iSHARES TRUST - IYLD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Added to | 325,871 | 6,980 | 0.0% | 0.0% | 1 | +19,208 | 6.26% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 237,701 | 5,091 | 0.0% | 0.0% | 2 | +8,023 | 3.49% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 191,511 | 4,102 | 0.0% | — | 3 | +191,511 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 95,229 | 2,039 | 0.0% | 0.0% | 4 | +5,657 | 6.32% | Q4 2025 | Feb 11, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 76,856 | 1,646 | 0.03% | 0.03% | 5 | +7,854 | 11.38% | Q4 2025 | Jan 16, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 56,742 | 1,215 | 0.01% | 0.01% | 6 | -2,403 | -4.06% | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 54,909 | 1,176 | 0.05% | 0.08% | 7 | +12,903 | 30.72% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 50,771 | 1,087 | 0.0% | 0.0% | 8 | +25,064 | 97.5% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 47,182 | 1,010 | 0.0% | 0.0% | 9 | +32,274 | 216.49% | Q4 2025 | Feb 17, 2026 |
| WIN ADVISORS, INC | History | New | 42,535 | 911 | 0.39% | — | 10 | +42,535 | New | Q4 2025 | Feb 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 41,126 | 880 | 0.0% | 0.0% | 11 | +244 | 0.6% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 25,848 | 553 | 0.0% | 0.0% | 12 | +1,244 | 5.06% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 24,660 | 528 | 0.0% | 0.0% | 13 | +2,020 | 8.92% | Q4 2025 | Feb 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 23,193 | 496 | 0.0% | 0.0% | 14 | -2,270 | -8.91% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 22,537 | 482 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 22,268 | 476 | 0.0% | 0.0% | 16 | +3 | 0.01% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 20,925 | 448 | 0.0% | 0.0% | 17 | -2,846 | -11.97% | Q4 2025 | Feb 10, 2026 |
| Tempus Wealth Planning, LLC | History | New | 20,000 | 428 | 0.1% | — | 18 | +20,000 | New | Q4 2025 | Jan 16, 2026 |
| World Investment Advisors | History | New | 18,209 | 390 | 0.01% | — | 19 | +18,209 | New | Q4 2025 | Mar 12, 2026 |
| First Heartland Consultants, Inc. | History | No change | 16,405 | 351 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Cetera Investment Advisers | History | New | 15,816 | 338 | 0.0% | — | 21 | +15,816 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 15,469 | 331 | 0.0% | 0.0% | 22 | +151 | 0.99% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 14,002 | 299 | 0.0% | 0.0% | 23 | +215 | 1.56% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 13,186 | 282 | 0.0% | — | 24 | +13,186 | New | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 12,982 | 278 | 0.01% | 0.01% | 25 | +690 | 5.61% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 11,946 | 258 | 0.0% | — | 26 | +11,946 | New | Q4 2025 | Jan 08, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | New | 12,000 | 257 | 0.02% | — | 28 | +12,000 | New | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 12,029 | 257 | 0.0% | 0.0% | 27 | +1,903 | 18.79% | Q4 2025 | Feb 13, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 11,654 | 249 | 0.12% | — | 29 | +11,654 | New | Q4 2025 | Jan 16, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 11,582 | 248 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 9,531 | 204 | 0.0% | 0.0% | 31 | +717 | 8.13% | Q4 2025 | Jan 29, 2026 |
| LVW Advisors, LLC | History | No change | 9,428 | 201 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 6,729 | 144 | 0.0% | 0.0% | 33 | -235 | -3.37% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | New | 6,232 | 133 | 0.0% | — | 34 | +6,232 | New | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 6,046 | 129 | 0.0% | 0.0% | 35 | +65 | 1.09% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | No change | 4,106 | 87 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,016 | 86 | 0.0% | 0.0% | 37 | -16 | -0.4% | Q4 2025 | Jan 23, 2026 |
| Grove Bank & Trust | History | No change | 3,942 | 84 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| US BANCORP \DE\ | History | New | 3,150 | 67 | 0.0% | — | 39 | +3,150 | New | Q4 2025 | Jan 30, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 2,916 | 62 | 0.0% | 0.01% | 40 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Triumph Capital Management | History | New | 2,223 | 47 | 0.01% | — | 41 | +2,223 | New | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 2,047 | 43 | 0.0% | 0.0% | 42 | -689 | -25.18% | Q4 2025 | Jan 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,336 | 28 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Reduced | 944 | 20 | 0.0% | 0.0% | 44 | -7 | -0.74% | Q4 2025 | Feb 02, 2026 |
| COMERICA BANK | History | No change | 518 | 11 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 375 | 8 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 406 | 8 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Founders Financial Alliance, LLC | History | No change | 250 | 5 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 205 | 4 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 188 | 4 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 83 | 1 | 0.0% | 0.0% | 51 | +2 | 2.47% | Q4 2025 | Feb 11, 2026 |
| Elevation Capital Advisory, LLC | History | Closed out | 0 | 0 | — | 1.89% | — | -222,062 | -100.0% | Q3 2025 | Oct 30, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,614 | -100.0% | Q3 2025 | Nov 14, 2025 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,340 | -100.0% | Q3 2025 | Oct 22, 2025 |
| FIFTH THIRD SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,783 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,566 | -100.0% | Q3 2025 | Oct 27, 2025 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,353 | -100.0% | Q3 2025 | Nov 17, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,699 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -821 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -750 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Anchor Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -371 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -184 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Kingdom Financial Group LLC. | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 06, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |