iShares Morningstar Multi-AsIYLDETF
13F holders, Q1 2024 (March 31)50holders
$22.13avg. 13F price*
At the end of Q1 2024, 50 institutions reported holding iShares Morningstar Multi-As (IYLD) in their 13F filings. The largest holders were Morgan Stanley ($3.1M), Financial Advocates Investment Management ($2.8M) and LPL Financial LLC ($2.2M).
- Company
- iShares Morningstar Multi-As
- CUSIP
- 46432F875
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $740K |
| Exits | 10 | $3.9M |
Ownership 50 holders
| Morgan Stanley | 0.00% | Add +9.9% | 155,846 | $3.1M |
| Financial Advocates Investment Management | 0.16% | Add +6.9% | 15,088 | $2.8M |
| LPL Financial LLC | 0.00% | Reduce -7.0% | 110,120 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +158.2% | 84,313 | $1.7M |
| Bank of America Corp. | 0.00% | Reduce -69.2% | 77,041 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.8% | 65,715 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -69.1% | 65,123 | $1.3M |
| First Heartland Consultants, Inc. | 0.11% | Reduce -3.1% | 55,495 | $1.1M |
| Mycio Wealth Partners, LLC | 0.19% | Add +31.3% | 37,037 | $738K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -12.8% | 35,215 | $702K |
| Jane Street Group, LLC | 0.00% | Add +156.7% | 32,305 | $644K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -19.2% | 28,380 | $566K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.7% | 26,587 | $530K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.3% | 25,069 | $500K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -63.0% | 18,674 | $372K |
| Mayflower Financial Advisors, LLC | 0.06% | No change | 17,994 | $359K |
| Worth Financial Advisory Group, LLC | 0.24% | Reduce -0.2% | 17,377 | $346K |
| Wells Fargo & Company | 0.00% | Add +92.4% | 17,366 | $346K |
| Cedar Brook Financial Partners, LLC | 0.06% | Reduce -2.4% | 16,454 | $328K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.6% | 15,142 | $302K |
| Fifth Third Securities, Inc. | 0.03% | New | 14,539 | $290K |
| Hancock Whitney Corp. | 0.01% | Reduce -23.7% | 14,434 | $288K |
| MML Investors Services, LLC | 0.00% | Reduce -12.5% | 14,159 | $282K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -60.3% | 13,544 | $270K |
| Susquehanna International Group, LLP | 0.00% | Reduce -63.0% | 13,517 | $269K |
| IHT Wealth Management, LLC | 0.01% | Add +9.9% | 13,447 | $268K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -74.7% | 12,647 | $252K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -62.9% | 12,637 | $252K |
| Global Retirement Partners, LLC | 0.01% | No change | 12,252 | $244K |
| HighTower Advisors, LLC | 0.00% | Reduce -17.5% | 12,200 | $244K |
| Raymond James & Associates | 0.00% | New | 10,771 | $215K |
| LVW Advisors, LLC | 0.04% | Reduce -75.4% | 10,459 | $208K |
| Stifel Financial Corp. | 0.00% | New | 10,032 | $200K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -57.7% | 9,071 | $180K |
| UBS Group AG | 0.00% | Reduce -23.8% | 6,660 | $133K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -13.5% | 4,700 | $94K |
| Grove Bank & Trust | 0.01% | No change | 3,942 | $79K |
| Harbour Investments, Inc. | 0.00% | No change | 2,702 | $54K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,200 | $24K |
| PSI Advisors, LLC | 0.01% | No change | 1,061 | $21K |
| CoreCap Advisors, LLC | 0.00% | New | 931 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 769 | $15K |
| Creekmur Asset Management LLC | 0.00% | No change | 649 | $13K |
| Tucker Asset Management LLC | 0.00% | New | 455 | $9K |
| IFP Advisors, Inc | 0.00% | No change | 401 | $8K |
| Founders Financial Alliance, LLC | 0.00% | No change | 400 | $8K |
| Realta Investment Advisors | 0.00% | New | 300 | $6K |
| Principal Securities, Inc. | 0.00% | Add +80.5% | 278 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 88 | $2K |
| WealthShield Partners, LLC | 0.00% | No change | 62 | $1K |
"% of holder's portfolio" is IYLD's weight in each manager's 13F, not the share of iShares Morningstar Multi-As the manager owns.