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
Morgan Stanley 15M $470M 100% Jun 2025
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Wells Fargo & Company 9.3M $294M 3% Sep 2025
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LPL Financial 8.1M $256M 1% Sep 2025
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Bramshill Investments 6.2M $197M 100% Sep 2025
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UBS Group 5.7M $181M 2% Sep 2025
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Royal Bank of Canada 4.5M $141M 4% Sep 2025
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Envestnet Asset Management 4.1M $129M -3% Sep 2025
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Mariner Wealth Advisors 3.7M $118M 2% Sep 2025
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First Interstate Bank 2.9M $91M 0% Sep 2025
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Raymond James Financial 2.8M $90M 8% Sep 2025
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BlackRock 2.6M $83M 0% Sep 2025
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Charles Schwab Investment Management 2.0M $64M 3% Sep 2025
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CliftonLarsonAllen Wealth Advisors 2.0M $62M 1% Sep 2025
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Us Bancorp 2.0M $62M -3% Sep 2025
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Cetera Investment Advisers 1.8M $57M 25% Sep 2025
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Branch Banking & Trust Company 1.8M $56M -1% Sep 2025
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Janney Montgomery Scott 1.7M $54M 15% Sep 2025
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Rockefeller Capital Management 1.6M $50M 4% Sep 2025
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Ameriprise Financial 1.6M $50M -7% Sep 2025
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Steward Partners Investment Advisory 1.5M $47M 242% Sep 2025
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Commonwealth Equity Services 1.4M $44M -23% Sep 2025
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Advisor Group Holdings 1.3M $42M 8% Sep 2025
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Fifth Third Bancorp 1.2M $39M -2% Sep 2025
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Northwestern Mutual Wealth Management Company 1.2M $37M 0% Sep 2025
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Greenleaf Trust 1.1M $36M 3% Sep 2025
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Edge Wealth Management 1.1M $36M -4% Sep 2025
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Wealth Enhancement Advisory Services 1.0M $33M -1% Sep 2025
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Townsend & Associates 1.0M $33M 3% Sep 2025
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Sumitomo Mitsui Financial 1.0M $33M 23% Sep 2025
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Baird Financial 1.0M $32M 2% Sep 2025
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Oakmont Partners 1.0M $32M -6% Sep 2025
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Commerce Bank N A 970k $31M 14% Sep 2025
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Fukoku Mutual Life Insurance 956k $30M 68% Sep 2025
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Insight Wealth Strategies 901k $29M 2% Sep 2025
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MAI Wealth Advisors 881k $28M -1% Sep 2025
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Goldman Sachs Group 868k $27M 37% Sep 2025
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GDS Wealth Management 840k $27M 10% Sep 2025
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HighTower Advisors 833k $26M 2% Sep 2025
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Stifel Financial 796k $25M 0% Sep 2025
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Wright Fund Managment 792k $25M 100% Sep 2025
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Jaffetilchin Investment Partners 753k $24M 9% Sep 2025
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Hennion & Walsh Asset Management 746k $24M 6% Sep 2025
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Summit Financial Wealth Advisors 738k $23M 4% Sep 2025
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CI Private Wealth 715k $23M 14% Sep 2025
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Keybank National Association 673k $21M -2% Sep 2025
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Welch & Forbes 646k $20M -3% Sep 2025
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Stephens 641k $20M -23% Sep 2025
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Assetmark 609k $19M 243% Sep 2025
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May Louie 602k $19M 37% Sep 2025
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Pure Financial Advisors 601k $19M 7% Sep 2025
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Mml Investors Services 599k $19M 2% Sep 2025
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Deutsche Bank Aktiengesellschaft 596k $19M -57% Sep 2025
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Stratos Wealth Partners 575k $18M 17% Sep 2025
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HPM Partners 558k $18M 1% Sep 2025
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Kestra Advisory Services 557k $18M 13% Sep 2025
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Mercer Global Advisors 533k $17M 117% Sep 2025
