iShares Morningstar Multi-AsIYLDETF
13F holders, Q2 2026 (June 30)47holders −3
7new positions
9sold out
$22.15avg. 13F price*
At the end of Q2 2026, 47 institutions reported holding iShares Morningstar Multi-As (IYLD) in their 13F filings, down 3 from Q1 2026. 7 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($7.3M), Bank of America Corp. ($5.9M) and Perigon Wealth Management, LLC ($2.0M).
- Company
- iShares Morningstar Multi-As
- CUSIP
- 46432F875
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.0M |
| Exits | 9 | $4.2M |
All 13F filers, Q1 2026 → Q2 2026: 182,573 shares bought and 311,956 shares sold, net −129,383 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| Morgan Stanley | 0.00% | Add +0.9% | 327,823 | $7.3M |
| Bank of America Corp. | 0.00% | Add +1.5% | 266,659 | $5.9M |
| Perigon Wealth Management, LLC | 0.03% | Add +19.6% | 92,520 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -40.1% | 73,376 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +64.2% | 61,455 | $1.4M |
| Elevation Capital Advisory, LLC | 0.51% | New | 59,797 | $1.3M |
| Kovack Advisors, Inc. | 0.06% | Reduce -9.8% | 55,380 | $1.2M |
| LPL Financial LLC | 0.00% | Add +1.5% | 54,063 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +0.7% | 47,959 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +118.9% | 46,233 | $1.0M |
| Royal Bank of Canada | 0.00% | Reduce -37.1% | 44,490 | $985K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -21.9% | 31,834 | $705K |
| Osaic Holdings, Inc. | 0.00% | Add +62.1% | 28,141 | $623K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.2% | 24,359 | $539K |
| JPMorgan Chase & Co. | 0.00% | No change | 22,537 | $500K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.7% | 21,900 | $485K |
| Raymond James Financial Inc. | 0.00% | Reduce -0.4% | 21,007 | $465K |
| MML Investors Services, LLC | 0.00% | Add +21.7% | 16,495 | $365K |
| Jane Street Group, LLC | 0.00% | New | 14,718 | $326K |
| Ameriprise Financial Inc. | 0.00% | Add +3.9% | 14,603 | $323K |
| Cetera Investment Advisers | 0.00% | Reduce -42.2% | 13,446 | $298K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -22.6% | 12,315 | $273K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -42.9% | 11,890 | $263K |
| Worth Financial Advisory Group, LLC | 0.10% | New | 11,120 | $246K |
| UBS Group AG | 0.00% | Add +18.1% | 10,612 | $235K |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 10,015 | $222K |
| LVW Advisors, LLC | 0.02% | No change | 9,428 | $209K |
| Global Retirement Partners, LLC | 0.00% | — | 6,358 | $141K |
| First Horizon Corp. | 0.00% | New | 4,546 | $101K |
| Geneos Wealth Management Inc. | 0.00% | Add +100.6% | 4,110 | $91K |
| Grove Bank & Trust | 0.01% | No change | 3,942 | $87K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -6.3% | 3,762 | $83K |
| IFP Advisors, Inc | 0.00% | Reduce -0.3% | 3,281 | $73K |
| US Bancorp \de | 0.00% | No change | 3,150 | $70K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 2,916 | $65K |
| Triumph Capital Management | 0.01% | Reduce -0.8% | 2,205 | $49K |
| NewEdge Advisors, LLC | 0.00% | New | 1,630 | $36K |
| National Bank of Canada | 0.00% | No change | 1,336 | $29K |
| CX Institutional | 0.00% | Reduce -2.1% | 880 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 406 | $9K |
| Harbour Investments, Inc. | 0.00% | No change | 375 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -95.1% | 288 | $6K |
| Founders Financial Alliance, LLC | 0.00% | No change | 250 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | New | 188 | $4K |
| Institute for Wealth Management, LLC. | 0.00% | New | 86 | $2K |
| Kingdom Financial Group LLC. | 0.00% | No change | 9 | $204 |
| FMR LLC | 0.00% | No change | 1 | $22 |
"% of holder's portfolio" is IYLD's weight in each manager's 13F, not the share of iShares Morningstar Multi-As the manager owns.