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iShares Morningstar Mid-Cap ETF Institutional Ownership

JKI 
$162.52
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1.34
0.83%
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Exchange:NASDAQ

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Ownership Summary as reported in the most recent 13F filings


Institutional Ownership 35.02%
Total Shares Outstanding (millions) 3
Total Value of Holdings (millions) $158

Active Positions

Holders Shares
Increased Positions 26 247,749
Decreased Positions 25 41,287
Held Positions 23 691,653
Total Institutional Shares 74 980,689

New and Sold Out Positions


Holders Shares
New Positions 8 168,543
Sold Out Positions 8 22,409

74 Institutional Holders
980,689 Total Shares Held


Click on the column header links to resort ascending (▲) or descending (▼).


Owner Name Date Shares Held Change (Shares) Change (%) Value (in 1,000s)
CORNERSTONE WEALTH MANAGEMENT, LLC 06/30/2018 159,992 159,992 New 25,788
AXA 06/30/2018 136,837 6,400 4.91 22,055
MORGAN STANLEY 03/31/2018 98,011 4,672 5.01 15,797
UBS GROUP AG 03/31/2018 84,010 8,468 11.21 13,541
AMERIPRISE FINANCIAL INC 03/31/2018 77,288 18,728 31.98 12,457
WELLS FARGO & COMPANY/MN 06/30/2018 60,016 5,400 9.89 9,673
BANK OF AMERICA CORP /DE/ 03/31/2018 46,359 (7,405) (13.77) 7,472
FIRST AMERICAN TRUST, FSB 06/30/2018 38,455 1,045 2.79 6,198
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 06/30/2018 29,424 (4,491) (13.24) 4,743
SUSQUEHANNA INTERNATIONAL GROUP, LLP 03/31/2018 27,145 20,433 304.43 4,375
MARIETTA WEALTH MANAGEMENT, LLC 06/30/2018 25,345 815 3.32 4,085
GHP INVESTMENT ADVISORS, INC. 03/31/2018 24,829 (108) (0.43) 4,002
COMMONWEALTH EQUITY SERVICES, LLC 06/30/2018 19,526 9,784 100.43 3,147
LPL FINANCIAL LLC 03/31/2018 17,291 (2,704) (13.52) 2,787
MML INVESTORS SERVICES, LLC 06/30/2018 16,816 1,728 11.45 2,710

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