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 1.74 Million shares, which have been reported (via 13F filing form) to have a value of $35 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
15,042
shares
|
$302,344
0.0% of portfolio
|
Q4 2024
Added 45.69%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
14,844
shares
|
$298,364
0.18% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
13,635
shares
|
$274,063
0.01% of portfolio
|
Q4 2024
Reduced 44.86%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
12,828
shares
|
$257,842
0.0% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
12,327
shares
|
$247,772
0.01% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
10,990
shares
|
$220,899
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
10,751
shares
|
$216,095
0.01% of portfolio
|
Q4 2024
Reduced 23.03%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$201,000
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Mar 17, 2025 Q4 2024 |
10,000
shares
|
$201,000
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,700
shares
|
$194,970
0.0% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
6,604
shares
|
$132,740
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
5,741
shares
|
$115,394
0.0% of portfolio
|
Q4 2024
Reduced 10.94%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,721
shares
|
$94,892
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
4,030
shares
|
$81,003
0.0% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
3,942
shares
|
$79,234
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
3,492
shares
|
$70,189
0.0% of portfolio
|
Q4 2024
Added 688.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,958
shares
|
$39,355
0.0% of portfolio
|
Q3 2024
Added 55.27%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,362
shares
|
$27,376
0.0% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1,336
shares
|
$26,853
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,279
shares
|
$25,707
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,100
shares
|
$22,110
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
1,026
shares
|
$20,622
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
955
shares
|
$19,195
0.01% of portfolio
|
Q4 2024
Reduced 9.99%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
931
shares
|
$18,713
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
860
shares
|
$17,286
0.0% of portfolio
|
Q4 2024
Reduced 61.88%
|