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Cambridge Investment Research Advisors 529k $17M 2% Sep 2025
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Parkside Investments 487k $15M -2% Sep 2025
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Northside Capital Management 473k $15M -1% Sep 2025
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Bard Associates 469k $15M 112% Sep 2025
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Robertson Stephens Wealth Management 449k $14M 0% Sep 2025
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SBI Securities 445k $14M 2% Sep 2025
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Envestnet Portfolio Solutions 437k $14M -2% Sep 2025
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Millennium Management 432k $14M 138% Sep 2025
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Fulton Breakefield Broenniman d/b/a FBB Capital Partners 415k $13M 1% Sep 2025
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First Citizens Bank & Trust 414k $13M 0% Sep 2025
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Wiley Bros.-aintree Capital 409k $13M 197% Sep 2025
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Capital Square 409k $13M 0% Sep 2025
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Jones Financial Companies, L.L 402k $13M 11% Sep 2025
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Ballast 397k $13M 5% Sep 2025
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Conning 391k $12M 0% Sep 2025
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Park Avenue Securities 386k $12M 12% Sep 2025
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Goss Wealth Management 384k $12M 7% Sep 2025
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SWAN Capital 358k $11M 69% Sep 2025
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Capstone Investment Advisors 354k $11M 100% Sep 2025
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Hilton Capital Management 348k $11M -7% Sep 2025
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Sanibel Captiva Trust Company 344k $11M 1% Sep 2025
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Good Life Advisors 344k $11M 11% Jun 2025
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Colony 342k $11M 12% Sep 2025
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Horizon Investments 339k $11M 100% Sep 2025
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Susquehanna International 334k $11M -62% Sep 2025
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Oak Harvest Investment Services 330k $10M 4% Sep 2025
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Collective Family Office 317k $10M 6% Sep 2025
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Amg National Trust Bank 314k $9.9M 0% Sep 2025
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Bank Of Montreal 306k $9.4M 100% Jun 2025
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Huntington National Bank 304k $9.6M 5% Sep 2025
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Synovus Financial Corp. 301k $9.5M -4% Sep 2025
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Frisch Financial Group 291k $9.2M -1% Sep 2025
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Strategic Wealth Designers 289k $9.1M 1694% Sep 2025
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Captrust Financial Advisors 284k $9.0M -7% Sep 2025
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Hrt Financial 279k $8.8M -40% Sep 2025
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Full Sail Capital 270k $8.5M -17% Sep 2025
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Stablepoint Partners 268k $8.5M 8% Sep 2025
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Campbell Capital Management 266k $8.4M -1% Sep 2025
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Peapack Gladstone Financial Corp 261k $8.3M -3% Sep 2025
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Krueger & Catalano Capital Partners 251k $7.9M 9% Sep 2025
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Prospera Financial Services 249k $7.9M 10% Sep 2025
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Private Advisor 247k $7.8M 3% Sep 2025
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Davenport & Co 238k $7.5M 7% Sep 2025
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Angeles Wealth Management 235k $7.4M 14% Sep 2025
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Mesirow Financial Investment Management International Equity 234k $7.4M 1% Sep 2025
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Regal Investment Advisors 232k $7.3M -44% Sep 2025
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D.A. Davidson & Co. 225k $7.1M -4% Sep 2025
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Brian McDonald 224k $7.1M 1% Sep 2025
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Dynamic Advisors Solutions 219k $6.9M 2% Sep 2025
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Gerber Kawasaki Wealth & Investment Management 218k $6.9M 0% Sep 2025
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Mountain Hill Investment Partners Corp. 217k $6.8M 2% Sep 2025
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Glaxis Capital Management 202k $6.4M 17% Sep 2025
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Massmutual Trust 200k $6.3M 2% Sep 2025
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Cim 200k $6.3M 1% Sep 2025
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Bluefin Capital Management 200k $6.1M 325% Jun 2025
