iShares Morningstar Multi-AsIYLDETF
13F holders, Q4 2025 (December 31)53holders −1
12new positions
12sold out
1famous investor
$21.42avg. 13F price*
At the end of Q4 2025, 53 institutions reported holding iShares Morningstar Multi-As (IYLD) in their 13F filings, down 1 from Q3 2025. 12 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($7.0M), Bank of America Corp. ($5.1M) and Royal Bank of Canada ($4.1M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.4M |
| Exits | 12 | $5.9M |
All 13F filers, Q3 2025 → Q4 2025: 410,345 shares bought and 284,209 shares sold, net +126,136 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Morgan Stanley | 0.00% | Add +6.3% | 325,871 | $7.0M |
| Bank of America Corp. | 0.00% | Add +3.5% | 237,701 | $5.1M |
| Royal Bank of Canada | 0.00% | Add +239.8% | 191,511 | $4.1M |
| LPL Financial LLC | 0.00% | Add +6.3% | 95,229 | $2.0M |
| Perigon Wealth Management, LLC | 0.03% | Add +11.4% | 76,856 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.1% | 56,742 | $1.2M |
| Kovack Advisors, Inc. | 0.06% | Add +30.7% | 54,909 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +97.5% | 50,771 | $1.1M |
| Citadel Advisors | 0.00% | Add +216.5% | 47,182 | $1.0M |
| Win Advisors, Inc. | 0.39% | New | 42,535 | $911K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.6% | 41,126 | $881K |
| Raymond James Financial Inc. | 0.00% | Add +5.1% | 25,848 | $554K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.9% | 24,660 | $528K |
| Jane Street Group, LLC | 0.00% | Reduce -8.9% | 23,193 | $497K |
| JPMorgan Chase & Co. | 0.00% | No change | 22,537 | $483K |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 22,268 | $477K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.0% | 20,925 | $448K |
| Tempus Wealth Planning, LLC | 0.10% | New | 20,000 | $428K |
| World Investment Advisors | 0.01% | New | 18,209 | $390K |
| First Heartland Consultants, Inc. | 0.03% | No change | 16,405 | $351K |
| Cetera Investment Advisers | 0.00% | New | 15,816 | $339K |
| MML Investors Services, LLC | 0.00% | Add +1.0% | 15,469 | $331K |
| Osaic Holdings, Inc. | 0.00% | Add +1.6% | 14,002 | $300K |
| Ameriprise Financial Inc. | 0.00% | New | 13,186 | $282K |
| IHT Wealth Management, LLC | 0.01% | Add +5.6% | 12,982 | $278K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 11,946 | $258K |
| Stifel Financial Corp. | 0.00% | Add +18.8% | 12,029 | $258K |
| Smithbridge Asset Management Inc. | 0.02% | New | 12,000 | $257K |
| Worth Financial Advisory Group, LLC | 0.12% | New | 11,654 | $250K |
| Hancock Whitney Corp. | 0.00% | No change | 11,582 | $248K |
| UBS Group AG | 0.00% | Add +8.1% | 9,531 | $204K |
| LVW Advisors, LLC | 0.02% | No change | 9,428 | $202K |
| Jones Financial Companies LLLP | 0.00% | Reduce -3.4% | 6,729 | $144K |
| Global Retirement Partners, LLC | 0.00% | New | 6,232 | $133K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.1% | 6,046 | $130K |
| IFP Advisors, Inc | 0.00% | No change | 4,106 | $88K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.4% | 4,016 | $86K |
| Grove Bank & Trust | 0.01% | No change | 3,942 | $84K |
| US Bancorp \de | 0.00% | New | 3,150 | $67K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 2,916 | $62K |
| Triumph Capital Management | 0.01% | New | 2,223 | $48K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -25.2% | 2,047 | $44K |
| National Bank of Canada | 0.00% | No change | 1,336 | $28K |
| CX Institutional | 0.00% | Reduce -0.7% | 944 | $20K |
| Comerica Bank | 0.00% | No change | 518 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 406 | $9K |
| Harbour Investments, Inc. | 0.00% | No change | 375 | $8K |
| Founders Financial Alliance, LLC | 0.00% | No change | 250 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 205 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 188 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2.5% | 83 | $2K |
| Exchange Traded Concepts, LLC | 0.00% | No change | 23 | $493 |
| Kingdom Financial Group LLC. | 0.00% | New | 9 | $194 |
"% of holder's portfolio" is IYLD's weight in each manager's 13F, not the share of iShares Morningstar Multi-As the manager owns.