iShares Morningstar Multi-AsIYLDETF
13F holders, Q3 2024 (September 30)55holders +4
11new positions
7sold out
1famous investor
$20.66avg. 13F price*
At the end of Q3 2024, 55 institutions reported holding iShares Morningstar Multi-As (IYLD) in their 13F filings, up 4 from Q2 2024. 11 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($3.5M), Bank of America Corp. ($2.8M) and Kestra Advisory Services, LLC ($1.4M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Morningstar Multi-As
- CUSIP
- 46432F875
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $2.8M |
| Exits | 7 | $2.1M |
All 13F filers, Q2 2024 → Q3 2024: 252,861 shares bought and 301,227 shares sold, net −48,366 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| Morgan Stanley | 0.00% | Add +1.2% | 171,027 | $3.5M |
| Bank of America Corp. | 0.00% | Add +72.1% | 135,572 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -67.4% | 69,694 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -7.9% | 61,917 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -15.2% | 61,288 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.7% | 56,196 | $1.2M |
| Perigon Wealth Management, LLC | 0.03% | Add +3.1% | 55,396 | $1.1M |
| Win Advisors, Inc. | 0.53% | New | 54,157 | $1.1M |
| Mycio Wealth Partners, LLC | 0.18% | No change | 37,037 | $765K |
| Kovack Advisors, Inc. | 0.07% | Add +85.8% | 32,255 | $666K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -12.2% | 28,972 | $599K |
| Wells Fargo & Company | 0.00% | Add +22.1% | 28,037 | $579K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.3% | 26,400 | $545K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -51.6% | 25,883 | $535K |
| Susquehanna International Group, LLP | 0.00% | Add +149.6% | 25,688 | $531K |
| IHT Wealth Management, LLC | 0.01% | Add +83.9% | 24,726 | $511K |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.3% | 24,294 | $502K |
| Commonwealth Equity Services, LLC | 0.00% | Add +10.2% | 23,768 | $491K |
| D.A. Davidson & Co. | 0.00% | Reduce -13.7% | 22,939 | $474K |
| World Investment Advisors | 0.01% | New | 18,370 | $380K |
| Envestnet Asset Management Inc. | 0.00% | Add +30.3% | 17,693 | $366K |
| HighTower Advisors, LLC | 0.00% | Add +11.0% | 16,459 | $340K |
| Worth Financial Advisory Group, LLC | 0.20% | Reduce -4.9% | 16,140 | $333K |
| MML Investors Services, LLC | 0.00% | Add +1.8% | 15,292 | $316K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -15.7% | 13,967 | $289K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -5.4% | 13,944 | $288K |
| Janney Montgomery Scott LLC | 0.00% | New | 13,790 | $285K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.5% | 12,998 | $269K |
| Hancock Whitney Corp. | 0.01% | Reduce -0.0% | 12,918 | $267K |
| Stifel Financial Corp. | 0.00% | Add +9.4% | 10,980 | $227K |
| Ameriprise Financial Inc. | 0.00% | New | 10,325 | $213K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 10,000 | $207K |
| AQR Capital Management | 0.00% | New | 10,000 | $207K |
| LVW Advisors, LLC | 0.03% | New | 9,790 | $202K |
| Raymond James & Associates | 0.00% | Reduce -8.2% | 9,700 | $200K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.1% | 8,328 | $172K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 6,604 | $136K |
| UBS Group AG | 0.00% | Reduce -3.1% | 6,446 | $133K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.2% | 4,711 | $97K |
| Grove Bank & Trust | 0.01% | No change | 3,942 | $81K |
| Harbour Investments, Inc. | 0.00% | No change | 2,256 | $47K |
| NewEdge Advisors, LLC | 0.00% | Add +55.3% | 1,958 | $40K |
| National Bank of Canada | 0.00% | New | 1,336 | $28K |
| Principal Securities, Inc. | 0.00% | Add +1.1% | 1,327 | $27K |
| PSI Advisors, LLC | 0.01% | No change | 1,061 | $22K |
| CoreCap Advisors, LLC | 0.00% | No change | 931 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 769 | $16K |
| Fourpath Capital Management, LLC | 0.00% | New | 616 | $13K |
| BNP Paribas | 0.00% | No change | 600 | $12K |
| Creekmur Asset Management LLC | 0.00% | Reduce -10.1% | 554 | $11K |
| Jones Financial Companies LLLP | 0.00% | New | 443 | $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% | Add +100.5% | 393 | $8K |
| 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.