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iShares Morningstar Large Core Index Fund Institutional Ownership

(ETF)
JKD 
$98.66
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0.72
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0.72%
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*Delayed - data as of May 22, 2013 


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Company Details

Institutional Ownership
Type Value
Total Shares Out Standing (millions): 4
Market Capitalization ($ millions): $77
Institutional Ownership: 21.23%
Price (as of 03/31/2013) 99.38

Ownership Summary

Ownership Analysis # of Holders Shares
Total Shares Held: 45 774,870
New Positions: 6 5,013
Increased Positions: 18 50,105
Decreased Positions: 18 104,356
Holders With Activity: 36 154,461
Sold Out Positions: 7 37,475

Institutional Holdings information for JKD is filed by major institutions on form 13-F with the Securities and Exchange Commission. Learn more about the information on this page in the help area for Institutional Holdings.


18 Increased Institutional Holders
50,105 Increased Total Shares Held

Click on the column header links to resort ascending (^) or descending (v).

Owner Name Date Shared Held Change (Shares) Change(%) Value(in 1,000s)
CRESTWOOD ADVISORS LLC 03/31/2013 149,694 12,765 9.32 14,877
MERRIMAN WEALTH MANAGEMENT, LLC 03/31/2013 74,021 554 .75 7,356
JPMORGAN CHASE & CO 03/31/2013 64,729 844 1.32 6,433
UBS AG 03/31/2013 51,483 23,583 84.53 5,116
LPL FINANCIAL LLC 03/31/2013 27,617 2,525 10.06 2,745
AMERIPRISE FINANCIAL INC 03/31/2013 11,632 1,880 19.28 1,156
COMMONWEALTH EQUITY SERVICES, INC 03/31/2013 6,760 1,751 34.96 672
AMERIVEST INVESTMENT MANAGEMENT LLC 03/31/2013 4,964 196 4.11 493
WINCHESTER GROUP INC. 03/31/2013 4,770 470 10.93 474
CETERA ADVISORS LLC 03/31/2013 3,633 267 7.93 361
LADENBURG THALMANN FINANCIAL SERVICES INC 03/31/2013 2,961 65 2.24 294
GOLDMAN SACHS GROUP INC 03/31/2013 2,443 2,443 New 243
CREATIVE PLANNING 03/31/2013 1,284 192 17.58 128
SG AMERICAS SECURITIES, LLC 03/31/2013 1,190 1,190 New 118
ETRADE CAPITAL MANAGEMENT LLC 03/31/2013 827 827 New 82