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Disclosery

IYLD ISHARES TR

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MRNGSTR INC ETF (fund)

49 managers (49 13F filers) reported a position in IYLD shares at 2025-06-30, 1,384,282 shares in all. 5 filers opened a position and 9 filers sold out during the quarter.

Managers
49
13F filers
49
New
5
Added
15
Reduced
14
Sold out
9
Shares held by filers
1,384,282

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY305,469$6.34M<0.01%+124,72113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/203,150$4.22M<0.01%+65213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC185,649$3.85M0.02%+112,07513F-HRTimelineGroup
LPL Financial LLC89,388$1.86M<0.01%+5,23213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA78,272$1.62M<0.01%+15,52813F-HR/ATimelineGroup
Perigon Wealth Management, LLC59,259$1.23M0.03%+3,07813F-HRTimeline
Kovack Advisors, Inc.51,912$1.08M0.11%-1,49313F-HRTimeline
WIN ADVISORS, INC40,288$836K0.4%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC37,065$769K<0.01%+9113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC27,160$564K<0.01%+10,81013F-HRTimelineGroup
Cambridge Investment Research Advisors,…25,772$535K<0.01%+1013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC24,849$516K<0.01%-15,05113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,771$473K<0.01%-16713F-HRTimelineGroup
HighTower Advisors, LLC22,412$465K<0.01%+1,38713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN22,141$460K<0.01%-113F-HRTimelineGroup
First Heartland Consultants, Inc.21,090$438K0.04%-1,98813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED20,973$435K0.04%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,787$411K<0.01%-6,85313F-HR/ATimelineGroup
D.A. DAVIDSON & CO.16,301$338K<0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC15,199$315K<0.01%-20013F-HRTimeline
IHT Wealth Management, LLC12,292$255K0.01%-40113F-HRTimeline
HANCOCK WHITNEY CORP11,600$241K<0.01%-65913F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…10,196$212K0.02%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,143$211K<0.01%-99313F-HRTimelineGroup
Wilmington Savings Fund Society, FSB6,604$137K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG6,165$128K<0.01%+73013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,010$124K<0.01%+14613F-HRTimelineGroup
Steward Partners Investment Advisory, L…5,905$123K<0.01%-4813F-HRTimeline
Geneos Wealth Management Inc.4,729$98.2K<0.01%+513F-HRTimeline
Farther Finance Advisors, LLC4,067$84.4K<0.01%+3713F-HRTimeline
Grove Bank & Trust3,942$81.8K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC2,916$60.5K0.01%013F-HRTimeline
NewEdge Advisors, LLC2,803$58.2K<0.01%-68113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,378$28.6K<0.01%+1613F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,336$27.7K<0.01%013F-HR/ATimelineGroup
CX Institutional973$20K<0.01%-5313F-HR/ATimeline
CoreCap Advisors, LLC821$17K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…769$16K<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC554$11.5K<0.01%013F-HRTimeline
IFP Advisors, Inc401$8.32K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC400$8.3K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.375$7.78K<0.01%013F-HRTimeline
AE Wealth Management LLC200$4.15K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…200$4.15K<0.01%-33,70813F-HRTimelineGroup
Sunbelt Securities, Inc.205$3.99K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.188$3.9K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC123$2.55K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC80$1.66K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.