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Ishares Morningstar shares owned by Raymond James Financial

Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Raymond James Financial from 13F filings

Historical chart of Raymond James Financial investment in Ishares Morningstar

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All positions including Ishares Morningstar held by Raymond James Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Morningstar by Raymond James Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $524k 25k 21.28
2025-06-30 $516k 25k 20.76
2025-03-31 $801k 40k 20.08
2024-12-31 $744k 38k 19.48