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 61 institutions that hold shares in the stock, with a total of 1.53 Million shares, which have been reported (via 13F filing form) to have a value of $32.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
306,663
shares
|
$6.56 Million
0.0% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
229,678
shares
|
$4.91 Million
0.0% of portfolio
|
Q3 2025
Added 13.06%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Oct 30, 2025 Q3 2025 |
222,062
shares
|
$4.75 Million
1.89% of portfolio
|
Q3 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
89,572
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
69,002
shares
|
$1.48 Million
0.03% of portfolio
|
Q3 2025
Added 16.44%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
59,145
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2025
Reduced 68.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
56,363
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Added 24.75%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
42,006
shares
|
$898,508
0.09% of portfolio
|
Q3 2025
Reduced 19.08%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
40,882
shares
|
$874,465
0.0% of portfolio
|
Q3 2025
Added 10.3%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,972
shares
|
$619,711
0.0% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
25,707
shares
|
$549,872
0.0% of portfolio
|
Q3 2025
Added 16.11%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
25,463
shares
|
$544,653
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
24,604
shares
|
$526,279
0.0% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
23,771
shares
|
$508,461
0.0% of portfolio
|
Q3 2025
Reduced 12.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
22,640
shares
|
$484,269
0.0% of portfolio
|
Q3 2025
Reduced 12.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
22,537
shares
|
$482,066
0.0% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
22,265
shares
|
$476,248
0.0% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
16,614
shares
|
$355,373
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
16,405
shares
|
$350,902
0.03% of portfolio
|
Q3 2025
Reduced 22.21%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
15,318
shares
|
$327,652
0.0% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
14,908
shares
|
$318,882
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
13,787
shares
|
$294,903
0.0% of portfolio
|
Q3 2025
Reduced 30.32%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
12,292
shares
|
$262,925
0.01% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
11,582
shares
|
$247,738
0.0% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
11,340
shares
|
$242,562
0.0% of portfolio
|
Q3 2025
Reduced 30.43%
|
|