iShares Morningstar Multi-AsIYLDETF
13F holders, Q2 2024 (June 30)51holders +1
7new positions
6sold out
1famous investor
$20.10avg. 13F price*
At the end of Q2 2024, 51 institutions reported holding iShares Morningstar Multi-As (IYLD) in their 13F filings, up 1 from Q1 2024. 7 opened new positions and 6 sold out. The largest holders were Kestra Advisory Services, LLC ($4.2M), Morgan Stanley ($3.4M) and Bank of America Corp. ($1.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Morningstar Multi-As
- CUSIP
- 46432F875
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.6M |
| Exits | 6 | $1.3M |
All 13F filers, Q1 2024 → Q2 2024: 289,287 shares bought and 134,819 shares sold, net +154,468 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Kestra Advisory Services, LLC | 0.02% | Add +153.9% | 214,042 | $4.2M |
| Morgan Stanley | 0.00% | Add +8.4% | 168,996 | $3.4M |
| Bank of America Corp. | 0.00% | Add +2.2% | 78,767 | $1.6M |
| LPL Financial LLC | 0.00% | Reduce -34.4% | 72,238 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +3.3% | 67,250 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +0.3% | 65,878 | $1.3M |
| Perigon Wealth Management, LLC | 0.03% | New | 53,725 | $1.1M |
| First Heartland Consultants, Inc. | 0.11% | Reduce -3.7% | 53,430 | $1.1M |
| Mycio Wealth Partners, LLC | 0.19% | No change | 37,037 | $735K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -6.3% | 32,997 | $655K |
| Jane Street Group, LLC | 0.00% | Reduce -10.9% | 28,770 | $571K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.8% | 27,304 | $542K |
| D.A. Davidson & Co. | 0.00% | No change | 26,587 | $527K |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.8% | 24,625 | $489K |
| Wells Fargo & Company | 0.00% | Add +32.3% | 22,966 | $456K |
| Commonwealth Equity Services, LLC | 0.00% | Add +15.5% | 21,567 | $428K |
| Citadel Advisors | 0.00% | New | 21,253 | $422K |
| Financial Advocates Investment Management | 0.03% | Reduce -68.7% | 4,725 | $411K |
| Icon Wealth Advisors, LLC | 0.03% | New | 18,657 | $375K |
| Kovack Advisors, Inc. | 0.04% | New | 17,355 | $344K |
| Worth Financial Advisory Group, LLC | 0.22% | Reduce -2.4% | 16,967 | $337K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 16,561 | $329K |
| Fifth Third Securities, Inc. | 0.03% | Add +4.2% | 15,150 | $301K |
| MML Investors Services, LLC | 0.00% | Add +6.1% | 15,024 | $298K |
| HighTower Advisors, LLC | 0.00% | Add +21.6% | 14,829 | $295K |
| Mayflower Financial Advisors, LLC | 0.05% | Reduce -18.1% | 14,744 | $293K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.3% | 13,579 | $269K |
| IHT Wealth Management, LLC | 0.01% | No change | 13,447 | $267K |
| Hancock Whitney Corp. | 0.01% | Reduce -10.5% | 12,921 | $256K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.3% | 12,811 | $254K |
| Raymond James & Associates | 0.00% | Reduce -1.9% | 10,571 | $210K |
| Susquehanna International Group, LLP | 0.00% | Reduce -23.9% | 10,291 | $204K |
| Stifel Financial Corp. | 0.00% | No change | 10,032 | $199K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -8.3% | 8,317 | $165K |
| UBS Group AG | 0.00% | Reduce -0.1% | 6,655 | $132K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.1% | 4,703 | $93K |
| Grove Bank & Trust | 0.01% | No change | 3,942 | $78K |
| Harbour Investments, Inc. | 0.00% | Reduce -16.5% | 2,256 | $45K |
| Principal Securities, Inc. | 0.00% | Add +371.9% | 1,312 | $26K |
| NewEdge Advisors, LLC | 0.00% | Add +5.1% | 1,261 | $25K |
| PSI Advisors, LLC | 0.01% | No change | 1,061 | $21K |
| CoreCap Advisors, LLC | 0.00% | No change | 931 | $18K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 769 | $15K |
| Creekmur Asset Management LLC | 0.00% | Reduce -5.1% | 616 | $12K |
| BNP Paribas | 0.00% | New | 600 | $12K |
| Realta Investment Advisors | 0.00% | Add +50.0% | 450 | $9K |
| IFP Advisors, Inc | 0.00% | No change | 401 | $8K |
| Founders Financial Alliance, LLC | 0.00% | No change | 400 | $8K |
| Biltmore Family Office, LLC | 0.00% | New | 196 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 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.