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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Who bought or sold Ishares Morningstar this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Bank of America Corporation | 250k | $5.0M | -7% | Dec 2023 |
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Royal Bank of Canada | 211k | $4.2M | 232% | Dec 2023 |
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Morgan Stanley | 147k | $2.8M | -1% | Sep 2023 |
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LPL Financial | 146k | $2.8M | 5% | Sep 2023 |
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Advisor Group Holdings | 72k | $1.4M | -15% | Dec 2023 |
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Win Advisors | 72k | $1.4M | 100% | Dec 2023 |
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First Heartland Consultants | 57k | $1.2M | -2% | Dec 2023 |
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Commonwealth Equity Services | 50k | $1.0M | 164% | Dec 2023 |
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Steward Partners Investment Advisory | 50k | $1.0M | 301% | Dec 2023 |
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Baird Financial | 44k | $888k | 100% | Dec 2023 |
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Susquehanna International | 43k | $811k | 234% | Sep 2023 |
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LVW Advisors | 43k | $856k | 100% | Dec 2023 |
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Raymond James Financial Services Advisors | 40k | $812k | 5% | Dec 2023 |
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Cambridge Investment Research Advisors | 35k | $707k | 0% | Dec 2023 |
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Atria Wealth Solutions | 34k | $685k | -6% | Dec 2023 |
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Kestra Advisory Services | 33k | $657k | 115% | Dec 2023 |
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Mycio Wealth Partners | 28k | $568k | 0% | Dec 2023 |
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D.A. Davidson & Co. | 27k | $539k | -20% | Dec 2023 |
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Jpmorgan Chase & Co | 25k | $506k | -1% | Dec 2023 |
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Farther Finance Advisors | 21k | $431k | 100% | Dec 2023 |
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Hancock Bank Trust Department | 19k | $380k | 8% | Dec 2023 |
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Kovack Advisors | 19k | $372k | 45% | Dec 2023 |
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Mayflower Financial Advisors | 18k | $362k | -8% | Dec 2023 |
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Worth Financial Advisory Group | 17k | $350k | -6% | Dec 2023 |
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Cedar Brook Financial Partners | 17k | $334k | 2% | Dec 2023 |
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Mml Investors Services | 16k | $301k | 1% | Sep 2023 |
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Janney Montgomery Scott | 16k | $313k | -5% | Dec 2023 |
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HighTower Advisors | 15k | $298k | -4% | Dec 2023 |
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Financial Advocates Investment Management | 14k | $2.2M | 100% | Dec 2023 |
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Jane Street | 13k | $253k | -14% | Dec 2023 |
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Global Retirement Partners | 12k | $242k | 0% | Dec 2023 |
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IHT Wealth Management | 12k | $227k | -1% | Sep 2023 |
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Ameriprise Financial | 11k | $210k | -39% | Sep 2023 |
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FSC Wealth Advisors | 9.8k | $197k | 100% | Dec 2023 |
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Wells Fargo & Company | 9.0k | $182k | -21% | Dec 2023 |
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UBS Group | 8.7k | $176k | -16% | Dec 2023 |
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BlackRock | 6.8k | $129k | 0% | Sep 2023 |
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Geneos Wealth Management | 5.4k | $109k | -50% | Dec 2023 |
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Coconut Grove Bank | 3.9k | $79k | 0% | Dec 2023 |
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Harbour Investments | 2.7k | $54k | 0% | Dec 2023 |
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Goss Wealth Management | 1.6k | $31k | -18% | Sep 2023 |
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PSI Advisors | 1.1k | $21k | 0% | Dec 2023 |
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EverSource Wealth Advisors | 769.00 | $16k | 0% | Dec 2023 |
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Creekmur Asset Management | 649.00 | $13k | 100% | Dec 2023 |
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Bnp Paribas Arbitrage, Snc | 600.00 | $12k | 100% | Dec 2023 |
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JNBA Financial Advisors | 437.00 | $8.8k | 0% | Dec 2023 |
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IFP Advisors | 401.00 | $8.1k | 0% | Dec 2023 |
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Founders Financial Alliance | 400.00 | $8.0k | -38% | Dec 2023 |
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Aptus Capital Advisors | 257.00 | $4.9k | 2% | Sep 2023 |
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Guardian Wealth Advisors, Llc / Nc | 257.00 | $4.9k | 2% | Sep 2023 |
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Principal Securities | 154.00 | $3.1k | 100% | Dec 2023 |
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Emerald Investment Partners | 62.00 | $1.2k | 0% | Dec 2023 |
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Who sold out of Ishares Morningstar?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Apollon Wealth Management | Sep 2023 | 12k | $233k |
Stratos Wealth Partners | Sep 2023 | 11k | $200k |
Parallel Advisors | Sep 2023 | 2.5k | $48k |
Coastal Investment Advisors | Sep 2023 | 300.00 | $5.9k |