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 | 169k | $4.7M | 8% | Jun 2024 |
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| Bank of America Corporation | 136k | $2.8M | 72% | Sep 2024 |
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| Kestra Advisory Services | 70k | $1.4M | -67% | Sep 2024 |
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| Royal Bank of Canada | 62k | $1.3M | -8% | Sep 2024 |
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| LPL Financial | 61k | $1.3M | -15% | Sep 2024 |
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| Advisor Group Holdings | 56k | $1.2M | -14% | Sep 2024 |
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| Perigon Wealth Management | 55k | $1.1M | 3% | Sep 2024 |
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| Win Advisors | 54k | $1.1M | 100% | Sep 2024 |
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| Mycio Wealth Partners | 37k | $765k | 0% | Sep 2024 |
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| Kovack Advisors | 32k | $666k | 86% | Sep 2024 |
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| Raymond James Financial Services Advisors | 29k | $599k | -12% | Sep 2024 |
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| Wells Fargo & Company | 28k | $579k | 22% | Sep 2024 |
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| D.A. Davidson & Co. | 27k | $528k | 0% | Jun 2024 |
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| Cambridge Investment Research Advisors | 26k | $545k | -3% | Sep 2024 |
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| First Heartland Consultants | 26k | $535k | -52% | Sep 2024 |
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| Susquehanna International | 26k | $531k | 150% | Sep 2024 |
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| Jpmorgan Chase & Co | 24k | $502k | -1% | Sep 2024 |
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| Commonwealth Equity Services | 24k | $491k | 10% | Sep 2024 |
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| Pensionmark Financial Group | 18k | $380k | 100% | Sep 2024 |
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| Envestnet Asset Management | 18k | $366k | 30% | Sep 2024 |
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| Worth Financial Advisory Group | 16k | $334k | -5% | Sep 2024 |
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| Mml Investors Services | 15k | $316k | 2% | Sep 2024 |
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| HighTower Advisors | 15k | $295k | 22% | Jun 2024 |
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| Signature Estate and Investment Advisors | 14k | $289k | -16% | Sep 2024 |
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| Mayflower Financial Advisors | 14k | $288k | -5% | Sep 2024 |
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| Janney Montgomery Scott | 14k | $285k | 100% | Sep 2024 |
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| Hancock Bank Trust Department | 13k | $256k | -10% | Jun 2024 |
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| Steward Partners Investment Advisory | 13k | $254k | 1% | Jun 2024 |
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| Stifel Financial | 10k | $199k | 0% | Jun 2024 |
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| AQR Capital Management | 10k | $207k | 100% | Sep 2024 |
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| LVW Advisors | 9.8k | $202k | 100% | Sep 2024 |
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| Raymond James & Associates | 9.7k | $200k | -8% | Sep 2024 |
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| Farther Finance Advisors | 8.3k | $172k | 0% | Sep 2024 |
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| Bryn Mawr Trust | 6.6k | $136k | 100% | Sep 2024 |
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| Geneos Wealth Management | 4.7k | $93k | 0% | Jun 2024 |
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| Coconut Grove Bank | 3.9k | $81k | 0% | Sep 2024 |
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| Harbour Investments | 2.3k | $47k | 0% | Sep 2024 |
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| National Bank Of Canada /fi/ | 1.3k | $28k | 100% | Sep 2024 |
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| Principal Securities | 1.3k | $27k | 1% | Sep 2024 |
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| Goss Wealth Management | 1.3k | $25k | 5% | Jun 2024 |
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| PSI Advisors | 1.1k | $22k | 0% | Sep 2024 |
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| CoreCap Advisors | 931.00 | $19k | 0% | Sep 2024 |
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| EverSource Wealth Advisors | 769.00 | $16k | 0% | Sep 2024 |
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| Reuter James Wealth Management | 616.00 | $13k | 100% | Sep 2024 |
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| Bnp Paribas | 600.00 | $12k | 0% | Sep 2024 |
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| Creekmur Asset Management | 554.00 | $11k | -10% | Sep 2024 |
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| Jones Financial Companies, L.L | 443.00 | $9.2k | 100% | Sep 2024 |
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| IFP Advisors | 401.00 | $8.0k | 0% | Jun 2024 |
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| Founders Financial Alliance | 400.00 | $8.3k | 0% | Sep 2024 |
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| Biltmore Family Office | 393.00 | $8.1k | 101% | Sep 2024 |
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| Emerald Investment Partners | 62.00 | $1.3k | 0% | Sep 2024 |
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Who sold out of Ishares Morningstar?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Jun 2024 | 29k | $571k |
| Citadel Advisors | Jun 2024 | 21k | $422k |
| Fifth Third Securities | Jun 2024 | 15k | $301k |
| Financial Advocates Investment Management | Jun 2024 | 4.7k | $411k |
| Tucker Asset Management | Mar 2024 | 455.00 | $9.1k |
| Coastal Investment Advisors | Jun 2024 | 450.00 | $8.9k |
| Northwestern Mutual Wealth Management Company | Jun 2024 | 88.00 | $1.7k |