iShares Morningstar Multi-AsIYLDETF
13F holders, Q1 2026 (March 31)50holders −3
8new positions
9sold out
$21.73avg. 13F price*
At the end of Q1 2026, 50 institutions reported holding iShares Morningstar Multi-As (IYLD) in their 13F filings, down 3 from Q4 2025. 8 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($7.1M), Bank of America Corp. ($5.7M) and Kestra Advisory Services, LLC ($2.7M).
- Company
- iShares Morningstar Multi-As
- CUSIP
- 46432F875
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.1M |
| Exits | 9 | $3.2M |
All 13F filers, Q4 2025 → Q1 2026: 295,578 shares bought and 331,304 shares sold, net −35,726 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Morgan Stanley | 0.00% | Reduce -0.3% | 324,737 | $7.1M |
| Bank of America Corp. | 0.00% | Add +10.5% | 262,693 | $5.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +115.8% | 122,463 | $2.7M |
| Silver Oak Securities, Incorporated | 0.15% | New | 94,130 | $2.0M |
| Perigon Wealth Management, LLC | 0.03% | Add +0.6% | 77,344 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -63.0% | 70,784 | $1.5M |
| Kovack Advisors, Inc. | 0.07% | Add +11.9% | 61,424 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -44.1% | 53,243 | $1.2M |
| Tempus Wealth Planning, LLC | 0.24% | Add +145.0% | 49,000 | $1.1M |
| Wells Fargo & Company | 0.00% | Reduce -6.2% | 47,619 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.9% | 40,758 | $886K |
| Susquehanna International Group, LLP | 0.00% | New | 37,428 | $813K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.0% | 24,665 | $536K |
| Cetera Investment Advisers | 0.00% | Add +47.1% | 23,269 | $506K |
| JPMorgan Chase & Co. | 0.00% | No change | 22,537 | $485K |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 22,273 | $484K |
| Raymond James Financial Inc. | 0.00% | Reduce -18.4% | 21,094 | $458K |
| Jones Financial Companies LLLP | 0.00% | Add +213.9% | 21,124 | $453K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.6% | 20,810 | $452K |
| Osaic Holdings, Inc. | 0.00% | Add +24.0% | 17,358 | $377K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -3.0% | 15,915 | $346K |
| World Investment Advisors | 0.01% | Reduce -18.5% | 14,835 | $322K |
| Ameriprise Financial Inc. | 0.00% | Add +6.6% | 14,056 | $305K |
| MML Investors Services, LLC | 0.00% | Reduce -12.4% | 13,553 | $295K |
| Hancock Whitney Corp. | 0.00% | Add +8.5% | 12,569 | $279K |
| IHT Wealth Management, LLC | 0.01% | Reduce -7.1% | 12,065 | $262K |
| Stifel Financial Corp. | 0.00% | Reduce -16.8% | 10,010 | $218K |
| LVW Advisors, LLC | 0.02% | No change | 9,428 | $205K |
| UBS Group AG | 0.00% | Reduce -5.7% | 8,986 | $195K |
| Ashton Thomas Securities, LLC | 0.02% | New | 8,800 | $191K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.4% | 5,904 | $128K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.0% | 4,017 | $88K |
| Grove Bank & Trust | 0.01% | No change | 3,942 | $86K |
| IFP Advisors, Inc | 0.00% | Reduce -19.9% | 3,290 | $71K |
| US Bancorp \de | 0.00% | No change | 3,150 | $68K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 2,916 | $63K |
| Triumph Capital Management | 0.01% | No change | 2,223 | $48K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.1% | 2,049 | $45K |
| National Bank of Canada | 0.00% | No change | 1,336 | $29K |
| CX Institutional | 0.00% | Reduce -4.8% | 899 | $20K |
| Advisory Services Network, LLC | 0.00% | New | 650 | $14K |
| Fifth Third Bancorp | 0.00% | New | 523 | $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 |
| Cwm, LLC | 0.00% | New | 247 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 205 | $4K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 9 | $198 |
| Kingdom Financial Group LLC. | 0.00% | No change | 9 | $198 |
| FMR LLC | 0.00% | New | 1 | $22 |
"% of holder's portfolio" is IYLD's weight in each manager's 13F, not the share of iShares Morningstar Multi-As the manager owns.