NASDAQ:JKI - iShares Morningstar Mid-Cap Value ETF Institutional Ownership

$158.17
+0.03 (+0.02 %)
(As of 07/18/2019 01:24 PM ET)
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Today's Range
$157.60
Now: $158.1651
$158.1651
50-Day Range
$147.6217
MA: $155.92
$160.12
52-Week Range
$131.88
Now: $158.1651
$172.45
Volume980 shs
Average Volume9,024 shs
Market Capitalization$466.59 million
P/E RatioN/A
Dividend Yield2.42%
BetaN/A

Institutional Ownership

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

 

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

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
7/16/2019NEXT Financial Group Inc231$36K0.0%N/A0.008%Find SEC Filing in Google
6/16/2019FMR LLC650$0.10M0.0%+19.3%0.022%Find SEC Filing in Google
6/16/2019M Holdings Securities Inc.7,901$1.23M0.3%-1.4%0.268%Find SEC Filing in Google
6/16/2019Full Sail Capital LLC3,417$0.53M0.2%N/A0.116%Find SEC Filing in Google
5/13/2019Commonwealth Equity Services LLC29,484$4.59M0.0%+16.6%1.017%Find SEC Filing in Google
5/10/2019MML Investors Services LLC22,293$3.47M0.1%+3.2%0.769%Find SEC Filing in Google
5/10/2019Northwestern Mutual Wealth Management Co.2,345$0.37M0.0%+89.0%0.081%Find SEC Filing in Google
5/10/2019GHP Investment Advisors Inc.24,340$3.79M0.5%-2.8%0.839%Find SEC Filing in Google
5/9/2019Marietta Wealth Management LLC19,836$3.09M1.3%-6.5%0.684%Find SEC Filing in Google
5/8/2019Cambridge Investment Research Advisors Inc.8,131$1.27M0.0%+18.2%0.280%Find SEC Filing in Google
5/6/2019Raymond James & Associates25,738$4.01M0.0%+11.6%0.888%Find SEC Filing in Google
5/6/2019Raymond James Financial Services Advisors Inc.28,272$4.40M0.0%+32.5%0.975%Find SEC Filing in Google
5/6/2019Cetera Advisor Networks LLC5,847$0.91M0.0%+10.8%0.202%Find SEC Filing in Google
5/6/2019Cetera Advisors LLC1,515$0.23M0.0%N/A0.052%Find SEC Filing in Google
5/3/2019TAP Consulting LLC12,875$2.01M1.5%N/A0.444%Find SEC Filing in Google
5/2/2019Joseph P. Lucia & Associates LLC100,063$0.63M0.0%N/A3.450%Find SEC Filing in Google
5/1/2019Courage Miller Partners LLC13,639$2.12M1.2%-1.0%0.462%Find SEC Filing in Google
4/30/2019Janney Montgomery Scott LLC4,760$0.74M0.0%+6.8%0.161%Find SEC Filing in Google
4/25/2019Brand Asset Management Group Inc.738$0.17M0.1%+144.4%0.025%Find SEC Filing in Google
4/22/2019CWM LLC5,876$0.92M0.0%+23.5%0.199%Find SEC Filing in Google
4/22/2019Ellis Investment Partners LLC14,247$1.61M0.6%N/A0.483%Find SEC Filing in Google
4/17/2019Nwam LLC9,546$1.49M0.3%-3.7%0.324%Find SEC Filing in Google
4/16/2019Prime Capital Investment Advisors LLC2,323$0.36M0.1%N/A0.079%Find SEC Filing in Google
4/8/2019Bell Rock Capital LLC1,152$0.18M0.1%-5.8%0.039%Find SEC Filing in Google
3/4/2019Financial Advocates Investment Management12,846$1.59M0.3%+568.7%0.435%Find SEC Filing in Google
2/15/2019Western Wealth Management LLC2,479$0.34M0.1%N/A0.084%Find SEC Filing in Google
2/15/2019Cetera Advisor Networks LLC5,276$0.73M0.0%+23.1%0.179%Find SEC Filing in Google
