iSHARES TRUST - IYLD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 324,737 | 7,056 | 0.0% | 0.0% | 1 | -1,134 | -0.35% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 262,693 | 5,708 | 0.0% | 0.0% | 2 | +24,992 | 10.51% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 122,463 | 2,661 | 0.01% | 0.01% | 3 | +65,721 | 115.82% | Q1 2026 | Apr 30, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 94,130 | 2,045 | 0.15% | — | 4 | +94,130 | New | Q1 2026 | Apr 20, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 77,344 | 1,680 | 0.03% | 0.03% | 5 | +488 | 0.63% | Q1 2026 | Apr 10, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 70,784 | 1,539 | 0.0% | 0.0% | 6 | -120,727 | -63.04% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 61,424 | 1,340 | 0.07% | 0.05% | 7 | +6,515 | 11.87% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 53,243 | 1,156 | 0.0% | 0.0% | 8 | -41,986 | -44.09% | Q1 2026 | May 06, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 49,000 | 1,064 | 0.24% | 0.1% | 9 | +29,000 | 145.0% | Q1 2026 | Apr 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 47,619 | 1,034 | 0.0% | 0.0% | 10 | -3,152 | -6.21% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 40,758 | 885 | 0.0% | 0.0% | 11 | -368 | -0.89% | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 37,428 | 813 | 0.0% | — | 12 | +37,428 | New | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 24,665 | 536 | 0.0% | 0.0% | 13 | +5 | 0.02% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Added to | 23,269 | 505 | 0.0% | 0.0% | 14 | +7,453 | 47.12% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 22,537 | 484 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 22,273 | 483 | 0.0% | 0.0% | 16 | +5 | 0.02% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 21,094 | 458 | 0.0% | 0.0% | 17 | -4,754 | -18.39% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 21,124 | 452 | 0.0% | 0.0% | 18 | +14,395 | 213.92% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 20,810 | 452 | 0.0% | 0.0% | 19 | -115 | -0.55% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 17,358 | 377 | 0.0% | 0.0% | 20 | +3,356 | 23.97% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 15,915 | 345 | 0.03% | 0.03% | 21 | -490 | -2.99% | Q1 2026 | Apr 08, 2026 |
| World Investment Advisors | History | Reduced | 14,835 | 322 | 0.01% | 0.01% | 22 | -3,374 | -18.53% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 14,056 | 305 | 0.0% | 0.0% | 23 | +870 | 6.6% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 13,553 | 294 | 0.0% | 0.0% | 24 | -1,916 | -12.39% | Q1 2026 | May 04, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 12,569 | 279 | 0.0% | 0.0% | 25 | +987 | 8.52% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 12,065 | 262 | 0.01% | 0.01% | 26 | -917 | -7.06% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 10,010 | 217 | 0.0% | 0.0% | 27 | -2,019 | -16.78% | Q1 2026 | May 12, 2026 |
| LVW Advisors, LLC | History | No change | 9,428 | 204 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| UBS Group AG | History | Reduced | 8,986 | 195 | 0.0% | 0.0% | 29 | -545 | -5.72% | Q1 2026 | May 05, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 8,800 | 191 | 0.02% | — | 30 | +8,800 | New | Q1 2026 | May 18, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,232 | 133 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 5,904 | 128 | 0.0% | 0.0% | 32 | -142 | -2.35% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,017 | 87 | 0.0% | 0.0% | 33 | +1 | 0.02% | Q1 2026 | Apr 07, 2026 |
| Grove Bank & Trust | History | No change | 3,942 | 85 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,290 | 71 | 0.0% | 0.0% | 35 | -816 | -19.87% | Q1 2026 | Apr 13, 2026 |
| US BANCORP \DE\ | History | No change | 3,150 | 68 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 2,916 | 63 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Triumph Capital Management | History | No change | 2,223 | 48 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,049 | 44 | 0.0% | 0.0% | 39 | +2 | 0.1% | Q1 2026 | May 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,336 | 28 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CX Institutional | History | Reduced | 899 | 20 | 0.0% | 0.0% | 41 | -45 | -4.77% | Q1 2026 | Apr 06, 2026 |
| Advisory Services Network, LLC | History | New | 650 | 14 | 0.0% | — | 42 | +650 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 523 | 11 | 0.0% | — | 44 | +523 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 518 | 11 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 375 | 8 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 406 | 8 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | New | 247 | 5 | 0.0% | — | 48 | +247 | New | Q1 2026 | May 14, 2026 |
| Founders Financial Alliance, LLC | History | No change | 250 | 5 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 205 | 4 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47,182 | -100.0% | Q1 2026 | May 15, 2026 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 0.39% | — | -42,535 | -100.0% | Q1 2026 | May 01, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,193 | -100.0% | Q1 2026 | May 12, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Closed out | 0 | 0 | — | 0.02% | — | -12,000 | -100.0% | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,946 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -11,654 | -100.0% | Q1 2026 | May 04, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -188 | -100.0% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q1 2026 | May 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 13, 2026 |
| FMR LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| Kingdom Financial Group LLC. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |