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NASDAQ:JKIiShares Morningstar Mid-Cap Value ETF Institutional Ownership

$124.90
-2.14 (-1.68 %)
(As of 07/7/2020 02:38 PM ET)
Add
Today's Range
$124.90
Now: $124.90
$125.28
50-Day Range
$111.22
MA: $126.49
$144.33
52-Week Range
$89.86
Now: $124.90
$171.05
Volume112 shs
Average Volume18,507 shs
Market Capitalization$324.74 million
P/E RatioN/A
Dividend Yield3.61%
BetaN/A

Institutional Ownership

Institutional Ownership Changes (13F Filings) for iShares Morningstar Mid-Cap Value ETF (NASDAQ:JKI)

 

Institutional Buying and Selling by Quarter


iShares Morningstar Mid-Cap Value ETF (NASDAQ JKI) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
6/16/2020Royal Bank of Canada21,824$2.33M0.0%+25.7%0.824%
5/26/2020Morgan Stanley308,695$33.01M0.0%+176.6%11.433%
5/18/2020Advisor Group Holdings Inc.34,469$1.17M0.0%N/A1.277%
5/15/2020Jane Street Group LLC7,014$0.75M0.0%N/A0.260%
5/15/2020Tower Research Capital LLC TRC1,068$0.11M0.0%N/A0.040%
5/15/2020Morgan Stanley308,695$33.01M0.0%+176.6%11.433%
5/15/2020Thrivent Financial for Lutherans8,200$0.88M0.0%-44.7%0.304%
5/14/2020Wells Fargo & Company MN84,806$9.07M0.0%+9.7%3.141%
5/14/2020Marietta Wealth Management LLC16,556$1.77M0.7%-10.9%0.602%
5/14/2020MML Investors Services LLC6,756$0.72M0.0%+7.1%0.246%
5/13/2020GHP Investment Advisors Inc.27,930$2.99M0.4%+16.9%1.016%
5/12/2020Citigroup Inc.2,620$0.28M0.0%-22.8%0.095%
5/11/2020Commonwealth Equity Services LLC72,852$7.79M0.0%+40.9%2.649%
5/8/2020Northwestern Mutual Wealth Management Co.7,765$0.83M0.0%+14.0%0.282%
5/8/2020Cambridge Investment Research Advisors Inc.5,502$0.59M0.0%-42.8%0.200%
5/8/2020Capital Advisors Ltd. LLC259$28K0.0%-25.4%0.009%
5/7/2020Pacific Sun Financial Corp2,945$0.32M0.4%+17.8%0.107%
5/7/2020AE Wealth Management LLC3,838$0.41M0.0%+51.0%0.140%
5/1/2020UBS Group AG25,224$2.70M0.0%-64.8%0.917%
4/30/2020Avantax Advisory Services Inc.13,698$1.47M0.0%+1.2%0.498%
4/30/2020Janney Montgomery Scott LLC6,867$0.73M0.0%+2.1%0.250%
4/30/2020Capital Square LLC264$28K0.0%N/A0.010%
4/29/2020Burt Wealth Advisors4,985$0.53M0.2%N/A0.181%
4/28/2020CWM LLC3,673$0.39M0.0%-15.1%0.134%
4/27/2020Hudock Inc.710$75K0.0%N/A0.026%
4/23/2020Envestnet Asset Management Inc.6,236$0.67M0.0%+7.1%0.227%
4/21/2020Raymond James & Associates18,050$1.93M0.0%-41.2%0.656%
4/21/2020Raymond James Financial Services Advisors Inc.27,361$2.93M0.0%+58.6%0.995%
4/16/2020Nwam LLC12,666$1.35M0.0%+10.5%0.452%
4/14/2020Courage Miller Partners LLC12,513$1.34M0.8%-3.8%0.447%
4/2/2020M&R Capital Management Inc.2,025$0.22M0.1%-12.9%0.072%
2/26/2020Sunbelt Securities Inc.75$3.18M0.0%N/A0.003%
2/18/2020Equitable Holdings Inc.133,237$22.48M0.1%N/A4.594%
2/17/2020Ladenburg Thalmann Financial Services Inc.44,601$7.52M0.0%+5.2%1.538%
2/14/2020Bank of America Corp DE50,236$8.48M0.0%+10.3%1.732%
2/14/2020GHP Investment Advisors Inc.23,884$4.03M0.4%-0.6%0.824%
2/14/2020UBS Group AG71,709$12.10M0.0%+1.6%2.473%
2/13/2020Northwestern Mutual Wealth Management Co.6,813$1.15M0.0%+78.3%0.235%
2/13/2020Stifel Financial Corp9,100$1.54M0.0%+110.7%0.314%
2/13/2020Thrivent Financial for Lutherans14,833$2.50M0.0%+59.8%0.511%
2/13/2020Financial Advocates Investment Management1,551$0.26M0.0%-56.9%0.053%
2/12/2020Advisor Group Inc.2,411$0.41M0.0%+3.8%0.083%
2/12/2020Raymond James & Associates30,685$5.18M0.0%+3.3%1.058%
2/12/2020Raymond James Financial Services Advisors Inc.17,253$2.91M0.0%+32.2%0.595%
2/12/2020Pacific Sun Financial Corp2,500$0.42M0.4%+4.2%0.086%
