Who owns Ishares Morningstar?
- Ticker: IYLD
- CUSIP Number: 46432F875
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Analyze quarterly positions in Ishares Morningstar with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ishares Morningstar stock
Who bought or sold Ishares Morningstar this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 306k | $11M | 100% | Jun 2025 |
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| Elevation Capital Advisory | 222k | $4.7M | 100% | Sep 2025 |
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| LPL Financial | 90k | $1.9M | 0% | Sep 2025 |
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| Perigon Wealth Management | 69k | $1.5M | 16% | Sep 2025 |
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| Kestra Advisory Services | 59k | $1.3M | -68% | Sep 2025 |
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| Royal Bank of Canada | 56k | $1.2M | -28% | Sep 2025 |
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| Kovack Advisors | 42k | $894k | -19% | Sep 2025 |
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| Commonwealth Equity Services | 41k | $870k | 10% | Sep 2025 |
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| Wells Fargo & Company | 26k | $547k | 16% | Sep 2025 |
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| Jane Street | 26k | $542k | 100% | Sep 2025 |
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| Raymond James Financial | 25k | $524k | -1% | Sep 2025 |
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| Envestnet Asset Management | 24k | $506k | -12% | Sep 2025 |
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| Cambridge Investment Research Advisors | 23k | $482k | -12% | Sep 2025 |
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| Jpmorgan Chase & Co | 23k | $480k | -2% | Sep 2025 |
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| HighTower Advisors | 22k | $474k | -1% | Sep 2025 |
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| Susquehanna International | 17k | $354k | 100% | Sep 2025 |
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| First Heartland Consultants | 16k | $349k | -22% | Sep 2025 |
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| Mml Investors Services | 15k | $326k | 1% | Sep 2025 |
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| Citadel Advisors | 15k | $317k | 100% | Sep 2025 |
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| Advisor Group Holdings | 14k | $293k | -30% | Sep 2025 |
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| IHT Wealth Management | 12k | $262k | 0% | Sep 2025 |
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| Hancock Bank Trust Department | 12k | $247k | 0% | Sep 2025 |
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| D.A. Davidson & Co. | 11k | $241k | -30% | Sep 2025 |
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| Stifel Financial | 10k | $216k | 0% | Sep 2025 |
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| Fifth Third Securities | 9.8k | $208k | -4% | Sep 2025 |
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| Janney Montgomery Scott | 9.6k | $204k | 100% | Sep 2025 |
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| LVW Advisors | 9.4k | $201k | 100% | Sep 2025 |
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| UBS Group | 8.8k | $188k | 43% | Sep 2025 |
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| Jones Financial Companies, L.L | 7.0k | $148k | 16% | Sep 2025 |
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| Steward Partners Investment Advisory | 6.0k | $127k | 1% | Sep 2025 |
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| IFP Advisors | 4.1k | $87k | 924% | Sep 2025 |
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| Farther Finance Advisors | 4.0k | $86k | -1% | Sep 2025 |
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| Coconut Grove Bank | 3.9k | $84k | 0% | Sep 2025 |
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| N.E.W. Advisory Services | 2.9k | $62k | 0% | Sep 2025 |
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| Geneos Wealth Management | 2.7k | $58k | -42% | Sep 2025 |
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| Goss Wealth Management | 2.4k | $50k | -16% | Sep 2025 |
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| Triumph Capital Management | 2.3k | $49k | 100% | Sep 2025 |
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| Principal Securities | 1.7k | $36k | 23% | Sep 2025 |
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| National Bank Of Canada /fi/ | 1.3k | $28k | 0% | Sep 2025 |
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| CX Institutional | 951.00 | $20k | -2% | Sep 2025 |
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| CoreCap Advisors | 821.00 | $18k | 0% | Sep 2025 |
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| Advisory Services Network | 750.00 | $16k | 100% | Sep 2025 |
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| Creekmur Asset Management | 554.00 | $12k | 0% | Sep 2025 |
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| Brian McDonald | 518.00 | $11k | 100% | Sep 2025 |
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| EverSource Wealth Advisors | 406.00 | $8.6k | -47% | Sep 2025 |
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| Harbour Investments | 375.00 | $8.0k | 0% | Sep 2025 |
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| Anchor Investment Management | 371.00 | $7.9k | 100% | Sep 2025 |
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| Founders Financial Alliance | 250.00 | $5.3k | -38% | Sep 2025 |
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| Sunbelt Securities | 205.00 | $4.4k | 0% | Sep 2025 |
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| Ameritas Advisory Services | 200.00 | $4.3k | 0% | Sep 2025 |
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| Cape Investment Advisory | 188.00 | $3.9k | 0% | Jun 2025 |
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| Clear Investment Research | 184.00 | $3.9k | 100% | Sep 2025 |
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| O'shaughnessy Asset Management | 81.00 | $1.7k | 1% | Sep 2025 |
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| Exchange Traded Concepts | 23.00 | $489.000700 | -81% | Sep 2025 |
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Who sold out of Ishares Morningstar?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Win Advisors | Jun 2025 | 40k | $836k |
| Silver Oak Securities | Jun 2025 | 21k | $435k |
| Bryn Mawr Trust | Jun 2025 | 6.6k | $137k |
| AE Wealth Management | Jun 2025 | 200.00 | $4.2k |