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 54 institutions that hold shares in the stock, with a total of 1.42 Million shares, which have been reported (via 13F filing form) to have a value of $30.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
305,469
shares
|
$6.45 Million
0.0% of portfolio
|
Q2 2025
Added 69.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
203,150
shares
|
$4.29 Million
0.0% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
185,649
shares
|
$3.92 Million
0.02% of portfolio
|
Q2 2025
Added 152.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
89,388
shares
|
$1.89 Million
0.0% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
78,272
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2025
Added 24.75%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
69,002
shares
|
$1.46 Million
0.03% of portfolio
|
Q3 2025
Added 16.44%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
51,912
shares
|
$1.1 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Win Advisors, Inc
|
Aug 14, 2025 Q2 2025 |
40,288
shares
|
$850,882
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
37,065
shares
|
$782,812
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,972
shares
|
$611,888
0.0% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
27,160
shares
|
$573,619
0.0% of portfolio
|
Q2 2025
Added 66.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
25,772
shares
|
$544,304
0.0% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
24,849
shares
|
$524,810
0.0% of portfolio
|
Q2 2025
Reduced 37.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
22,938
shares
|
$484,450
0.0% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
22,412
shares
|
$473,341
0.0% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
22,141
shares
|
$467,617
0.0% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
21,090
shares
|
$445,420
0.04% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
19,787
shares
|
$417,901
0.0% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
16,301
shares
|
$344,277
0.0% of portfolio
|
Q1 2025
Reduced 30.66%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
15,199
shares
|
$321,002
0.0% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
12,292
shares
|
$259,607
0.01% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
11,600
shares
|
$244,992
0.0% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
10,143
shares
|
$214,220
0.0% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
9,783
shares
|
$206,616
0.01% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,700
shares
|
$204,864
0.0% of portfolio
|
Q3 2024
Reduced 8.24%
|