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 23M $725M 15% Mar 2024
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Morgan Stanley 14M $444M 100% Mar 2024
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Wells Fargo & Company 7.8M $251M 9% Mar 2024
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LPL Financial 6.7M $216M 100% Mar 2024
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UBS Group 6.3M $204M 1% Mar 2024
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Jpmorgan Chase & Co 5.6M $181M 406% Mar 2024
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Envestnet Asset Management 4.8M $155M 100% Mar 2024
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Royal Bank of Canada 4.6M $148M 22% Mar 2024
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Goldman Sachs Group 3.7M $119M 254% Mar 2024
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Mariner Wealth Advisors 3.6M $117M 7% Mar 2024
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BlackRock 3.2M $103M 100% Mar 2024
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Global Assets Advisory 2.6M $82M 3341% Mar 2024
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Rockefeller Capital Management 2.6M $84M 9% Mar 2024
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Ameriprise Financial 2.6M $83M 100% Mar 2024
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Cohen & Steers Capital Management 2.5M $82M 100% Mar 2024
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Us Bancorp 2.5M $79M 3% Mar 2024
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Wright Fund Managment 2.1M $69M 13% Mar 2024
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Commonwealth Equity Services 2.0M $65M 2% Mar 2024
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Orgel Wealth Management 1.8M $59M -1% Mar 2024
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Branch Banking & Trust Company 1.7M $55M 3% Mar 2024
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Northwestern Mutual Wealth Management Company 1.6M $53M 100% Mar 2024
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First Interstate Bank 1.6M $52M 13% Mar 2024
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Hrt Financial 1.6M $52M 100% Mar 2024
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Deutsche Bank Aktiengesellschaft 1.6M $50M 0% Mar 2024
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CliftonLarsonAllen Wealth Advisors 1.5M $48M 6% Jun 2024
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Advisor Group Holdings 1.5M $47M -6% Mar 2024
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Charles Schwab Investment Advisory 1.4M $45M 100% Mar 2024
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Janney Montgomery Scott 1.4M $45M -7% Mar 2024
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TRUE Private Wealth Advisors 1.4M $44M 15% Mar 2024
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Edge Wealth Management 1.4M $43M -2% Jun 2024
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Cetera Investment Advisers 1.3M $41M 100% Mar 2024
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Raymond James Financial Services Advisors 1.3M $41M 38% Mar 2024
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Fifth Third Bancorp 1.2M $40M -8% Mar 2024
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Oakmont Partners 1.2M $38M 2% Mar 2024
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Hilton Capital Management 1.1M $37M -3% Mar 2024
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Keybank National Association 1.1M $34M 100% Mar 2024
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Wealth Enhancement Advisory Services 1.0M $33M 2% Mar 2024
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Insight Wealth Strategies 973k $31M 1% Jun 2024
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Greenleaf Trust 959k $31M 32% Mar 2024
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SG Americas Securities 925k $29M 0% Jun 2024
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Stephens 915k $30M 100% Mar 2024
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Bp Wealth Management 825k $27M -3% Mar 2024
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Baird Financial 789k $25M -4% Mar 2024
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CI Private Wealth 788k $25M -4% Mar 2024
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Montis Financial 772k $25M 145% Mar 2024
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Susquehanna International 765k $25M 100% Mar 2024
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Townsend & Associates 740k $23M 2% Mar 2024
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Sumitomo Mitsui Financial 721k $23M -8% Mar 2024
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Welch & Forbes 685k $22M -1% Mar 2024
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Raymond James & Associates 673k $22M -29% Mar 2024
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Jaffetilchin Investment Partners 669k $22M 100% Mar 2024
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Stifel Financial 661k $21M 11% Mar 2024
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Summit Financial Wealth Advisors 649k $21M 7% Mar 2024
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Cambridge Investment Research Advisors 614k $20M 2% Mar 2024
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Congress Wealth Management LLC / DE / 613k $20M -7% Mar 2024
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HighTower Advisors 605k $20M 8% Mar 2024
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Mml Investors Services 575k $19M 4% Mar 2024
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Marshall Wace 570k $18M 39% Mar 2024
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Country Trust Bank 569k $18M 0% Jun 2024
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Fukoku Mutual Life Insurance 568k $18M 0% Mar 2024
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Bank Of Montreal 527k $17M 5% Mar 2024
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HPM Partners 507k $16M 9% Mar 2024
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SP Asset Management 500k $16M -23% Mar 2024
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Tobias Financial Advisors 486k $16M 100% Mar 2024
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Fulton Breakefield Broenniman d/b/a FBB Capital Partners 485k $16M 4% Mar 2024
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Falcon Wealth Planning 460k $15M 24% Mar 2024
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Citigroup 443k $14M 9% Mar 2024
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Advisors Management Group 438k $14M 3% Mar 2024
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Pure Financial Advisors 431k $14M 7% Mar 2024
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Kestra Advisory Services 429k $14M 7% Mar 2024
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Sanibel Captiva Trust Company 428k $14M -14% Mar 2024
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GDS Wealth Management 427k $14M 17% Mar 2024
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Mercer Global Advisors 392k $13M 16% Mar 2024
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Conning 391k $13M 0% Mar 2024
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Hilltop Holdings 374k $12M 252% Mar 2024
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Synovus Financial Corp. 365k $12M 3% Mar 2024
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Northside Capital Management 354k $11M 0% Jun 2024
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Parkside Investments 346k $11M 12% Jun 2024
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Ballast 338k $11M 4% Mar 2024
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Atria Wealth Solutions 335k $11M 7% Mar 2024
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Davidson Investment Advisors 330k $11M 13% Mar 2024
