iShares Morningstar Multi-Asset Income ETF (IYLD) Institutional Ownership $19.80 +0.33 (+1.67%) As of 01/21/2025 03:59 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. 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)1TotalInstitutional Outflows(last 12 months)$18.75K 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 CompanyDetails1/17/2025 Janney Montgomery Scott LLC12,828$250K0.0%-7.0%0.216% 11/25/2024Wilmington Savings Fund Society FSB6,604$136K0.0%N/A0.111% 11/15/2024IHT Wealth Management LLC24,726$511K0.0%+83.9%0.416% 7/15/2024Fifth Third Securities Inc.15,150$301K0.0%+4.2%0.255% 10/24/2023Cambridge Investment Research Advisors Inc.35,248$671K0.0%-2.0%0.500% 8/4/2023Parallel Advisors LLC6,250$122K0.0%-44.4%0.089% 7/26/2023 Janney Montgomery Scott LLC16,707$326K0.0%-4.4%0.235% 7/13/2023Cambridge 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% 4/25/2023Parallel Advisors LLC11,250$217K0.0%N/A0.156% 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. 2/10/2023CoreCap Advisors LLC1,792$34K0.0%N/A0.000% 2/8/2023Cambridge 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% 1/25/2023Mayflower Financial Advisors LLC19,657$373K0.0%-27.7%0.000% 1/17/2023FSC Wealth Advisors LLC2,303$44K0.1%N/A0.000% 11/14/2022Kovack Advisors Inc.17,415$320K0.0%+7.7%0.000% 10/25/2022 Janney Montgomery Scott LLC27,532$505K0.0%+40.0%0.000% 10/17/2022Cambridge Investment Research Advisors Inc.51,458$945K0.0%-8.4%0.000% 8/11/2022CoreCap 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% 8/2/2022CX Institutional10,807$215K0.0%-4.9%0.000% 7/15/2022Mayflower Financial Advisors LLC27,248$540K0.1%-7.1%0.000% 7/13/2022Cambridge 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% 2/10/2022Confluence Wealth Services Inc.1,212$29K0.0%N/A0.000% 2/8/2022Retirement Planning Co of New England Inc.4,120$99K0.0%N/A0.000% 2/3/2022Cambridge 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% 1/18/2022Kovack 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% 11/10/2021CX Institutional46,068$1.10M0.1%+367.1%0.000% 11/2/2021Cambridge 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% 8/13/2021Steward Partners Investment Advisory LLC8,534$206K0.0%-9.4%0.000% Did You See Trump’s Manhattan Project Bombshell? 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Click here and see for yourself.8/13/2021OLD Mission Capital LLC8,514$206K0.0%-47.4%0.000% 8/10/2021Cambridge Investment Research Advisors Inc.72,096$1.74M0.0%+7.5%0.000% 7/29/2021Kovack 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% 5/7/2021Cambridge Investment Research Advisors Inc.67,075$1.57M0.0%-7.8%0.000% 5/7/2021Sowell 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% 4/15/2021CX Institutional9,495$223K0.0%-58.5%0.000% 2/19/2021JPMorgan Chase & Co.2,191$53K0.0%-73.4%0.000% 2/11/2021Steward Partners Investment Advisory LLC2,560$62K0.0%-95.2%0.000% 2/4/2021 AdvisorNet Financial Inc19,320$465K0.0%-4.9%0.000% 2/4/2021Cambridge Investment Research Advisors Inc.72,766$1.75M0.0%-19.8%0.000% 1/29/2021Atlas Private Wealth Advisors1,175$28K0.0%-38.1%0.000% 1/25/2021IFP Advisors Inc3,659$87K0.0%-11.4%0.000% 1/25/2021Calton & 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% (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, the following institutional investors and hedge funds held shares of iShares Morningstar Multi-Asset Income ETF shares: Cambridge Investment Research Advisors Inc. ($671K), IHT Wealth Management LLC ($511K), Mayflower Financial Advisors LLC ($373K), Fifth Third Securities Inc. ($301K), Janney Montgomery Scott LLC ($250K), 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), 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 31,536 shares in the last 24 months. This purchase volume represents approximately $632.18K 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 ($11.79K), 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 29,630 shares in the last 24 months. This volume of shares sold represents approximately $566.48K in transactions. 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