ISHARES MORNINGSTAR MULTI-ASSET INCOME ETF

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IYLD·46432F875·US·ETF·Unknown - Unknown

IYLD (ISHARES MORNINGSTAR MULTI-ASSET INCOME ETF) is held by 26 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($7.3M), BANK OF AMERICA CORP /DE/ ($5.9M), Kestra Advisory Services, LLC ($1.6M). Net institutional sentiment: Mixed.

26

Holders

(2 Elite)

$25.5M

Total Value

57% (23)

Consensus

13 buying - 10 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)47

Insider (Form 4)44

Activist (13D/13G)58

Congressional (STOCK Act)43

Holder Quality

65

★★★★★

Elite

77

★★★★

Strong

73

★★★

Solid

31

★★

Below

78

★

Weak

Held by 26 funds

2 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for IYLD.

Top Holders

Top Holders (26)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	327,823(+0.9%)	$7.3M	0.0%	+19.19%	28
BANK OF AMERICA CORP /DE/	Increased	266,659(+1.5%)	$5.9M	0.0%	+18.15%	27
Kestra Advisory Services, LLC	Decreased	73,376(-40.1%)	$1.6M	0.0%	+10.47%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	61,455(+64.2%)	$1.4M	0.0%	+3.64%	37
LPL Financial LLC	Increased	54,063(+1.5%)	$1.2M	0.0%	+25.09%	26
WELLS FARGO & COMPANY/MN	Increased	47,959(+0.7%)	$1.1M	0.0%	+15.12%	25
JONES FINANCIAL COMPANIES LLLP	Increased	46,233(+118.9%)	$1M	0.0%	+5.02%	40
ROYAL BANK OF CANADA	Decreased	44,490(-37.1%)	$985,000	0.0%	+9.82%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	31,834(-21.9%)	$704,960	0.0%	+23.17%	0
OSAIC HOLDINGS, INC.	Increased	28,141(+62.1%)	$623,128	0.0%	+21.23%	35
JPMORGAN CHASE & CO	Unchanged	22,537	$500,017	0.0%	+16.17%	0
HighTower Advisors, LLC	Decreased	21,900(-1.7%)	$484,961	0.0%	+28.80%	0
RAYMOND JAMES FINANCIAL INC	Decreased	21,007(-0.4%)	$465,187	0.0%	+22.29%	0
MML INVESTORS SERVICES, LLC	Increased	16,495(+21.7%)	$365,268	0.0%	+26.52%	28
JANE STREET GROUP, LLC	New	14,718	$325,927	0.0%	+1.88%	36
AMERIPRISE FINANCIAL INC	Increased	14,603(+3.9%)	$323,380	0.0%	+6.56%	24
Cetera Investment Advisers	Decreased	13,446(-42.2%)	$297,760	0.0%	+6.21%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	11,890(-42.9%)	$263,302	0.0%	+19.69%	0
UBS Group AG	Increased	10,612(+18.1%)	$235,003	0.0%	+15.83%	18
STIFEL FINANCIAL CORP	Increased	10,015(+0.1%)	$221,780	0.0%	+22.03%	23

Showing 1-20 of 27

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IYLDISHARES MORNINGSTAR MULTI-ASSET INCOME ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer