13F Insight
DOSSIER · 13F Holders · Q2 2026
IYLD

ISHARES TR

52 institutions still hold ISHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46432F875·52 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$29M
visible holders
Holders
52
filers reporting
Concentration
24.74%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

52 institutions reported IYLD in Q2 2026. MORGAN STANLEY leads at 24.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$7M328K0.00%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M267K0.00%Q2 202603
Perigon Wealth Management, LLC
CIK 0001575239
$2M93K0.03%Q2 202604
Kestra Advisory Services, LLC
CIK 0001830819
$2M73K0.01%Q2 202605
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M61K0.00%Q2 202606
Elevation Capital Advisory, LLC
CIK 0001871112
$1M60K0.51%Q2 202607
Kovack Advisors, Inc.
CIK 0001728321
$1M55K0.06%Q2 202608
LPL Financial LLC
CIK 0001403438
$1M54K0.00%Q2 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$1M48K0.00%Q2 202610
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$1M46K0.00%Q2 202611
ROYAL BANK OF CANADA
CIK 0001000275
$985K44K0.00%Q2 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$705K32K0.00%Q2 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$623K28K0.00%Q2 202614
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$536K25K0.00%Q1 202615
JPMORGAN CHASE & CO
CIK 0000019617
$500K23K0.00%Q2 202616
HighTower Advisors, LLC
CIK 0001462245
$485K22K0.00%Q2 202617
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$465K21K0.00%Q2 202618
MML INVESTORS SERVICES, LLC
CIK 0000701059
$365K16K0.00%Q2 202619
AMERIPRISE FINANCIAL INC
CIK 0000820027
$323K15K0.00%Q2 202620
World Investment Advisors
CIK 0001652594
$322K15K0.01%Q1 2026
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