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NYSEARCA:JKJ

iShares Morningstar Small-Cap ETF Institutional Ownership

$209.66
-0.67 (-0.32 %)
(As of 01/25/2021 12:00 AM ET)
Add
Today's Range
$208.11
Now: $209.66
$210.90
50-Day Range
$192.09
MA: $200.77
$211.05
52-Week Range
$103.24
Now: $209.66
$211.34
Volume1,989 shs
Average Volume2,913 shs
Market Capitalization$230.63 million
P/E RatioN/A
Dividend Yield1.19%
BetaN/A

Institutional Ownership

Institutional Ownership Changes (13F Filings) for iShares Morningstar Small-Cap ETF (NYSEARCA:JKJ)

 

Institutional Buying and Selling by Quarter


iShares Morningstar Small-Cap ETF (NYSEARCA JKJ) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
1/22/2021Avantax Advisory Services Inc.8,221$1.63M0.0%-76.8%0.747%
1/20/2021Kestra Advisory Services LLC3,476$0.69M0.0%+5,893.1%0.316%
1/19/2021TAP Consulting LLC4,597$0.91M0.3%-4.2%0.418%
11/13/2020Morgan Stanley116,332$18.24M0.0%-4.1%10.576%
11/12/2020Nations Financial Group Inc. IA ADV4,746$0.74M0.2%+7.2%0.431%
11/12/2020Kestra Advisory Services LLC58$0.60M0.0%N/A0.005%
11/11/2020Thrivent Financial for Lutherans20,333$3.19M0.0%N/A1.768%
11/9/2020LPL Financial LLC23,236$3.64M0.0%-5.3%2.021%
11/5/2020Commonwealth Equity Services LLC12,078$1.89M0.0%-10.0%1.050%
11/5/2020Wells Fargo & Company MN12,000$1.88M0.0%-3.7%1.043%
11/4/2020Raymond James Financial Services Advisors Inc.8,126$1.27M0.0%-1.4%0.707%
11/4/2020Raymond James & Associates2,412$0.38M0.0%-7.3%0.210%
11/3/2020Sigma Planning Corp1,427$0.22M0.0%+4.5%0.124%
11/3/2020RSM US Wealth Management LLC5,865$0.92M0.1%-21.3%0.510%
11/3/2020Ironwood Wealth Management LLC.514$81K0.1%-14.2%0.047%
11/2/2020Private Advisor Group LLC3,911$0.61M0.0%-7.4%0.340%
10/29/2020Cambridge Investment Research Advisors Inc.3,141$0.49M0.0%-4.2%0.273%
10/27/2020Western Wealth Management LLC1,327$0.21M0.0%N/A0.115%
10/19/2020CWM LLC851$0.13M0.0%N/A0.074%
10/14/2020Nachman Norwood & Parrott Inc191$30K0.0%N/A0.017%
10/14/2020Avantax Advisory Services Inc.35,389$5.55M0.1%+418.1%3.077%
8/17/2020Private Advisor Group LLC4,225$0.64M0.0%-25.7%0.367%
8/14/2020Bank of America Corp DE6,208$0.94M0.0%-24.0%0.540%
8/14/2020Advisor Group Holdings Inc.15,798$2.39M0.0%-4.1%1.374%
8/13/2020Nations Financial Group Inc. IA ADV4,428$0.67M0.2%-1.7%0.385%
8/13/2020First Republic Investment Management Inc.2,453$0.37M0.0%-34.7%0.213%
8/12/2020Commonwealth Equity Services LLC13,422$2.03M0.0%+4.4%1.167%
8/7/2020Wsfs Capital Management LLC1,378$0.21M0.1%N/A0.120%
8/6/2020Avantax Advisory Services Inc.6,831$1.03M0.0%+3.8%0.594%
8/3/2020Bartlett & Co. LLC900$0.14M0.0%N/A0.078%
7/31/2020Sigma Planning Corp1,365$0.21M0.0%N/A0.119%
7/31/2020UBS Group AG7,421$1.12M0.0%-11.1%0.645%
7/27/2020Certified Advisory Corp2,409$0.37M0.1%+8,503.6%0.209%
7/27/2020Cambridge Investment Research Advisors Inc.3,279$0.50M0.0%-22.6%0.273%
7/21/2020Brand Asset Management Group Inc.10,014$1.52M1.0%-8.0%0.835%
7/20/2020Provident Wealth Management LLC10,058$1.52M1.7%+28.3%0.838%
7/17/2020Raymond James Financial Services Advisors Inc.8,239$1.25M0.0%-61.5%0.687%
6/16/2020Royal Bank of Canada32,147$4.03M0.0%+238.5%2.679%
5/26/2020Morgan Stanley124,535$15.61M0.0%+91.1%9.963%
5/18/2020Advisor Group Holdings Inc.16,476$2.06M0.0%N/A1.267%
5/15/2020Jane Street Group LLC2,908$0.36M0.0%N/A0.224%
5/15/2020FinTrust Capital Advisors LLC535$67K0.0%N/A0.041%
5/15/2020Morgan Stanley124,535$15.61M0.0%+91.1%9.580%
5/14/2020Wells Fargo & Company MN22,913$2.87M0.0%+40.0%1.763%
5/13/2020US Bancorp DE631$79K0.0%+26.2%0.049%
5/12/2020Private Advisor Group LLC5,683$0.71M0.0%-21.4%0.437%
