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Ishares Morningstar shares owned by Cape Investment Advisory

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

Historical chart of Cape Investment Advisory investment in Ishares Morningstar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Morningstar by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $3.9k 188 20.76
2025-03-31 $3.8k 188 20.08
2024-12-31 $3.7k 188 19.48

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View all positions for Cape Investment Advisory

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