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 58 institutions that hold shares in the stock, with a total of 1.55 Million shares, which have been reported (via 13F filing form) to have a value of $31.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
268,791
shares
|
$5.49 Million
2.35% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
202,498
shares
|
$4.14 Million
0.0% of portfolio
|
Q1 2025
Added 34.36%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
180,748
shares
|
$3.69 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
84,156
shares
|
$1.72 Million
0.0% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
73,574
shares
|
$1.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 68.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
62,744
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 79.09%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
56,181
shares
|
$1.15 Million
0.03% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
53,405
shares
|
$1.09 Million
0.12% of portfolio
|
Q1 2025
Added 16.72%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
39,900
shares
|
$815,556
0.0% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
39,126
shares
|
$799,735
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mycio Wealth Partners, LLC
|
May 07, 2025 Q1 2025 |
37,037
shares
|
$757,036
0.18% of portfolio
|
Q1 2024
Added 31.26%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
36,974
shares
|
$755,748
0.0% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
33,908
shares
|
$693,079
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,972
shares
|
$592,187
0.0% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
26,640
shares
|
$544,521
0.0% of portfolio
|
Q4 2024
Added 97.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
25,762
shares
|
$526,575
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
23,078
shares
|
$471,714
0.05% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
22,938
shares
|
$468,852
0.0% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
22,142
shares
|
$452,582
0.0% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
21,025
shares
|
$429,751
0.0% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
16,350
shares
|
$334,194
0.0% of portfolio
|
Q1 2025
Reduced 44.9%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
16,301
shares
|
$333,192
0.0% of portfolio
|
Q1 2025
Reduced 30.66%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
15,399
shares
|
$314,755
0.0% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
14,001
shares
|
$286,180
0.18% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
13,667
shares
|
$279,353
0.0% of portfolio
|
Q1 2025
Reduced 44.87%
|