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 55 institutions that hold shares in the stock, with a total of 1.27 Million shares, which have been reported (via 13F filing form) to have a value of $26.2 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
13,579
shares
|
$279,591
0.0% of portfolio
|
Q2 2024
Added 0.26%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
13,447
shares
|
$276,873
0.01% of portfolio
|
Q1 2024
Added 9.93%
|
|
Hancock Whitney Corp
|
Aug 13, 2024 Q2 2024 |
12,921
shares
|
$266,043
0.01% of portfolio
|
Q2 2024
Reduced 10.48%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
12,811
shares
|
$263,778
0.0% of portfolio
|
Q2 2024
Added 1.3%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
10,571
shares
|
$217,656
0.0% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
10,291
shares
|
$211,891
0.0% of portfolio
|
Q2 2024
Reduced 23.87%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
10,032
shares
|
$206,558
0.0% of portfolio
|
Q1 2024
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
8,317
shares
|
$171,247
0.01% of portfolio
|
Q2 2024
Reduced 8.31%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
6,655
shares
|
$137,026
0.0% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
4,725
shares
|
$97,287
0.01% of portfolio
|
Q2 2024
Reduced 68.68%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
4,703
shares
|
$96,834
0.0% of portfolio
|
Q2 2024
Added 0.06%
|
|
Grove Bank & Trust
|
Jul 24, 2024 Q2 2024 |
3,942
shares
|
$81,165
0.01% of portfolio
|
Q4 2022
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
2,256
shares
|
$46,451
0.0% of portfolio
|
Q2 2024
Reduced 16.51%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
1,312
shares
|
$27,014
0.0% of portfolio
|
Q2 2024
Added 371.94%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,279
shares
|
$26,334
0.0% of portfolio
|
Q2 2018
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
1,261
shares
|
$25,963
0.0% of portfolio
|
Q2 2024
Added 5.08%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,100
shares
|
$22,649
0.01% of portfolio
|
Q1 2023
New holding
|
|
Psi Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
1,061
shares
|
$21,845
0.01% of portfolio
|
Q2 2023
Reduced 9.32%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
931
shares
|
$19,169
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
769
shares
|
$15,833
0.0% of portfolio
|
Q1 2023
Reduced 2.66%
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 13, 2024 Q2 2024 |
616
shares
|
$12,683
0.0% of portfolio
|
Q2 2024
Reduced 5.08%
|
|
Bnp Paribas
New York, NY |
Aug 13, 2024 Q2 2024 |
600
shares
|
$12,354
0.0% of portfolio
|
Q2 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
450
shares
|
$9,265
0.0% of portfolio
|
Q1 2020
Added 44.44%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 15, 2024 Q2 2024 |
450
shares
|
$9,265
0.0% of portfolio
|
Q2 2024
Added 50.0%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
401
shares
|
$8,256
0.0% of portfolio
|
Q3 2023
Reduced 45.96%
|