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SecurityJKF / iShares Morningstar Large-Cap Value ETF (464288109)
Institutional Owners59
Institutional Shares1,664,929
Institutional Value$ 169,650,000 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 1,664,929 shares. Largest shareholders include Axa, Bank Of America Corp /de/, Genwealth Group, Inc., Royal Bank Of Canada, UBS Group AG, SPC Financial, Inc., Morgan Stanley, Wells Fargo & Company/mn, LPL Financial LLC, and Goldman Sachs Group Inc.
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)
2018-08-14 13F-HR Bridgeworth, LLC 0 0
2018-08-07 13F-HR Ullmann Financial Group, Inc. 3,472 3,472 0.00 343 352 2.62
2018-08-14 13F-HR ROYAL BANK OF CANADA 133,176 131,402 -1.33 13,525 13,359 -1.23
2018-08-10 13F-HR CITIGROUP INC 10,792 11,623 7.70 1,095 1,178 7.58
2017-01-13 13F-HR MetLife Securities, Inc 849 844 -0.59 75 79 5.33
2018-08-14 13F-HR LPL Financial LLC 62,445 61,464 -1.57 6,342 6,249 -1.47
2018-08-14 13F-HR FLAGSHIP HARBOR ADVISORS, LLC 696 70
2018-07-30 13F-HR Parallel Advisors, LLC 307 307 0.00 31 31 0.00
2018-08-13 13F-HR IHT Wealth Management, LLC 250 0 -100.00 25 0 -100.00
2018-02-16 13F-HR/A Commonwealth Equity Services, Inc 24,211 23,001 -5.00 2,324 2,291 -1.42
2018-08-14 13F-HR JP Morgan Chase & Co 29,682 30,712 3.47 3,015 3,113 3.25
2018-08-14 13F-HR GOLDMAN SACHS GROUP INC 39,896 39,896 0.00 4,052 4,056 0.10
2018-08-10 13F-HR ENVESTNET ASSET MANAGEMENT INC 25,300 25,053 -0.98 2,568 2,547 -0.82
2018-08-13 13F-HR Stratos Wealth Partners, LTD. 288 0 -100.00 29 0 -100.00
2018-08-13 13F-HR Global Retirement Partners, Llc 465 465 0.00 47 47 0.00
2018-08-13 13F-HR BLAIR WILLIAM & CO/IL 32 32 0.00 3 3 0.00
2018-08-10 13F-HR Cambridge Investment Research Advisors, Inc. 6,599 6,654 0.83 670 677 1.04
2018-07-31 13F-HR Commonwealth Equity Services, Llc. 21,894 20,992 -4.12 2,223 2,134 -4.00
2018-07-20 13F-HR SPC Financial, Inc. 97,310 97,755 0.46 9,883 9,938 0.56
2018-07-26 13F-HR REGIONS FINANCIAL CORP 422 422 0.00 43 43 0.00
2018-05-11 13F-HR CITIGROUP INC 10,806 10,792 -0.13 1,141 1,095 -4.03
2018-08-07 13F-HR SG Americas Securities, LLC 18,927 0 -100.00 1,922 0 -100.00
2018-04-24 13F-HR Rehmann Capital Advisory Group 0 959 0 97
2018-08-02 13F-HR Atlantic Trust Group, LLC 131 131 0.00 13 13 0.00
2018-08-10 13F-HR Amerivest Investment Management LLC 52 34 -34.62 5 3 -40.00
2018-08-15 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 2,567 2,567 0.00 260 260 0.00
2018-07-26 13F-HR FIRST INTERSTATE BANK 725 725 0.00 74 74 0.00
2018-08-14 13F-HR F3logic, Llc 2,168 0 -100.00 221 0 -100.00
2018-08-14 13F-HR Tower Research Capital LLC (TRC) 7,894 0 -100.00 802 0 -100.00
2018-08-02 13F-HR Ifg Advisory, Llc 11,783 10,660 -9.53 1,807 1,655 -8.41
2017-04-14 13F-HR Integrated Wealth Management 2,973 3,454 16.18 280 332 18.57
2018-08-03 13F-HR Well Done, LLC 770 0 -100.00 78 0 -100.00