2/15/2019Jane Street Group LLC1,456$0.20M0.0%N/A0.049%Find SEC Filing in Google
2/14/2019Financial Advocates Investment Management12,846$1.59M0.5%+568.7%0.435%Find SEC Filing in Google
2/14/2019MML Investors Services LLC21,607$3M0.1%+5.0%0.732%Find SEC Filing in Google
2/14/2019Bank of America Corp DE51,653$7.17M0.0%-0.3%1.751%Find SEC Filing in Google
2/14/2019Two Sigma Securities LLC3,361$0.47M0.0%N/A0.114%Find SEC Filing in Google
2/12/2019Citigroup Inc.9,692$1.35M0.0%+75.9%0.329%Find SEC Filing in Google
2/11/2019Advisor Group Inc.3,128$0.43M0.0%+19.1%0.106%Find SEC Filing in Google
2/11/2019Raymond James Financial Services Advisors Inc.21,344$2.96M0.0%-41.0%0.724%Find SEC Filing in Google
2/11/2019Commonwealth Equity Services LLC25,280$3.51M0.0%+5.9%0.857%Find SEC Filing in Google
2/11/2019Raymond James & Associates23,069$3.20M0.0%+906.9%0.782%Find SEC Filing in Google
2/11/2019Bank of New York Mellon Corp1,605$0.22M0.0%-44.5%0.054%Find SEC Filing in Google
2/11/2019Private Advisor Group LLC2,217$0.31M0.0%-40.8%0.075%Find SEC Filing in Google
2/8/2019M&R Capital Management Inc.2,325$0.32M0.1%+23.0%0.079%Find SEC Filing in Google
2/7/2019LPL Financial LLC22,055$3.06M0.0%+19.3%0.748%Find SEC Filing in Google
2/5/2019Marietta Wealth Management LLC21,216$2.95M1.4%-17.2%0.719%Find SEC Filing in Google
2/1/2019Janney Montgomery Scott LLC4,457$0.62M0.0%+38.4%0.151%Find SEC Filing in Google
1/30/2019Nwam LLC9,916$1.38M0.4%+42.9%0.336%Find SEC Filing in Google
1/16/2019Planning Directions Inc.1,987$0.28M0.3%-7.1%0.069%Find SEC Filing in Google
11/20/2018Morgan Stanley103,388$16.74M0.0%+3.6%3.628%Find SEC Filing in Google
11/14/2018Bell Rock Capital LLC1,178$0.19M0.1%N/A0.041%Find SEC Filing in Google
11/14/2018LPL Financial LLC18,491$2.99M0.0%+13.9%0.649%Find SEC Filing in Google
11/13/2018Citadel Advisors LLC2,967$0.48M0.0%N/A0.104%Find SEC Filing in Google
11/7/2018MML Investors Services LLC20,569$3.33M0.1%+22.3%0.722%Find SEC Filing in Google
11/6/2018Commonwealth Equity Services LLC23,868$3.86M0.0%+22.2%0.837%Find SEC Filing in Google
11/6/2018Summit Asset Management LLC1,658$0.27M0.1%-25.8%0.058%Find SEC Filing in Google
11/5/2018Janney Montgomery Scott LLC3,220$0.52M0.0%+17.5%0.000%Find SEC Filing in Google
11/2/2018Wells Fargo & Company MN58,944$9.55M0.0%-1.8%2.068%Find SEC Filing in Google
11/1/2018Private Advisor Group LLC3,743$0.61M0.0%N/A0.131%Find SEC Filing in Google
10/19/2018Cornerstone Wealth Management LLC202,907$1.34M0.0%+26.8%7.120%Find SEC Filing in Google
8/15/2018Jane Street Group LLC2,135$0.34M0.0%-65.0%0.076%Find SEC Filing in Google
8/14/2018Bank of America Corp DE49,426$7.87M0.0%+6.6%1.765%Find SEC Filing in Google
8/14/2018Raymond James & Associates1,391$0.22M0.0%N/A0.050%Find SEC Filing in Google
8/8/2018Marietta Wealth Management LLC25,345$4.03M2.0%+3.3%0.905%Find SEC Filing in Google
8/1/2018Wells Fargo & Company MN60,016$9.55M0.0%+9.9%2.223%Find SEC Filing in Google
