ISHARES TR (IYLD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
45
Reporting holders
$31.4M
Reported value
0.0%
Held as options
-3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $7.3M | 327,823 | 0.00% | 35q | +1.0%+$68.3K |
| BANK OF AMERICA CORP /DE/ | $5.9M | 266,659 | 0.00% | 31q | +1.5%+$87.8K |
| Perigon Wealth Management, LLC | $2.0M | 92,520 | 0.03% | 9q | +19.6%+$336.1K |
| Kestra Advisory Services, LLC | $1.6M | 73,376 | 0.01% | 15q | -40.1%-$1.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 61,455 | 0.00% | 2q | +64.2%+$532.1K |
| Elevation Capital Advisory, LLC | $1.3M | 59,797 | 0.51% | new | NEW |
| Kovack Advisors, Inc. | $1.2M | 55,380 | 0.06% | 9q | -9.8%-$134.1K |
| LPL Financial LLC | $1.2M | 54,063 | 0.00% | 31q | +1.5%+$18.2K |
| WELLS FARGO & COMPANY/MN | $1.1M | 47,959 | 0.00% | 31q | -49.6%-$1.0M |
| JONES FINANCIAL COMPANIES LLLP | $1.0M | 46,233 | 0.00% | 8q | +118.9%+$555.5K |
| ROYAL BANK OF CANADA | $985.0K | 44,490 | 0.00% | 31q | -37.1%-$582.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $705.0K | 31,834 | 0.00% | 31q | -21.9%-$197.6K |
| OSAIC HOLDINGS, INC. | $623.1K | 28,141 | 0.00% | 26q | +62.1%+$238.8K |
| JPMORGAN CHASE & CO | $500.0K | 22,537 | 0.00% | 26q | HELD |
| HighTower Advisors, LLC | $485.0K | 21,900 | 0.00% | 13q | -1.7%-$8.3K |
| RAYMOND JAMES FINANCIAL INC | $465.2K | 21,007 | 0.00% | 7q | HELD |
| MML INVESTORS SERVICES, LLC | $365.3K | 16,495 | 0.00% | 23q | +21.7%+$65.1K |
| JANE STREET GROUP, LLC | $325.9K | 14,718 | 0.00% | new | NEW |
| AMERIPRISE FINANCIAL INC | $323.4K | 14,603 | 0.00% | 3q | -48.1%-$299.2K |
| Cetera Investment Advisers | $297.8K | 13,446 | 0.00% | 3q | -42.2%-$217.5K |
| First Heartland Consultants, Inc. | $272.7K | 12,315 | 0.02% | 31q | -22.6%-$79.7K |
| ENVESTNET ASSET MANAGEMENT INC | $263.3K | 11,890 | 0.00% | 11q | -42.9%-$197.5K |
| Worth Financial Advisory Group, LLC | $246.2K | 11,120 | 0.10% | new | NEW |
| UBS Group AG | $235.0K | 10,612 | 0.00% | 31q | +18.1%+$36.0K |
| STIFEL FINANCIAL CORP | $221.8K | 10,015 | 0.00% | 10q | HELD |
| LVW Advisors, LLC | $208.8K | 9,428 | 0.02% | 4q | HELD |
| Global Retirement Partners, LLC | $140.8K | 6,358 | 0.00% | 2q | +2.0%+$2.8K |
| FIRST HORIZON CORP | $100.7K | 4,546 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $91.0K | 4,110 | 0.00% | 42q | +100.6%+$45.6K |
| Grove Bank & Trust | $87.3K | 3,942 | 0.01% | 15q | HELD |
| Farther Finance Advisors, LLC | $83.3K | 3,762 | 0.00% | 11q | -6.3%-$5.6K |
| IFP Advisors, Inc | $72.7K | 3,281 | 0.00% | 39q | HELD |
| US BANCORP \DE\ | $69.8K | 3,150 | 0.00% | 3q | HELD |
| N.E.W. Advisory Services LLC | $64.6K | 2,916 | 0.00% | 6q | HELD |
