Who owns iShares S&P US Pref Stock Idx Fnd?

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Analyze quarterly positions in iShares S&P US Pref Stock Idx Fnd with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of iShares S&P US Pref Stock Idx Fnd stock

Who bought or sold iShares S&P US Pref Stock Idx Fnd this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Bank of America Corporation 24M $811M 2% Sep 2024
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Morgan Stanley 14M $435M 0% Jun 2024
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Wells Fargo & Company 9.0M $300M 9% Sep 2024
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LPL Financial 7.2M $238M 10% Sep 2024
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Envestnet Asset Management 4.8M $160M 7% Sep 2024
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Royal Bank of Canada 4.8M $159M 2% Sep 2024
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Mariner Wealth Advisors 3.5M $118M 4% Sep 2024
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BlackRock 3.1M $98M -3% Jun 2024
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BlackRock 3.1M $103M 100% Sep 2024
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Us Bancorp 2.3M $76M 0% Sep 2024
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Commonwealth Equity Services 2.0M $68M 1% Sep 2024
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Orgel Wealth Management 1.8M $59M 1% Sep 2024
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CliftonLarsonAllen Wealth Advisors 1.7M $56M 9% Sep 2024
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First Interstate Bank 1.7M $55M 1% Sep 2024
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Charles Schwab Investment Management 1.6M $55M 5% Sep 2024
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Branch Banking & Trust Company 1.6M $51M -4% Jun 2024
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Deutsche Bank Aktiengesellschaft 1.6M $52M 0% Sep 2024
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Northwestern Mutual Wealth Management Company 1.5M $51M -3% Sep 2024
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Janney Montgomery Scott 1.5M $49M 8% Sep 2024
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Jpmorgan Chase & Co 1.5M $48M 51% Sep 2024
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Hilton Capital Management 1.4M $48M 20% Sep 2024
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Rockefeller Capital Management 1.4M $46M -44% Jun 2024
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Raymond James Financial Services Advisors 1.4M $46M 2% Sep 2024
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Advisor Group Holdings 1.4M $45M -7% Sep 2024
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Edge Wealth Management 1.3M $44M -2% Sep 2024
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Fifth Third Bancorp 1.2M $40M -1% Sep 2024
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Oakmont Partners 1.2M $39M 1% Sep 2024
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Cetera Investment Advisers 1.1M $36M -11% Jun 2024
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Greenleaf Trust 1.0M $34M 4% Sep 2024
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Wealth Enhancement Advisory Services 1.0M $32M -3% Jun 2024
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Cohen & Steers Capital Management 998k $32M -61% Jun 2024
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Keybank National Association 975k $32M -6% Sep 2024
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Horizon Wealth Management 941k $31M 6% Sep 2024
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Stephens 909k $30M 0% Sep 2024
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Hrt Financial 844k $28M 100% Sep 2024
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CI Private Wealth 804k $27M -4% Sep 2024
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Townsend & Associates 803k $27M 6% Sep 2024
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Raymond James & Associates 797k $27M 10% Sep 2024
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New York Life Investment Management 789k $26M 13% Sep 2024
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Montis Financial 778k $26M 0% Sep 2024
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HighTower Advisors 754k $24M 25% Jun 2024
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Sumitomo Mitsui Financial 744k $25M 3% Sep 2024
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Jaffetilchin Investment Partners 726k $24M 4% Sep 2024
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Welch & Forbes 717k $24M 2% Sep 2024
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Goldman Sachs Group 704k $22M -81% Jun 2024
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Cambridge Investment Research Advisors 704k $23M 3% Sep 2024
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Insight Wealth Strategies 685k $23M -30% Sep 2024
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Summit Financial Wealth Advisors 670k $21M 3% Jun 2024
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Stifel Financial 663k $21M 0% Jun 2024
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Falcon Wealth Planning 647k $22M -3% Sep 2024
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Robertson Stephens Wealth Management 618k $21M 4373% Sep 2024
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Westover Capital Advisors 595k $20M 110% Sep 2024
