iShares Morningstar Mid-Cap Value ETF

Historical 13F Holders

Symbol
JKI
CUSIP
464288406
All holders as of
Q1 2025
Type
Equity
Class
MRGSTR MD CP VAL
Reported Value, Excluding Options
Total Filings
Period Filings Shares, Excl. Options Value, Excl. Options
2025 Q1 151 5.22 M $386 M
2024 Q4 142 5.82 M $432 M
2024 Q3 141 5.02 M $382 M
2024 Q2 131 5.77 M $405 M
2024 Q1 134 6.78 M $491 M
2023 Q4 132 6.11 M $414 M
2023 Q3 125 4.59 M $278 M
2023 Q2 122 4.43 M $283 M
2023 Q1 122 4.37 M $270 M
2022 Q4 112 4.20 M $261 M
2022 Q3 103 3.84 M $215 M
2022 Q2 105 3.89 M $231 M
2022 Q1 107 4.13 M $285 M
2021 Q4 101 3.66 M $250 M
2021 Q3 89 3.64 M $230 M
2021 Q2 94 3.65 M $234 M
2021 Q1 86 1.24 M $222 M
2020 Q4 81 1.21 M $189 M
2020 Q3 72 1.20 M $157 M
2020 Q2 74 1.15 M $144 M
2020 Q1 73 1.26 M $132 M
2019 Q4 83 1.12 M $188 M
2019 Q3 86 1.28 M $206 M
2019 Q2 81 1.26 M $198 M
2019 Q1 77 1.18 M $168 M
2018 Q4 70 993 k $138 M
2018 Q3 72 1.15 M $193 M
2018 Q2 66 969 k $130 M
2018 Q1 68 802 k $125 M
2017 Q4 72 779 k $124 M
2017 Q3 59 760 k $115 M
2017 Q2 61 726 k $107 M
2017 Q1 61 841 k $125 M
2016 Q4 56 868 k $125 M
2016 Q3 41 493 k $66.1 M
2016 Q2 42 506 k $63.8 M
2016 Q1 37 412 k $50.8 M
2015 Q4 36 415 k $49.3 M
2015 Q3 35 506 k $57.9 M
2015 Q2 38 593 k $73.3 M
2015 Q1 41 583 k $73.6 M
2014 Q4 39 633 k $78.8 M
2014 Q3 36 599 k $71.7 M
2014 Q2 36 700 k $87.1 M
2014 Q1 31 528 k $62.3 M