2018-07-30 13F-HR Raymond James Financial Services Advisors, Inc. 5,944 6,104 2.69 604 621 2.81
2018-07-13 13F-HR Genwealth Group, Inc. 138,969 144,671 4.10 14,113 14,621 3.60
2018-08-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 34,379 0 -100.00 3,492 0 -100.00
2018-08-13 13F-HR Axa 295,736 441,936 49.44 30,035 44,929 49.59
2018-08-14 13F-HR STIFEL FINANCIAL CORP 3,245 2,875 -11.40 332 294 -11.45
2018-08-13 13F-HR RAYMOND JAMES & ASSOCIATES 22,068 23,833 8.00 2,241 2,423 8.12
2018-08-13 13F-HR Advisor Group, Inc. 4,281 4,281 0.00 435 435 0.00
2018-07-30 13F-HR/A Courage Miller Partners, LLC 13,969 13,696 -1.95 1,418 1,392 -1.83
2018-08-13 13F-HR Baird Financial Group, Inc. 8,882 8,931 0.55 902 908 0.67
2018-07-23 13F-HR Kiley Juergens Wealth Management, Llc 14,956 15,156 1.34 1,518 1,540 1.45
2018-08-13 13F-HR Icon Wealth Partners, Llc 0 95 0 10
2018-07-26 13F-HR Advisornet Financial, Inc 294 602 104.76 30 61 103.33
2017-10-31 13F-HR Jacobus Wealth Management, Inc. 2,100 2,100 0.00 202 209 3.47
2018-08-14 13F-HR UBS Group AG 43,697 106,029 142.65 4,438 10,779 142.88
2018-08-14 13F-HR MORGAN STANLEY 93,351 93,355 0.00 9,481 9,490 0.09
2018-08-10 13F-HR NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 163 163 0.00 17 17 0.00
2018-08-01 13F-HR SYNOVUS FINANCIAL CORP 1,024 1,024 0.00 104 104 0.00
2018-08-08 13F-HR Ausdal Financial Partners, Inc. 2,580 2,611 1.20 262 265 1.15
2018-07-24 13F-HR Janney Montgomery Scott LLC 2,070 2,070 0.00 210 210 0.00
2018-07-27 13F-HR Ironwood Financial, llc 380 380 0.00 39 39 0.00
2018-08-15 13F-HR JANE STREET GROUP, LLC 5,955 0 -100.00 605 0 -100.00
2018-08-07 13F-HR Summit Asset Management, LLC 3,157 3,157 0.00 321 321 0.00
2018-08-08 13F-HR Brand Asset Management Group, Inc. 7,353 748
2018-08-06 13F-HR Cypress Wealth Services, Llc 9,768 11,541 18.15 992 1,173 18.25
2018-07-31 13F-HR CWM, LLC 8,758 9,395 7.27 889 955 7.42
2018-08-01 13F-HR WELLS FARGO & COMPANY/MN 64,946 65,810 1.33 6,596 6,690 1.43
2018-06-05 13F-HR WealthTrust Fairport, LLC 109 11
2018-05-14 13F-HR SRS Capital Advisors, Inc. 40 41 2.50 4 4 0.00
2018-08-10 13F-HR PNC FINANCIAL SERVICES GROUP, INC. 730 730 0.00 74 74 0.00
2018-08-14 13F-HR BANK OF AMERICA CORP /DE/ 192,918 173,613 -10.01 19,592 17,651 -9.91
2018-08-14 13F-HR Cetera Advisor Networks LLC 15,179 14,509 -4.41 1,543 1,475 -4.41
2018-08-13 13F-HR BB&T SECURITIES, LLC 4,295 4,291 -0.09 436 436 0.00
2018-08-06 13F-HR SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 101 101 0.00 10 10 0.00
2018-05-15 13F-HR National Asset Management, Inc. 5,643 2,806 -50.27 596 285 -52.18
2018-08-08 13F-HR US BANCORP \DE\ 110 1,130 927.27 11 115 945.45
2018-08-02 13F-HR Emerald Investment Partners, Llc 110 0 -100.00 11 0 -100.00
2018-08-14 13F-HR AMERIPRISE FINANCIAL INC 15,099 16,318 8.07 1,534 1,659 8.15
2018-08-14 13F-HR Parallax Volatility Advisers, L.P. 1 1 0.00 0 0

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CUSIP: 464288109