We are live on ! Find out more
IYLD icon

iShares Morningstar Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.26M +$68.3K +3,086 +1%
Bank of America
2
Bank of America
North Carolina
$5.91M +$87.8K +3,966 +2%
PWM
3
Perigon Wealth Management
California
$2.05M +$336K +15,176 +20%
KAS
4
Kestra Advisory Services
Texas
$1.62M -$1.09M -49,087 -40%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.36M +$532K +24,027 +64%
ECA
6
Elevation Capital Advisory
Oregon
$1.32M +$1.32M +59,797 New
KA
7
Kovack Advisors
Florida
$1.23M -$134K -6,044 -10%
LPL Financial
8
LPL Financial
California
$1.2M +$18.1K +820 +2%
Wells Fargo
9
Wells Fargo
California
$1.06M +$7.52K +340 +0.7%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$1.02M +$556K +25,109 +119%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$985K -$582K -26,294 -37%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$705K -$197K -8,924 -22%
Osaic Holdings
13
Osaic Holdings
Arizona
$623K +$239K +10,783 +62%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$539K -$6.77K -306 -1%
JP Morgan Chase
15
JP Morgan Chase
New York
$500K
HighTower Advisors
16
HighTower Advisors
Illinois
$485K -$8.25K -373 -2%
Raymond James Financial
17
Raymond James Financial
Florida
$465K -$1.93K -87 -0.4%
MML Investors Services
18
MML Investors Services
Massachusetts
$365K +$65.1K +2,942 +22%
Jane Street
19
Jane Street
New York
$326K +$326K +14,718 New
Ameriprise
20
Ameriprise
Minnesota
$323K +$12.1K +547 +4%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$298K -$217K -9,823 -42%
FHC
22
First Heartland Consultants
Missouri
$273K -$79.7K -3,600 -23%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$263K -$197K -8,920 -43%
WFAG
24
Worth Financial Advisory Group
North Carolina
$246K +$246K +11,120 New
UBS Group
25
UBS Group
Switzerland
$235K +$36K +1,626 +18%