Ishares Morningstar Multi-As (IYLD)

CUSIP: 46432F875 | NYSE | 253 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Kestra Advisory Services, LLC93,600

0.0% of portfolio$2.0M

Perigon Wealth Management, LLC91,898

0.0% of portfolio$2.0M

Commonwealth Equity Services, LLC31,280

0.0% of portfolio$679.0K

Cambridge Investment Research Advisors, Inc.24,381

0.0% of portfolio$529

Rose Capital Advisors LLC16,216

0.1% of portfolio$352.0K

First Heartland Consultants, Inc.12,315

0.0% of portfolio$267.3K

Worth Financial Advisory Group, LLC11,102

0.1% of portfolio$241.0K

LVW Advisors, LLC9,422

0.0% of portfolio$204.5K

Ashton Thomas Securities, LLC8,800

0.0% of portfolio$191.0K

First Horizon Corp4,546

0.0% of portfolio$98.7K

Grove Bank & Trust3,942

0.0% of portfolio$85.6K

Farther Finance Advisors, LLC3,727

0.0% of portfolio$80.9K

IFP Advisors, Inc3,281

0.0% of portfolio$71.2K

US Bancorp \de\3,150

0.0% of portfolio$68.4K

Triumph Capital Management2,205

0.0% of portfolio$47.9K

Wilmington Savings Fund Society, FSB2,045

0.0% of portfolio$44.4K

CX Institutional881

0.0% of portfolio$19

Edgemoor Investment Advisors, Inc.575

0.0% of portfolio$12.5K

EverSource Wealth Advisors, LLC406

0.0% of portfolio$8.8K

Cape Investment Advisory, Inc.188

0.0% of portfolio$4.1K

Kingdom Financial Group Llc.9

0.0% of portfolio$202

				Style	Turnover	Location	Filed
Kestra Advisory Services, LLC	93,600	$2.0M	0.0%	Core	Low	Austin, TX	2026-11-02
Perigon Wealth Management, LLC	91,898	$2.0M	0.0%	Growth	Low	San Francisco, CA	2026-10-22
Commonwealth Equity Services, LLC	31,280	$679.0K	0.0%	ETF	Low	Waltham, MA	2026-11-02
Cambridge Investment Research Advisors, Inc.	24,381	$529	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Rose Capital Advisors LLC	16,216	$352.0K	0.1%	ETF	N/A	Miami Beach, FL	2026-11-04
First Heartland Consultants, Inc.	12,315	$267.3K	0.0%	ETF	Medium	Lake St. Louis, MO	2026-10-08
Worth Financial Advisory Group, LLC	11,102	$241.0K	0.1%	Growth	Very Low	Charlotte, NC	2026-10-19
LVW Advisors, LLC	9,422	$204.5K	0.0%	Core	Medium	Pittsford, NY	2026-10-19
Ashton Thomas Securities, LLC	8,800	$191.0K	0.0%	ETF	Medium	Rochester, NY	2026-10-26
First Horizon Corp	4,546	$98.7K	0.0%	Core	Low	Memphis, TN	2026-10-26
Grove Bank & Trust	3,942	$85.6K	0.0%	ETF	Low	Miami, FL	2026-10-08
Farther Finance Advisors, LLC	3,727	$80.9K	0.0%	Index	Low	San Francisco, CA	2026-10-08
IFP Advisors, Inc	3,281	$71.2K	0.0%	Growth	Low	Tampa, FL	2026-10-16
US Bancorp \de\	3,150	$68.4K	0.0%	Index	Low	Minneapolis, MN	2026-11-05
Triumph Capital Management	2,205	$47.9K	0.0%	ETF	Medium	Denver, CO	2026-10-14
Wilmington Savings Fund Society, FSB	2,045	$44.4K	0.0%	Core	Low	Wilmington, DE	2026-10-23
CX Institutional	881	$19	0.0%	Core	Medium	Auburn, IN	2026-10-02
Edgemoor Investment Advisors, Inc.	575	$12.5K	0.0%	Core	Very Low	Bethesda, MD	2026-11-03
EverSource Wealth Advisors, LLC	406	$8.8K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Cape Investment Advisory, Inc.	188	$4.1K	0.0%	ETF	Low	Mcdonough, GA	2026-10-13
Kingdom Financial Group Llc.	9	$202	0.0%	ETF	Medium	Peoria, AZ	2026-11-04