Who owns IYLD?
iShares Morningstar Multi-Asset Income ETF · iShares
47 institutions reported holding IYLD, worth $32.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IYLD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $7.3M | 327,823 | +3,086 shares |
| Bank of America Corp. | Charlotte, NC | $5.9M | 266,659 | +3,966 shares |
| Perigon Wealth Management, LLC | San Francisco, CA | $2.0M | 92,520 | +15,176 shares |
| Kestra Advisory Services, LLC | Austin, TX | $1.6M | 73,376 | −49,087 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.4M | 61,455 | +24,027 shares |
| Elevation Capital Advisory, LLC | Bend, OR | $1.3M | 59,797 | New position |
| Kovack Advisors, Inc. | Ft. Lauderdale, FL | $1.2M | 55,380 | −6,044 shares |
| LPL Financial LLC | Fort Mill, SC | $1.2M | 54,063 | +820 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $1.1M | 48,718 | +24,053 shares |
| Wells Fargo & Company | San Francisco, CA | $1.1M | 47,959 | +340 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IYLD?
47 institutional managers reported holding IYLD in Form 13F filings for June 30, 2026, worth $32.5M in total. The largest reported position was held by Morgan Stanley, at $7.3M.
Did institutions buy or sell IYLD last quarter?
Reported 13F value fell 4.5% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 9 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IYLD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.