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 $31.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
400
shares
|
$8,236
0.0% of portfolio
|
Q4 2023
Reduced 38.46%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
375
shares
|
$7,721
0.0% of portfolio
|
Q1 2025
Reduced 56.4%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
205
shares
|
$4,220
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
200
shares
|
$4,118
0.0% of portfolio
|
Q2 2025
Reduced 99.41%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
200
shares
|
$4,118
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
188
shares
|
$3,870
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
123
shares
|
$2,532
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|