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 100870 $13.83M Jun 2019
Matrix Trust 51918 $6.94M Sep 2019
Commonwealth Equity Services 45914 $6.14M Sep 2019
Bank of America Corporation 44087 $6.08M Mar 2019
Royal Bank of Canada 42037 $5.79M Mar 2019
Ameriprise Financial 33670 $4.64M Mar 2019
UBS Group AG 29819 $4.11M Mar 2019
Chicago Partners Investment 29577 $4.01M Sep 2019
LPL Financial 19616 $2.69M Jun 2019
EisnerAmper Wealth Management Corporate Benefits 16837 $2.25M Sep 2019
Cambridge Investment Research Advisors 15279 $2.04M Sep 2019
Advisor 14808 $2.02M Jun 2019
Citadel Advisors 14433 $1.98M Jun 2019
Connecticut Wealth Management 12910 $1.73M Sep 2019
Name ATLANTA CAPITAL 9098 $1.22M Sep 2019
Courage Miller Partners 7385 $987965 Sep 2019
CIBC World Markets 7202 $987034 Jun 2019
Envestnet Asset Management 7201 $962989 Sep 2019
H D Vest Advisory Services 6949 $927969 Sep 2019
Jane Street 6864 $940985 Jun 2019
Pacific Sun Financial 6755 $903008 Sep 2019
TAP Consulting 6546 $875003 Sep 2019
Janney Montgomery Scott 5727 $765986 Sep 2019
First Allied Advisory Services 5396 $723981 Sep 2019
Tower Research Capital 4441 $593983 Sep 2019
Towerpoint Wealth 4177 $559007 Sep 2019
Mariner Wealth Advisors 4123 $567984 Mar 2019
Ladenburg Thalmann Financial Services 3851 $527625 Jun 2019
ETRADE Capital Management 3651 $500004 Jun 2019
Multi-Financial Securities 3647 $486983 Sep 2019
Frontier Wealth Management 3542 $485006 Jun 2019
F3Logic 3163 $422987 Sep 2019
Full Sail Capital 3124 $404995 Jun 2019
Susquehanna International 2683 $368000 Jun 2019
Mml Investors Services 2519 $346992 Mar 2019
Family Legacy 2438 $334006 Jun 2019
Level Four Advisory Services 2328 $319005 Jun 2019
Private Advisor 2077 $286002 Mar 2019
Cwm 2076 $277997 Sep 2019
Amerivest Investment Management 1990 $266003 Sep 2019
Creative Planning 1927 $258006 Sep 2019
Asset Managment 1794 $245993 Jun 2019
Lincoln National 1722 $230007 Sep 2019
Sigma Planning 1651 $221002 Sep 2019
Fmr 1481 $203000 Jun 2019
Proequities 1426 $195005 Jun 2019
Citi 1347 $179999 Sep 2019
NEXT Financial 1300 $174005 Sep 2019
Prime Capital Investment Advisors 1200 $159996 Sep 2019
First Command Bank 1113 $148997 Sep 2019
First Command Financial Services 1113 $148997 Sep 2019
Brand Asset Management 1042 $139002 Sep 2019
Steward Partners Investment Advisory 988 $131996 Sep 2019
Private Capital 815 $124996 Jun 2019
Plante Moran Financial Advisors 650 $88998 Jun 2019
Northwestern Mutual Wealth Management Company 633 $86999 Jun 2019
SRS Capital Advisors 587 $78998 Sep 2019
Jpmorgan Chase & Co 406 $55000 Jun 2019
Coastal Investment Advisors 400 $56000 Sep 2019
Flagship Harbor Advisors 390 $51998 Sep 2019
Name CAPTRUST FINANCIAL ADVISORS 379 $51998 Jun 2019
Parkside Financial Bank & Trust 371 $49999 Sep 2019
Advisory Services Network 323 $43928 Sep 2019
Ubs Global Asset Management Americas 281 $38514 Jun 2019
Laurel Wealth Advisors 280 $37998 Jun 2019
Quest Capital Management 253 $34000 Sep 2019
Patriot Financial Group Insurance Agency 221 $30000 Sep 2019
Executive Wealth Management 212 $28000 Sep 2019
Trust Co Of Vermont 157 $21000 Sep 2019
William Blair $ Company 152 $21000 Jun 2019
Us Bancorp \de\ 150 $19999 Sep 2019
Assetmark 89 $11999 Mar 2019
Kavar Capital Partners 84 $12000 Jun 2019
TCI Wealth Advisors 76 $10000 Sep 2019
Ironwood Wealth Management 57 $7999 Sep 2019
Eukles Asset Management 39 $5000 Sep 2019
Pnc Financial Services 36 $5000 Sep 2019
Baldwin Brothers 33 $3999 Sep 2019
Camarda Wealth Advisory 27 $4000 Jun 2019
BlackRock 15 $1999 Sep 2019
Global Retirement Partners 14 $2000 Mar 2019

Who sold iShares Morningstar Small Value?

Fund Name Date Sold Shares Held Valued At
SunTrust Banks March 31, 2019 5684 $783766
Nwam June 30, 2019 1540 $210995
Resources Investment Advisors June 30, 2019 842 $115000
Bank Of Montreal /can/ June 30, 2019 710 $97000
LifePlan Financial June 30, 2019 140 $18999
WealthBridge Capital Management March 31, 2019 30 $3999
Parallax Volatility Advisers March 31, 2019 1 $0