 10.79 18,387 19,592 6.55
2018-05-09 13F-HR ENVESTNET ASSET MANAGEMENT INC 25,617 25,300 -1.24 2,705 2,568 -5.06
2018-05-14 13F-HR Icon Wealth Partners, Llc 95 0 -100.00 10 0 -100.00
2018-04-23 13F-HR Kiley Juergens Wealth Management, Llc 15,498 14,956 -3.50 1,636 1,518 -7.21
2018-05-14 13F-HR SRS Capital Advisors, Inc. 40 41 2.50 4 4 0.00
2018-05-04 13F-HR SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 101 101 0.00 11 10 -9.09
2018-05-15 13F-HR JANE STREET GROUP, LLC 6,913 5,955 -13.86 665 605 -9.02
2018-05-18 13F-HR/A ROYAL BANK OF CANADA 134,887 133,176 -1.27 14,243 13,525 -5.04
2018-05-07 13F-HR SYNOVUS FINANCIAL CORP 0 1,024 0 104
2018-05-14 13F-HR Capital Analysts, Inc. 610 0 -100.00 246 0 -100.00
2018-02-14 13F-HR Wealthshield, Llc 219 23
2018-02-07 13F-HR Sigma Planning Corp 3,433 0 -100.00 342 0 -100.00
2018-05-07 13F-HR Ullmann Financial Group, Inc. 3,472 3,472 0.00 366 343 -6.28
2018-05-14 13F-HR MORGAN STANLEY 93,744 93,351 -0.42 9,898 9,481 -4.21
2018-05-15 13F-HR LPL Financial LLC 61,542 62,445 1.47 6,498 6,342 -2.40
2018-05-11 13F-HR Well Done, LLC 770 78
2018-05-14 13F-HR IHT Wealth Management, LLC 700 250 -64.29 75 25 -66.67
2018-05-15 13F-HR Tower Research Capital LLC (TRC) 3,114 7,894 153.50 329 802 143.77
2018-02-14 13F-HR BOKF, NA 1,090 0 -100.00 108 0 -100.00
2018-05-14 13F-HR RMB Capital Management, LLC 2,100 0 -100.00 222 0 -100.00
2018-04-26 13F-HR Ifg Advisory, Llc 11,206 11,783 5.15 1,794 1,807 0.72
2018-05-08 13F-HR Ironwood Financial, llc 380 380 0.00 40 39 -2.50
2018-05-15 13F-HR BLAIR WILLIAM & CO/IL 32 3
2018-04-19 13F-HR Janney Montgomery Scott LLC 2,184 2,070 -5.22 231 210 -9.09
2018-05-09 13F-HR Cambridge Investment Research Advisors, Inc. 5,761 6,599 14.55 608 670 10.20
2018-05-07 13F-HR Summit Asset Management, LLC 3,057 3,157 3.27 323 321 -0.62
2018-05-11 13F-HR STIFEL FINANCIAL CORP 3,245 3,245 0.00 344 332 -3.49
2018-05-14 13F-HR Baird Financial Group, Inc. 6,059 8,882 46.59 640 902 40.94
2018-05-14 13F-HR BB&T SECURITIES, LLC 4,295 436
2018-05-14 13F-HR AMERIPRISE FINANCIAL INC 13,420 15,099 12.51 1,417 1,534 8.26
2018-02-09 13F-HR Timber Hill LLC 3,006 0 -100.00 299 0 -100.00
2018-04-20 13F-HR Ausdal Financial Partners, Inc. 2,600 2,580 -0.77 275 262 -4.73
2018-02-16 13F-HR/A Commonwealth Equity Services, Inc 24,211 23,001 -5.00 2,324 2,291 -1.42
2018-05-15 13F-HR UBS Group AG 44,240 43,697 -1.23 4,671 4,438 -4.99
2018-05-11 13F-HR First Allied Advisory Services, Inc. 657 0 -100.00 69 0 -100.00

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CUSIP: 464288109