iShares Morningstar Multi-Asset Income ETF (IYLD) Institutional Ownership $20.99 +0.42 (+2.02%) Closing price 03:50 PM EasternExtended Trading$21.00 +0.01 (+0.04%) As of 04:04 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)6TotalInstitutional Inflows(last 12 months)$762.83KNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$404.93K Get IYLD Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares Morningstar Multi-Asset Income ETF stock? 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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 CompanyDetails8/14/2025 NewEdge Advisors LLC2,803$58K0.0%-19.5%0.051% 7/17/2025 Fifth Third Securities Inc.10,196$212K0.0%N/A0.185% 5/16/2025 NewEdge Advisors LLC3,484$70K0.0%+77.9%0.060% 4/17/2025 Janney Montgomery Scott LLC10,076$202K0.0%-21.5%0.174% 2/17/2025 Ameriprise Financial Inc.15,042$293K0.0%+45.7%0.253% 2/14/2025 IHT Wealth Management LLC13,635$266K0.0%-44.9%0.229% 2/12/2025 JPMorgan Chase & Co.23,614$460K0.0%-2.8%0.397% 2/10/2025 Farther Finance Advisors LLC3,843$75K0.0%-53.9%0.065% 2/6/2025 Jones Financial Companies Lllp3,492$68K0.0%+688.3%0.059% 1/17/2025 Janney Montgomery Scott LLC12,828$250K0.0%-7.0%0.216% 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. 11/25/2024 Wilmington Savings Fund Society FSB6,604$136K0.0%N/A0.111% 11/15/2024 IHT 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% 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% 8/8/2022 Baird 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% The stealth altcoin the financial world is underestimating (Ad)This DeFi project could soar next When altcoin season fully kicks in—which the data suggests is happening RIGHT NOW—this project is poised to see massive moves.... The smart money is already positioning.Discover the protocol that's quietly replacing traditional finance.1/7/2022 Future Financial Wealth Managment LLC2,000$48K0.0%N/A0.000% 11/12/2021 OLD Mission Capital LLC34,915$836K0.0%+310.1%0.000% 11/12/2021 PSI Advisors LLC1,170$28K0.0%N/A0.000% 11/10/2021 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% 8/13/2021 Steward Partners Investment Advisory LLC8,534$206K0.0%-9.4%0.000% 8/13/2021 OLD 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% (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), Ameriprise Financial Inc. ($293K), IHT Wealth Management LLC ($266K), Fifth Third Securities Inc. ($212K), Janney Montgomery Scott LLC ($202K), and Wilmington Savings Fund Society FSB ($136K).Learn more on iShares Morningstar Multi-Asset Income ETF's institutional investors. Which institutional investors have been buying iShares Morningstar Multi-Asset Income ETF's stock? The following institutional investors have purchased iShares Morningstar Multi-Asset Income ETF's stock in the last 24 months: IHT Wealth Management LLC ($11.28K), Fifth Third Securities Inc. ($10.81K), Wilmington Savings Fund Society FSB ($6.60K), Ameriprise Financial Inc. ($4.72K), Jones Financial Companies Lllp ($3.05K), and NewEdge Advisors LLC ($1.53K). How much institutional buying is happening at iShares Morningstar Multi-Asset Income ETF? Institutional investors have bought a total of 37,371 shares in the last 24 months. This purchase volume represents approximately $762.83K in transactions. Which of iShares Morningstar Multi-Asset Income ETF's 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), Farther Finance Advisors LLC ($4.49K), Janney Montgomery Scott LLC ($3.71K), NewEdge Advisors LLC ($681.00), 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 20,651 shares in the last 24 months. This volume of shares sold represents approximately $404.93K in transactions. Related Companies CVY Major Shareholders HIPS Major Shareholders CLSM Major Shareholders GMOM Major Shareholders LEXI Major Shareholders JHPI Major Shareholders TAIL Major Shareholders TDSC Major Shareholders TYA Major Shareholders RISN Major Shareholders This page (BATS:IYLD) was last updated on 8/28/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredBREAKING: The House just passed 3 pro-crypto bills!THREE pro-crypto bills just passed the House! Now, experts believe altcoin season is officially here. Crypto 101 Media | SponsoredINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredElon’s BIGGEST warning yet?Tesla's About to Prove Everyone Wrong... 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