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Ishares Morningstar Multi-As (IYLD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kestra Advisory Services, LLC
INCREASED
Shares93,600 from 73,376
Change+20,224 (+28%)
Value$2.0M (+$407.0K)
Filed 2026-11-02
Perigon Wealth Management, LLC
DECREASED
Shares91,898 from 92,520
Change-622 (-1%)
Value$2.0M (-$53.9K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares31,280 from 31,834
Change-554 (-2%)
Value$679.0K (-$25.9K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares24,381 from 24,359
Change+22 (+0%)
Value$529 (-$538.5K)
Filed 2026-11-02
Rose Capital Advisors LLC
NEW
Shares16,216
Change+16,216
Value$352.0K
Filed 2026-11-04
First Heartland Consultants, Inc.
UNCHANGED
Shares12,315 from 12,315
Change0 (0%)
Value$267.3K (-$5.4K)
Filed 2026-10-08
Worth Financial Advisory Group, LLC
DECREASED
Shares11,102 from 11,120
Change-18 (0%)
Value$241.0K (-$5.2K)
Filed 2026-10-19
LVW Advisors, LLC
DECREASED
Shares9,422 from 9,428
Change-6 (0%)
Value$204.5K (-$4.3K)
Filed 2026-10-19
Ashton Thomas Securities, LLC
NEW
Shares8,800
Change+8,800
Value$191.0K
Filed 2026-10-26
First Horizon Corp
UNCHANGED
Shares4,546 from 4,546
Change0 (0%)
Value$98.7K (-$2.0K)
Filed 2026-10-26
Grove Bank & Trust
UNCHANGED
Shares3,942 from 3,942
Change0 (0%)
Value$85.6K (-$1.7K)
Filed 2026-10-08
Farther Finance Advisors, LLC
DECREASED
Shares3,727 from 3,762
Change-35 (-1%)
Value$80.9K (-$2.4K)
Filed 2026-10-08
IFP Advisors, Inc
UNCHANGED
Shares3,281 from 3,281
Change0 (0%)
Value$71.2K (-$1.4K)
Filed 2026-10-16
US Bancorp \de\
UNCHANGED
Shares3,150 from 3,150
Change0 (0%)
Value$68.4K (-$1.4K)
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares2,205 from 2,205
Change0 (0%)
Value$47.9K (-$963)
Filed 2026-10-14
Wilmington Savings Fund Society, FSB
NEW
Shares2,045
Change+2,045
Value$44.4K
Filed 2026-10-23
CX Institutional
INCREASED
Shares881 from 880
Change+1 (+0%)
Value$19 ($0)
Filed 2026-10-02
Edgemoor Investment Advisors, Inc.
NEW
Shares575
Change+575
Value$12.5K
Filed 2026-11-03
EverSource Wealth Advisors, LLC
UNCHANGED
Shares406 from 406
Change0 (0%)
Value$8.8K (-$178)
Filed 2026-11-04
Cape Investment Advisory, Inc.
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$4.1K (-$82)
Filed 2026-10-13
Kingdom Financial Group Llc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$202 (-$2)
Filed 2026-11-04
Elevation Capital Advisory, LLC
CLOSED
Shares0 from 59,797
Change-59,797 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-29
Morgan Stanley
N/A
Shares— from 327,823
Change-327,823 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 266,659
Change-266,659 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 61,455
Change-61,455 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 55,380
Change-55,380 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 54,063
Change-54,063 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 47,959
Change-47,959 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 46,233
Change-46,233 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 44,490
Change-44,490 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 28,141
Change-28,141 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 22,537
Change-22,537 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 21,900
Change-21,900 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 21,007
Change-21,007 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 16,495
Change-16,495 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 14,718
Change-14,718 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 14,603
Change-14,603 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 13,446
Change-13,446 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 11,890
Change-11,890 (-100%)
Value—
UBS Group AG
N/A
Shares— from 10,612
Change-10,612 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 10,015
Change-10,015 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,358
Change-6,358 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,110
Change-4,110 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 2,916
Change-2,916 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,630
Change-1,630 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 375
Change-375 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 288
Change-288 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 86
Change-86 (-100%)
Value—
FMR LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Kestra Advisory Services, LLC
INCREASED93,60073,376+20,224+28%$1.6M$2.0M+$407.0K2026-11-02
Perigon Wealth Management, LLC
DECREASED91,89892,520-622-1%$2.0M$2.0M-$53.9K2026-10-22
Commonwealth Equity Services, LLC
DECREASED31,28031,834-554-2%$705.0K$679.0K-$25.9K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED24,38124,359+22+0%$539.0K$529-$538.5K2026-11-02
Rose Capital Advisors LLC
NEW16,216—+16,216——$352.0K—2026-11-04
First Heartland Consultants, Inc.
