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 $753M 6% Jun 2024
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Morgan Stanley 14M $435M 0% Jun 2024
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Wells Fargo & Company 8.3M $263M 7% Jun 2024
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LPL Financial 6.5M $206M -3% Jun 2024
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Royal Bank of Canada 4.7M $147M 2% Jun 2024
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Envestnet Asset Management 4.5M $143M -6% Jun 2024
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Mariner Wealth Advisors 3.4M $108M -6% Jun 2024
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BlackRock 3.1M $98M -3% Jun 2024
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Us Bancorp 2.3M $72M -8% Jun 2024
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Commonwealth Equity Services 2.0M $64M 1% Jun 2024
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Orgel Wealth Management 1.8M $56M -3% Jun 2024
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First Interstate Bank 1.6M $52M 2% Jun 2024
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Branch Banking & Trust Company 1.6M $51M -4% Jun 2024
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Northwestern Mutual Wealth Management Company 1.6M $50M -3% Jun 2024
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Charles Schwab Investment Management 1.6M $49M 100% Jun 2024
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Deutsche Bank Aktiengesellschaft 1.6M $49M 0% Jun 2024
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CliftonLarsonAllen Wealth Advisors 1.5M $48M 6% Jun 2024
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Rockefeller Capital Management 1.4M $46M -44% Jun 2024
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Janney Montgomery Scott 1.4M $43M -2% Jun 2024
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Edge Wealth Management 1.4M $43M -2% Jun 2024
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Raymond James Financial Services Advisors 1.3M $43M 7% Jun 2024
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Fifth Third Bancorp 1.2M $39M 0% Jun 2024
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Hilton Capital Management 1.2M $38M 6% Jun 2024
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Oakmont Partners 1.2M $37M 0% Jun 2024
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Cetera Investment Advisers 1.1M $36M -11% Jun 2024
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Centiva Capital 1.1M $35M 100% Jun 2024
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Strategic Financial Concepts 1.1M $87M 3049% Jun 2024
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Keybank National Association 1.0M $33M -3% Jun 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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Greenleaf Trust 991k $31M 3% Jun 2024
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Insight Wealth Strategies 973k $31M 1% Jun 2024
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Jpmorgan Chase & Co 963k $30M -83% Jun 2024
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Redwood Investment Management 929k $29M 100% Jun 2024
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Stephens 906k $29M -1% Jun 2024
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Horizon Wealth Management 891k $28M 100% Jun 2024
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TRUE Private Wealth Advisors 888k $28M -36% Jun 2024
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CI Private Wealth 840k $27M 7% Jun 2024
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Wright Fund Managment 814k $26M -62% Jun 2024
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Montis Financial 780k $25M 1% Jun 2024
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Townsend & Associates 759k $24M 3% Jun 2024
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HighTower Advisors 754k $24M 25% Jun 2024
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Bp Wealth Management 744k $24M -10% Jun 2024
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Raymond James & Associates 722k $23M 7% Jun 2024
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Susquehanna International 717k $23M -6% Jun 2024
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Goldman Sachs Group 704k $22M -81% Jun 2024
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Welch & Forbes 703k $22M 3% Jun 2024
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Jaffetilchin Investment Partners 699k $22M 5% Jun 2024
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New York Life Investment Management 696k $22M 3689% Jun 2024
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Cambridge Investment Research Advisors 683k $22M 11% Jun 2024
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Summit Financial Wealth Advisors 670k $21M 3% Jun 2024
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Falcon Wealth Planning 669k $21M 46% Jun 2024
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Stifel Financial 663k $21M 0% Jun 2024
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Country Trust Bank 569k $18M 0% Jun 2024
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Fukoku Mutual Life Insurance 568k $18M 0% Jun 2024
