Institutional Ownership Ishares Tr Ishares Morningstar (IYLD)
This table provides information about the institutional ownership of Ishares Tr Ishares Morningstar (IYLD). We have compiled data on the 59 institutions that hold shares in the stock, with a total of 1.22 Million shares, which have been reported (via 13F filing form) to have a value of $23.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
171,027
shares
|
$3.35 Million
0.0% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
135,572
shares
|
$2.65 Million
0.0% of portfolio
|
Q3 2024
Added 72.12%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
69,694
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2024
Reduced 67.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
61,917
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
61,288
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
56,196
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.7%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
55,396
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
54,157
shares
|
$1.06 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Mycio Wealth Partners, LLC
|
Oct 25, 2024 Q3 2024 |
37,037
shares
|
$724,443
0.18% of portfolio
|
Q1 2024
Added 31.26%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
32,255
shares
|
$630,907
0.07% of portfolio
|
Q3 2024
Added 85.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,972
shares
|
$566,692
0.0% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
28,037
shares
|
$548,403
0.0% of portfolio
|
Q3 2024
Added 22.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
26,400
shares
|
$516,383
0.0% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
25,883
shares
|
$506,271
0.06% of portfolio
|
Q3 2024
Reduced 51.56%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
25,688
shares
|
$502,457
0.0% of portfolio
|
Q3 2024
Added 149.62%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
24,726
shares
|
$483,640
0.01% of portfolio
|
Q3 2024
Added 83.88%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
24,294
shares
|
$475,190
0.0% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
23,768
shares
|
$464,902
0.0% of portfolio
|
Q3 2024
Added 10.21%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
22,939
shares
|
$448,686
0.0% of portfolio
|
Q3 2024
Reduced 13.72%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
18,370
shares
|
$359,317
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
17,693
shares
|
$346,075
0.0% of portfolio
|
Q3 2024
Added 30.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,459
shares
|
$321,938
0.0% of portfolio
|
Q3 2024
Added 10.99%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
16,140
shares
|
$315,698
0.2% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
15,292
shares
|
$299,111
0.0% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
13,967
shares
|
$273,194
0.01% of portfolio
|
Q3 2024
Reduced 15.66%
|