2/11/2020Envestnet Asset Management Inc.5,820$0.98M0.0%-12.3%0.201%
2/10/2020Cetera Advisor Networks LLC2,928$0.49M0.0%-15.4%0.101%
2/7/2020Carolina Wealth Advisors LLC170$29K0.0%N/A0.006%
2/7/2020Independent Advisor Alliance2,880$0.49M0.0%N/A0.099%
2/5/2020Signaturefd LLC458$77K0.0%N/A0.016%
2/4/2020Cambridge Investment Research Advisors Inc.9,619$1.62M0.0%-1.8%0.332%
2/3/2020Bell Rock Capital LLC870$0.15M0.1%-21.1%0.030%
1/27/2020CWM LLC4,324$0.73M0.0%-9.0%0.149%
1/23/2020Nwam LLC11,462$1.93M0.3%+9.6%0.395%
1/23/2020Joseph P. Lucia & Associates LLC850$0.14M0.1%+24.1%0.029%
1/21/2020Matrix Trust Co113,900$19.22M4.1%+1.2%3.928%
1/15/2020AE Wealth Management LLC2,542$0.43M0.0%N/A0.088%
1/15/2020Courage Miller Partners LLC13,007$2.19M1.1%-0.6%0.449%
11/27/2019Titus Wealth Management1,300$0.21M0.2%-6.5%0.044%
11/27/2019Stifel Financial Corp4,319$0.69M0.0%N/A0.149%
11/27/2019Virtu Financial LLC1,484$0.24M0.0%-33.5%0.051%
11/27/2019Voya Financial Advisors Inc.3,475$0.55M0.0%+35.6%0.120%
11/6/2019First Allied Advisory Services Inc.285$46K0.0%N/A0.010%
11/6/2019Cetera Advisors LLC1,743$0.28M0.0%+4.4%0.059%
11/6/2019Cetera Advisor Networks LLC3,462$0.56M0.0%-8.1%0.117%
11/6/2019Goelzer Investment Management Inc.1,772$0.29M0.0%N/A0.060%
11/5/2019Pacific Sun Financial Corp2,400$0.39M0.4%+17.9%0.081%
10/30/2019Commonwealth Equity Services LLC38,191$6.15M0.0%+34.1%1.295%
10/30/2019Matrix Trust Co112,516$18.11M4.0%+0.1%3.814%
10/29/2019Janney Montgomery Scott LLC6,734$1.08M0.0%+6.2%0.228%
10/25/2019Planning Directions Inc.1,587$0.26M0.2%-20.2%0.054%
10/22/2019Flagship Harbor Advisors LLC601$96K0.0%+560.4%0.020%
10/22/2019CWM LLC4,752$0.77M0.0%-15.6%0.161%
10/21/2019Courage Miller Partners LLC13,092$2.11M1.2%-2.1%0.444%
10/16/2019Strategic Blueprint LLC735$0.12M0.1%N/A0.025%
10/15/2019Joseph P. Lucia & Associates LLC685$0.11M0.1%+15.1%0.023%
10/15/2019Nwam LLC10,460$1.68M0.3%+5.4%0.355%
8/17/2019Royal Bank of Canada49,055$7.72M0.0%+71.6%1.663%
8/17/2019UBS Group AG69,242$10.90M0.0%-8.0%2.347%
8/17/2019Ladenburg Thalmann Financial Services Inc.42,178$6.64M0.0%+3.9%1.430%
8/15/2019Titus Wealth Management1,390$0.22M0.2%N/A0.047%
8/15/2019Cambridge Investment Research Advisors Inc.9,770$1.54M0.0%+20.2%0.331%
8/15/2019Stonebridge Capital Advisors LLC795$0.13M0.0%N/A0.027%
8/15/2019Jane Street Group LLC2,185$0.34M0.0%N/A0.074%
8/14/2019Citadel Advisors LLC16,712$2.63M0.0%-39.6%0.567%
8/14/2019Morgan Stanley110,327$17.37M0.0%+0.8%3.740%
8/14/2019Bank of America Corp DE45,091$7.10M0.0%-15.1%1.529%
8/14/2019Pacific Sun Financial Corp2,035$0.32M0.3%N/A0.069%
8/14/2019Marietta Wealth Management LLC19,404$3.06M1.2%-2.2%0.658%
8/14/2019Private Advisor Group LLC3,181$0.50M0.0%-14.5%0.108%
8/13/2019US Bancorp DE562$89K0.0%+38.1%0.019%
8/13/2019MML Investors Services LLC11,297$1.78M0.0%-49.3%0.383%
8/12/2019Cetera Advisor Networks LLC3,766$0.59M0.0%-35.6%0.128%
8/12/2019Cetera Advisors LLC1,670$0.27M0.0%+10.2%0.057%
8/10/2019LPL Financial LLC26,376$4.15M0.0%+0.9%0.894%
8/9/2019Financial Advocates Investment Management12,297$1.94M0.2%-1.5%0.417%
8/6/2019Wells Fargo & Company MN73,835$11.62M0.0%+0.5%2.503%
8/6/2019Western Wealth Management LLC1,398$0.22M0.0%N/A0.047%
8/6/2019H D Vest Advisory Services11,569$1.82M0.1%+5.5%0.392%
8/2/2019GHP Investment Advisors Inc.24,042$3.79M0.5%-1.2%0.815%
(Data available from 1/1/2016 forward)
This page was last updated on 7/7/2020 by MarketBeat.com Staff

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