Public ownership evidence

iShares Morningstar Multi-Asset Income ETF (IYLD) Ownership Disclosures

Read IYLD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Morningstar Multi-Asset Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
OSAIC HOLDINGS, INC.
Report period
2026-06-30
Available
2026-08-15
Reported shares
12,015
Value (USD)
$266,070
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001677044-26-000006
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IYLD fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IYLD fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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OSAIC HOLDINGS, INC.2026-06-302026-08-1512,015$266,070None
OSAIC HOLDINGS, INC.2026-06-302026-08-1516,126$357,058None
JANE STREET GROUP, LLC2026-06-302026-08-1514,718$325,927None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1532,931$729,250None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1528,524$631,658None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1546,233$1,022,862None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1514,603$323,380None
ROYAL BANK OF CANADA2026-06-302026-08-15116$3,000None
ROYAL BANK OF CANADA2026-06-302026-08-1520,651$457,000None
ROYAL BANK OF CANADA2026-06-302026-08-1523,723$525,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1519,719$436,664None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,288$28,523None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1544,828$992,703None
WELLS FARGO & COMPANY/MN2026-06-302026-08-153,131$69,330None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15234,160$5,185,473None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1532,499$719,659None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14288$6,383None
UBS Group AG2026-06-302026-08-1410,612$235,003None
MORGAN STANLEY2026-06-302026-08-142$50None
MORGAN STANLEY2026-06-302026-08-14327,821$7,259,537None
FMR LLC2026-06-302026-08-141$22None
Cetera Investment Advisers2026-06-302026-08-1313,446$297,760None
NewEdge Advisors, LLC2026-06-302026-08-131,630$36,096None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13375$8,304None
STIFEL FINANCIAL CORP2026-06-302026-08-1310,015$221,780None
US BANCORP \DE\2026-06-302026-08-133,150$69,756None
JPMORGAN CHASE & CO2026-06-302026-08-1322,537$500,017None
NATIONAL BANK OF CANADA /FI/2026-06-302026-08-111,336$29,499None
Kingdom Financial Group LLC.2026-06-302026-08-089$204None
Perigon Wealth Management, LLC2026-06-302026-08-0892,520$2,048,845None
LPL Financial LLC2026-06-302026-08-0854,063$1,197,216None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0816,495$365,268None
N.E.W. Advisory Services LLC2026-06-302026-08-072,916$64,574None
Geneos Wealth Management Inc.2026-06-302026-08-074,110$91,004None
Global Retirement Partners, LLC2026-06-302026-08-076,358$140,797None
HighTower Advisors, LLC2026-06-302026-08-0621,900$484,961None
Founders Financial Alliance, LLC2026-06-302026-08-05250$5,536None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0411,890$263,302None
Worth Financial Advisory Group, LLC2026-06-302026-08-0111,120$246,250None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3124,359$539,000None
Kovack Advisors, Inc.2026-06-302026-07-3055,380$1,228,328None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3031,834$704,960None
Kestra Advisory Services, LLC2026-06-302026-07-2973,376$1,624,892None
Institute for Wealth Management, LLC.2026-06-302026-07-2986$1,905None
Elevation Capital Advisory, LLC2026-06-302026-07-2859,797$1,324,188None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-2824,359$539,000None
EverSource Wealth Advisors, LLC2026-06-302026-07-25406$8,991None
Cape Investment Advisory, Inc.2026-06-302026-07-24188$4,163None
Triumph Capital Management2026-06-302026-07-222,205$48,829None
IFP Advisors, Inc2026-06-302026-07-213,281$72,657None

90-day public filing window, up to 50 source positions.

OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗JONES FINANCIAL COMPANIES LLLP ↗AMERIPRISE FINANCIAL INC ↗ROYAL BANK OF CANADA ↗ROYAL BANK OF CANADA ↗ROYAL BANK OF CANADA ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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