Who owns Ishares Morningstar?
- Ticker: IYLD
- CUSIP Number: 46432F875
Tip: Access positions for across all investors
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 | 325k | $7.1M | 100% | Mar 2026 |
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| Bank of America Corporation | 263k | $5.7M | 100% | Mar 2026 |
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| Kestra Advisory Services | 123k | $2.7M | 116% | Mar 2026 |
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| Silver Oak Securities | 94k | $2.0M | 100% | Mar 2026 |
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| Perigon Wealth Management | 77k | $1.7M | 1% | Mar 2026 |
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| Royal Bank of Canada | 71k | $1.5M | 26% | Mar 2026 |
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| Kovack Advisors | 61k | $1.3M | 12% | Mar 2026 |
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| LPL Financial | 53k | $1.2M | -44% | Mar 2026 |
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| Tempus Wealth Planning | 49k | $1.1M | 145% | Mar 2026 |
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| Wells Fargo & Company | 48k | $1.0M | -6% | Mar 2026 |
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| Commonwealth Equity Services | 41k | $886k | -1% | Mar 2026 |
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| Raymond James Financial | 26k | $554k | 5% | Dec 2025 |
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| Cambridge Investment Research Advisors | 25k | $536k | 0% | Mar 2026 |
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| Cetera Investment Advisers | 23k | $506k | 47% | Mar 2026 |
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| HighTower Advisors | 22k | $484k | 0% | Mar 2026 |
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| Envestnet Asset Management | 21k | $452k | -1% | Mar 2026 |
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| First Heartland Consultants | 16k | $346k | -3% | Mar 2026 |
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| Pensionmark Financial Group | 15k | $322k | -19% | Mar 2026 |
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| Ameriprise Financial | 14k | $305k | 7% | Mar 2026 |
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| Advisor Group Holdings | 14k | $300k | 2% | Dec 2025 |
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| Mml Investors Services | 14k | $295k | -12% | Mar 2026 |
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| IHT Wealth Management | 13k | $278k | 6% | Dec 2025 |
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| Hancock Bank Trust Department | 13k | $279k | 9% | Mar 2026 |
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| Stifel Financial | 10k | $218k | -17% | Mar 2026 |
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| LVW Advisors | 9.4k | $205k | 0% | Mar 2026 |
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| UBS Group | 9.0k | $195k | -6% | Mar 2026 |
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| Ashton Thomas Securities | 8.8k | $191k | 100% | Mar 2026 |
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| Jones Financial Companies, L.L | 6.7k | $144k | -3% | Dec 2025 |
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| Global Retirement Partners | 6.2k | $134k | 100% | Dec 2025 |
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| Steward Partners Investment Advisory | 5.9k | $128k | -2% | Mar 2026 |
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| Farther Finance Advisors | 4.0k | $88k | 0% | Mar 2026 |
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| Coconut Grove Bank | 3.9k | $86k | 0% | Mar 2026 |
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| IFP Advisors | 3.3k | $72k | -20% | Mar 2026 |
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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% | Mar 2026 |
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| Triumph Capital Management | 2.2k | $48k | 0% | Mar 2026 |
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| Geneos Wealth Management | 2.0k | $45k | 0% | Mar 2026 |
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| National Bank Of Canada /fi/ | 1.3k | $29k | 0% | Dec 2025 |
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| CX Institutional | 899.00 | $20k | -5% | Mar 2026 |
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| Fifth Third Bancorp | 523.00 | $11k | 100% | Mar 2026 |
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| Brian McDonald | 518.00 | $11k | 0% | Dec 2025 |
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| EverSource Wealth Advisors | 406.00 | $8.8k | 0% | Mar 2026 |
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| Harbour Investments | 375.00 | $8.1k | 0% | Mar 2026 |
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| Founders Financial Alliance | 250.00 | $5.4k | 0% | Mar 2026 |
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| Sunbelt Securities | 205.00 | $4.5k | 0% | Mar 2026 |
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| Cape Investment Advisory | 188.00 | $4.0k | 0% | Dec 2025 |
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| Lloyd Advisory Services | 9.00 | $198.000000 | 100% | Mar 2026 |
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| Kingdom Financial Group | 9.00 | $198.000000 | 0% | Mar 2026 |
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Who sold out of Ishares Morningstar?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Dec 2025 | 47k | $1.0M |
| Win Advisors | Dec 2025 | 43k | $911k |
| Jane Street | Dec 2025 | 23k | $497k |
| Jpmorgan Chase & Co | Sep 2025 | 23k | $480k |
| Susquehanna International | Sep 2025 | 17k | $354k |
| Smithbridge Asset Management | Dec 2025 | 12k | $257k |
| Wealth Enhancement Advisory Services | Dec 2025 | 12k | $258k |
| Worth Financial Advisory Group | Dec 2025 | 12k | $250k |
| Advisory Services Network | Sep 2025 | 750.00 | $16k |
| Creekmur Asset Management | Sep 2025 | 554.00 | $12k |
| O'shaughnessy Asset Management | Dec 2025 | 83.00 | $1.8k |
| Exchange Traded Concepts | Dec 2025 | 23.00 | $493.000400 |