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Country Trust Bank 569k $19M 0% Sep 2024
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Fukoku Mutual Life Insurance 568k $19M 0% Sep 2024
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Mml Investors Services 564k $19M 7% Sep 2024
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GDS Wealth Management 559k $19M 12% Sep 2024
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Kestra Advisory Services 541k $18M 10% Sep 2024
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HPM Partners 535k $18M 4% Sep 2024
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Envestnet Portfolio Solutions 520k $17M 231% Sep 2024
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Fulton Breakefield Broenniman d/b/a FBB Capital Partners 500k $17M 1% Sep 2024
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Citigroup 487k $16M 1% Sep 2024
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Pure Financial Advisors 481k $16M 5% Sep 2024
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Susquehanna International 479k $16M -33% Sep 2024
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Advisors Management Group 476k $16M 4% Sep 2024
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Sanctuary Advisors 464k $14M 100% Jun 2024
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Centiva Capital 460k $15M -59% Sep 2024
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First Citizens Bank & Trust 434k $14M 628% Sep 2024
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Wright Fund Managment 431k $14M -47% Sep 2024
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Parkside Investments 402k $13M 16% Sep 2024
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Conning 391k $13M 0% Sep 2024
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Goss Wealth Management 385k $12M 31% Jun 2024
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Sanibel Captiva Trust Company 373k $12M -12% Sep 2024
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Strategic Wealth Designers 372k $12M 34% Sep 2024
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Mercer Global Advisors 372k $12M -5% Jun 2024
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Marshall Wace 363k $12M -21% Sep 2024
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Ballast 361k $12M 1% Sep 2024
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Synovus Financial Corp. 346k $12M -3% Sep 2024
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Northside Capital Management 346k $12M -2% Sep 2024
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SWAN Capital 342k $11M 52% Sep 2024
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Davidson Investment Advisors 338k $11M 2% Jun 2024
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Good Life Advisors 338k $11M 121% Sep 2024
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Regal Investment Advisors 336k $11M 3% Sep 2024
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H D Vest Advisory Services 332k $11M 10% Jun 2024
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Amg National Trust Bank 329k $11M 6% Sep 2024
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Spectrum Asset Management 319k $11M 1% Sep 2024
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Atria Wealth Solutions 317k $11M 0% Sep 2024
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Capital Square 316k $10M 12% Jun 2024
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Steward Partners Investment Advisory 307k $9.7M 14% Jun 2024
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Collective Family Office 289k $9.6M -1% Sep 2024
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SP Asset Management 284k $9.4M -42% Sep 2024
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Campbell Capital Management 281k $9.3M -1% Sep 2024
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Captrust Financial Advisors 278k $9.2M 1% Sep 2024
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Osher Van de Voorde Investment Management 266k $8.8M 0% Sep 2024
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Huntington National Bank 266k $8.8M 17% Sep 2024
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Private Advisor 257k $8.5M 4% Sep 2024
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Greenwood Capital Associates 240k $8.0M 1% Sep 2024
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Alliancebernstein 238k $7.5M 1% Jun 2024
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Brian McDonald 234k $7.8M 4% Sep 2024
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Kovitz Investment Group Partners 228k $7.5M 7% Sep 2024
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Full Sail Capital 227k $7.6M 0% Sep 2024
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Lido Advisors 223k $7.0M 30% Jun 2024
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Peapack Gladstone Financial Corp 223k $7.0M -1% Jun 2024
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Mesirow Financial Investment Management International Equity 222k $7.4M 3% Sep 2024
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Gerber Kawasaki Wealth & Investment Management 218k $6.9M 14% Jun 2024
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Stablepoint Partners 218k $7.2M 3% Sep 2024
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Moser Wealth Advisors 216k $7.2M 1% Sep 2024
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D.A. Davidson & Co. 214k $6.7M -3% Jun 2024
