We are live on ! Find out more
IYLD icon

iShares Morningstar Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.1M -$374K -15,486 -2%
RJA
2
Raymond James & Associates
Florida
$12M -$4.17M -172,507 -22%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$10.6M +$1.75M +72,252 +16%
Bank of America
4
Bank of America
North Carolina
$6.9M -$5.03M -208,102 -38%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.52M +$5.44M +224,903 New
UBS Group
6
UBS Group
Switzerland
$4.23M +$3.95M +163,306 +339%
Ameriprise
7
Ameriprise
Minnesota
$3.44M -$1.06M -43,835 -20%
SAM
8
Stringer Asset Management
Tennessee
$3.06M -$593K -24,546 -14%
Morgan Stanley
9
Morgan Stanley
New York
$3.04M +$57.9K +2,394 +2%
Wells Fargo
10
Wells Fargo
California
$3.01M -$1.53M -63,361 -30%
LPL Financial
11
LPL Financial
California
$2.95M +$425K +17,591 +14%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$2.89M -$150K -6,203 -4%
DADC
13
D.A. Davidson & Co
Montana
$2.88M +$244K +10,113 +8%
WP
14
WealthPLAN Partners
Nebraska
$2.82M +$255K +10,559 +8%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.24M +$1.91M +79,005 +240%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.08M +$26.6K +1,102 +1%
JFA
17
JNBA Financial Advisors
Minnesota
$1.64M +$128K +5,278 +7%
IA
18
IFP Advisors
Florida
$1.55M +$172K +7,098 +10%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.51M -$116K -4,785 -6%
HW
20
Hancock Whitney
Mississippi
$1.43M -$1.02M -42,151 -37%
FHC
21
First Heartland Consultants
Missouri
$1.39M +$363 +15 +0%
KA
22
Kovack Advisors
Florida
$1.35M +$23K +950 +1%
SPIA
23
Steward Partners Investment Advisory
New York
$1.19M +$180K +7,450 +14%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.09M -$61K -2,525 -4%
CBFP
25
Cedar Brook Financial Partners
Ohio
$1.07M +$26.7K +1,104 +2%