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 52 institutions that hold shares in the stock, with a total of 1.12 Million shares, which have been reported (via 13F filing form) to have a value of $22 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
155,846
shares
|
$3.07 Million
0.0% of portfolio
|
Q1 2024
Added 9.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
110,120
shares
|
$2.17 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.97%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
84,313
shares
|
$1.66 Million
0.01% of portfolio
|
Q1 2024
Added 158.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
77,041
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2024
Reduced 69.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
65,715
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.76%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
65,123
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2024
Reduced 69.06%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2024 Q1 2024 |
55,495
shares
|
$1.09 Million
0.11% of portfolio
|
Q1 2024
Reduced 3.14%
|
|
|
Mycio Wealth Partners, LLC
|
May 07, 2024 Q1 2024 |
37,037
shares
|
$730,369
0.19% of portfolio
|
Q1 2024
Added 31.26%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
35,215
shares
|
$694,439
0.0% of portfolio
|
Q1 2024
Reduced 12.76%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
32,305
shares
|
$637,054
0.0% of portfolio
|
Q1 2024
Added 156.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
28,380
shares
|
$559,653
0.0% of portfolio
|
Q1 2024
Reduced 19.21%
|
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
26,587
shares
|
$524,295
0.0% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
25,069
shares
|
$494,360
0.0% of portfolio
|
Q1 2024
Reduced 0.33%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
18,674
shares
|
$368,251
0.0% of portfolio
|
Q1 2024
Reduced 62.96%
|
|
|
Mayflower Financial Advisors, LLC
|
Apr 29, 2024 Q1 2024 |
17,994
shares
|
$354,841
0.03% of portfolio
|
Q4 2023
Reduced 8.46%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 30, 2024 Q1 2024 |
17,377
shares
|
$342,674
0.24% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
17,366
shares
|
$342,457
0.0% of portfolio
|
Q1 2024
Added 92.4%
|
|
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
Apr 17, 2024 Q1 2024 |
16,454
shares
|
$324,472
0.07% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
15,142
shares
|
$298,600
0.0% of portfolio
|
Q1 2024
Reduced 2.56%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
May 01, 2024 Q1 2024 |
15,088
shares
|
$297,535
0.02% of portfolio
|
Q1 2024
Added 6.89%
|
|
|
Fifth Third Securities, Inc.
|
Apr 17, 2024 Q1 2024 |
14,539
shares
|
$286,709
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Hancock Whitney Corp
|
May 16, 2024 Q1 2024 |
14,434
shares
|
$284,638
0.01% of portfolio
|
Q1 2024
Reduced 23.66%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
14,159
shares
|
$279,215
0.0% of portfolio
|
Q1 2024
Reduced 12.46%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
13,544
shares
|
$267,087
0.0% of portfolio
|
Q1 2024
Reduced 60.25%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
13,517
shares
|
$266,555
0.0% of portfolio
|
Q1 2024
Reduced 62.95%
|
|