Who owns iShares Morningstar Multi-Asset Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IYLD from SEC Form 13F filings across 47 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 47 institutions disclosed 1.4M shares of iShares Morningstar Multi-Asset Income ETF worth $31.4M — about 25.4% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
47
13F holders
$31.4M
value, 2026 filers
25.4%
of shares outstanding (1.4M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IYLD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 327,823 | $7.3M | 0.0% | 5.8% | +1.0% |
| 2 | BANK OF AMERICA CORP /DE/ | 266,659 | $5.9M | 0.0% | 4.7% | +1.5% |
| 3 | Perigon Wealth Management, LLC | 92,520 | $2.0M | 0.0% | 1.6% | +19.6% |
| 4 | Kestra Advisory Services, LLC | 73,376 | $1.6M | 0.0% | 1.3% | -40.1% |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 61,455 | $1.4M | 0.0% | 1.1% | +64.2% |
| 6 | Elevation Capital Advisory, LLCNEW | 59,797 | $1.3M | 0.5% | 1.1% | new |
| 7 | Kovack Advisors, Inc. | 55,380 | $1.2M | 0.1% | 1% | -9.8% |
| 8 | LPL Financial LLC | 54,063 | $1.2M | 0.0% | 1% | +1.5% |
| 9 | WELLS FARGO & COMPANY/MN | 47,959 | $1.1M | 0.0% | 0.8% | +0.7% |
| 10 | JONES FINANCIAL COMPANIES LLLP | 46,233 | $1.0M | 0.0% | 0.8% | +118.9% |
| 11 | ROYAL BANK OF CANADA | 44,490 | $985,000 | 0.0% | 0.8% | -37.1% |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 31,834 | $704,960 | 0.0% | 0.6% | -21.9% |
| 13 | OSAIC HOLDINGS, INC. | 28,141 | $623,128 | 0.0% | 0.5% | +62.1% |
| 14 | Cambridge Investment Research Advisors, Inc. | 24,359 | $539 | 0.0% | 0.4% | -1.2% |
| 15 | JPMORGAN CHASE & CONEW | 22,537 | $500,017 | 0.0% | 0.4% | new |
| 16 | HighTower Advisors, LLC | 21,900 | $484,961 | 0.0% | 0.4% | -1.7% |
| 17 | RAYMOND JAMES FINANCIAL INC | 21,007 | $465,187 | 0.0% | 0.4% | -0.4% |
| 18 | MML INVESTORS SERVICES, LLC | 16,495 | $365,268 | 0.0% | 0.3% | +21.7% |
| 19 | JANE STREET GROUP, LLCNEW | 14,718 | $325,927 | 0.0% | 0.3% | new |
| 20 | AMERIPRISE FINANCIAL INC | 14,603 | $323,380 | 0.0% | 0.3% | +3.9% |
| 21 | Cetera Investment Advisers | 13,446 | $297,760 | 0.0% | 0.2% | -42.2% |
| 22 | First Heartland Consultants, Inc. | 12,315 | $272,713 | 0.0% | 0.2% | -22.6% |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 11,890 | $263,302 | 0.0% | 0.2% | -42.9% |
| 24 | Worth Financial Advisory Group, LLCNEW | 11,120 | $246,250 | 0.1% | 0.2% | new |
| 25 | UBS Group AG | 10,612 | $235,003 | 0.0% | 0.2% | +18.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.