UNCHANGED12,31512,31500%$272.7K$267.3K-$5.4K2026-10-08
Worth Financial Advisory Group, LLC
DECREASED11,10211,120-180%$246.3K$241.0K-$5.2K2026-10-19
LVW Advisors, LLC
DECREASED9,4229,428-60%$208.8K$204.5K-$4.3K2026-10-19
Ashton Thomas Securities, LLC
NEW8,800—+8,800——$191.0K—2026-10-26
First Horizon Corp
UNCHANGED4,5464,54600%$100.7K$98.7K-$2.0K2026-10-26
Grove Bank & Trust
UNCHANGED3,9423,94200%$87.3K$85.6K-$1.7K2026-10-08
Farther Finance Advisors, LLC
DECREASED3,7273,762-35-1%$83.3K$80.9K-$2.4K2026-10-08
IFP Advisors, Inc
UNCHANGED3,2813,28100%$72.7K$71.2K-$1.4K2026-10-16
US Bancorp \de\
UNCHANGED3,1503,15000%$69.8K$68.4K-$1.4K2026-11-05
Triumph Capital Management
UNCHANGED2,2052,20500%$48.8K$47.9K-$9632026-10-14
Wilmington Savings Fund Society, FSB
NEW2,045—+2,045——$44.4K—2026-10-23
CX Institutional
INCREASED881880+1+0%$19$19$02026-10-02
Edgemoor Investment Advisors, Inc.
NEW575—+575——$12.5K—2026-11-03
EverSource Wealth Advisors, LLC
UNCHANGED40640600%$9.0K$8.8K-$1782026-11-04
Cape Investment Advisory, Inc.
UNCHANGED18818800%$4.2K$4.1K-$822026-10-13
Kingdom Financial Group Llc.
UNCHANGED9900%$204$202-$22026-11-04
Elevation Capital Advisory, LLC
CLOSED059,797-59,797-100%$1.3M$0-$1.3M2026-10-29
Morgan Stanley
N/A—327,823-327,823-100%$7.3M———
Bank of America Corp
N/A—266,659-266,659-100%$5.9M———
Susquehanna International Group, LLP
N/A—61,455-61,455-100%$1.4M———
Kovack Advisors, Inc.
N/A—55,380-55,380-100%$1.2M———
LPL Financial LLC
N/A—54,063-54,063-100%$1.2M———
Wells Fargo & Company
N/A—47,959-47,959-100%$1.1M———
Jones Financial Companies Lllp
N/A—46,233-46,233-100%$1.0M———
Royal Bank of Canada
N/A—44,490-44,490-100%$985.0K———
Osaic Holdings, Inc.
N/A—28,141-28,141-100%$623.1K———
JPMorgan Chase & Co
N/A—22,537-22,537-100%$500.0K———
HighTower Advisors, LLC
N/A—21,900-21,900-100%$485.0K———
Raymond James Financial Inc
N/A—21,007-21,007-100%$465.2K———
MML Investors Services, LLC
N/A—16,495-16,495-100%$365.3K———
Jane Street Group, LLC
N/A—14,718-14,718-100%$325.9K———
Ameriprise Financial Inc
N/A—14,603-14,603-100%$323.4K———
Cetera Investment Advisers
N/A—13,446-13,446-100%$297.8K———
Envestnet Asset Management Inc
N/A—11,890-11,890-100%$263.3K———
UBS Group AG
N/A—10,612-10,612-100%$235.0K———
Stifel Financial Corp
N/A—10,015-10,015-100%$221.8K———
Global Retirement Partners, LLC
N/A—6,358-6,358-100%$140.8K———
Geneos Wealth Management Inc.
N/A—4,110-4,110-100%$91.0K———
N.E.W. Advisory Services LLC
N/A—2,916-2,916-100%$64.6K———
NewEdge Advisors, LLC
N/A—1,630-1,630-100%$36.1K———
National Bank of Canada
N/A—1,336-1,336-100%$29.5K———
Harbour Investments, Inc.
N/A—375-375-100%$8.3K———
Steward Partners Investment Advisory, LLC
N/A—288-288-100%$6.4K———
Founders Financial Alliance, LLC
N/A—250-250-100%$5.5K———
Institute for Wealth Management, Llc.
N/A—86-86-100%$1.9K———
FMR LLC
N/A—1-1-100%$22———
Showing 51 of 51 institutions