IYLD Institutional Ownership
iShares Morningstar Multi-Asset Income ETF
1W: -1.2%
1M: -2.4%
3M: -2.4%
YTD: +1.1%
1Y: +2.6%
3Y: +28.1%
5Y: +11.2%
$21.62
-0.01 (-0.02%)
Weekly Expected Move ±0.7%
$21
$21
$22
$22
$22
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IYLD
56
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
32M
Total Invested
8
New Positions
13
Increased
24
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (64 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 327,823 | $7M | +3,086 | +1.0% | 47Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 266,659 | $6M | +3,966 | +1.5% | 15Q | SEC ↗ |
| 3 | Perigon Wealth Management, LLC | 92,520 | $2M | +15,176 | +19.6% | 9Q | SEC ↗ |
| 4 | Kestra Advisory Services, LLC | 73,376 | $2M | -49,087 | -40.1% | 15Q | SEC ↗ |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 61,455 | $1M | +24,027 | +64.2% | 2Q | SEC ↗ |
| 6 | Elevation Capital Advisory, LLC NEW | 59,797 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Kovack Advisors, Inc. | 55,380 | $1M | -6,044 | -9.8% | 9Q | SEC ↗ |
| 8 | LPL Financial LLC | 54,063 | $1M | +820 | +1.5% | 47Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN | 47,959 | $1M | +340 | +0.7% | 47Q | SEC ↗ |
| 10 | JONES FINANCIAL COMPANIES LLLP | 46,233 | $1000K | +25,109 | +118.9% | 8Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 44,490 | $962K | -26,294 | -37.1% | 47Q | SEC ↗ |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 31,834 | $688K | -8,924 | -21.9% | 35Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 28,141 | $609K | +10,783 | +62.1% | 26Q | SEC ↗ |
| 14 | Cambridge Investment Research Advisors | 24,359 | $527K | -306 | -1.2% | 44Q | SEC ↗ |
| 15 | JPMORGAN CHASE & CO | 22,537 | $487K | — | +0.0% | 26Q | SEC ↗ |
| 16 | HighTower Advisors, LLC | 21,900 | $474K | -373 | -1.7% | 13Q | SEC ↗ |
| 17 | RAYMOND JAMES FINANCIAL INC | 21,007 | $454K | -87 | -0.4% | 7Q | SEC ↗ |
| 18 | MML INVESTORS SERVICES, LLC | 16,495 | $357K | +2,942 | +21.7% | 23Q | SEC ↗ |
| 19 | JANE STREET GROUP, LLC NEW | 14,718 | $318K | — | +0.0% | 1Q | SEC ↗ |
| 20 | AMERIPRISE FINANCIAL INC | 14,603 | $316K | +547 | +3.9% | 3Q | SEC ↗ |
| 21 | Cetera Investment Advisers | 13,446 | $291K | -9,823 | -42.2% | 3Q | SEC ↗ |
| 22 | First Heartland Consultants, Inc. | 12,315 | $266K | -3,600 | -22.6% | 47Q | SEC ↗ |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 11,890 | $257K | -8,920 | -42.9% | 11Q | SEC ↗ |
| 24 | Worth Financial Advisory Group, LLC NEW | 11,120 | $240K | — | +0.0% | 1Q | SEC ↗ |
| 25 | UBS Group AG | 10,612 | $229K | +1,626 | +18.1% | 47Q | SEC ↗ |
| 26 | STIFEL FINANCIAL CORP | 10,015 | $217K | +5 | +0.0% | 10Q | SEC ↗ |
| 27 | LVW Advisors, LLC | 9,428 | $204K | — | +0.0% | 4Q | SEC ↗ |
| 28 | Global Retirement Partners, LLC NEW | 6,358 | $137K | — | +0.0% | 1Q | SEC ↗ |
| 29 | FIRST HORIZON CORP NEW | 4,546 | $98K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Geneos Wealth Management Inc. | 4,110 | $89K | +2,061 | +100.6% | 42Q | SEC ↗ |
| 31 | Grove Bank & Trust | 3,942 | $85K | — | +0.0% | 15Q | SEC ↗ |
| 32 | Farther Finance Advisors, LLC | 3,762 | $81K | -255 | -6.3% | 11Q | SEC ↗ |
| 33 | IFP Advisors, Inc | 3,281 | $71K | -9 | -0.3% | 28Q | SEC ↗ |
| 34 | US BANCORP \DE | 3,150 | $68K | — | +0.0% | 3Q | SEC ↗ |
| 35 | N.E.W. Advisory Services LLC | 2,916 | $63K | — | +0.0% | 6Q | SEC ↗ |
| 36 | Triumph Capital Management | 2,205 | $48K | -18 | -0.8% | 4Q | SEC ↗ |
| 37 | NewEdge Advisors, LLC NEW | 1,630 | $35K | — | +0.0% | 1Q | SEC ↗ |
| 38 | NATIONAL BANK OF CANADA /FI | 1,336 | $29K | — | +0.0% | 8Q | SEC ↗ |
| 39 | CX Institutional | 880 | $19K | -19 | -2.1% | 6Q | SEC ↗ |
| 40 | EverSource Wealth Advisors, LLC | 406 | $9K | — | +0.0% | 15Q | SEC ↗ |
