Who owns iShares Morningstar Small Value?

Top Holders and Investors of JKL Stock

Find out what company owns iShares Morningstar Small Value, who bought JKL this quarter, and who sold shares of JKL stock?

Fund or Company Name Number of Shares Valued At As Of
Morgan Stanley 154014 $21.24M Mar 2019
Cardan Capital Partners 137564 $18.85M Jun 2019
Wells Fargo & Company 97108 $13.39M Mar 2019
Commonwealth Equity Services 47401 $6.50M Jun 2019
Bank of America Corporation 44087 $6.08M Mar 2019
Royal Bank of Canada 42037 $5.79M Mar 2019
LPL Financial 36625 $5.05M Mar 2019
Ameriprise Financial 33670 $4.64M Mar 2019
Citadel Advisors 31021 $4.28M Mar 2019
UBS Group AG 29819 $4.11M Mar 2019
Chicago Partners Investment 28652 $4.09M Mar 2019
Advisor 20290 $2.80M Mar 2019
Cambridge Investment Research Advisors 18105 $2.50M Mar 2019
EisnerAmper Wealth Management Corporate Benefits 16264 $2.23M Jun 2019
Name ATLANTA CAPITAL 9849 $1.36M Mar 2019
Frank. Day 8497 $1.17M Mar 2019
Susquehanna International 7924 $1.09M Mar 2019
Courage Miller Partners 7728 $1.06M Mar 2019
H D Vest Advisory Services 7564 $1.04M Mar 2019
CIBC World Markets 7057 $973019 Mar 2019
TAP Consulting 6840 $943030 Mar 2019
SunTrust Banks 5684 $783766 Mar 2019
First Allied Advisory Services 4978 $691991 Mar 2019
Ladenburg Thalmann Financial Services 4652 $640999 Mar 2019
Envestnet Asset Management 4309 $593995 Mar 2019
Towerpoint Wealth 4177 $576008 Mar 2019
Mariner Wealth Advisors 4123 $567984 Mar 2019
Jane Street 3764 $519017 Mar 2019
Janney Montgomery Scott 3650 $450008 Mar 2019
ETRADE Capital Management 3613 $498015 Mar 2019
Frontier Wealth Management 3470 $477992 Mar 2019
Tower Research Capital 3366 $464003 Mar 2019
Multi-Financial Securities 3204 $440998 Mar 2019
F3Logic 3124 $430987 Mar 2019
Full Sail Capital 3124 $430987 Mar 2019
RiverPoint Capital Management 2639 $406010 Sep 2018
Mml Investors Services 2519 $346992 Mar 2019
Sigma Planning 2485 $343004 Mar 2019
Cwm 2356 $325010 Mar 2019
Family Legacy 2352 $336006 Mar 2019
Level Four Advisory Services 2328 $321007 Mar 2019
Private Advisor 2077 $286002 Mar 2019
Asset Managment 1785 $246008 Mar 2019
Nwam 1540 $210995 Jun 2019
Amerivest Investment Management 1537 $211998 Mar 2019
Proequities 1394 $191995 Mar 2019
Concorde Asset Management 1380 $189901 Mar 2019
Citi 1323 $182005 Mar 2019
NEXT Financial 1300 $177996 Jun 2019
Prime Capital Investment Advisors 1200 $165000 Mar 2019
First Command Bank 1050 $143997 Jun 2019
First Command Financial Services 1050 $143997 Jun 2019
Brand Asset Management 1042 $144004 Mar 2019
Bank Of Montreal /can/ 910 $125607 Mar 2019
Resources Investment Advisors 837 $115003 Mar 2019
Private Capital 806 $111002 Mar 2019
Parkside Financial Bank & Trust 697 $95997 Mar 2019
Plante Moran Financial Advisors 650 $89999 Mar 2019
Northwestern Mutual Wealth Management Company 633 $86999 Mar 2019
SRS Capital Advisors 584 $72001 Dec 2018
Executive Wealth Management 432 $60000 Mar 2019
Jpmorgan Chase & Co 406 $55999 Mar 2019
Flagship Harbor Advisors 390 $53001 Mar 2019
Name CAPTRUST FINANCIAL ADVISORS 379 $51998 Mar 2019
Ubs Global Asset Management Americas 281 $38743 Mar 2019
Laurel Wealth Advisors 280 $39001 Mar 2019
Patriot Financial Group Insurance Agency 220 $29999 Mar 2019
Advisory Services Network 212 $28908 Mar 2019
Trust Co Of Vermont 157 $22000 Mar 2019
Us Bancorp \de\ 150 $21000 Mar 2019
William Blair $ Company 150 $21000 Mar 2019
LifePlan Financial 140 $18999 Jun 2019
Assetmark 89 $11999 Mar 2019
TCI Wealth Advisors 76 $10000 Mar 2019
Ironwood Wealth Management 57 $7999 Mar 2019
Eukles Asset Management 39 $5000 Mar 2019
Baldwin Brothers 33 $5000 Jun 2019
WealthBridge Capital Management 30 $3999 Mar 2019
Lavaca Capital 28 $4000 Mar 2019
Camarda Wealth Advisory 27 $4000 Mar 2019
BlackRock 15 $1999 Mar 2019
Global Retirement Partners 14 $2000 Mar 2019
Icon Wealth Partners 12 $2000 Mar 2019
Parallax Volatility Advisers 1 $0 Mar 2019

Who sold iShares Morningstar Small Value?

Fund Name Date Sold Shares Held Valued At
GV Financial Advisors Dec. 31, 2018 417 $50999
Creative Financial Designs Dec. 31, 2018 400 $49000
SeaCrest Wealth Management March 31, 2019 210 $29001
Claybrook Capital Dec. 31, 2018 42 $5000
IFP Advisors Dec. 31, 2018 38 $5000
Ruggie Capital Dec. 31, 2018 32 $4000
River Wealth Advisors Dec. 31, 2018 8 $1000