5/12/2020Citigroup Inc.9,106$1.14M0.0%+6.6%0.700%
5/11/2020Commonwealth Equity Services LLC12,861$1.61M0.0%-5.9%0.989%
5/11/2020Blair William & Co. IL400$50K0.0%-27.3%0.031%
5/8/2020Northwestern Mutual Wealth Management Co.532$67K0.0%+228.4%0.041%
5/8/2020Nations Financial Group Inc. IA ADV4,505$0.57M0.2%+7.1%0.347%
5/5/2020Parsons Capital Management Inc. RI2,175$0.27M0.0%-4.4%0.167%
5/5/2020Aveo Capital Partners LLC6,653$0.83M0.4%-2.4%0.512%
5/1/2020UBS Group AG8,345$1.05M0.0%-22.2%0.642%
4/30/2020Avantax Advisory Services Inc.6,584$0.83M0.0%+14.0%0.506%
4/27/2020Western Wealth Management LLC1,620$0.21M0.0%-20.8%0.125%
4/27/2020Ironwood Financial llc599$75K0.1%-49.0%0.046%
4/23/2020Brand Asset Management Group Inc.10,890$1.37M1.0%-7.2%0.838%
4/21/2020Raymond James & Associates2,451$0.31M0.0%-24.9%0.189%
4/21/2020Raymond James Financial Services Advisors Inc.21,390$2.68M0.0%+3.5%1.645%
2/18/2020HM Payson & Co.179$34K0.0%N/A0.014%
2/18/2020Ameritas Investment Company LLC568$0.11M0.0%N/A0.044%
2/17/2020Ladenburg Thalmann Financial Services Inc.14,312$2.70M0.0%+308.8%1.101%
2/14/2020Bank of America Corp DE4,118$0.78M0.0%+4.4%0.317%
2/14/2020Bank of New York Mellon Corp1,095$0.21M0.0%-6.4%0.084%
2/14/2020UBS Group AG10,733$2.03M0.0%-8.3%0.826%
2/12/2020Raymond James & Associates3,264$0.62M0.0%+19.6%0.251%
2/12/2020Raymond James Financial Services Advisors Inc.20,667$3.90M0.0%+78.7%1.590%
2/12/2020Citigroup Inc.8,541$1.61M0.0%+3.9%0.657%
2/11/2020Envestnet Asset Management Inc.1,468$0.28M0.0%-34.3%0.113%
2/10/2020Western Wealth Management LLC2,045$0.39M0.1%-4.0%0.157%
2/10/2020Private Advisor Group LLC7,226$1.36M0.0%-4.8%0.556%
2/7/2020Adell Harriman & Carpenter Inc.1,101$0.21M0.0%-28.2%0.085%
2/5/2020Nations Financial Group Inc. IA ADV4,205$0.79M0.3%+1.5%0.323%
2/4/2020Advisory Services Network LLC16,494$3.11M0.2%-17.0%1.269%
2/4/2020Cambridge Investment Research Advisors Inc.4,235$0.80M0.0%-3.5%0.326%
2/3/2020Sigma Planning Corp1,124$0.21M0.0%N/A0.086%
1/29/2020Provident Wealth Management LLC7,894$1.49M1.3%N/A0.607%
1/13/2020Stony Point Wealth Management Inc.2,683$0.51M0.4%-7.1%0.206%
11/27/2019Virtu Financial LLC2,622$0.46M0.0%-50.7%0.202%
11/27/2019Voya Financial Advisors Inc.8,310$1.45M0.1%+2.3%0.639%
10/30/2019Commonwealth Equity Services LLC12,063$2.11M0.0%+4.5%0.894%
10/18/2019Brand Asset Management Group Inc.11,757$2.06M1.4%-0.5%0.871%
10/17/2019Envestnet Asset Management Inc.2,234$0.39M0.0%-29.8%0.165%
8/17/2019Royal Bank of Canada22,854$3.99M0.0%+489.9%1.693%
8/17/2019Ladenburg Thalmann Financial Services Inc.2,764$0.48M0.0%-5.2%0.205%
8/16/2019Susquehanna International Group LLP20,966$3.66M0.0%+154.8%1.553%
8/15/2019Jane Street Group LLC6,524$1.14M0.0%N/A0.483%
8/14/2019Citadel Advisors LLC10,527$1.84M0.0%+742.2%0.780%
8/14/2019Morgan Stanley67,905$11.86M0.0%-1.3%5.030%
8/14/2019Private Advisor Group LLC10,778$1.88M0.0%-63.1%0.798%
8/10/2019LPL Financial LLC20,165$3.52M0.0%+6.4%1.494%
8/6/2019Wells Fargo & Company MN15,837$2.77M0.0%-2.7%1.173%
8/6/2019Aveo Capital Partners LLC7,695$1.37M0.6%-7.7%0.570%
8/6/2019Western Wealth Management LLC1,975$0.34M0.0%-10.6%0.146%
8/6/2019H D Vest Advisory Services3,527$0.62M0.0%+7.2%0.261%
8/5/2019Buckingham Asset Management LLC1,274$0.22M0.0%-11.4%0.094%
8/2/2019Envestnet Asset Management Inc.3,183$0.56M0.0%-84.1%0.236%
8/1/2019Advisory Services Network LLC19,873$3.47M0.2%+24.5%1.472%
7/31/2019Advisor Group Inc.2,735$0.48M0.0%+20.0%0.203%
(Data available from 1/1/2016 forward)

This page was last updated on 1/25/2021 by MarketBeat.com Staff

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