| 41 | HARBOUR INVESTMENTS, INC. | 375 | $8K | — | +0.0% | 17Q | SEC ↗ |
| 42 | Steward Partners Investment Advisory, | 288 | $6K | -5,616 | -95.1% | 33Q | SEC ↗ |
| 43 | Founders Financial Alliance, LLC | 250 | $5K | — | +0.0% | 24Q | SEC ↗ |
| 44 | CWM, LLC NEW | 247 | $5K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Sunbelt Securities, Inc. | 205 | $4K | — | +0.0% | 6Q | SEC ↗ |
| 46 | Cape Investment Advisory, Inc. NEW | 188 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Institute for Wealth Management, LLC. NEW | 86 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Kingdom Financial Group LLC. | 9 | $0K | — | +0.0% | 3Q | SEC ↗ |
| 49 | FMR LLC | 1 | $0K | — | +0.0% | 2Q | SEC ↗ |
| 50 | Advisory Services Network, LLC | 0 | $0K | -650 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| Elevation Capital Advisory, LLC | 59,797 | $1M |
| JANE STREET GROUP, LLC | 14,718 | $318K |
| Worth Financial Advisory Group, LLC | 11,120 | $240K |
| Global Retirement Partners, LLC | 6,358 | $137K |
| FIRST HORIZON CORP | 4,546 | $98K |
| NewEdge Advisors, LLC | 1,630 | $35K |
| CWM, LLC | 247 | $5K |
| Cape Investment Advisory, Inc. | 188 | $4K |
| Institute for Wealth Management, LL | 86 | $2K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SILVER OAK SECURITIES, INCORPORATED | 94,130 | $2M |
| Tempus Wealth Planning, LLC | 49,000 | $1M |
| CITADEL ADVISORS LLC | 47,182 | $1M |
| WIN ADVISORS, INC | 42,535 | $920K |
| World Investment Advisors | 14,835 | $321K |
| HANCOCK WHITNEY CORP | 12,569 | $272K |
| IHT Wealth Management, LLC | 12,065 | $261K |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 12,000 | $260K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 11,946 | $258K |
| ASHTON THOMAS SECURITIES, LLC | 8,800 | $190K |
| Advisory Services Network, LLC | 650 | $14K |
| FIFTH THIRD BANCORP | 523 | $11K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 83 | $2K |
| EXCHANGE TRADED CONCEPTS, LLC | 23 | $0K |
| Lloyd Advisory Services, LLC. | 9 | $0K |
Biggest Increases (13)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +25,109 | +118.9% | 46,233 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +24,027 | +64.2% | 61,455 |
| Perigon Wealth Management, LLC | +15,176 | +19.6% | 92,520 |
| OSAIC HOLDINGS, INC. | +10,783 | +62.1% | 28,141 |
| BANK OF AMERICA CORP /DE | +3,966 | +1.5% | 266,659 |
| MORGAN STANLEY | +3,086 | +1.0% | 327,823 |
| MML INVESTORS SERVICES, LLC | +2,942 | +21.7% | 16,495 |
| Geneos Wealth Management Inc. | +2,061 | +100.6% | 4,110 |
| UBS Group AG | +1,626 | +18.1% | 10,612 |
| LPL Financial LLC | +820 | +1.5% | 54,063 |
| AMERIPRISE FINANCIAL INC | +547 | +3.9% | 14,603 |
| WELLS FARGO & COMPANY/MN | +340 | +0.7% | 47,959 |
| STIFEL FINANCIAL CORP | +5 | +0.0% | 10,015 |
Biggest Decreases (15)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Kestra Advisory Services, LLC | -49,087 | -40.1% | 73,376 |
| ROYAL BANK OF CANADA | -26,294 | -37.1% | 44,490 |
| Cetera Investment Advisers | -9,823 | -42.2% | 13,446 |
| COMMONWEALTH EQUITY SERVICES, LLC | -8,924 | -21.9% | 31,834 |
| ENVESTNET ASSET MANAGEMENT INC | -8,920 | -42.9% | 11,890 |
| Kovack Advisors, Inc. | -6,044 | -9.8% | 55,380 |
| Steward Partners Investment Advisor | -5,616 | -95.1% | 288 |
| First Heartland Consultants, Inc. | -3,600 | -22.6% | 12,315 |
| HighTower Advisors, LLC | -373 | -1.7% | 21,900 |
| Cambridge Investment Research Advis | -306 | -1.2% | 24,359 |
| Farther Finance Advisors, LLC | -255 | -6.3% | 3,762 |
| RAYMOND JAMES FINANCIAL INC | -87 | -0.4% | 21,007 |
| CX Institutional | -19 | -2.1% | 880 |
| Triumph Capital Management | -18 | -0.8% | 2,205 |
| IFP Advisors, Inc | -9 | -0.3% | 3,281 |