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 |
|---|---|---|---|---|---|
| LPL Financial | 95k | $2.0M | 6% | Dec 2025 |
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| Perigon Wealth Management | 77k | $1.6M | 11% | Dec 2025 |
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| Kestra Advisory Services | 57k | $1.2M | -4% | Dec 2025 |
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| Royal Bank of Canada | 56k | $1.2M | -28% | Sep 2025 |
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| Wells Fargo & Company | 51k | $1.1M | 97% | Dec 2025 |
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| Win Advisors | 43k | $911k | 100% | Dec 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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| Jane Street | 26k | $542k | 100% | Sep 2025 |
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| Cambridge Investment Research Advisors | 25k | $528k | 9% | Dec 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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| Jpmorgan Chase & Co | 23k | $480k | 100% | Sep 2025 |
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| HighTower Advisors | 22k | $474k | -1% | Sep 2025 |
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| Tempus Wealth Planning | 20k | $428k | 100% | Dec 2025 |
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| Pensionmark Financial Group | 18k | $153k | 100% | Dec 2025 |
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| Susquehanna International | 17k | $354k | 100% | Sep 2025 |
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| First Heartland Consultants | 16k | $351k | 0% | Dec 2025 |
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| Cetera Investment Advisers | 16k | $339k | 100% | Dec 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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| Smithbridge Asset Management | 12k | $257k | 100% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 12k | $258k | 100% | Dec 2025 |
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| Worth Financial Advisory Group | 12k | $250k | 100% | Dec 2025 |
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| Hancock Bank Trust Department | 12k | $248k | 0% | Dec 2025 |
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| Stifel Financial | 10k | $216k | 0% | Sep 2025 |
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| UBS Group | 9.5k | $204k | 8% | Dec 2025 |
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| LVW Advisors | 9.4k | $202k | 0% | Dec 2025 |
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| Jones Financial Companies, L.L | 7.0k | $148k | 16% | Sep 2025 |
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| Global Retirement Partners | 6.2k | $134k | 100% | Dec 2025 |
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| Steward Partners Investment Advisory | 6.0k | $127k | 1% | Sep 2025 |
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| IFP Advisors | 4.1k | $88k | 0% | Dec 2025 |
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| Farther Finance Advisors | 4.0k | $86k | 0% | Dec 2025 |
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| Coconut Grove Bank | 3.9k | $84k | 0% | Dec 2025 |
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| Us Bancorp | 3.2k | $68k | 100% | Dec 2025 |
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| N.E.W. Advisory Services | 2.9k | $63k | 0% | Dec 2025 |
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| Geneos Wealth Management | 2.0k | $44k | -25% | Dec 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 | 944.00 | $20k | -1% | Dec 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 | 0% | Dec 2025 |
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| EverSource Wealth Advisors | 406.00 | $8.7k | 0% | Dec 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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| Cape Investment Advisory | 188.00 | $4.0k | 0% | 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 | $493.000400 | 0% | Dec 2025 |
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| Kingdom Financial Group | 9.00 | $194.000400 | 100% | Dec 2025 |
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Who sold out of Ishares Morningstar?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Elevation Capital Advisory | Sep 2025 | 222k | $4.7M |
| D.A. Davidson & Co. | Sep 2025 | 11k | $241k |
| Fifth Third Securities | Sep 2025 | 9.8k | $208k |
| Janney Montgomery Scott | Sep 2025 | 9.6k | $204k |
| Goss Wealth Management | Sep 2025 | 2.4k | $50k |
| CoreCap Advisors | Sep 2025 | 821.00 | $18k |
| Ameritas Advisory Services | Sep 2025 | 200.00 | $4.3k |
| Clear Investment Research | Sep 2025 | 184.00 | $3.9k |