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

$20.05

+0.08 (+0.40%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Holdings Ownership

Number of Institutional Buyers (last 12 months): 1
Total Institutional Inflows (last 12 months): $12.12K

Number of Institutional Sellers (last 12 months): 2
Total Institutional Outflows (last 12 months): $110.80K

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IYLD Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/15/2024	Fifth Third Securities Inc.	15,150	$301K	0.0%	+4.2%	0.255%
10/24/2023	Cambridge Investment Research Advisors Inc.	35,248	$671K	0.0%	-2.0%	0.500%
8/4/2023	Parallel Advisors LLC	6,250	$122K	0.0%	-44.4%	0.089%
7/26/2023	Janney Montgomery Scott LLC	16,707	$326K	0.0%	-4.4%	0.235%
7/13/2023	Cambridge Investment Research Advisors Inc.	35,957	$702K	0.0%	-3.4%	0.506%
4/28/2023	Janney Montgomery Scott LLC	17,484	$337K	0.0%	-3.8%	0.243%
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4/25/2023	Parallel Advisors LLC	11,250	$217K	0.0%	N/A	0.156%
2/10/2023	CoreCap Advisors LLC	1,792	$34K	0.0%	N/A	0.000%
2/8/2023	Cambridge Investment Research Advisors Inc.	48,116	$913K	0.0%	-6.5%	0.000%
2/1/2023	Janney Montgomery Scott LLC	18,183	$345K	0.0%	-34.0%	0.000%
1/25/2023	Mayflower Financial Advisors LLC	19,657	$373K	0.0%	-27.7%	0.000%
1/17/2023	FSC Wealth Advisors LLC	2,303	$44K	0.1%	N/A	0.000%
11/14/2022	Kovack Advisors Inc.	17,415	$320K	0.0%	+7.7%	0.000%
10/25/2022	Janney Montgomery Scott LLC	27,532	$505K	0.0%	+40.0%	0.000%
10/17/2022	Cambridge Investment Research Advisors Inc.	51,458	$945K	0.0%	-8.4%	0.000%
8/11/2022	CoreCap Advisors LLC	1,792	$36K	0.0%	N/A	0.000%
8/8/2022	Baird Financial Group Inc.	21,418	$425K	0.0%	N/A	0.000%
8/3/2022	Janney Montgomery Scott LLC	19,671	$390K	0.0%	-64.9%	0.000%
8/2/2022	CX Institutional	10,807	$215K	0.0%	-4.9%	0.000%
7/15/2022	Mayflower Financial Advisors LLC	27,248	$540K	0.1%	-7.1%	0.000%
7/13/2022	Cambridge Investment Research Advisors Inc.	56,149	$1.11M	0.0%	-1.4%	0.000%
5/4/2022	Janney Montgomery Scott LLC	56,053	$1.25M	0.0%	-7.0%	0.000%
2/10/2022	Confluence Wealth Services Inc.	1,212	$29K	0.0%	N/A	0.000%
2/8/2022	Retirement Planning Co of New England Inc.	4,120	$99K	0.0%	N/A	0.000%
2/3/2022	Cambridge Investment Research Advisors Inc.	60,663	$1.46M	0.0%	-6.2%	0.000%
1/27/2022	Janney Montgomery Scott LLC	60,302	$1.45M	0.0%	+141.6%	0.000%
1/19/2022	AdvisorNet Financial Inc	18,320	$440K	0.0%	+3.4%	0.000%
1/18/2022	Kovack Advisors Inc.	21,865	$525K	0.1%	-7.9%	0.000%
1/7/2022	Future Financial Wealth Managment LLC	2,000	$48K	0.0%	N/A	0.000%
11/12/2021	OLD Mission Capital LLC	34,915	$836K	0.0%	+310.1%	0.000%
11/12/2021	PSI Advisors LLC	1,170	$28K	0.0%	N/A	0.000%
11/10/2021	CX Institutional	46,068	$1.10M	0.1%	+367.1%	0.000%
11/2/2021	Cambridge Investment Research Advisors Inc.	64,668	$1.55M	0.0%	-10.3%	0.000%
10/29/2021	Janney Montgomery Scott LLC	24,960	$598K	0.0%	+3.8%	0.000%
10/15/2021	AdvisorNet Financial Inc	17,720	$424K	0.0%	-5.3%	0.000%
10/6/2021	IFP Advisors Inc	2,808	$75K	0.0%	-16.8%	0.000%
8/13/2021	Steward Partners Investment Advisory LLC	8,534	$206K	0.0%	-9.4%	0.000%
8/13/2021	OLD Mission Capital LLC	8,514	$206K	0.0%	-47.4%	0.000%
