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 1.43 Million shares, which have been reported (via 13F filing form) to have a value of $29.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,700
shares
|
$200,790
0.0% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
6,604
shares
|
$136,702
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
6,165
shares
|
$127,615
0.0% of portfolio
|
Q2 2025
Added 13.43%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
6,010
shares
|
$124,407
0.0% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
5,905
shares
|
$122,233
0.0% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,724
shares
|
$97,786
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,067
shares
|
$84,186
0.0% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
3,942
shares
|
$81,599
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
2,916
shares
|
$60,361
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
2,803
shares
|
$58,022
0.0% of portfolio
|
Q2 2025
Reduced 19.55%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,378
shares
|
$28,524
0.0% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
1,336
shares
|
$27,655
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,279
shares
|
$26,475
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,100
shares
|
$22,770
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
973
shares
|
$20,141
0.0% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
821
shares
|
$16,994
0.0% of portfolio
|
Q1 2025
Reduced 11.82%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
769
shares
|
$15,918
0.0% of portfolio
|
Q1 2023
Reduced 2.66%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
554
shares
|
$11,467
0.0% of portfolio
|
Q3 2024
Reduced 10.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
450
shares
|
$9,315
0.0% of portfolio
|
Q1 2020
Added 44.44%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
401
shares
|
$8,300
0.0% of portfolio
|
Q3 2023
Reduced 45.96%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
400
shares
|
$8,280
0.0% of portfolio
|
Q4 2023
Reduced 38.46%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
375
shares
|
$7,762
0.0% of portfolio
|
Q1 2025
Reduced 56.4%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
205
shares
|
$4,243
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
200
shares
|
$4,140
0.0% of portfolio
|
Q2 2025
Reduced 99.41%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
200
shares
|
$4,140
0.0% of portfolio
|
Q1 2025
New holding
|