iShares Morningstar Multi-Asset Income ETF (IYLD) Institutional Ownership $19.56 +0.09 (+0.44%) (As of 12/20/2024 ET) Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnership Institutional Ownership Changes (13F Filings) for iShares Morningstar Multi-Asset Income ETF (BATS:IYLD)Number ofInstitutional Buyers(last 12 months)3TotalInstitutional Inflows(last 12 months)$381.60KNumber ofInstitutional Sellers(last 12 months)0 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 Ad Brownstone ResearchMedia Humiliated: Demo of Elon’s Tech Proves They’re WrongElon Musk believes his new AI product will be worth an incredible $9 trillion. But the mainstream media is not buying it.Click here to watch this demo and decide for yourself. iShares Morningstar Multi-Asset Income ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/25/2024 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% 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. 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% 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% 10/6/2021IFP 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% We recommended Palantir in 2021, now we’re recommending this... (Ad)My research indicates there is only one investment that can meet AI's unprecedented demand for energy.Click to get the name and ticker symbol8/10/2021 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% 5/18/2021 Flow Traders U.S. LLC13,122$307K0.0%N/A0.000% 5/17/2021 Ameriprise 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% 4/27/2021 Janney Montgomery Scott LLC150,829$3.53M0.0%-13.8%0.000% 4/15/2021 CX Institutional9,495$223K0.0%-58.5%0.000% 2/19/2021 JPMorgan Chase & Co.2,191$53K0.0%-73.4%0.000% 2/11/2021 Steward Partners Investment Advisory LLC2,560$62K0.0%-95.2%0.000% 2/4/2021 AdvisorNet Financial Inc19,320$465K0.0%-4.9%0.000% 2/4/2021 Cambridge Investment Research Advisors Inc.72,766$1.75M0.0%-19.8%0.000% 1/29/2021 Atlas Private Wealth Advisors1,175$28K0.0%-38.1%0.000% 1/25/2021IFP Advisors Inc3,659$87K0.0%-11.4%0.000% 1/25/2021 Calton & Associates Inc.16,988$409K0.1%-11.7%0.000% 1/25/2021 Janney Montgomery Scott LLC174,956$4.21M0.0%+190.1%0.000% 1/14/2021 Kovack Advisors Inc.28,460$685K0.1%-42.7%0.000% 1/12/2021 CX Institutional22,865$551K0.1%-7.2%0.000% 11/12/2020 JPMorgan Chase & Co.8,245$186K0.0%+37.0%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), IHT Wealth Management LLC ($511K), Mayflower Financial Advisors LLC ($373K), Janney Montgomery Scott LLC ($326K), Fifth Third Securities Inc. ($301K), Wilmington Savings Fund Society FSB ($136K), 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: IHT Wealth Management LLC ($11.28K), Parallel Advisors LLC ($11.25K), Wilmington Savings Fund Society FSB ($6.60K), FSC Wealth Advisors LLC ($2.30K), CoreCap Advisors LLC ($1.79K), 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 33,839 shares in the last 24 months. This purchase volume represents approximately $675.89K 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 ($10.83K), Mayflower Financial Advisors LLC ($7.54K), Cambridge Investment Research Advisors Inc. ($5.31K), and Parallel Advisors LLC ($5K). How much institutional selling is happening at iShares Morningstar Multi-Asset Income ETF? Institutional investors have sold a total of 28,668 shares in the last 24 months. This volume of shares sold represents approximately $547.73K in transactions. 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