iShares Morningstar Large-Cap ETF Institutional Ownership

(ETF)
JKD 
$123.54
*  
1.06
0.87%
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Ownership Summary


Institutional Ownership 20.61%
Total Shares Outstanding (millions) 5
Total Value of Holdings (millions) $139

Active Positions

Holders Shares
Increased Positions 32 201,925
Decreased Positions 20 34,290
Held Positions 10 887,157
Total Institutional Shares 62 1,123,372

New and Sold Out Positions


Holders Shares
New Positions 10 51,755
Sold Out Positions 9 23,101

62 Institutional Holders
1,123,372 Total Shares Held


Click on the column header links to resort ascending (▲) or descending (▼).
Owner Name Date Shared Held Change (Shares) Change (%) Value (in 1,000s)
ASPIRIANT, LLC 12/31/2014 3,045 (4,294) (58.51) 376
ENVESTNET ASSET MANAGEMENT INC 12/31/2014 2,642 470 21.64 326
BANK OF MONTREAL /CAN/ 12/31/2014 2,640 (470) (15.11) 326
WEST COAST FINANCIAL LLC 12/31/2014 2,419 2,419 New 299
IRONWOOD WEALTH MANAGEMENT, LLC 12/31/2014 2,387 2,387 New 295
ASSET MANAGEMENT GROUP, INC. 12/31/2014 2,283 2,283 New 282
CREATIVE PLANNING 03/31/2015 2,196 210 10.57 271
BROOKSTONE CAPITAL MANAGEMENT 12/31/2014 1,971 1,971 New 243
COMERICA SECURITIES INC 12/31/2014 1,869 1,869 New 231
NATIONAL PLANNING CORP 12/31/2014 1,351 (3,709) (73.3) 167
GEMMER ASSET MANAGEMENT LLC 03/31/2015 1,012 (31) (2.97) 125
WHITTIER TRUST CO OF NEVADA INC 12/31/2014 975 0 0.00 120
REGAL INVESTMENT ADVISORS LLC 03/31/2015 750 0 0.00 93
US BANCORP \DE\ 12/31/2014 750 0 0.00 93
MANUFACTURERS LIFE INSURANCE COMPANY, THE 12/31/2014 576 576 New 71

Institutional Holdings information for this company is filed by major institutions on form 13-F with the Securities and Exchange Commission.
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