Who owns iShares S&P US Pref Stock Idx Fnd?
- Ticker: PFF
- CUSIP Number: 464288687
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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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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 |