iShares Morningstar Multi-Asset Income ETF (IYLD) Institutional Ownership $20.30 +0.83 (+4.27%) As of 02:38 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for iShares Morningstar Multi-Asset Income ETF (BATS:IYLD)Number ofInstitutional Buyers(last 12 months)5TotalInstitutional Inflows(last 12 months)$532.96KNumber ofInstitutional Sellers(last 12 months)4TotalInstitutional Outflows(last 12 months)$390.81K Get IYLD Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares Morningstar Multi-Asset Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data IYLD Institutional Buying and Selling by Quarter iShares Morningstar Multi-Asset Income ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails4/17/2025 Janney Montgomery Scott LLC10,076$202K0.0%-21.5%0.174% 2/17/2025Ameriprise Financial Inc.15,042$293K0.0%+45.7%0.253% 2/14/2025IHT Wealth Management LLC13,635$266K0.0%-44.9%0.229% 2/12/2025JPMorgan Chase & Co.23,614$460K0.0%-2.8%0.397% 2/10/2025 Farther Finance Advisors LLC3,843$75K0.0%-53.9%0.065% 2/6/2025Jones Financial Companies Lllp3,492$68K0.0%+688.3%0.059% 1/17/2025 Janney Montgomery Scott LLC12,828$250K0.0%-7.0%0.216% 11/25/2024 Wilmington Savings Fund Society FSB6,604$136K0.0%N/A0.111% 11/15/2024IHT Wealth Management LLC24,726$511K0.0%+83.9%0.416% 7/15/2024 Fifth Third Securities Inc.15,150$301K0.0%+4.2%0.255% Get the Latest News and Ratings for IYLD and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares Morningstar Multi-Asset Income ETF and its competitors with MarketBeat's FREE daily newsletter. 10/24/2023 Cambridge Investment Research Advisors Inc.35,248$671K0.0%-2.0%0.500% 8/4/2023 Parallel Advisors LLC6,250$122K0.0%-44.4%0.089% 7/26/2023 Janney Montgomery Scott LLC16,707$326K0.0%-4.4%0.235% 7/13/2023 Cambridge Investment Research Advisors Inc.35,957$702K0.0%-3.4%0.506% 4/28/2023 Janney Montgomery Scott LLC17,484$337K0.0%-3.8%0.243% 4/25/2023 Parallel Advisors LLC11,250$217K0.0%N/A0.156% 2/10/2023 CoreCap Advisors LLC1,792$34K0.0%N/A0.000% 2/8/2023 Cambridge Investment Research Advisors Inc.48,116$913K0.0%-6.5%0.000% 2/1/2023 Janney Montgomery Scott LLC18,183$345K0.0%-34.0%0.000% 1/25/2023 Mayflower Financial Advisors LLC19,657$373K0.0%-27.7%0.000% 1/17/2023 FSC Wealth Advisors LLC2,303$44K0.1%N/A0.000% 11/14/2022 Kovack Advisors Inc.17,415$320K0.0%+7.7%0.000% 10/25/2022 Janney Montgomery Scott LLC27,532$505K0.0%+40.0%0.000% 10/17/2022 Cambridge Investment Research Advisors Inc.51,458$945K0.0%-8.4%0.000% 8/11/2022 CoreCap Advisors LLC1,792$36K0.0%N/A0.000% 8/8/2022Baird Financial Group Inc.21,418$425K0.0%N/A0.000% 8/3/2022 Janney Montgomery Scott LLC19,671$390K0.0%-64.9%0.000% 8/2/2022 CX Institutional10,807$215K0.0%-4.9%0.000% 7/15/2022 Mayflower Financial Advisors LLC27,248$540K0.1%-7.1%0.000% 7/13/2022 Cambridge Investment Research Advisors Inc.56,149$1.11M0.0%-1.4%0.000% 5/4/2022 Janney Montgomery Scott LLC56,053$1.25M0.0%-7.0%0.000% 2/10/2022 Confluence Wealth Services Inc.1,212$29K0.0%N/A0.000% 2/8/2022 Retirement Planning Co of New England Inc.4,120$99K0.0%N/A0.000% 2/3/2022 Cambridge Investment Research Advisors Inc.60,663$1.46M0.0%-6.2%0.000% 1/27/2022 Janney Montgomery Scott LLC60,302$1.45M0.0%+141.6%0.000% 1/19/2022 AdvisorNet Financial Inc18,320$440K0.0%+3.4%0.000% 1/18/2022 Kovack Advisors Inc.21,865$525K0.1%-7.9%0.000% 1/7/2022 Future Financial Wealth Managment LLC2,000$48K0.0%N/A0.000% 11/12/2021OLD Mission Capital LLC34,915$836K0.0%+310.1%0.000% 11/12/2021 PSI Advisors LLC1,170$28K0.0%N/A0.000% This Is The Moment You Betray Trump (Or Prove Them Wrong) (Ad)They said you wouldn’t last—that Bidenflation, Wall Street selloffs, and DEI funds would break your loyalty to Trump’s economic plan. But now there’s a way to protect your retirement without backing down. This free 2025 Wealth Protection Guide reveals how you can use a legal IRS loophole—nicknamed “Piggy Bank”—to shield your savings.Protect your savings without betraying Trump11/10/2021 CX Institutional46,068$1.10M0.1%+367.1%0.000% 11/2/2021 Cambridge Investment Research Advisors Inc.64,668$1.55M0.0%-10.3%0.000% 10/29/2021 Janney Montgomery Scott LLC24,960$598K0.0%+3.8%0.000% 10/15/2021 AdvisorNet Financial Inc17,720$424K0.0%-5.3%0.000% 10/6/2021 IFP 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% 8/10/2021 Cambridge Investment Research Advisors Inc.72,096$1.74M0.0%+7.5%0.000% 7/29/2021 Kovack Advisors Inc.23,720$574K0.1%-16.6%0.000% 5/18/2021Flow Traders U.S. LLC13,122$307K0.0%N/A0.000% 5/17/2021Ameriprise Financial Inc.91,548$2.14M0.0%-25.4%0.000% 5/7/2021 Cambridge Investment Research Advisors Inc.67,075$1.57M0.0%-7.8%0.000% 5/7/2021 Sowell Financial Services LLC3,084$74K0.0%N/A0.000% 4/30/2021 Wealthcare Advisory Partners LLC1,128$26K0.0%N/A0.000% 2/19/2021JPMorgan Chase & Co.2,191$53K0.0%-73.4%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), JPMorgan Chase & Co. ($460K), Fifth Third Securities Inc. ($301K), Ameriprise Financial Inc. ($293K), IHT Wealth Management LLC ($266K), Janney Montgomery Scott LLC ($202K), and Wilmington Savings Fund Society FSB ($136K).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: IHT Wealth Management LLC ($11.28K), Wilmington Savings Fund Society FSB ($6.60K), Ameriprise Financial Inc. ($4.72K), Jones Financial Companies Lllp ($3.05K), 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 26,260 shares in the last 24 months. This purchase volume represents approximately $532.96K 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: IHT Wealth Management LLC ($11.09K), Parallel Advisors LLC ($5K), Janney Montgomery Scott LLC ($4.49K), Farther Finance Advisors LLC ($4.49K), Cambridge Investment Research Advisors Inc. ($1.97K), and JPMorgan Chase & Co. ($680.00). How much institutional selling is happening at iShares Morningstar Multi-Asset Income ETF? Institutional investors have sold a total of 27,712 shares in the last 24 months. This volume of shares sold represents approximately $541.17K in transactions. 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