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
Wells Fargo & Company 9.5M $294M 2% Dec 2025
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LPL Financial 7.9M $243M -3% Dec 2025
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UBS Group 6.0M $187M 6% Dec 2025
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Royal Bank of Canada 4.5M $141M 4% Sep 2025
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Envestnet Asset Management 4.0M $123M -3% Dec 2025
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Mariner Wealth Advisors 3.8M $118M 2% Dec 2025
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Raymond James Financial 3.2M $100M 14% Dec 2025
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First Interstate Bank 2.9M $90M 1% Dec 2025
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BlackRock 2.4M $75M -7% Dec 2025
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Charles Schwab Investment Management 2.1M $66M 5% Dec 2025
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Bramshill Investments 2.1M $111M -66% Dec 2025
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CliftonLarsonAllen Wealth Advisors 1.9M $59M -4% Dec 2025
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Branch Banking & Trust Company 1.8M $56M 3% Dec 2025
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Cetera Investment Advisers 1.8M $55M -2% Dec 2025
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Us Bancorp 1.8M $55M -11% Dec 2025
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Janney Montgomery Scott 1.7M $54M 3% Dec 2025
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Steward Partners Investment Advisory 1.6M $51M 10% Dec 2025
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Rockefeller Capital Management 1.5M $47M -4% Dec 2025
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Ameriprise Financial 1.5M $45M -8% Dec 2025
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Commonwealth Equity Services 1.3M $41M -7% Dec 2025
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Advisor Group Holdings 1.3M $39M -5% Dec 2025
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Fifth Third Bancorp 1.2M $38M -1% Dec 2025
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Greenleaf Trust 1.2M $37M 6% Dec 2025
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Sumitomo Mitsui Financial 1.2M $36M 12% Dec 2025
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Baird Financial 1.1M $33M 3% Dec 2025
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Northwestern Mutual Wealth Management Company 1.0M $32M -10% Dec 2025
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Wealth Enhancement Advisory Services 1.0M $33M -1% Dec 2025
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Fukoku Mutual Life Insurance 977k $30M 2% Dec 2025
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GDS Wealth Management 949k $29M 13% Dec 2025
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Oakmont Partners 935k $29M -9% Dec 2025
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MAI Wealth Advisors 927k $29M 5% Dec 2025
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Cohen & Steers Capital Management 904k $28M 12157% Dec 2025
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Susquehanna International 893k $28M 167% Dec 2025
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Wright Fund Managment 868k $27M 10% Dec 2025
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Stifel Financial 843k $26M 6% Dec 2025
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Commerce Bank N A 819k $25M -16% Dec 2025
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Hennion & Walsh Asset Management 790k $25M 6% Dec 2025
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HPM Partners 774k $24M 39% Dec 2025
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HighTower Advisors 769k $24M -8% Dec 2025
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Jaffetilchin Investment Partners 764k $24M 1% Dec 2025
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Summit Financial Wealth Advisors 701k $22M -5% Dec 2025
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Bard Associates 694k $22M 48% Dec 2025
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Pure Financial Advisors 645k $20M 7% Dec 2025
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Keybank National Association 643k $20M -4% Dec 2025
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Stratos Wealth Partners 640k $20M 11% Dec 2025
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Northside Capital Management 629k $20M 33% Dec 2025
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Welch & Forbes 594k $18M -8% Dec 2025
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Deutsche Bank Aktiengesellschaft 593k $18M -1% Dec 2025
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Insight Wealth Strategies 575k $18M -36% Dec 2025
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Cordoba Advisory Partners 566k $18M 100% Dec 2025
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Mml Investors Services 565k $18M -6% Dec 2025
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Kestra Advisory Services 561k $17M 1% Dec 2025
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Cambridge Investment Research Advisors 540k $17M 2% Dec 2025
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May Louie 518k $16M -14% Dec 2025
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Stephens 513k $16M -20% Dec 2025
