We are live on ! Find out more
IYLD icon

iShares Morningstar Multi-Asset Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$4.25M +$2.57M +129,729 +154%
Morgan Stanley
2
Morgan Stanley
New York
$3.35M +$261K +13,150 +8%
Bank of America
3
Bank of America
North Carolina
$1.56M +$34.2K +1,726 +2%
LPL Financial
4
LPL Financial
California
$1.43M -$751K -37,882 -34%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.33M +$42.2K +2,127 +3%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.31M +$3.23K +163 +0.2%
PWM
7
Perigon Wealth Management
California
$1.07M +$1.07M +53,725 New
FHC
8
First Heartland Consultants
Missouri
$1.06M -$40.9K -2,065 -4%
MWP
9
MYCIO Wealth Partners
Pennsylvania
$735K
RJFSA
10
Raymond James Financial Services Advisors
Florida
$655K -$44K -2,218 -6%
Jane Street
11
Jane Street
New York
$571K -$70.1K -3,535 -11%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$542K -$21.3K -1,076 -4%
DADC
13
D.A. Davidson & Co
Montana
$527K
JP Morgan Chase
14
JP Morgan Chase
New York
$489K -$8.8K -444 -2%
Wells Fargo
15
Wells Fargo
California
$456K +$111K +5,600 +32%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$428K +$57.4K +2,893 +15%
Citadel Advisors
17
Citadel Advisors
Florida
$422K +$421K +21,253 New
FAIM
18
Financial Advocates Investment Management
Washington
$411K -$205K -10,363 -69%
IWA
19
Icon Wealth Advisors
Texas
$375K +$370K +18,657 New
KA
20
Kovack Advisors
Florida
$344K +$344K +17,355 New
WFAG
21
Worth Financial Advisory Group
North Carolina
$337K -$8.13K -410 -2%
SEIA
22
Signature Estate & Investment Advisors
California
$329K +$328K +16,561 New
FTS
23
Fifth Third Securities
Ohio
$301K +$12.1K +611 +4%
MML Investors Services
24
MML Investors Services
Massachusetts
$298K +$17.2K +865 +6%
HighTower Advisors
25
HighTower Advisors
Illinois
$295K +$52.1K +2,629 +22%