# ISHARES TR (IYLD)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IYLD/

- Reporting holders: 4
- Reported value: $433.8K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $267.3K | 12,315 | 0.0% | 32 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $85.6K | 3,942 | 0.0% | 16 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $80.9K | 3,727 | 0.0% | 12 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $19 | 881 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 4 | $433.8K |
| Q2 2026 | 47 | $32.8M |
| Q1 2026 | 50 | $35.4M |
| Q4 2025 | 53 | $34.5M |
| Q3 2025 | 54 | $32.1M |
| Q2 2025 | 48 | $30.4M |
| Q1 2025 | 52 | $30.3M |
| Q4 2024 | 52 | $36.8M |
| Q3 2024 | 55 | $25.7M |
| Q2 2024 | 51 | $26.0M |
| Q1 2024 | 50 | $31.4M |
| Q4 2023 | 53 | $39.5M |