iShares Morningstar Multi-AsIYLDETF
13F holders, Q4 2024 (December 31)52holders −3
5new positions
7sold out
2famous investors
$21.77avg. 13F price*
At the end of Q4 2024, 52 institutions reported holding iShares Morningstar Multi-As (IYLD) in their 13F filings, down 3 from Q3 2024. 5 opened new positions and 7 sold out. The largest holders were Royal Bank of Canada ($5.8M), Financial Advocates Investment Management ($4.9M) and Kestra Advisory Services, LLC ($4.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $5.4M |
| Exits | 7 | $1.6M |
All 13F filers, Q3 2024 → Q4 2024: 598,819 shares bought and 126,484 shares sold, net +472,335 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Royal Bank of Canada | 0.00% | Add +384.7% | 300,129 | $5.8M |
| Financial Advocates Investment Management | 0.28% | New | 55,682 | $4.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +240.3% | 237,190 | $4.6M |
| Morgan Stanley | 0.00% | Add +10.1% | 188,329 | $3.7M |
| Bank of America Corp. | 0.00% | Add +11.2% | 150,712 | $2.9M |
| LPL Financial LLC | 0.00% | Add +36.7% | 83,777 | $1.6M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -1.8% | 54,394 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.2% | 52,736 | $1.0M |
| Kovack Advisors, Inc. | 0.09% | Add +41.9% | 45,755 | $891K |
| Raymond James Financial Inc. | 0.00% | — | 38,170 | $744K |
| Commonwealth Equity Services, LLC | 0.00% | Add +57.0% | 37,305 | $727K |
| Mycio Wealth Partners, LLC | 0.17% | No change | 37,037 | $721K |
| Envestnet Asset Management Inc. | 0.00% | Add +67.7% | 29,673 | $578K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.5% | 25,746 | $502K |
| Citadel Advisors | 0.00% | New | 24,792 | $483K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -6.9% | 24,108 | $470K |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.8% | 23,614 | $460K |
| D.A. Davidson & Co. | 0.00% | Add +2.5% | 23,509 | $458K |
| Wells Fargo & Company | 0.00% | Reduce -22.0% | 21,865 | $426K |
| HighTower Advisors, LLC | 0.00% | Add +24.8% | 20,541 | $400K |
| World Investment Advisors | 0.01% | Add +6.1% | 19,486 | $380K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +33.8% | 17,394 | $339K |
| Susquehanna International Group, LLP | 0.00% | Reduce -36.3% | 16,357 | $319K |
| MML Investors Services, LLC | 0.00% | Add +1.1% | 15,453 | $301K |
| Ameriprise Financial Inc. | 0.00% | Add +45.7% | 15,042 | $293K |
| Worth Financial Advisory Group, LLC | 0.18% | Reduce -8.0% | 14,844 | $289K |
| IHT Wealth Management, LLC | 0.01% | Reduce -44.9% | 13,635 | $266K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.0% | 12,828 | $250K |
| Hancock Whitney Corp. | 0.01% | Reduce -4.6% | 12,327 | $240K |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 10,990 | $214K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -23.0% | 10,751 | $209K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 10,000 | $195K |
| AQR Capital Management | 0.00% | No change | 10,000 | $195K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 6,604 | $129K |
| UBS Group AG | 0.00% | Reduce -10.9% | 5,741 | $112K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.2% | 4,721 | $92K |
| Grove Bank & Trust | 0.01% | No change | 3,942 | $77K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -53.9% | 3,843 | $75K |
| Jones Financial Companies LLLP | 0.00% | Add +688.3% | 3,492 | $68K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,958 | $38K |
| Principal Securities, Inc. | 0.00% | Add +2.6% | 1,362 | $27K |
| National Bank of Canada | 0.00% | No change | 1,336 | $26K |
| PSI Advisors, LLC | 0.01% | Reduce -10.0% | 955 | $19K |
| CoreCap Advisors, LLC | 0.00% | No change | 931 | $18K |
| Harbour Investments, Inc. | 0.00% | Reduce -61.9% | 860 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 769 | $15K |
| Creekmur Asset Management LLC | 0.00% | No change | 554 | $11K |
| IFP Advisors, Inc | 0.00% | No change | 401 | $8K |
| Founders Financial Alliance, LLC | 0.00% | No change | 400 | $8K |
| Sunbelt Securities, Inc. | 0.00% | New | 205 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | New | 188 | $4K |
| Realta Investment Advisors | 0.00% | New | 150 | $3K |
"% of holder's portfolio" is IYLD's weight in each manager's 13F, not the share of iShares Morningstar Multi-As the manager owns.