ISHARES MORNINGSTAR MULTI-AS (IYLD) Top Institutional Shareholders
ISHARES MORNINGSTAR MULTI-AS (IYLD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $33.09M in IYLD holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of IYLD tracked by InsiderSet, reporting ownership valued at approximately $7.06M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $7.18M, representing an estimated gain of +1.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed IYLD value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Kestra Advisory Services, Llc, and several other long-term asset managers with concentrated positions in ISHARES MORNINGSTAR MULTI-AS (IYLD).
This page ranks the largest institutional IYLD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
49
Total Reported Value
$33.09M
Largest Holder
Morgan Stanley
Largest Position
$7.06M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
60
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 324,737 | $7,056,553 | $7,176,720 | +$120,167 | +1.70% | |
| Bank Of America Corp | 0.00% | 262,693 | $5,708,319 | $5,805,542 | +$97,223 | +1.70% | |
| Kestra Advisory Services, Llc | 0.01% | 122,463 | $2,661,115 | $2,706,445 | +$45,330 | +1.70% | |
| Silver Oak Securities, Incorporated | 0.15% | 94,130 | $2,045,455 | $2,080,282 | +$34,827 | +1.70% | |
| Perigon Wealth Management, Llc | 0.03% | 77,344 | $1,680,690 | $1,709,310 | +$28,620 | +1.70% | |
| Royal Bank Of Canada | 0.00% | 70,784 | $1,539,000 | $1,564,333 | +$25,333 | +1.65% | |
| Kovack Advisors, Inc. | 0.07% | 61,424 | $1,340,886 | $1,357,477 | +$16,591 | +1.24% | |
| Lpl Financial Llc | 0.00% | 53,243 | $1,156,971 | $1,176,676 | +$19,705 | +1.70% | |
| Tempus Wealth Planning, Llc | 0.24% | 49,000 | $1,064,770 | $1,082,905 | +$18,135 | +1.70% | |
| Wells Fargo & Company/Mn | 0.00% | 47,619 | $1,034,754 | $1,052,385 | +$17,631 | +1.70% | |
| Commonwealth Equity Services, Llc | 0.00% | 40,758 | $885,660 | $900,756 | +$15,096 | +1.70% | |
| Susquehanna International Group, Llp | 0.00% | 37,428 | $813,310 | $827,163 | +$13,853 | +1.70% | |
| Cetera Investment Advisers | 0.00% | 23,269 | $505,638 | $514,247 | +$8,609 | +1.70% | |
| Hightower Advisors, Llc | 0.00% | 22,273 | $483,980 | $492,236 | +$8,256 | +1.71% | |
| Raymond James Financial Inc | 0.00% | 21,094 | $458,365 | $466,180 | +$7,815 | +1.70% | |
| Jones Financial Companies Lllp | 0.00% | 21,124 | $452,982 | $466,843 | +$13,861 | +3.06% | |
| Envestnet Asset Management Inc | 0.00% | 20,810 | $452,201 | $459,903 | +$7,702 | +1.70% | |
| Osaic Holdings, Inc. | 0.00% | 17,358 | $377,195 | $383,614 | +$6,419 | +1.70% | |
| First Heartland Consultants, Inc. | 0.03% | 15,915 | $345,833 | $351,723 | +$5,890 | +1.70% | |
| World Investment Advisors | 0.01% | 14,835 | $322,369 | $327,855 | +$5,486 | +1.70% | |
| Ameriprise Financial Inc | 0.00% | 14,056 | $305,437 | $310,639 | +$5,202 | +1.70% | |
| Mml Investors Services, Llc | 0.00% | 13,553 | $294,512 | $299,523 | +$5,011 | +1.70% | |
| Hancock Whitney Corp | 0.00% | 12,569 | $279,032 | $277,776 | -$1,256 | -0.45% | |
| Iht Wealth Management, Llc | 0.01% | 12,065 | $262,183 | $266,638 | +$4,455 | +1.70% | |
| Stifel Financial Corp | 0.00% | 10,010 | $217,517 | $221,222 | +$3,705 | +1.70% | |
| Lvw Advisors, Llc | 0.02% | 9,428 | $204,871 | $208,360 | +$3,489 | +1.70% | |
| Ubs Group Ag | 0.00% | 8,986 | $195,266 | $198,591 | +$3,325 | +1.70% | |
| Ashton Thomas Securities, Llc | 0.02% | 8,800 | $191,224 | $194,481 | +$3,257 | +1.70% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 5,904 | $128,294 | $130,479 | +$2,185 | +1.70% | |
| Farther Finance Advisors, Llc | 0.00% | 4,017 | $87,682 | $88,776 | +$1,094 | +1.25% | |
| Grove Bank & Trust | 0.01% | 3,942 | $85,660 | $87,119 | +$1,459 | +1.70% | |
| Eversource Wealth Advisors, Llc | 0.00% | 4,500 | $74,700 | $99,450 | +$24,750 | +33.13% | |
| Ifp Advisors, Inc | 0.00% | 3,290 | $71,492 | $72,709 | +$1,217 | +1.70% | |
| Us Bancorp \De\ | 0.00% | 3,150 | $68,450 | $69,615 | +$1,165 | +1.70% | |
| N.E.W. Advisory Services Llc | 0.00% | 2,916 | $63,365 | $64,444 | +$1,079 | +1.70% | |
| Triumph Capital Management | 0.01% | 2,223 | $48,306 | $49,129 | +$823 | +1.70% | |
| Geneos Wealth Management Inc. | 0.00% | 2,049 | $44,536 | $45,283 | +$747 | +1.68% | |
| National Bank Of Canada | 0.00% | 1,336 | $28,884 | $29,526 | +$642 | +2.22% | |
| Advisory Services Network, Llc | 0.00% | 650 | $14,125 | $14,365 | +$240 | +1.70% | |
| Fifth Third Bancorp | 0.00% | 523 | $11,365 | $11,558 | +$193 | +1.70% | |
| Harbour Investments, Inc. | 0.00% | 375 | $8,149 | $8,288 | +$139 | +1.70% | |
| Founders Financial Alliance, Llc | 0.00% | 250 | $5,433 | $5,525 | +$92 | +1.69% | |
| Cwm, Llc | 0.00% | 247 | $5,367 | $5,459 | +$92 | +1.71% | |
| Sunbelt Securities, Inc. | 0.00% | 205 | $4,455 | $4,531 | +$76 | +1.70% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 24,665 | $536 | $545,099 | +$544,563 | +101597.57% | |
| Kingdom Financial Group Llc. | 0.00% | 9 | $198 | $199 | +$1 | +0.46% | |
| Lloyd Advisory Services, Llc. | 0.00% | 9 | $198 | $199 | +$1 | +0.46% | |
| Fmr Llc | 0.00% | 1 | $22 | $22 | +$0 | +0.46% | |
| Cx Institutional | 0.00% | 899 | $20 | $19,868 | +$19,848 | +99239.95% |
Frequently asked questions about IYLD
Who owns the most IYLD stock?
The largest holders of IYLD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES MORNINGSTAR MULTI-AS (IYLD).
Is IYLD widely held by superinvestors?
Many widely followed stocks like IYLD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IYLD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.