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 61 institutions that hold shares in the stock, with a total of 1.53 Million shares, which have been reported (via 13F filing form) to have a value of $32.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
10,126
shares
|
$216,595
0.0% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
9,783
shares
|
$209,258
0.01% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,700
shares
|
$207,483
0.0% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
9,566
shares
|
$204,616
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lvw Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
9,428
shares
|
$201,664
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
8,814
shares
|
$188,531
0.0% of portfolio
|
Q3 2025
Added 42.97%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
6,964
shares
|
$148,959
0.0% of portfolio
|
Q3 2025
Added 15.87%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,981
shares
|
$127,933
0.0% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
4,106
shares
|
$87,827
0.0% of portfolio
|
Q3 2025
Added 923.94%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4,032
shares
|
$86,244
0.0% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
3,942
shares
|
$84,319
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
2,916
shares
|
$62,373
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,736
shares
|
$58,523
0.0% of portfolio
|
Q3 2025
Reduced 42.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
2,353
shares
|
$50,330
0.0% of portfolio
|
Q3 2025
Reduced 16.05%
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
2,277
shares
|
$48,705
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,699
shares
|
$36,341
0.0% of portfolio
|
Q3 2025
Added 23.29%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
1,336
shares
|
$28,577
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,279
shares
|
$27,357
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,100
shares
|
$23,529
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
951
shares
|
$20,341
0.0% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
821
shares
|
$17,561
0.0% of portfolio
|
Q1 2025
Reduced 11.82%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
750
shares
|
$16,042
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
554
shares
|
$11,850
0.0% of portfolio
|
Q3 2024
Reduced 10.06%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
518
shares
|
$11,080
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
450
shares
|
$9,625
0.0% of portfolio
|
Q1 2020
Added 44.44%
|
|