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 1.51 Million shares, which have been reported (via 13F filing form) to have a value of $31.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
12,259
shares
|
$252,412
0.01% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
11,136
shares
|
$229,290
0.0% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
10,196
shares
|
$209,935
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
10,000
shares
|
$205,900
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,700
shares
|
$199,723
0.0% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
6,604
shares
|
$135,976
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
5,953
shares
|
$122,572
0.0% of portfolio
|
Q1 2025
Reduced 65.78%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
5,864
shares
|
$120,739
0.0% of portfolio
|
Q1 2025
Added 15748.65%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
5,435
shares
|
$111,906
0.0% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,724
shares
|
$97,267
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,067
shares
|
$83,739
0.0% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
3,942
shares
|
$81,165
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
3,484
shares
|
$71,735
0.0% of portfolio
|
Q1 2025
Added 77.94%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
2,916
shares
|
$60,040
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,362
shares
|
$28,043
0.0% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1,336
shares
|
$27,508
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,279
shares
|
$26,334
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,100
shares
|
$22,649
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
973
shares
|
$20,034
0.0% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
821
shares
|
$16,904
0.0% of portfolio
|
Q1 2025
Reduced 11.82%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
769
shares
|
$15,833
0.0% of portfolio
|
Q1 2023
Reduced 2.66%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
643
shares
|
$13,239
0.0% of portfolio
|
Q1 2025
Reduced 32.67%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
554
shares
|
$11,406
0.0% of portfolio
|
Q3 2024
Reduced 10.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
450
shares
|
$9,265
0.0% of portfolio
|
Q1 2020
Added 44.44%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
401
shares
|
$8,256
0.0% of portfolio
|
Q3 2023
Reduced 45.96%
|