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 | 0% | Mar 2026 |
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| Bank of America Corporation | 267k | $5.9M | 2% | Jun 2026 |
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| Perigon Wealth Management | 93k | $2.0M | 20% | Jun 2026 |
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| Kestra Advisory Services | 73k | $1.6M | -40% | Jun 2026 |
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| Susquehanna International | 62k | $1.4M | 64% | Jun 2026 |
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| Elevation Capital Advisory | 60k | $1.3M | 100% | Jun 2026 |
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| Kovack Advisors | 55k | $1.2M | -10% | Jun 2026 |
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| LPL Financial | 54k | $1.2M | 2% | Jun 2026 |
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| Wells Fargo & Company | 48k | $1.1M | 1% | Jun 2026 |
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| Jones Financial Companies, L.L | 46k | $1.0M | 119% | Jun 2026 |
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| Royal Bank of Canada | 45k | $985k | -37% | Jun 2026 |
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| Commonwealth Equity Services | 32k | $705k | -22% | Jun 2026 |
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| Advisor Group Holdings | 28k | $623k | 62% | Jun 2026 |
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| Cambridge Investment Research Advisors | 24k | $539k | -1% | Jun 2026 |
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| Jpmorgan Chase & Co | 23k | $500k | 100% | Jun 2026 |
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| HighTower Advisors | 22k | $485k | -2% | Jun 2026 |
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| Raymond James Financial | 21k | $465k | 0% | Jun 2026 |
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| Mml Investors Services | 17k | $365k | 22% | Jun 2026 |
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| Jane Street | 15k | $326k | 100% | Jun 2026 |
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| Ameriprise Financial | 15k | $323k | 4% | Jun 2026 |
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| Cetera Investment Advisers | 13k | $298k | -42% | Jun 2026 |
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| First Heartland Consultants | 12k | $273k | -23% | Jun 2026 |
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| Envestnet Asset Management | 12k | $263k | -43% | Jun 2026 |
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| Worth Financial Advisory Group | 11k | $246k | 100% | Jun 2026 |
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| UBS Group | 11k | $235k | 18% | Jun 2026 |
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| Stifel Financial | 10k | $222k | 0% | Jun 2026 |
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| LVW Advisors | 9.4k | $205k | 0% | Mar 2026 |
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| Global Retirement Partners | 6.4k | $141k | 2% | Jun 2026 |
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| First Horizon National Corp | 4.5k | $101k | 100% | Jun 2026 |
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| Geneos Wealth Management | 4.1k | $91k | 101% | Jun 2026 |
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| Coconut Grove Bank | 3.9k | $87k | 0% | Jun 2026 |
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| Farther Finance Advisors | 3.8k | $83k | -6% | Jun 2026 |
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| IFP Advisors | 3.3k | $73k | 0% | Jun 2026 |
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| Us Bancorp | 3.2k | $70k | 0% | Jun 2026 |
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| N.E.W. Advisory Services | 2.9k | $65k | 0% | Jun 2026 |
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| Triumph Capital Management | 2.2k | $48k | 0% | Mar 2026 |
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| Goss Wealth Management | 1.6k | $36k | 100% | Jun 2026 |
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| National Bank Of Canada /fi/ | 1.3k | $30k | 0% | Jun 2026 |
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| CX Institutional | 880.00 | $19k | -2% | Jun 2026 |
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| EverSource Wealth Advisors | 406.00 | $9.0k | 0% | Jun 2026 |
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| Harbour Investments | 375.00 | $8.3k | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 288.00 | $6.4k | -95% | Jun 2026 |
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| Founders Financial Alliance | 250.00 | $5.5k | 0% | Jun 2026 |
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| CWM | 247.00 | $5.4k | 100% | Mar 2026 |
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| Sunbelt Securities | 205.00 | $4.5k | 0% | Mar 2026 |
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| Cape Investment Advisory | 188.00 | $4.2k | 100% | Jun 2026 |
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| Institute For Wealth Management | 86.00 | $1.9k | 100% | Jun 2026 |
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| Kingdom Financial Group | 9.00 | $204.000300 | 0% | Jun 2026 |
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| FMR | 1.00 | $22.000000 | 0% | Jun 2026 |
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Who sold out of Ishares Morningstar?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Silver Oak Securities | Mar 2026 | 94k | $2.0M |
| Tempus Wealth Planning | Mar 2026 | 49k | $1.1M |
| Pensionmark Financial Group | Mar 2026 | 15k | $322k |
| Hancock Bank Trust Department | Mar 2026 | 13k | $279k |
| IHT Wealth Management | Mar 2026 | 12k | $262k |
| Ashton Thomas Securities | Mar 2026 | 8.8k | $191k |
| Advisory Services Network | Mar 2026 | 650.00 | $14k |
| Fifth Third Bancorp | Mar 2026 | 523.00 | $11k |
| Lloyd Advisory Services | Mar 2026 | 9.00 | $198.000000 |