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Envestnet Portfolio Solutions 506k $16M 16% Dec 2025
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Wiley Bros.-aintree Capital 470k $15M 15% Dec 2025
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Parkside Investments 464k $14M -5% Dec 2025
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Robertson Stephens Wealth Management 445k $14M -1% Dec 2025
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Jones Financial Companies, L.L 440k $14M 10% Dec 2025
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Millennium Management 432k $14M 138% Sep 2025
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SBI Securities 426k $13M -4% Dec 2025
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Ballast 415k $13M 5% Dec 2025
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Mercer Global Advisors 411k $13M -23% Dec 2025
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Goss Wealth Management 411k $13M 7% Dec 2025
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SWAN Capital 409k $13M 14% Dec 2025
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Fulton Breakefield Broenniman d/b/a FBB Capital Partners 408k $13M -2% Dec 2025
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Sanctuary Advisors 395k $12M -5% Dec 2025
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Conning 391k $12M 0% Dec 2025
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First Citizens Bank & Trust 390k $12M -6% Dec 2025
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Colony 357k $11M 4% Dec 2025
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Hrt Financial 356k $11M 28% Dec 2025
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Hilton Capital Management 354k $11M 2% Dec 2025
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Sanibel Captiva Trust Company 351k $11M 2% Dec 2025
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Oak Harvest Investment Services 343k $11M 4% Dec 2025
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CI Private Wealth 339k $9.2M -53% Dec 2025
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Collective Family Office 330k $10M 4% Dec 2025
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SG Americas Securities 323k $10M 100% Dec 2025
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Synovus Financial Corp. 301k $9.5M -4% Sep 2025
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Amg National Trust Bank 300k $9.3M -4% Dec 2025
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Pinnacle Financial Partners 297k $9.2M 100% Dec 2025
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Mountain Hill Investment Partners Corp. 295k $9.1M 36% Dec 2025
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Captrust Financial Advisors 287k $8.9M 1% Dec 2025
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Huntington National Bank 283k $8.8M -7% Dec 2025
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Park Avenue Securities 280k $8.7M -27% Dec 2025
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Full Sail Capital 270k $8.5M -17% Sep 2025
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Stablepoint Partners 269k $8.3M 0% Dec 2025
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Angeles Wealth Management 263k $8.1M 12% Dec 2025
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Peapack Gladstone Financial Corp 261k $8.1M 0% Dec 2025
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Davenport & Co 261k $8.1M 10% Dec 2025
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Krueger & Catalano Capital Partners 254k $7.8M 1% Dec 2025
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Brian McDonald 245k $7.6M 10% Dec 2025
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Prospera Financial Services 243k $7.5M -2% Dec 2025
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Greenberg Financial Group 240k $7.4M 100% Dec 2025
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Regal Investment Advisors 232k $7.2M 0% Dec 2025
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D.A. Davidson & Co. 227k $7.0M 1% Dec 2025
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Gerber Kawasaki Wealth & Investment Management 226k $7.0M 4% Dec 2025
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Private Advisor 223k $6.9M -10% Dec 2025
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Adviser Investments 220k $6.8M 49% Dec 2025
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Pnc Financial Services 218k $6.7M 72% Dec 2025
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Strategic Wealth Designers 216k $6.7M -25% Dec 2025
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Horizon Investments 215k $6.6M -37% Dec 2025
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Cim 210k $6.5M 5% Dec 2025
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Tanager Wealth Management 207k $6.4M 27% Dec 2025
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Glaxis Capital Management 204k $6.3M 1% Dec 2025
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Massmutual Trust 203k $6.3M 1% Dec 2025
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PineBridge Investments 196k $6.2M 0% Sep 2025
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Independence Financial Advisors 194k $6.0M 6% Dec 2025
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Alliancebernstein 193k $6.1M -6% Sep 2025
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Cornerstone Financial Group 192k $5.9M 11% Dec 2025