8/10/2021	Cambridge Investment Research Advisors Inc.	72,096	$1.74M	0.0%	+7.5%	0.000%
7/29/2021	Kovack Advisors Inc.	23,720	$574K	0.1%	-16.6%	0.000%
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5/18/2021	Flow Traders U.S. LLC	13,122	$307K	0.0%	N/A	0.000%
5/17/2021	Ameriprise Financial Inc.	91,548	$2.14M	0.0%	-25.4%	0.000%
5/7/2021	Cambridge Investment Research Advisors Inc.	67,075	$1.57M	0.0%	-7.8%	0.000%
5/7/2021	Sowell Financial Services LLC	3,084	$74K	0.0%	N/A	0.000%
4/30/2021	Wealthcare Advisory Partners LLC	1,128	$26K	0.0%	N/A	0.000%
4/27/2021	Janney Montgomery Scott LLC	150,829	$3.53M	0.0%	-13.8%	0.000%
4/15/2021	CX Institutional	9,495	$223K	0.0%	-58.5%	0.000%
2/19/2021	JPMorgan Chase & Co.	2,191	$53K	0.0%	-73.4%	0.000%
2/11/2021	Steward Partners Investment Advisory LLC	2,560	$62K	0.0%	-95.2%	0.000%
2/4/2021	AdvisorNet Financial Inc	19,320	$465K	0.0%	-4.9%	0.000%
2/4/2021	Cambridge Investment Research Advisors Inc.	72,766	$1.75M	0.0%	-19.8%	0.000%
1/29/2021	Atlas Private Wealth Advisors	1,175	$28K	0.0%	-38.1%	0.000%
1/25/2021	IFP Advisors Inc	3,659	$87K	0.0%	-11.4%	0.000%
1/25/2021	Calton & Associates Inc.	16,988	$409K	0.1%	-11.7%	0.000%
1/25/2021	Janney Montgomery Scott LLC	174,956	$4.21M	0.0%	+190.1%	0.000%
1/14/2021	Kovack Advisors Inc.	28,460	$685K	0.1%	-42.7%	0.000%
1/12/2021	CX Institutional	22,865	$551K	0.1%	-7.2%	0.000%
11/12/2020	JPMorgan Chase & Co.	8,245	$186K	0.0%	+37.0%	0.000%
11/6/2020	Janney Montgomery Scott LLC	60,317	$1.36M	0.0%	+1.4%	0.000%
11/2/2020	Kovack Advisors Inc.	49,685	$1.12M	0.2%	-12.3%	0.000%
10/30/2020	Steward Partners Investment Advisory LLC	52,849	$1.19M	0.0%	+1.9%	0.000%
10/29/2020	IFP Advisors Inc	4,128	$93K	0.0%	-68.2%	0.000%
10/29/2020	Cambridge Investment Research Advisors Inc.	90,694	$2.05M	0.0%	+43.8%	0.000%
10/28/2020	Weaver Consulting Group	3,000	$68K	0.0%	+50.0%	0.000%
10/13/2020	CX Institutional	24,646	$556K	0.1%	+15.7%	0.000%
8/6/2020	Steward Partners Investment Advisory LLC	51,849	$1.15M	0.0%	-12.8%	0.000%
8/6/2020	CX Institutional	21,304	$473K	0.1%	+12.8%	0.000%
8/5/2020	IFP Advisors Inc	12,971	$288K	0.0%	-82.8%	0.000%
7/31/2020	Kovack Advisors Inc.	56,670	$1.26M	0.2%	-16.2%	0.000%
7/27/2020	Cambridge Investment Research Advisors Inc.	63,074	$1.40M	0.0%	-39.3%	0.000%
7/23/2020	Janney Montgomery Scott LLC	59,477	$1.32M	0.0%	-58.8%	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, 10 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), Fifth Third Securities Inc. ($301K), and CX Institutional ($215K).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), Kovack Advisors Inc. ($1.25K), and Fifth Third Securities Inc. ($611.00).
How much institutional buying is happening at iShares Morningstar Multi-Asset Income ETF?: Institutional investors have bought a total of 48,277 shares in the last 24 months. This purchase volume represents approximately $933.87K 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 ($47.21K), Cambridge Investment Research Advisors Inc. ($10.00K), Mayflower Financial Advisors LLC ($7.54K), 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 70,295 shares in the last 24 months. This volume of shares sold represents approximately $1.37M in transactions.