7/31/2018Commonwealth Equity Services LLC19,526$3.11M0.0%+100.4%0.723%Find SEC Filing in Google
7/30/2018Raymond James Financial Services Advisors Inc.29,424$4.68M0.0%-13.2%1.090%Find SEC Filing in Google
7/24/2018Janney Montgomery Scott LLC2,740$0.44M0.0%+41.4%0.101%Find SEC Filing in Google
7/20/2018Cornerstone Wealth Management LLC159,992$1.01M0.0%N/A5.926%Find SEC Filing in Google
5/18/2018Royal Bank of Canada6,610$1.03M0.0%-7.7%0.249%Find SEC Filing in Google
5/15/2018Kovack Advisors Inc.1,362$0.21M0.1%N/A0.051%Find SEC Filing in Google
5/15/2018LPL Financial LLC17,291$2.70M0.0%-13.5%0.652%Find SEC Filing in Google
5/15/2018Jane Street Group LLC6,102$0.95M0.0%-27.9%0.230%Find SEC Filing in Google
5/15/2018UBS Group AG84,010$13.10M0.0%+11.2%3.170%Find SEC Filing in Google
5/14/2018Commonwealth Equity Services LLC9,742$1.52M0.0%-9.3%0.368%Find SEC Filing in Google
5/11/2018Financial Advocates Investment Management2,372$0.37M0.0%-20.2%0.090%Find SEC Filing in Google
5/11/2018MML Investors Services LLC15,088$2.35M0.0%+14.6%0.569%Find SEC Filing in Google
5/10/2018Planning Directions Inc.1,932$0.30M0.3%N/A0.073%Find SEC Filing in Google
5/9/2018Private Advisor Group LLC1,563$0.24M0.0%N/A0.059%Find SEC Filing in Google
5/2/2018Wells Fargo & Company MN54,616$8.52M0.0%+5.1%2.061%Find SEC Filing in Google
2/22/2018Cambridge Investment Research Advisors Inc.6,674$1.06M0.0%+172.9%0.252%Find SEC Filing in Google
2/20/2018Envestnet Asset Management Inc.4,314$0.69M0.0%+3,351.2%0.163%Find SEC Filing in Google
2/15/2018Financial Advocates Investment Management2,972$0.47M0.1%N/A0.112%Find SEC Filing in Google
2/15/2018Jane Street Group LLC8,466$1.35M0.0%N/A0.319%Find SEC Filing in Google
2/15/2018LPL Financial LLC19,995$3.19M0.0%-4.3%0.755%Find SEC Filing in Google
2/14/2018Ladenburg Thalmann Financial Services Inc.8,012$1.28M0.0%+9.1%0.302%Find SEC Filing in Google
2/14/2018Goldman Sachs Group Inc.1,876$0.30M0.0%-63.2%0.071%Find SEC Filing in Google
2/14/2018Prime Capital Investment Advisors LLC2,323$0.37M0.3%N/A0.088%Find SEC Filing in Google
2/13/2018MML Investors Services LLC13,170$2.10M0.0%+8.4%0.497%Find SEC Filing in Google
2/9/2018Citadel Advisors LLC11,913$1.90M0.0%N/A0.450%Find SEC Filing in Google
2/9/2018Virtu Financial LLC3,399$0.54M0.0%+69.5%0.128%Find SEC Filing in Google
2/9/2018Bank of New York Mellon Corp3,670$0.59M0.0%-15.7%0.138%Find SEC Filing in Google
2/9/2018Raymond James Financial Services Advisors Inc.29,528$4.71M0.0%+31.7%1.114%Find SEC Filing in Google
2/8/2018Wells Fargo & Company MN51,988$8.29M0.0%+14.4%1.962%Find SEC Filing in Google
2/8/2018Nwam LLC6,838$1.09M0.3%+14.0%0.258%Find SEC Filing in Google
2/7/2018Marietta Wealth Management LLC23,948$3.82M2.1%+2.5%0.904%Find SEC Filing in Google
1/16/2018CWM LLC4,445$0.71M0.0%+9.2%0.168%Find SEC Filing in Google
(Data available from 1/1/2016 forward)
This page was last updated on 7/18/2019 by MarketBeat.com Staff

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