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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
443
shares
|
$8,828
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
401
shares
|
$7,991
0.0% of portfolio
|
Q3 2023
Reduced 45.96%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
400
shares
|
$7,972
0.0% of portfolio
|
Q4 2023
Reduced 38.46%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
393
shares
|
$7,832
0.0% of portfolio
|
Q3 2024
Added 100.51%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
150
shares
|
$2,989
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
62
shares
|
$1,235
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|