iShares Morningstar Multi-AsIYLDETF
13F holders, Q3 2025 (September 30)54holders +6
10new positions
4sold out
1famous investor
$21.28avg. 13F price*
At the end of Q3 2025, 54 institutions reported holding iShares Morningstar Multi-As (IYLD) in their 13F filings, up 6 from Q2 2025. 10 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($6.5M), Bank of America Corp. ($4.9M) and Elevation Capital Advisory, LLC ($4.7M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $6.4M |
| Exits | 4 | $1.4M |
All 13F filers, Q2 2025 → Q3 2025: 352,721 shares bought and 252,738 shares sold, net +99,983 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Morgan Stanley | 0.00% | Add +0.4% | 306,663 | $6.5M |
| Bank of America Corp. | 0.00% | Add +13.1% | 229,678 | $4.9M |
| Elevation Capital Advisory, LLC | 1.89% | New | 222,062 | $4.7M |
| LPL Financial LLC | 0.00% | Add +0.2% | 89,572 | $1.9M |
| Perigon Wealth Management, LLC | 0.03% | Add +16.4% | 69,002 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -68.1% | 59,145 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -28.0% | 56,363 | $1.2M |
| Kovack Advisors, Inc. | 0.08% | Reduce -19.1% | 42,006 | $894K |
| Commonwealth Equity Services, LLC | 0.00% | Add +10.3% | 40,882 | $870K |
| Wells Fargo & Company | 0.00% | Add +16.1% | 25,707 | $547K |
| Jane Street Group, LLC | 0.00% | New | 25,463 | $542K |
| Raymond James Financial Inc. | 0.00% | Reduce -1.0% | 24,604 | $524K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.5% | 23,771 | $506K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -12.2% | 22,640 | $482K |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.0% | 22,537 | $480K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.7% | 22,265 | $474K |
| Susquehanna International Group, LLP | 0.00% | New | 16,614 | $354K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -22.2% | 16,405 | $349K |
| MML Investors Services, LLC | 0.00% | Add +0.8% | 15,318 | $326K |
| Citadel Advisors | 0.00% | New | 14,908 | $317K |
| Osaic Holdings, Inc. | 0.00% | Reduce -30.3% | 13,787 | $292K |
| IHT Wealth Management, LLC | 0.01% | No change | 12,292 | $262K |
| Hancock Whitney Corp. | 0.00% | Reduce -0.2% | 11,582 | $246K |
| D.A. Davidson & Co. | 0.00% | Reduce -30.4% | 11,340 | $241K |
| Stifel Financial Corp. | 0.00% | Reduce -0.2% | 10,126 | $215K |
| Fifth Third Securities, Inc. | 0.01% | Reduce -4.0% | 9,783 | $208K |
| Janney Montgomery Scott LLC | 0.00% | New | 9,566 | $204K |
| LVW Advisors, LLC | 0.02% | New | 9,428 | $201K |
| UBS Group AG | 0.00% | Add +43.0% | 8,814 | $188K |
| Jones Financial Companies LLLP | 0.00% | Add +15.9% | 6,964 | $148K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.3% | 5,981 | $127K |
| IFP Advisors, Inc | 0.00% | Add +923.9% | 4,106 | $87K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.9% | 4,032 | $86K |
| Grove Bank & Trust | 0.01% | No change | 3,942 | $84K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 2,916 | $62K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -42.1% | 2,736 | $58K |
| NewEdge Advisors, LLC | 0.00% | Reduce -16.1% | 2,353 | $50K |
| Principal Securities, Inc. | 0.00% | Add +23.3% | 1,699 | $36K |
| National Bank of Canada | 0.00% | No change | 1,336 | $28K |
| CX Institutional | 0.00% | Reduce -2.3% | 951 | $20K |
| CoreCap Advisors, LLC | 0.00% | No change | 821 | $17K |
| Advisory Services Network, LLC | 0.00% | New | 750 | $16K |
| Creekmur Asset Management LLC | 0.00% | No change | 554 | $12K |
| Comerica Bank | 0.00% | New | 518 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -47.2% | 406 | $9K |
| Harbour Investments, Inc. | 0.00% | No change | 375 | $8K |
| Anchor Investment Management, LLC | 0.00% | New | 371 | $8K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -37.5% | 250 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 205 | $4K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 200 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 188 | $4K |
| Clear Investment Research, LLC | 0.01% | New | 184 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.3% | 81 | $2K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -81.3% | 23 | $489 |
"% of holder's portfolio" is IYLD's weight in each manager's 13F, not the share of iShares Morningstar Multi-As the manager owns.