iShares Morningstar Multi-Asset Income ETF (IYLD) Institutional Ownership

+0.02 (+0.10%)
(As of 04/23/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Morningstar Multi-Asset Income ETF (BATS:IYLD)

Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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IYLD Institutional Buying and Selling by Quarter

iShares Morningstar Multi-Asset Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/24/2023Cambridge Investment Research Advisors Inc.35,248$671K0.0%-2.0%0.500%
8/4/2023Parallel Advisors LLC6,250$122K0.0%-44.4%0.089%
7/26/2023Janney Montgomery Scott LLC16,707$326K0.0%-4.4%0.235%
7/13/2023Cambridge Investment Research Advisors Inc.35,957$702K0.0%-3.4%0.506%
4/28/2023Janney Montgomery Scott LLC17,484$337K0.0%-3.8%0.243%
4/25/2023Parallel Advisors LLC11,250$217K0.0%N/A0.156%
2/10/2023CoreCap Advisors LLC1,792$34K0.0%N/A0.000%
2/8/2023Cambridge Investment Research Advisors Inc.48,116$913K0.0%-6.5%0.000%
2/1/2023Janney Montgomery Scott LLC18,183$345K0.0%-34.0%0.000%
1/25/2023Mayflower Financial Advisors LLC19,657$373K0.0%-27.7%0.000%
1/17/2023FSC Wealth Advisors LLC2,303$44K0.1%N/A0.000%
11/14/2022Kovack Advisors Inc.17,415$320K0.0%+7.7%0.000%
10/25/2022Janney Montgomery Scott LLC27,532$505K0.0%+40.0%0.000%
10/17/2022Cambridge Investment Research Advisors Inc.51,458$945K0.0%-8.4%0.000%
8/11/2022CoreCap Advisors LLC1,792$36K0.0%N/A0.000%
8/8/2022Baird Financial Group Inc.21,418$425K0.0%N/A0.000%
8/3/2022Janney Montgomery Scott LLC19,671$390K0.0%-64.9%0.000%
8/2/2022CX Institutional10,807$215K0.0%-4.9%0.000%
7/15/2022Mayflower Financial Advisors LLC27,248$540K0.1%-7.1%0.000%
7/13/2022Cambridge Investment Research Advisors Inc.56,149$1.11M0.0%-1.4%0.000%
5/4/2022Janney Montgomery Scott LLC56,053$1.25M0.0%-7.0%0.000%
2/10/2022Confluence Wealth Services Inc.1,212$29K0.0%N/A0.000%
2/8/2022Retirement Planning Co of New England Inc.4,120$99K0.0%N/A0.000%
2/3/2022Cambridge Investment Research Advisors Inc.60,663$1.46M0.0%-6.2%0.000%
1/27/2022Janney Montgomery Scott LLC60,302$1.45M0.0%+141.6%0.000%
1/19/2022 AdvisorNet Financial Inc18,320$440K0.0%+3.4%0.000%
1/18/2022Kovack Advisors Inc.21,865$525K0.1%-7.9%0.000%
1/7/2022Future Financial Wealth Managment LLC2,000$48K0.0%N/A0.000%
11/12/2021OLD Mission Capital LLC34,915$836K0.0%+310.1%0.000%
11/12/2021PSI Advisors LLC1,170$28K0.0%N/A0.000%
11/10/2021CX Institutional46,068$1.10M0.1%+367.1%0.000%
11/2/2021Cambridge Investment Research Advisors Inc.64,668$1.55M0.0%-10.3%0.000%
10/29/2021Janney Montgomery Scott LLC24,960$598K0.0%+3.8%0.000%
10/15/2021 AdvisorNet Financial Inc17,720$424K0.0%-5.3%0.000%
10/6/2021IFP Advisors Inc2,808$75K0.0%-16.8%0.000%
8/13/2021Steward Partners Investment Advisory LLC8,534$206K0.0%-9.4%0.000%
8/13/2021OLD Mission Capital LLC8,514$206K0.0%-47.4%0.000%
8/10/2021Cambridge Investment Research Advisors Inc.72,096$1.74M0.0%+7.5%0.000%
7/29/2021Kovack Advisors Inc.23,720$574K0.1%-16.6%0.000%
5/18/2021Flow Traders U.S. LLC13,122$307K0.0%N/A0.000%
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5/17/2021Ameriprise Financial Inc.91,548$2.14M0.0%-25.4%0.000%
5/7/2021Cambridge Investment Research Advisors Inc.67,075$1.57M0.0%-7.8%0.000%
5/7/2021Sowell Financial Services LLC3,084$74K0.0%N/A0.000%
4/30/2021Wealthcare Advisory Partners LLC1,128$26K0.0%N/A0.000%
4/27/2021Janney Montgomery Scott LLC150,829$3.53M0.0%-13.8%0.000%
4/15/2021CX Institutional9,495$223K0.0%-58.5%0.000%
2/19/2021JPMorgan Chase & Co.2,191$53K0.0%-73.4%0.000%
2/11/2021Steward Partners Investment Advisory LLC2,560$62K0.0%-95.2%0.000%
2/4/2021 AdvisorNet Financial Inc19,320$465K0.0%-4.9%0.000%
2/4/2021Cambridge Investment Research Advisors Inc.72,766$1.75M0.0%-19.8%0.000%
1/29/2021Atlas Private Wealth Advisors1,175$28K0.0%-38.1%0.000%
1/25/2021IFP Advisors Inc3,659$87K0.0%-11.4%0.000%
1/25/2021Calton & Associates Inc.16,988$409K0.1%-11.7%0.000%
1/25/2021Janney Montgomery Scott LLC174,956$4.21M0.0%+190.1%0.000%
1/14/2021Kovack Advisors Inc.28,460$685K0.1%-42.7%0.000%
1/12/2021CX Institutional22,865$551K0.1%-7.2%0.000%
11/12/2020JPMorgan Chase & Co.8,245$186K0.0%+37.0%0.000%
11/6/2020Janney Montgomery Scott LLC60,317$1.36M0.0%+1.4%0.000%
11/2/2020Kovack Advisors Inc.49,685$1.12M0.2%-12.3%0.000%
10/30/2020Steward Partners Investment Advisory LLC52,849$1.19M0.0%+1.9%0.000%
10/29/2020IFP Advisors Inc4,128$93K0.0%-68.2%0.000%
10/29/2020Cambridge Investment Research Advisors Inc.90,694$2.05M0.0%+43.8%0.000%
10/28/2020Weaver Consulting Group3,000$68K0.0%+50.0%0.000%
10/13/2020CX Institutional24,646$556K0.1%+15.7%0.000%
8/6/2020Steward Partners Investment Advisory LLC51,849$1.15M0.0%-12.8%0.000%
8/6/2020CX Institutional21,304$473K0.1%+12.8%0.000%
8/5/2020IFP Advisors Inc12,971$288K0.0%-82.8%0.000%
7/31/2020Kovack Advisors Inc.56,670$1.26M0.2%-16.2%0.000%
7/27/2020Cambridge Investment Research Advisors Inc.63,074$1.40M0.0%-39.3%0.000%
7/23/2020Janney Montgomery Scott LLC59,477$1.32M0.0%-58.8%0.000%
7/23/2020Creative Financial Designs Inc. ADV3,047$68K0.0%N/A0.000%
6/1/2020Waterloo Capital L.P.25,918$518K0.4%N/A0.000%
5/14/2020Baird Financial Group Inc.48,257$965K0.0%N/A0.000%
5/12/2020JPMorgan Chase & Co.2,092$42K0.0%N/A0.000%
5/8/2020Cambridge Investment Research Advisors Inc.103,980$2.08M0.0%+1.1%0.000%
4/30/2020Kovack Advisors Inc.67,647$1.35M0.3%+1.4%0.000%
4/30/2020Calton & Associates Inc.19,897$398K0.1%+7.4%0.000%
4/30/2020Janney Montgomery Scott LLC144,293$2.89M0.0%-4.1%0.000%
4/29/2020Steward Partners Investment Advisory LLC59,462$1.19M0.0%+14.3%0.000%
4/29/2020CX Institutional18,879$378K0.1%+32.2%0.000%
(Data available from 1/1/2016 forward)

IYLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYLD shares?

During the previous two years, 9 institutional investors and hedge funds held shares of iShares Morningstar Multi-Asset Income ETF. The most heavily invested institutionals were Cambridge Investment Research Advisors Inc. ($671K), Baird Financial Group Inc. ($425K), Mayflower Financial Advisors LLC ($373K), Janney Montgomery Scott LLC ($326K), Kovack Advisors Inc. ($320K), CX Institutional ($215K), and Parallel Advisors LLC ($122K).Learn more on IYLD's institutional investors.

Which institutional investors have been buying iShares Morningstar Multi-Asset Income ETF stock?

The following institutional investors have purchased iShares Morningstar Multi-Asset Income ETF stock in the last 24 months: Baird Financial Group Inc. ($21.42K), Parallel Advisors LLC ($11.25K), Janney Montgomery Scott LLC ($7.86K), CoreCap Advisors LLC ($3.58K), FSC Wealth Advisors LLC ($2.30K), and Kovack Advisors Inc. ($1.25K).

How much institutional buying is happening at iShares Morningstar Multi-Asset Income ETF?

Institutional investors have bought a total of 47,666 shares in the last 24 months. This purchase volume represents approximately $921.75K in transactions.

Which iShares Morningstar Multi-Asset Income ETF major shareholders have been selling company stock?

The following institutional investors have sold iShares Morningstar Multi-Asset Income ETF stock in the last 24 months: Janney Montgomery Scott LLC ($51.46K), Cambridge Investment Research Advisors Inc. ($10.78K), Mayflower Financial Advisors LLC ($9.62K), Parallel Advisors LLC ($5K), and CX Institutional ($554.00).

How much institutional selling is happening at iShares Morningstar Multi-Asset Income ETF?

Institutional investors have sold a total of 77,404 shares in the last 24 months. This volume of shares sold represents approximately $1.52M in transactions.

This page (BATS:IYLD) was last updated on 4/24/2024 by Staff

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