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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 2025-03-31, 1,503,741 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
53
13F filers
53
New
6
Added
13
Reduced
20
Sold out
6
Shares held by filers
1,503,741

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Elevation Capital Advisory, LLC268,791$5.4M2.35%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/202,498$4.07M<0.01%+51,78613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY180,748$3.63M<0.01%-7,58113F-HRTimelineGroup
LPL Financial LLC84,156$1.69M<0.01%+37913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC73,574$1.48M0.01%-163,61613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA62,744$1.26M<0.01%-237,38513F-HR/ATimelineGroup
Perigon Wealth Management, LLC56,181$1.13M0.03%+1,78713F-HRTimeline
Kovack Advisors, Inc.53,405$1.07M0.11%+7,65013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC39,900$801K<0.01%+1,73013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC39,126$786K<0.01%new13F-HR/ATimelineGroup
MYCIO WEALTH PARTNERS, LLC37,037$744K0.18%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC36,974$742K<0.01%-33113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…33,908$681K0.03%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,640$535K<0.01%-26,09613F-HRTimelineGroup
Cambridge Investment Research Advisors,…25,762$517K<0.01%+1613F-HRTimeline
First Heartland Consultants, Inc.23,078$463K0.05%-1,03013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,938$461K<0.01%-67613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN22,142$445K<0.01%+27713F-HRTimelineGroup
HighTower Advisors, LLC21,025$422K<0.01%+48413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,350$328K<0.01%-13,32313F-HRTimelineGroup
D.A. DAVIDSON & CO.16,301$327K<0.01%-7,20813F-HRTimeline
MML INVESTORS SERVICES, LLC15,399$309K<0.01%-5413F-HRTimeline
Worth Financial Advisory Group, LLC14,001$281K0.18%-84313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,667$274K<0.01%-11,12513F-HRTimelineGroup
IHT Wealth Management, LLC12,693$255K0.01%-94213F-HRTimeline
HANCOCK WHITNEY CORP12,259$246K0.01%-6813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,136$224K<0.01%+14613F-HRTimelineGroup
Janney Montgomery Scott LLC10,076$202K<0.01%-2,75213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,000$201K<0.01%013F-HRTimelineGroup
NorthCrest Asset Manangement, LLC10,000$201K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB6,604$133K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…5,953$120K<0.01%-11,44113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,864$118K<0.01%+2,37213F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG5,435$109K<0.01%-30613F-HRTimelineGroup
Geneos Wealth Management Inc.4,724$94.9K<0.01%+313F-HRTimeline
Farther Finance Advisors, LLC4,030$81.2K<0.01%+18713F-HRTimeline
Grove Bank & Trust3,942$79.2K0.01%013F-HRTimeline
NewEdge Advisors, LLC3,484$70K<0.01%+1,52613F-HRTimeline
N.E.W. Advisory Services LLC2,916$58.6K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,336$26.8K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,362$26.5K<0.01%013F-HRTimelineGroup
CX Institutional1,026$21K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC821$16.5K<0.01%-11013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…769$15.4K<0.01%013F-HRTimelineGroup
PSI Advisors, LLC643$12.9K<0.01%-31213F-HRTimeline
Creekmur Asset Management LLC554$11.1K<0.01%013F-HRTimeline
IFP Advisors, Inc401$8.05K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC400$8.03K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.375$7.53K<0.01%-48513F-HRTimeline
Sunbelt Securities, Inc.205$4.12K<0.01%013F-HRTimeline
AE Wealth Management LLC200$4.02K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.188$3.77K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.