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 1.22 Million shares, which have been reported (via 13F filing form) to have a value of $24.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
13,944
shares
|
$281,111
0.05% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
13,790
shares
|
$278,006
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
12,998
shares
|
$262,039
0.0% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
12,918
shares
|
$260,426
0.01% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
10,980
shares
|
$221,356
0.0% of portfolio
|
Q3 2024
Added 9.45%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
10,325
shares
|
$208,152
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$201,600
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
10,000
shares
|
$201,600
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
9,790
shares
|
$197,366
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,700
shares
|
$195,552
0.0% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
8,328
shares
|
$167,892
0.01% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
6,446
shares
|
$129,951
0.0% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
4,711
shares
|
$94,973
0.0% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
3,942
shares
|
$79,470
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,256
shares
|
$45,480
0.0% of portfolio
|
Q2 2024
Reduced 16.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,958
shares
|
$39,473
0.0% of portfolio
|
Q3 2024
Added 55.27%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,336
shares
|
$26,933
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,327
shares
|
$26,752
0.0% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,279
shares
|
$25,784
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,100
shares
|
$22,176
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
1,061
shares
|
$21,389
0.01% of portfolio
|
Q2 2023
Reduced 9.32%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
931
shares
|
$18,768
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
769
shares
|
$15,503
0.0% of portfolio
|
Q1 2023
Reduced 2.66%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
616
shares
|
$12,418
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
600
shares
|
$12,096
0.0% of portfolio
|
Q2 2024
New holding
|