Vault-13

ISHARES TR IYLD

MRNGSTR INC ETF · ETP · CUSIP 46432F875

47 institutional holders -3 vs Q1 2026
1,468,2531.5m shares reported held*
$32.5mreported value*
7 new 14 added 14 reduced 9 sold out net sold ≈ $2.3m (-105.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $22.14.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 48Q4 22: 53Q1 23: 54Q2 23: 53Q3 23: 48Q4 23: 54Q1 24: 51Q2 24: 52Q3 24: 56Q4 24: 53Q1 25: 53Q2 25: 49Q3 25: 54Q4 25: 53Q1 26: 50Q2 26: 4747Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202248
Q4 202253
Q1 202354
Q2 202353
Q3 202348
Q4 202354
Q1 202451
Q2 202452
Q3 202456
Q4 202453
Q1 202553
Q2 202549
Q3 202554
Q4 202553
Q1 202650
Q2 202647

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 28 bought or addedQ3 24: 23 cut or sold outQ4 24: 23 bought or addedQ4 24: 23 cut or sold outQ4 24Q1 25: 19 bought or addedQ1 25: 26 cut or sold outQ2 25: 19 bought or addedQ2 25: 24 cut or sold outQ2 25Q3 25: 24 bought or addedQ3 25: 24 cut or sold outQ4 25: 31 bought or addedQ4 25: 20 cut or sold outQ4 25Q1 26: 22 bought or addedQ1 26: 25 cut or sold outQ2 26: 21 bought or addedQ2 26: 23 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242823
Q4 20242323
Q1 20251926
Q2 20251924
Q3 20252424
Q4 20253120
Q1 20262225
Q2 20262123

Biggest buyers

Elevation Capital Advisory, LLC New +59,797+59.8k
JONES FINANCIAL COMPANIES LLLP Added +25,109+25.1k
Cambridge Investment Research Advisors, Inc. Added +24,053+24.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +24,027+24.0k
Perigon Wealth Management, LLC Added +15,176+15.2k
JANE STREET GROUP, LLC New +14,718+14.7k
Worth Financial Advisory Group, LLC New +11,120+11.1k
OSAIC HOLDINGS, INC. Added +10,783+10.8k
FIRST HORIZON CORP New +4,546+4.5k
BANK OF AMERICA CORP /DE/ Added +3,966+4.0k