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JNB Advisors 199k $6.1M 0% Jun 2025
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Moser Wealth Advisors 197k $6.0M -6% Jun 2025
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PineBridge Investments 196k $6.2M 0% Sep 2025
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Alliancebernstein 193k $6.1M -6% Sep 2025
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Alexander Labrunerie & Co 191k $6.0M -4% Sep 2025
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Lido Advisors 190k $6.0M 8% Sep 2025
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Kentucky Trust 187k $5.9M 0% Sep 2025
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Brookstone Capital Management 187k $5.9M -6% Sep 2025
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Logan Stone Capital 186k $5.9M 100% Sep 2025
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H D Vest Advisory Services 185k $5.7M -56% Jun 2025
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Kestra Private Wealth Services 184k $5.8M 19% Sep 2025
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Independence Financial Advisors 184k $5.8M 82% Sep 2025
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Knightsbridge Asset Management 182k $5.8M 4% Sep 2025
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Montis Financial 180k $5.7M -82% Sep 2025
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RPg Family Wealth Advisory 180k $5.7M 4% Sep 2025
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Centaurus Financial 179k $5.7M 103% Sep 2025
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Fortress Financial Solutions 179k $5.7M 6% Sep 2025
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Barclays 178k $5.6M 100% Sep 2025
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Quest Investment Management 177k $5.6M 0% Sep 2025
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Blue Fin Capital 174k $5.5M 4% Sep 2025
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Cornerstone Financial Group 173k $5.5M 8% Sep 2025
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Burns Wealth Management 171k $5.4M 7% Sep 2025
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BOS Asset Management 167k $5.3M 0% Sep 2025
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XML Financial 167k $5.3M -2% Sep 2025
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Paulson Wealth Management 166k $5.2M 100% Sep 2025
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Jackson, Grant Investment Advisers 165k $5.2M 1% Sep 2025
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Tanager Wealth Management 163k $5.1M 38% Sep 2025
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Financial Advisory Partners 158k $5.0M -2% Sep 2025
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Bank of Stockton Trust & Investment 158k $5.0M 1% Sep 2025
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Beacon Harbor Wealth Advisors 157k $5.0M 8% Sep 2025
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Warren Averett Asset Management 155k $4.9M 1% Sep 2025
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Intrepid Financial Planning Group 154k $4.9M -4% Sep 2025
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Investors Research Corp 150k $4.7M 7% Sep 2025
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Cordatus Wealth Management 150k $4.7M 20% Sep 2025
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Adviser Investments 148k $4.7M 23% Sep 2025
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Creative Planning 147k $4.6M 22% Sep 2025
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White Pine Capital 144k $4.6M 0% Sep 2025
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Cypress Wealth Services 142k $4.5M -3% Sep 2025
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Sequoia Financial Advisors 141k $4.5M -10% Sep 2025
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Congress Wealth Management LLC / DE / 140k $4.3M -6% Jun 2025
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Atlantic Trust 137k $4.3M -12% Sep 2025
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Oppenheimer & Co 130k $4.1M -9% Sep 2025
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Atria Wealth Solutions 116k $3.6M -66% Jun 2025
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First American Trust 114k $3.6M -35% Sep 2025
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RFG Advisory 114k $3.6M -26% Sep 2025
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Crabel Capital Management 112k $3.5M -28% Sep 2025
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JT Stratford 112k $3.5M -30% Sep 2025
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SP Asset Management 110k $3.5M -25% Sep 2025
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Houlihan Financial Resource Group 58k $1.8M -61% Sep 2025
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Jpmorgan Chase & Co 11k $341k -98% Sep 2025
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Cohen & Steers Capital Management 7.4k $233k -95% Sep 2025
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Country Trust Bank 1.0k $32k -100% Sep 2025
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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
Proficio Capital Partners Jun 2025 4.8M $5.0M
Wellington Management Company Jun 2025 2.7M $83M
Centiva Capital Jun 2025 522k $16M
Renaissance Technologies Jun 2025 507k $16M
AlphaStar Capital Management Jun 2025 333k $10M
Eagle Strategies Jun 2025 169k $5.2M