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Mml Investors Services 525k $17M -9% Jun 2024
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HPM Partners 512k $16M 1% Jun 2024
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GDS Wealth Management 497k $16M 16% Jun 2024
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Colony 494k $16M 101% Jun 2024
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SP Asset Management 493k $16M -1% Jun 2024
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Fulton Breakefield Broenniman d/b/a FBB Capital Partners 493k $16M 2% Jun 2024
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Kestra Advisory Services 492k $15M 15% Jun 2024
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Citigroup 483k $15M 9% Jun 2024
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Sanctuary Advisors 464k $14M 100% Jun 2024
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Advisors Management Group 457k $14M 5% Jun 2024
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Pure Financial Advisors 457k $14M 6% Jun 2024
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Marshall Wace 457k $14M -20% Jun 2024
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Sanibel Captiva Trust Company 423k $13M -1% Jun 2024
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Conning 391k $12M 0% Jun 2024
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Goss Wealth Management 385k $12M 31% Jun 2024
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Jane Street 376k $12M 41% Jun 2024
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Mercer Global Advisors 372k $12M -5% Jun 2024
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Ballast 358k $11M 6% Jun 2024
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Synovus Financial Corp. 358k $11M -2% Jun 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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Davidson Investment Advisors 338k $11M 2% Jun 2024
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H D Vest Advisory Services 332k $11M 10% Jun 2024
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Regal Investment Advisors 325k $10M 2% Jun 2024
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Atria Wealth Solutions 318k $10M -5% Jun 2024
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Spectrum Asset Management 317k $10M 21% Jun 2024
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Capital Square 316k $10M 12% Jun 2024
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Amg National Trust Bank 310k $9.8M 60% Jun 2024
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Steward Partners Investment Advisory 307k $9.7M 14% Jun 2024
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Collective Family Office 292k $9.2M -2% Jun 2024
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Campbell Capital Management 285k $9.0M 100% Jun 2024
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Westover Capital Advisors 284k $9.0M -4% Jun 2024
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Strategic Wealth Designers 278k $8.7M -58% Jun 2024
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Hilltop Holdings 275k $8.7M -26% Jun 2024
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Captrust Financial Advisors 274k $8.6M -11% Jun 2024
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Osher Van de Voorde Investment Management 266k $8.4M 5% Jun 2024
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NewEdge Wealth 252k $7.9M 0% Jun 2024
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Private Advisor 247k $7.8M -2% Jun 2024
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Angeles Wealth Management 242k $7.6M 1% Jun 2024
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Alliancebernstein 238k $7.5M 1% Jun 2024
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Greenwood Capital Associates 237k $7.5M 2% Jun 2024
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Huntington National Bank 227k $7.2M -2% Jun 2024
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Full Sail Capital 227k $7.1M -3% Jun 2024
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SWAN Capital 225k $7.1M 268% Jun 2024
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Brian McDonald 225k $7.1M 0% Jun 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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Sowa Financial Group 221k $7.0M -13% Jun 2024
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Gerber Kawasaki Wealth & Investment Management 218k $6.9M 14% Jun 2024
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Rothschild Investment 217k $6.9M -1% Jun 2024
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Mesirow Financial Investment Management International Equity 217k $6.8M 3% Jun 2024
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Moser Wealth Advisors 214k $6.8M -2% Jun 2024
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D.A. Davidson & Co. 214k $6.7M -3% Jun 2024
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Prospera Financial Services 213k $6.7M 28% Jun 2024
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Kovitz Investment Group Partners 212k $6.7M 3194% Jun 2024
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Stablepoint Partners 212k $6.7M 8% Jun 2024
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May Louie 204k $6.4M 0% Jun 2024
