iShares Morningstar Small Value Index Fund Institutional Ownership

(ETF)
JKL 
$126.674
*  
0.146
0.12%
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*Delayed - data as of Jul. 9, 2014  -  Find a broker to begin trading JKL now


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Company Details

Institutional Ownership
Type Value
Total Shares Out Standing (millions): 3
Total Value of Holdings ($ millions): $86
Institutional Ownership: 22.26%
Price (as of 06/30/2014) 126.82

Ownership Summary

Ownership Analysis # of Holders Shares
Total Shares Held: 49 679,068
New Positions: 6 9,883
Increased Positions: 19 73,115
Decreased Positions: 22 129,098
Holders With Activity: 41 202,213
Sold Out Positions: 4 68,068

Institutional Holdings information for JKL 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.

49 Institutional Holders
679,068 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)
ATRIA INVESTMENTS LLC 03/31/2014 140,280 5,163 3.82 17,790
MORGAN STANLEY 03/31/2014 110,951 22,443 25.36 14,071
ROYAL BANK OF CANADA 03/31/2014 46,418 (6,982) (13.08) 5,887
LPL FINANCIAL LLC 03/31/2014 46,202 1,419 3.17 5,859
BANK OF MONTREAL /CAN/ 03/31/2014 40,000 20,000 New 5,073
AMERIPRISE FINANCIAL INC 03/31/2014 39,386 (6,352) (13.89) 4,995
WELLS FARGO & COMPANY/MN 03/31/2014 38,363 10,367 37.03 4,865
BANK OF AMERICA CORP /DE/ 03/31/2014 29,031 (12,027) (29.29) 3,682
ATLANTA CAPITAL GROUP 03/31/2014 25,050 (260) (1.03) 3,177
INVESTORS CAPITAL ADVISORY SERVICES 03/31/2014 18,575 (898) (4.61) 2,356
COMMONWEALTH EQUITY SERVICES, INC 03/31/2014 17,200 (710) (3.96) 2,181
COURAGE MILLER PARTNERS, LLC 03/31/2014 16,699 (38) (0.23) 2,118
UBS AG 03/31/2014 15,683 (16,908) (51.88) 1,989
CAMARDA FINANCIAL ADVISORS, LLC 03/31/2014 15,143 (2,282) (13.1) 1,920
SUSQUEHANNA INTERNATIONAL GROUP, LLP 03/31/2014 11,055 (10,611) (48.98) 1,402