Who Owns ISHARES MORNINGSTAR (IYLD)? -- Institutional Holders (2026-06-30)

56 institutions reported holding $32.0M of ISHARES MORNINGSTAR (IYLD) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($7.3M), BANK OF AMERICA CORP /DE/ ($5.9M), Perigon Wealth Management, LLC ($2.0M), Kestra Advisory Services, LLC ($1.6M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.4M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$7.3M	327,823	Added
2	BANK OF AMERICA CORP /DE/	$5.9M	266,659	Added
3	Perigon Wealth Management, LLC	$2.0M	92,520	Added
4	Kestra Advisory Services, LLC	$1.6M	73,376	Trimmed
5	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.4M	61,455	Added
6	Elevation Capital Advisory, LLC	$1.3M	59,797	New
7	Kovack Advisors, Inc.	$1.2M	55,380	Trimmed
8	LPL Financial LLC	$1.2M	54,063	Added
9	WELLS FARGO & COMPANY/MN	$1.1M	47,959	Added
10	JONES FINANCIAL COMPANIES LLLP	$1.0M	46,233	Added
11	Royal Bank of Canada	$985,000	44,490	Trimmed
12	COMMONWEALTH EQUITY SERVICES, LLC	$704,960	31,834	Trimmed
13	OSAIC HOLDINGS, INC.	$623,128	28,141	Added
14	Cambridge Investment Research Advisors, Inc.	$539,000	24,359	Trimmed
15	JPMORGAN CHASE & CO	$500,017	22,537	Hold
16	HighTower Advisors, LLC	$484,961	21,900	Trimmed
17	RAYMOND JAMES FINANCIAL INC	$465,187	21,007	Trimmed
18	MML INVESTORS SERVICES, LLC	$365,268	16,495	Added
19	JANE STREET GROUP, LLC	$325,927	14,718	New
20	AMERIPRISE FINANCIAL INC	$323,380	14,603	Added
21	Cetera Investment Advisers	$297,760	13,446	Trimmed
22	First Heartland Consultants, Inc.	$272,713	12,315	Trimmed
23	ENVESTNET ASSET MANAGEMENT INC	$263,302	11,890	Trimmed
24	Worth Financial Advisory Group, LLC	$246,250	11,120	New
25	UBS Group AG	$235,003	10,612	Added

Source: SEC Form 13F filings · as of 2026-06-30