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Alexander Labrunerie & Co 191k $6.0M -4% Sep 2025
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Lido Advisors 190k $5.9M 0% Dec 2025
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Kentucky Trust 190k $5.9M 2% Dec 2025
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Risk Paradigm 187k $5.8M 100% Dec 2025
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Fortress Financial Solutions 185k $5.7M 4% Dec 2025
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Assetmark 184k $5.7M -70% Dec 2025
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Blue Fin Capital 183k $5.7M 5% Dec 2025
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Knightsbridge Asset Management 182k $5.8M 4% Sep 2025
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RPg Family Wealth Advisory 179k $5.5M -1% Dec 2025
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Quest Investment Management 177k $5.6M 0% Sep 2025
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Beacon Pointe Advisors 176k $5.4M 348% Dec 2025
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Paulson Wealth Management 175k $5.4M 6% Dec 2025
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Brookstone Capital Management 174k $5.4M -7% Dec 2025
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Burns Wealth Management 169k $5.2M -1% Dec 2025
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Beacon Harbor Wealth Advisors 169k $5.2M 8% Dec 2025
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BOS Asset Management 168k $5.2M 0% Dec 2025
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Oppenheimer & Co 166k $5.1M 27% Dec 2025
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Mesirow Financial Investment Management International Equity 164k $5.1M -30% Dec 2025
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Goldman Sachs Group 163k $5.0M -81% Dec 2025
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Kestra Private Wealth Services 162k $5.0M -12% Dec 2025
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Investors Research Corp 161k $5.0M 8% Dec 2025
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Centaurus Financial 156k $4.8M -13% Dec 2025
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Financial Advisory Partners 155k $4.8M -2% Dec 2025
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Creative Planning 149k $4.6M 2% Dec 2025
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Cordatus Wealth Management 149k $4.6M 0% Dec 2025
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White Pine Capital 148k $4.6M 3% Dec 2025
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Frisch Financial Group 147k $4.5M -49% Dec 2025
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Apella Capital 145k $4.5M 1655% Dec 2025
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Sagace Wealth Management 144k $4.5M 5% Dec 2025
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Bank of Stockton Trust & Investment 144k $4.4M -9% Dec 2025
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Cypress Wealth Services 143k $4.4M 1% Dec 2025
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Warren Averett Asset Management 140k $4.3M -9% Dec 2025
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Cambria Investment Management 134k $4.2M 3% Dec 2025
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Jane Street 133k $4.1M 108% Dec 2025
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Jackson, Grant Investment Advisers 132k $4.1M -20% Dec 2025
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XML Financial 130k $4.0M -22% Dec 2025
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Exchange Traded Concepts 130k $4.0M 41% Dec 2025
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Perennial Advisors 130k $4.0M 6% Dec 2025
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Wealth Advisory Solutions 129k $4.0M -3% Dec 2025
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Global Retirement Partners 126k $3.9M 0% Dec 2025
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Atlantic Trust 123k $3.8M -10% Dec 2025
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Equitable Holdings 120k $3.7M -13% Dec 2025
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Community Bank 119k $3.7M -6% Dec 2025
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Intrepid Financial Planning Group 119k $3.7M -23% Dec 2025
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Montis Financial 113k $3.5M -37% Dec 2025
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Crown Oak Advisors 107k $3.3M -18% Dec 2025
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Bessemer 100k $3.1M -27% Dec 2025
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Dynamic Advisors Solutions 75k $2.3M -66% Dec 2025
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Checchi Capital Advisers 67k $2.1M -51% Dec 2025
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Sequoia Financial Advisors 67k $2.1M -53% Dec 2025
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Capital Square 29k $9.1M -93% Dec 2025
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Oak Family Advisors 24k $743k -82% Dec 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
Wellington Management Company Jun 2025 2.7M $83M
Edge Wealth Management Sep 2025 1.1M $36M
Townsend & Associates Sep 2025 1.0M $33M
Capstone Investment Advisors Sep 2025 354k $11M
Campbell Capital Management Sep 2025 266k $8.4M
Logan Stone Capital Sep 2025 186k $5.9M
Barclays Sep 2025 178k $5.6M