| Triumph Capital Management | $48.8K | 2,205 | 0.01% | 3q | -0.8% |
| NewEdge Advisors, LLC | $36.1K | 1,630 | 0.00% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $29.5K | 1,336 | 0.00% | 8q | HELD |
| EverSource Wealth Advisors, LLC | $9.0K | 406 | 0.00% | 15q | HELD |
| HARBOUR INVESTMENTS, INC. | $8.3K | 375 | 0.00% | 21q | HELD |
| Steward Partners Investment Advisory, LLC | $6.4K | 288 | 0.00% | 31q | -95.1%-$124.5K |
| Founders Financial Alliance, LLC | $5.5K | 250 | 0.00% | 24q | HELD |
| Cape Investment Advisory, Inc. | $4.2K | 188 | 0.00% | new | NEW |
| Institute for Wealth Management, LLC. | $1.9K | 86 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $1.1K | 48,718 | 0.00% | 31q | +97.5% |
| Kingdom Financial Group LLC. | $204 | 9 | 0.00% | 3q | HELD |
| FMR LLC | $22 | 1 | 0.00% | 2q | HELD |
| CX Institutional | $19 | 880 | 0.00% | 6q | -2.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 45 | $31.4M | 1,418,655 | 7 | 11 | 13 | 0.0% |
| Q1 2026 | 48 | $34.8M | 1,603,482 | 8 | 11 | 13 | 0.0% |
| Q4 2025 | 51 | $33.9M | 1,584,243 | 12 | 17 | 6 | 0.0% |
| Q3 2025 | 50 | $30.5M | 1,432,763 | 9 | 11 | 16 | 0.0% |
| Q2 2025 | 44 | $28.7M | 1,383,545 | 5 | 11 | 12 | 0.0% |
| Q1 2025 | 47 | $28.5M | 1,419,228 | 5 | 11 | 17 | 0.0% |
| Q4 2024 | 48 | $35.1M | 1,601,251 | 5 | 14 | 14 | 0.0% |
| Q3 2024 | 50 | $23.6M | 1,139,911 | 10 | 14 | 13 | 0.0% |
| Q2 2024 | 47 | $23.7M | 1,176,416 | 7 | 10 | 14 | 0.0% |
| Q1 2024 | 45 | $28.8M | 1,319,559 | 7 | 8 | 17 | 0.0% |
| Q4 2023 | 48 | $36.0M | 1,697,717 | 9 | 13 | 15 | 0.0% |
| Q3 2023 | 42 | $22.2M | 1,168,902 | 3 | 9 | 19 | 0.0% |
| Q2 2023 | 48 | $31.0M | 1,444,940 | 7 | 10 | 20 | 0.0% |
| Q1 2023 | 48 | $30.9M | 1,434,928 | 8 | 5 | 23 | 0.0% |
| Q4 2022 | 43 | $34.4M | 1,814,695 | 12 | 7 | 16 | 0.0% |
| Q3 2022 | 48 | $38.4M | 2,078,722 | 6 | 12 | 17 | 0.0% |
| Q2 2022 | 51 | $39.0M | 1,954,408 | 7 | 8 | 25 | 0.0% |
| Q1 2022 | 47 | $49.1M | 2,191,737 | 1 | 10 | 20 | 0.0% |
| Q4 2021 | 61 | $57.4M | 2,390,723 | 5 | 18 | 19 | 0.0% |
| Q3 2021 | 55 | $55.5M | 2,316,654 | 6 | 23 | 14 | 0.0% |
| Q2 2021 | 52 | $53.5M | 2,212,453 | 3 | 12 | 22 | 0.0% |
| Q1 2021 | 59 | $63.8M | 2,722,970 | 7 | 17 | 21 | 0.0% |
| Q4 2020 | 58 | $73.6M | 3,041,581 | 3 | 15 | 25 | 0.0% |
| Q3 2020 | 62 | $62.5M | 2,772,239 | 4 | 23 | 19 | 0.0% |
| Q2 2020 | 62 | $63.5M | 2,835,995 | 6 | 14 | 25 | 0.0% |
| Q1 2020 | 65 | $102.5M | 5,118,244 | 8 | 23 | 19 | 0.0% |
| Q4 2019 | 74 | $144.5M | 5,584,604 | 7 | 31 | 13 | 0.0% |
| Q3 2019 | 67 | $140.3M | 5,618,868 | 10 | 29 | 13 | 0.0% |
| Q2 2019 | 62 | $86.6M | 3,299,858 | 9 | 33 | 10 | 0.0% |
| Q1 2019 | 57 | $79.9M | 3,233,256 | 11 | 15 | 18 | 0.0% |
| Q4 2018 | 50 | $84.7M | 3,639,777 | 1 | 1 | 3 | 0.0% |