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Disclosery

IYLD ISHARES TR

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MRNGSTR INC ETF (fund)

47 managers (47 13F filers) reported a position in IYLD shares at 2026-06-30, 1,443,894 shares in all. 7 filers opened a position and 9 filers sold out during the quarter.

Managers
47
13F filers
47
New
7
Added
13
Reduced
15
Sold out
9
Shares held by filers
1,443,894

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY327,823$7.26M<0.01%+3,08613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/266,659$5.91M<0.01%+3,96613F-HRTimelineGroup
Perigon Wealth Management, LLC92,520$2.05M0.03%+15,17613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC73,376$1.62M0.01%-49,08713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…61,455$1.36M<0.01%+24,02713F-HRTimelineGroup
Elevation Capital Advisory, LLC59,797$1.32M0.51%new13F-HRTimeline
Kovack Advisors, Inc.55,380$1.23M0.06%-6,04413F-HRTimeline
LPL Financial LLC54,063$1.2M<0.01%+82013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN47,959$1.06M<0.01%+34013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP46,233$1.02M<0.01%+25,10913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA44,490$985K<0.01%-26,29413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC31,834$705K<0.01%-8,92413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,141$623K<0.01%+10,78313F-HRTimelineGroup
Cambridge Investment Research Advisors,…24,359$539K<0.01%-30613F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,537$500K<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC21,900$485K<0.01%-37313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC21,007$465K<0.01%-8713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC16,495$365K<0.01%+2,94213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,718$326K<0.01%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,603$323K<0.01%+54713F-HRTimelineGroup
Cetera Investment Advisers13,446$298K<0.01%-9,82313F-HRTimeline
First Heartland Consultants, Inc.12,315$273K0.02%-3,60013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,890$263K<0.01%-8,92013F-HRTimelineGroup
Worth Financial Advisory Group, LLC11,120$246K0.1%new13F-HRTimeline
UBS Group AGin group UBS Group AG10,612$235K<0.01%+1,62613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,015$222K<0.01%+513F-HRTimelineGroup
LVW Advisors, LLC9,428$209K0.02%013F-HRTimeline
Global Retirement Partners, LLC6,358$141K<0.01%13F-HRTimeline
FIRST HORIZON CORP4,546$101K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.4,110$91K<0.01%+2,06113F-HRTimeline
Grove Bank & Trust3,942$87.3K0.01%013F-HRTimeline
Farther Finance Advisors, LLC3,762$83.3K<0.01%-25513F-HRTimeline
IFP Advisors, Inc3,281$72.7K<0.01%-913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,150$69.8K<0.01%013F-HRTimelineGroup
N.E.W. Advisory Services LLC2,916$64.6K<0.01%013F-HRTimeline
Triumph Capital Management2,205$48.8K0.01%-1813F-HRTimeline
NewEdge Advisors, LLC1,630$36.1K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,336$29.5K<0.01%013F-HRTimelineGroup
CX Institutional880$19K<0.01%-1913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…406$8.99K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.375$8.3K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…288$6.38K<0.01%-5,61613F-HRTimeline
Founders Financial Alliance, LLC250$5.54K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.188$4.16K<0.01%new13F-HRTimeline
Institute for Wealth Management, LLC.86$1.91K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.9$204<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$22<0.01%013F-HRTimelineGroup