Who owns Ishares Morningstar?
- Ticker: IYLD
- CUSIP Number: 46432F875
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Morningstar with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ishares Morningstar stock
Who bought or sold Ishares Morningstar this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 156k | $3.6M | 6% | Mar 2024 |
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| LPL Financial | 110k | $2.2M | -25% | Mar 2024 |
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| Bank of America Corporation | 77k | $1.5M | -69% | Mar 2024 |
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| Advisor Group Holdings | 66k | $1.3M | -9% | Mar 2024 |
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| Royal Bank of Canada | 65k | $1.3M | -69% | Mar 2024 |
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| First Heartland Consultants | 56k | $1.1M | -3% | Mar 2024 |
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| Baird Financial | 44k | $888k | 100% | Dec 2023 |
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| Mycio Wealth Partners | 37k | $738k | 31% | Mar 2024 |
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| Raymond James Financial Services Advisors | 35k | $702k | -13% | Mar 2024 |
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| Kestra Advisory Services | 33k | $657k | 115% | Dec 2023 |
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| Jane Street | 32k | $644k | 157% | Mar 2024 |
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| Cambridge Investment Research Advisors | 28k | $566k | -19% | Mar 2024 |
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| D.A. Davidson & Co. | 27k | $530k | -1% | Mar 2024 |
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| Jpmorgan Chase & Co | 25k | $500k | 0% | Mar 2024 |
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| Commonwealth Equity Services | 19k | $372k | -63% | Mar 2024 |
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| Mayflower Financial Advisors | 18k | $359k | 0% | Mar 2024 |
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| Worth Financial Advisory Group | 17k | $346k | 0% | Mar 2024 |
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| Wells Fargo & Company | 17k | $346k | 92% | Mar 2024 |
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| Cedar Brook Financial Partners | 17k | $328k | -2% | Mar 2024 |
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| Janney Montgomery Scott | 15k | $302k | -3% | Mar 2024 |
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| Financial Advocates Investment Management | 15k | $2.8M | 7% | Mar 2024 |
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| Fifth Third Securities | 15k | $290k | 100% | Mar 2024 |
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| Hancock Bank Trust Department | 14k | $288k | -24% | Mar 2024 |
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| Envestnet Asset Management | 14k | $270k | 100% | Mar 2024 |
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| Susquehanna International | 14k | $269k | -68% | Mar 2024 |
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| Steward Partners Investment Advisory | 13k | $252k | -75% | Mar 2024 |
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| Atria Wealth Solutions | 13k | $252k | -63% | Mar 2024 |
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| Global Retirement Partners | 12k | $244k | 0% | Mar 2024 |
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| HighTower Advisors | 12k | $244k | -17% | Mar 2024 |
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| Raymond James & Associates | 11k | $215k | 100% | Mar 2024 |
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| LVW Advisors | 11k | $208k | -75% | Mar 2024 |
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| Stifel Financial | 10k | $200k | 100% | Mar 2024 |
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| Farther Finance Advisors | 9.1k | $180k | -58% | Mar 2024 |
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| UBS Group | 6.7k | $133k | -24% | Mar 2024 |
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| Geneos Wealth Management | 4.7k | $94k | -14% | Mar 2024 |
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| Coconut Grove Bank | 3.9k | $79k | 0% | Mar 2024 |
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| Harbour Investments | 2.7k | $54k | 0% | Dec 2023 |
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| Goss Wealth Management | 1.2k | $24k | -25% | Mar 2024 |
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| PSI Advisors | 1.1k | $21k | 0% | Mar 2024 |
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| EverSource Wealth Advisors | 769.00 | $16k | 0% | Mar 2024 |
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| Creekmur Asset Management | 649.00 | $13k | 0% | Mar 2024 |
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| IFP Advisors | 401.00 | $8.1k | 0% | Dec 2023 |
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| Founders Financial Alliance | 400.00 | $8.0k | 0% | Mar 2024 |
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| Coastal Investment Advisors | 300.00 | $6.0k | 100% | Mar 2024 |
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| Principal Securities | 278.00 | $5.5k | 81% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 88.00 | $1.8k | 100% | Mar 2024 |
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| Emerald Investment Partners | 62.00 | $1.2k | 0% | Mar 2024 |
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Who sold out of Ishares Morningstar?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Win Advisors | Dec 2023 | 72k | $1.4M |
| Kovack Advisors | Dec 2023 | 19k | $372k |
| Ameriprise Financial | Sep 2023 | 11k | $210k |
| FSC Wealth Advisors | Dec 2023 | 9.8k | $197k |
| BlackRock | Sep 2023 | 6.8k | $129k |
| Bnp Paribas Arbitrage, Snc | Dec 2023 | 600.00 | $12k |
| JNBA Financial Advisors | Dec 2023 | 437.00 | $8.8k |
| Aptus Capital Advisors | Sep 2023 | 257.00 | $4.9k |