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Balanced Wealth Group 201k $5.4M -7% Jun 2024
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Creative Planning 200k $6.3M -2% Jun 2024
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Healthcare Of Ontario Pension Plan Trust Fund 200k $6.3M 0% Jun 2024
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Atlantic Trust 200k $6.3M -12% Jun 2024
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Burns Wealth Management 194k $6.1M -11% Jun 2024
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Crewe Advisors 192k $6.0M -10% Jun 2024
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Dynamic Advisors Solutions 191k $6.0M 2% Jun 2024
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Citadel Advisors 189k $6.0M 56% Jun 2024
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Park Avenue Securities 185k $6.1M -17% Sep 2024
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Financial Advisory Partners 185k $5.8M -12% Jun 2024
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Assetmark 181k $5.7M -13% Jun 2024
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Quest Investment Management 178k $5.6M 0% Jun 2024
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ForthRight Wealth Management 176k $5.5M -14% Jun 2024
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Hsbc Holdings 175k $5.5M 94% Jun 2024
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Pnc Financial Services 175k $5.5M -4% Jun 2024
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Dumont & Blake Investment Advisors 172k $5.4M 100% Jun 2024
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Intrepid Financial Planning Group 167k $5.3M 30% Jun 2024
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RPg Family Wealth Advisory 167k $5.3M 10% Jun 2024
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D L Carlson Investment Group 166k $5.2M 37% Jun 2024
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Massmutual Trust 164k $5.5M 17% Sep 2024
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Blue Fin Capital 164k $5.2M 1% Jun 2024
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Beacon Harbor Wealth Advisors 162k $5.1M 3% Jun 2024
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BOS Asset Management 158k $5.0M -1% Jun 2024
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Capstone Investment Advisors 157k $5.0M -52% Jun 2024
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Envestnet Portfolio Solutions 157k $5.0M -25% Jun 2024
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Cypress Wealth Services 154k $4.8M -1% Jun 2024
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Krueger & Catalano Capital Partners 153k $4.8M 26% Jun 2024
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Good Life Advisors 153k $4.8M 419% Jun 2024
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Curran Financial Partners 152k $4.8M 4% Jun 2024
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Kades & Cheifetz 147k $4.9M 4% Sep 2024
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Jackson, Grant Investment Advisers 147k $4.6M 1% Jun 2024
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One Capital Management 144k $4.5M 1100% Jun 2024
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Kickstand Ventures 143k $4.5M -7% Jun 2024
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National Asset Management 141k $4.4M -1% Jun 2024
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Stratos Wealth Partners 141k $4.4M 14% 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 139k $4.4M -13% Jun 2024
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Kayne Anderson Rudnick Investment Management 139k $4.4M -3% Jun 2024
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Apollon Wealth Management 137k $4.3M -8% Jun 2024
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Fragasso 131k $4.1M -21% Jun 2024
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United Capital Financial Advisers 105k $3.3M -28% Jun 2024
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Global Assets Advisory 85k $2.7M -97% Jun 2024
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Treynor Bancshares 75k $2.4M -60% Jun 2024
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Fortis Group Advisors 74k $2.3M -61% Jun 2024
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Rebalance 59k $1.8M -86% Jun 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
UBS Group Dec 2023 6.3M $197M
Hrt Financial Mar 2024 1.6M $52M
Advisor Group Holdings Dec 2023 1.6M $49M
Charles Schwab Investment Advisory Mar 2024 1.4M $45M
SG Americas Securities Jun 2024 925k $29M
Baird Financial Dec 2023 822k $26M
Sumitomo Mitsui Financial Dec 2023 783k $24M
Congress Wealth Management LLC / DE / Dec 2023 657k $21M
Bank Of Montreal Dec 2023 500k $16M
Tobias Financial Advisors Mar 2024 486k $16M
Diversify Advisory Services Mar 2024 388k $13M
Orion Portfolio Solutions Dec 2023 374k $12M
Bank Of Oklahoma National Association / Dec 2023 309k $9.6M
Connectus Wealth Dec 2023 203k $6.3M
Houlihan Financial Resource Group Mar 2024 169k $5.4M
Lincoln National Mar 2024 163k $5.2M
Prudential Financial Dec 2023 159k $5.0M
All Season Financial Advisors Mar 2024 153k $4.9M
Hennion & Walsh Asset Management Mar 2024 150k $4.8M