iShares Morningstar Multi-AsIYLDETF
13F holders, Q2 2025 (June 30)48holders −4
5new positions
9sold out
$20.75avg. 13F price*
At the end of Q2 2025, 48 institutions reported holding iShares Morningstar Multi-As (IYLD) in their 13F filings, down 4 from Q1 2025. 5 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($6.3M), Bank of America Corp. ($4.2M) and Kestra Advisory Services, LLC ($3.9M).
- Company
- iShares Morningstar Multi-As
- CUSIP
- 46432F875
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.5M |
| Exits | 9 | $8.1M |
All 13F filers, Q1 2025 → Q2 2025: 346,178 shares bought and 465,637 shares sold, net −119,459 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Morgan Stanley | 0.00% | Add +69.0% | 305,469 | $6.3M |
| Bank of America Corp. | 0.00% | Add +0.3% | 203,150 | $4.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +152.3% | 185,649 | $3.9M |
| LPL Financial LLC | 0.00% | Add +6.2% | 89,388 | $1.9M |
| Royal Bank of Canada | 0.00% | Add +24.8% | 78,272 | $1.6M |
| Perigon Wealth Management, LLC | 0.03% | Add +5.5% | 59,259 | $1.2M |
| Kovack Advisors, Inc. | 0.11% | Reduce -2.8% | 51,912 | $1.1M |
| Win Advisors, Inc. | 0.40% | New | 40,288 | $836K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.3% | 37,065 | $769K |
| Envestnet Asset Management Inc. | 0.00% | Add +66.1% | 27,160 | $564K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.0% | 25,772 | $535K |
| Raymond James Financial Inc. | 0.00% | Reduce -37.7% | 24,849 | $516K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.7% | 22,771 | $473K |
| HighTower Advisors, LLC | 0.00% | Add +6.6% | 22,412 | $465K |
| Wells Fargo & Company | 0.00% | Reduce 0.0% | 22,141 | $460K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -8.6% | 21,090 | $438K |
| Silver Oak Securities, Incorporated | 0.04% | New | 20,973 | $435K |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.7% | 19,787 | $411K |
| D.A. Davidson & Co. | 0.00% | No change | 16,301 | $338K |
| MML Investors Services, LLC | 0.00% | Reduce -1.3% | 15,199 | $315K |
| IHT Wealth Management, LLC | 0.01% | Reduce -3.2% | 12,292 | $255K |
| Hancock Whitney Corp. | 0.00% | Reduce -5.4% | 11,600 | $241K |
| Fifth Third Securities, Inc. | 0.02% | New | 10,196 | $212K |
| Stifel Financial Corp. | 0.00% | Reduce -8.9% | 10,143 | $211K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 6,604 | $137K |
| UBS Group AG | 0.00% | Add +13.4% | 6,165 | $128K |
| Jones Financial Companies LLLP | 0.00% | Add +2.5% | 6,010 | $124K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.8% | 5,905 | $123K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.1% | 4,729 | $98K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.9% | 4,067 | $84K |
| Grove Bank & Trust | 0.01% | No change | 3,942 | $82K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 2,916 | $61K |
| NewEdge Advisors, LLC | 0.00% | Reduce -19.6% | 2,803 | $58K |
| Principal Securities, Inc. | 0.00% | Add +1.2% | 1,378 | $29K |
| National Bank of Canada | 0.00% | No change | 1,336 | $28K |
| CX Institutional | 0.00% | Reduce -5.2% | 973 | $20K |
| CoreCap Advisors, LLC | 0.00% | No change | 821 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 769 | $16K |
| 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 |
| Harbour Investments, Inc. | 0.00% | No change | 375 | $8K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -99.4% | 200 | $4K |
| AE Wealth Management LLC | 0.00% | No change | 200 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 205 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 188 | $4K |
| Exchange Traded Concepts, LLC | 0.00% | New | 123 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 80 | $2K |
"% of holder's portfolio" is IYLD's weight in each manager's 13F, not the share of iShares Morningstar Multi-As the manager owns.