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 1.74 Million shares, which have been reported (via 13F filing form) to have a value of $34.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
300,129
shares
|
$6.04 Million
0.0% of portfolio
|
Q4 2024
Added 384.73%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
237,190
shares
|
$4.77 Million
0.03% of portfolio
|
Q4 2024
Added 240.33%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
188,329
shares
|
$3.79 Million
0.0% of portfolio
|
Q4 2024
Added 10.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
150,712
shares
|
$3.03 Million
0.0% of portfolio
|
Q4 2024
Added 11.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
83,777
shares
|
$1.68 Million
0.0% of portfolio
|
Q4 2024
Added 36.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
56,546
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
55,682
shares
|
$1.12 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
54,394
shares
|
$1.09 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
45,755
shares
|
$920,133
0.09% of portfolio
|
Q4 2024
Added 41.85%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
38,170
shares
|
$767,598
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
37,305
shares
|
$750,203
0.0% of portfolio
|
Q4 2024
Added 56.95%
|
|
|
Mycio Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
37,037
shares
|
$744,814
0.17% of portfolio
|
Q1 2024
Added 31.26%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
29,673
shares
|
$596,724
0.0% of portfolio
|
Q4 2024
Added 67.71%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,972
shares
|
$582,626
0.0% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
25,746
shares
|
$517,752
0.0% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
24,792
shares
|
$498,567
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
24,108
shares
|
$484,811
0.05% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
23,614
shares
|
$474,877
0.0% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
23,509
shares
|
$472,765
0.0% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
21,865
shares
|
$439,705
0.0% of portfolio
|
Q4 2024
Reduced 22.01%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
20,541
shares
|
$413,079
0.0% of portfolio
|
Q4 2024
Added 24.8%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
19,486
shares
|
$391,863
0.01% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
17,394
shares
|
$349,793
0.0% of portfolio
|
Q4 2024
Added 33.82%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
16,357
shares
|
$328,939
0.0% of portfolio
|
Q4 2024
Reduced 36.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
15,453
shares
|
$310,759
0.0% of portfolio
|
Q4 2024
Added 1.05%
|