Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / MRNGSTR INC ETF
-
Number of holders
-
48
-
Total 13F shares, excl. options
-
1,384,281
-
Shares change
-
-119,460
-
Total reported value, excl. options
-
$28,730,554
-
Value change
-
-$2,206,427
-
Number of buys
-
20
-
Number of sells
-
-23
-
Price
-
$20.76
Significant Holders of ISHARES TR - MRNGSTR INC ETF (IYLD) as of Q2 2025
57 filings reported holding IYLD - ISHARES TR - MRNGSTR INC ETF as of Q2 2025.
ISHARES TR - MRNGSTR INC ETF (IYLD) has 48 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,384,281 shares
.
Largest 10 shareholders include MORGAN STANLEY (305,468 shares), BANK OF AMERICA CORP /DE/ (203,150 shares), Kestra Advisory Services, LLC (185,649 shares), LPL Financial LLC (89,388 shares), Royal Bank of Canada (78,272 shares), Perigon Wealth Management, LLC (59,259 shares), Kovack Advisors, Inc. (51,912 shares), WIN ADVISORS, INC (40,288 shares), COMMONWEALTH EQUITY SERVICES, LLC (37,065 shares), and ENVESTNET ASSET MANAGEMENT INC (27,160 shares).
This table shows the top 48 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.