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Rothschild Investment 213k $7.1M -2% Sep 2024
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May Louie 205k $6.8M 1% Sep 2024
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Sowa Financial Group 203k $6.7M -8% Sep 2024
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Creative Planning 196k $6.5M -2% Sep 2024
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Angeles Wealth Management 195k $6.5M -20% Sep 2024
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Dynamic Advisors Solutions 192k $6.4M 1% Sep 2024
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Congress Wealth Management LLC / DE / 188k $6.3M -69% Sep 2024
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Park Avenue Securities 185k $6.1M -17% Sep 2024
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Burns Wealth Management 184k $6.1M -5% Sep 2024
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Capstone Investment Advisors 183k $6.1M 17% Sep 2024
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D L Carlson Investment Group 181k $6.0M 9% Sep 2024
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Financial Advisory Partners 179k $6.0M -3% Sep 2024
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RPg Family Wealth Advisory 179k $6.0M 8% Sep 2024
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Quest Investment Management 178k $5.9M 0% Sep 2024
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Crewe Advisors 177k $5.9M -8% Sep 2024
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Assetmark 176k $5.9M -3% Sep 2024
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Prospera Financial Services 175k $5.8M -18% Sep 2024
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Hsbc Holdings 175k $5.5M 94% Jun 2024
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Intrepid Financial Planning Group 175k $5.8M 4% Sep 2024
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Dumont & Blake Investment Advisors 172k $5.4M 100% Jun 2024
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Beacon Harbor Wealth Advisors 170k $5.6M 5% Sep 2024
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Houlihan Financial Resource Group 169k $5.6M 100% Sep 2024
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Blue Fin Capital 165k $5.5M 1% Sep 2024
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Massmutual Trust 164k $5.5M 17% Sep 2024
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Oppenheimer & Co 164k $5.5M 45% Sep 2024
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Curran Financial Partners 162k $5.4M 6% Sep 2024
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BOS Asset Management 158k $5.3M 0% Sep 2024
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Atlantic Trust 157k $5.2M -22% Sep 2024
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Davenport & Co 156k $5.2M 18% Sep 2024
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Krueger & Catalano Capital Partners 153k $4.8M 26% Jun 2024
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Pnc Financial Services 152k $5.1M -13% Sep 2024
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Cypress Wealth Services 152k $5.1M -1% Sep 2024
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Apollon Wealth Management 151k $5.0M 11% Sep 2024
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Thrivent Financial for Lutherans 151k $5.0M 14% Sep 2024
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Kades & Cheifetz 147k $4.9M 4% Sep 2024
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Jackson, Grant Investment Advisers 147k $4.9M 0% Sep 2024
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Kickstand Ventures 146k $4.9M 2% Sep 2024
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Stratos Wealth Partners 145k $4.8M 3% Sep 2024
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TRUE Private Wealth Advisors 141k $4.7M -84% Sep 2024
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National Asset Management 141k $4.4M -1% Jun 2024
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Canandaigua National Bank and Trust Company 141k $4.7M 100% Sep 2024
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Procyon Private Wealth Partners 140k $4.7M 1% Sep 2024
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Citadel Advisors 139k $4.6M -27% Sep 2024
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Orion Portfolio Solutions 138k $4.6M -17% Sep 2024
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Balanced Wealth Group 126k $4.2M -37% Sep 2024
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ForthRight Wealth Management 103k $3.4M -41% Sep 2024
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Jane Street 77k $2.6M -79% Sep 2024
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Colony 42k $1.4M -92% Sep 2024
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Strategic Financial Concepts 33k $1.1M -97% Sep 2024
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Hilltop Holdings 29k $957k -90% Sep 2024
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One Capital Management 24k $807k -83% Sep 2024
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NewEdge Wealth 21k $687k -92% Sep 2024
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Who sold out of iShares S&P US Pref Stock Idx Fnd?

Fund or Company Name Date Sold Shares Held Valued At
Redwood Investment Management Jun 2024 929k $29M
SG Americas Securities Jun 2024 925k $29M
Bp Wealth Management Jun 2024 744k $24M
Healthcare Of Ontario Pension Plan Trust Fund Jun 2024 200k $6.3M