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Ishares Morningstar shares owned by Ameritas Advisory Services

Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Ameritas Advisory Services from 13F filings

Historical chart of Ameritas Advisory Services investment in Ishares Morningstar

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All positions including Ishares Morningstar held by Ameritas Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Morningstar by Ameritas Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3k 200 21.28
2025-06-30 $4.2k 200 20.76
2025-03-31 $681k 34k 20.08
2023-03-31 $3.9k 200 19.25

More positions owned by Ameritas Advisory Services

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Tesla Motors (TSLA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Ameritas Advisory Services

Top funds holding Ishares Morningstar

Morgan Stanley
Elevation Capital Advisory
LPL Financial
Perigon Wealth Management
Kestra Advisory Services
Royal Bank of Canada
Kovack Advisors
Commonwealth Equity Services
Wells Fargo & Company
Jane Street
Raymond James Financial
Envestnet Asset Management
Cambridge Investment Research Advisors
Jpmorgan Chase & Co
HighTower Advisors

View all funds holding Ishares Morningstar