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 57 institutions that hold shares in the stock, with a total of 1.2 Million shares, which have been reported (via 13F filing form) to have a value of $23.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
12,998
shares
|
$259,050
0.0% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
12,918
shares
|
$257,455
0.01% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
12,828
shares
|
$255,662
0.0% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
10,980
shares
|
$218,831
0.0% of portfolio
|
Q3 2024
Added 9.45%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
10,325
shares
|
$205,777
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$199,300
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
10,000
shares
|
$199,300
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,700
shares
|
$193,321
0.0% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
8,328
shares
|
$165,977
0.01% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
6,604
shares
|
$131,617
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
6,446
shares
|
$128,468
0.0% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,721
shares
|
$94,089
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
3,942
shares
|
$78,564
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,256
shares
|
$44,962
0.0% of portfolio
|
Q2 2024
Reduced 16.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,958
shares
|
$39,022
0.0% of portfolio
|
Q3 2024
Added 55.27%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,362
shares
|
$27,144
0.0% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,336
shares
|
$26,626
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,279
shares
|
$25,490
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,100
shares
|
$21,923
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
955
shares
|
$19,033
0.01% of portfolio
|
Q4 2024
Reduced 9.99%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
931
shares
|
$18,554
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
769
shares
|
$15,326
0.0% of portfolio
|
Q1 2023
Reduced 2.66%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
600
shares
|
$11,958
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
554
shares
|
$11,041
0.0% of portfolio
|
Q3 2024
Reduced 10.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
450
shares
|
$8,968
0.0% of portfolio
|
Q1 2020
Added 44.44%
|