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Disclosery

IYLD ISHARES TR

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MRNGSTR INC ETF (fund)

53 managers (53 13F filers) reported a position in IYLD shares at 2024-12-31, 1,692,583 shares in all. 5 filers opened a position and 7 filers sold out during the quarter.

Managers
53
13F filers
53
New
5
Added
18
Reduced
16
Sold out
7
Shares held by filers
1,692,583

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA300,129$5.85M<0.01%+238,21213F-HRTimelineGroup
Financial Advocates Investment Manageme…55,682$4.94M0.28%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC237,190$4.62M0.03%+167,49613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY188,329$3.67M<0.01%+17,30213F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/150,712$2.94M<0.01%+15,14013F-HRTimelineGroup
LPL Financial LLC83,777$1.63M<0.01%+22,48913F-HRTimeline
Perigon Wealth Management, LLC54,394$1.07M0.03%-1,00213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.52,736$1.03M<0.01%-3,46013F-HR/ATimelineGroup
Kovack Advisors, Inc.45,755$891K0.09%+13,50013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC38,170$744K<0.01%13F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC37,305$727K<0.01%+13,53713F-HRTimeline
MYCIO WEALTH PARTNERS, LLC37,037$721K0.17%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC29,673$578K<0.01%+11,98013F-HRTimelineGroup
Cambridge Investment Research Advisors,…25,746$502K<0.01%-65413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,792$483K<0.01%new13F-HRTimelineGroup
First Heartland Consultants, Inc.24,108$470K0.05%-1,77513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO23,614$460K<0.01%-68013F-HRTimelineGroup
D.A. DAVIDSON & CO.23,509$458K<0.01%+57013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN21,865$426K<0.01%-6,17213F-HRTimelineGroup
HighTower Advisors, LLC20,541$400K<0.01%+4,08213F-HRTimeline
World Investment Advisors19,486$380K0.01%+1,11613F-HRTimeline
Steward Partners Investment Advisory, L…17,394$339K<0.01%+4,39613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,357$319K<0.01%-9,33113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC15,453$301K<0.01%+16113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC15,042$293K<0.01%+4,71713F-HRTimelineGroup
Worth Financial Advisory Group, LLC14,844$289K0.18%-1,29613F-HRTimeline
IHT Wealth Management, LLC13,635$266K0.01%-11,09113F-HRTimeline
Janney Montgomery Scott LLC12,828$250K<0.01%-96213F-HRTimeline
HANCOCK WHITNEY CORP12,327$240K0.01%-59113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,990$214K<0.01%+1013F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…10,751$209K0.01%-3,21613F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,000$195K<0.01%013F-HRTimelineGroup
NorthCrest Asset Manangement, LLC10,000$195K0.01%013F-HR/ATimeline
Wilmington Savings Fund Society, FSB6,604$129K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG5,741$112K<0.01%-70513F-HRTimelineGroup
Geneos Wealth Management Inc.4,721$92K<0.01%+1013F-HRTimeline
Grove Bank & Trust3,942$76.8K0.01%013F-HRTimeline
Farther Finance Advisors, LLC3,843$74.9K<0.01%-4,48513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,492$68K<0.01%+3,04913F-HRTimelineGroup
NewEdge Advisors, LLC1,958$38.1K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,362$26.5K<0.01%+3513F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,336$26K<0.01%013F-HRTimelineGroup
PSI Advisors, LLC955$18.6K0.01%-10613F-HRTimeline
CoreCap Advisors, LLC931$18.1K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.860$16.8K<0.01%-1,39613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…769$15K<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC554$10.8K<0.01%013F-HRTimeline
IFP Advisors, Inc401$7.81K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC400$7.79K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.205$4K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.188$3.66K<0.01%new13F-HRTimeline
Realta Investment Advisors150$2.94K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.