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Capstone Investment Advisors 330k $11M 8% Mar 2024
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Regal Investment Advisors 318k $10M 100% Mar 2024
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Captrust Financial Advisors 307k $9.9M -5% Mar 2024
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H D Vest Advisory Services 301k $9.7M 27% Mar 2024
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Westover Capital Advisors 296k $9.5M 3% Mar 2024
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Goss Wealth Management 295k $9.5M 100% Mar 2024
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Collective Family Office 292k $9.2M -2% Jun 2024
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Capital Square 281k $9.0M 100% Mar 2024
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Clark Capital Management Group 273k $8.8M 100% Mar 2024
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Steward Partners Investment Advisory 270k $8.7M 21% Mar 2024
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Jane Street 267k $8.6M 2108% Mar 2024
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Spectrum Asset Management 263k $8.5M 18% Mar 2024
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Sowa Financial Group 256k $8.0M 0% Mar 2024
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Osher Van de Voorde Investment Management 254k $8.2M -12% Mar 2024
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NewEdge Wealth 252k $7.9M -7% Mar 2024
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Private Advisor 251k $8.1M 16% Mar 2024
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Colony 246k $7.9M 1022% Mar 2024
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Angeles Wealth Management 240k $7.7M 100% Mar 2024
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Alliancebernstein 234k $7.6M -7% Mar 2024
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Full Sail Capital 233k $7.5M 100% Mar 2024
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Greenwood Capital Associates 233k $7.5M -17% Mar 2024
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Huntington National Bank 232k $7.5M -1% Mar 2024
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Atlantic Trust 227k $7.3M 100% Mar 2024
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Peapack Gladstone Financial Corp 225k $7.3M 100% Mar 2024
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Brian McDonald 224k $7.2M 100% Mar 2024
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Park Avenue Securities 224k $7.1M 0% Jun 2024
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D.A. Davidson & Co. 219k $7.1M 9% Mar 2024
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Moser Wealth Advisors 218k $7.0M -1% Mar 2024
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Burns Wealth Management 218k $7.0M 100% Mar 2024
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Balanced Wealth Group 215k $5.9M 5% Mar 2024
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Crewe Advisors 214k $6.9M -22% Mar 2024
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Mesirow Financial Investment Management International Equity 211k $6.8M 100% Mar 2024
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Envestnet Portfolio Solutions 211k $6.8M 50% Mar 2024
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Financial Advisory Partners 209k $6.7M -2% Mar 2024
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Assetmark 209k $6.7M 2% Mar 2024
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Creative Planning 205k $0 11% Mar 2024
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May Louie 204k $6.6M 140% Mar 2024
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Healthcare Of Ontario Pension Plan Trust Fund 200k $6.4M 100% Mar 2024
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Stablepoint Partners 197k $6.3M 11% Mar 2024
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Amg National Trust Bank 194k $6.2M 68% Mar 2024
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Gerber Kawasaki Wealth & Investment Management 192k $6.2M 100% Mar 2024
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Fortis Group Advisors 189k $6.1M 9151% Mar 2024
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Treynor Bancshares 188k $6.1M 0% Mar 2024
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Dynamic Advisors Solutions 187k $6.0M -5% Mar 2024
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Pnc Financial Services 182k $5.9M -21% Mar 2024
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Quest Investment Management 178k $5.7M 100% Mar 2024
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ForthRight Wealth Management 176k $5.5M -14% Jun 2024
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Lido Advisors 172k $5.5M 8% Mar 2024
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Warren Averett Asset Management 170k $5.5M 164% Mar 2024
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Houlihan Financial Resource Group 169k $5.4M 1% Mar 2024
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Orion Portfolio Solutions 166k $5.3M -56% Mar 2024
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Blue Fin Capital 163k $5.2M 0% Mar 2024
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Lincoln National 163k $5.2M 4% Mar 2024
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Procyon Private Wealth Partners 160k $5.1M -62% Mar 2024
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BOS Asset Management 159k $5.1M 0% Mar 2024
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Beacon Harbor Wealth Advisors 157k $5.1M 387% Mar 2024
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Prudential Financial 156k $5.0M -2% Mar 2024
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Kickstand Ventures 154k $5.0M 8% Mar 2024
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Cypress Wealth Services 154k $4.8M -1% Jun 2024
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All Season Financial Advisors 153k $4.9M 26% Mar 2024
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RPg Family Wealth Advisory 152k $4.9M 12% Mar 2024
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Hennion & Walsh Asset Management 150k $4.8M 3% Mar 2024
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Apollon Wealth Management 148k $4.8M -2% Mar 2024
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Coppell Advisory Solutions Corp. 148k $4.8M 100% Mar 2024
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Curran Financial Partners 147k $4.7M 2% Mar 2024
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United Capital Financial Advisers 145k $4.7M 174% Mar 2024
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Jackson, Grant Investment Advisers 145k $4.7M -1% Mar 2024
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Moran Wealth Management 136k $4.4M -35% Mar 2024
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Fragasso 131k $4.1M -21% Jun 2024
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Liberty Capital Management 125k $4.0M -25% Mar 2024
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Balyasny Asset Management 125k $4.0M -34% Mar 2024
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Citadel Advisors 121k $3.9M -55% Mar 2024
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Renaissance Technologies 100k $3.2M -66% Mar 2024
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Rebalance 59k $1.8M -86% Jun 2024
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Bank Of Oklahoma National Association / 54k $1.7M -83% Mar 2024
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Wharton Business Group 31k $994k -94% Mar 2024
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Connectus Wealth 6.7k $217k -97% Mar 2024
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Zacks Investment Management 6.7k $217k -95% Mar 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
Millennium Management Dec 2023 464k $15M
Diversify Advisory Services Mar 2024 388k $13M
Centiva Capital Dec 2023 300k $9.4M