Biggest sellers

SILVER OAK SECURITIES, INCORPORATED Sold out -94,130-94.1k
Kestra Advisory Services, LLC Reduced -49,087-49.1k
Tempus Wealth Planning, LLC Sold out -49,000-49.0k
ROYAL BANK OF CANADA Reduced -26,294-26.3k
World Investment Advisors Sold out -14,835-14.8k
HANCOCK WHITNEY CORP Sold out -12,569-12.6k
IHT Wealth Management, LLC Sold out -12,065-12.1k
Cetera Investment Advisers Reduced -9,823-9.8k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -8,924-8.9k
ENVESTNET ASSET MANAGEMENT INC Reduced -8,920-8.9k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 327,823327.8k $7.3m $7.3m 0.00% Added +3.1k +3,086
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 266,659266.7k $5.9m $5.9m 0.00% Added +4.0k +3,966
3 Perigon Wealth Management, LLC 0.03% of their portfolio SAN FRANCISCO, CA 92,52092.5k $2.0m $2.0m 0.03% Added +15.2k +15,176
4 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 73,37673.4k $1.6m $1.6m 0.01% Reduced -49.1k -49,087
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 61,45561.5k $1.4m $1.4m 0.00% Added +24.0k +24,027
6 Elevation Capital Advisory, LLC 0.51% of their portfolio BEND, OR 59,79759.8k $1.3m $1.3m 0.51% New
7 Kovack Advisors, Inc. 0.06% of their portfolio FT. LAUDERDALE, FL 55,38055.4k $1.2m $1.2m 0.06% Reduced -6.0k -6,044
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 54,06354.1k $1.2m $1.2m 0.00% Added +820 +820
9 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 48,71848.7k $1.1m $1.1m 0.00% Added +24.1k +24,053
10 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 47,95948.0k $1.1m $1.1m 0.00% Added +340 +340
11 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 46,23346.2k $1.0m $1.0m 0.00% Added +25.1k +25,109
12 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 44,49044.5k $985.0k $985.0k 0.00% Reduced -26.3k -26,294
13 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 31,83431.8k $705.0k $705.0k 0.00% Reduced -8.9k -8,924
14 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 28,14128.1k $623.1k $623.1k 0.00% Added +10.8k +10,783
15 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 22,53722.5k $500.0k $500.0k 0.00% Unchanged
16 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 21,90021.9k $485.0k $485.0k 0.00% Reduced -373 -373
17 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 21,00721.0k $465.2k $465.2k 0.00% Reduced -87 -87
18 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 16,49516.5k $365.3k $365.3k 0.00% Added +2.9k +2,942
19 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 14,71814.7k $325.9k $325.9k 0.00% New
20 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 14,60314.6k $323.4k $323.4k 0.00% Added +547 +547
21 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 13,44613.4k $297.8k $297.8k 0.00% Reduced -9.8k -9,823
22 First Heartland Consultants, Inc. 0.02% of their portfolio LAKE ST. LOUIS, MO 12,31512.3k $272.7k $272.7k 0.02% Reduced -3.6k -3,600
23 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 11,89011.9k $263.3k $263.3k 0.00% Reduced -8.9k -8,920
24 Worth Financial Advisory Group, LLC 0.10% of their portfolio CHARLOTTE, NC 11,12011.1k $246.2k $246.2k 0.10% New
25 UBS Group AG 0.00% of their portfolio ZURICH, V8 10,61210.6k $235.0k $235.0k 0.00% Added +1.6k +1,626
26 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 10,01510.0k $221.8k $221.8k 0.00% Added +5 +5
27 LVW Advisors, LLC 0.02% of their portfolio PITTSFORD, NY 9,4289.4k $208.8k $208.8k 0.02% Unchanged
28 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 6,3586.4k $140.8k $140.8k 0.00% First filing
29 FIRST HORIZON CORP 0.00% of their portfolio MEMPHIS, TN 4,5464.5k $100.7k $100.7k 0.00% New
30 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 4,1104.1k $91.0k $91.0k 0.00% Added +2.1k +2,061
31 Grove Bank & Trust 0.01% of their portfolio Miami, FL 3,9423.9k $87.3k $87.3k 0.01% Unchanged
32 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,7623.8k $83.3k $83.3k 0.00% Reduced -255 -255
33 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3,2813.3k $72.7k $72.7k 0.00% Reduced -9 -9
34 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 3,1503.1k $69.8k $69.8k 0.00% Unchanged
35 N.E.W. Advisory Services LLC 0.00% of their portfolio DE PERE, WI 2,9162.9k $64.6k $64.6k 0.00% Unchanged
36 Triumph Capital Management 0.01% of their portfolio DENVER, CO 2,2052.2k $48.8k $48.8k 0.01% Reduced -18 -18
37 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 1,6301.6k $36.1k $36.1k 0.00% New
38 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 1,3361.3k $29.5k $29.5k 0.00% Unchanged
39 CX Institutional 0.00% of their portfolio AUBURN, IN 880880 $19.0k $19.0k 0.00% Reduced -19 -19
40 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 406406 $9.0k $9.0k 0.00% Unchanged
41 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 375375 $8.3k $8.3k 0.00% Unchanged
42 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 288288 $6.4k $6.4k 0.00% Reduced -5.6k -5,616
43 Founders Financial Alliance, LLC 0.00% of their portfolio RALEIGH, NC 250250 $5.5k $5.5k 0.00% Unchanged
44 Cape Investment Advisory, Inc. 0.00% of their portfolio MCDONOUGH, GA 188188 $4.2k $4.2k 0.00% New
45 Institute for Wealth Management, LLC. 0.00% of their portfolio DENVER, CO 8686 $1.9k $1.9k 0.00% New
46 Kingdom Financial Group LLC. 0.00% of their portfolio PEORIA, AZ 99 $204 $204 0.00% Unchanged
47 FMR LLC 0.00% of their portfolio BOSTON, MA 11 $22 $22 0.00% Unchanged