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 |
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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 |