Who owns iShares S&P US Pref Stock Idx Fnd?

Tip: Access positions for across all investors

Analyze quarterly positions in iShares S&P US Pref Stock Idx Fnd with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 16M $500M -6% Mar 2023
 View chart
Morgan Stanley 12M $373M 100% Dec 2022
 View chart
Wells Fargo & Company 6.6M $201M -14% Dec 2022
 View chart
Envestnet Asset Management 5.1M $160M -16% Mar 2023
 View chart
UBS Group 5.0M $157M 7% Mar 2023
 View chart
LPL Financial 4.9M $153M -3% Mar 2023
 View chart
Aozora Bank 4.5M $139M -31% Mar 2023
 View chart
BlackRock 4.1M $129M 25% Mar 2023
 View chart
Royal Bank of Canada 3.7M $113M -4% Dec 2022
 View chart
Goldman Sachs Group 3.4M $106M 62% Mar 2023
 View chart
Mariner Wealth Advisors 2.7M $81M 1% Dec 2022
 View chart

Setup an alert

Want to be notified whenever an investor makes a significant change to their holdings of iShares S&P US Pref Stock Idx Fnd?

Us Bancorp 2.5M $79M -1% Mar 2023
 View chart
Northwestern Mutual Wealth Management Company 2.2M $67M -1% Dec 2022
 View chart
Bp Wealth Management 2.1M $65M -10% Dec 2022
 View chart
Fifth Third Bancorp 2.1M $64M -13% Mar 2023
 View chart
Advisor Group Holdings 1.9M $59M -4% Mar 2023
 View chart
Ameriprise Financial 1.9M $58M 21% Mar 2023
 View chart
Commonwealth Equity Services 1.8M $58M 1% Mar 2023
 View chart
Branch Banking & Trust Company 1.8M $55M -2% Mar 2023
 View chart
Cohen & Steers Capital Management 1.7M $52M 3813% Dec 2022
 View chart
Jpmorgan Chase & Co 1.6M $49M 238% Mar 2023
 View chart
Edge Wealth Management 1.6M $49M 2% Mar 2023
 View chart
Deutsche Bank Aktiengesellschaft 1.5M $48M 1% Mar 2023
 View chart
Keybank National Association 1.3M $41M -3% Mar 2023
 View chart
CliftonLarsonAllen Wealth Advisors 1.1M $36M 25% Mar 2023
 View chart
Fukoku Mutual Life Insurance 1.1M $35M 0% Mar 2023
 View chart
SP Asset Management 1.1M $35M -10% Mar 2023
 View chart
Raymond James Financial Services Advisors 1.1M $34M 5% Mar 2023
 View chart
Janney Montgomery Scott 1.1M $33M 0% Mar 2023
 View chart
Bank Of Montreal 1.0M $32M 37% Dec 2022
 View chart
TRUE Private Wealth Advisors 978k $31M 100% Mar 2023
 View chart
Rockefeller Capital Management 937k $29M 23% Mar 2023
 View chart
Stephens 936k $29M -4% Mar 2023
 View chart
Sumitomo Mitsui Financial 931k $29M -10% Mar 2023
 View chart
Bnp Paribas Arbitrage, Snc 853k $27M 100% Mar 2023
 View chart
Insight Wealth Strategies 837k $26M -4% Mar 2023
 View chart
Welch & Forbes 832k $26M -6% Mar 2023
 View chart
Cambridge Investment Research Advisors 795k $25M 44% Mar 2023
 View chart
Congress Wealth Management LLC / DE / 721k $23M -7% Mar 2023
 View chart
Susquehanna International 707k $22M -2% Mar 2023
 View chart
Raymond James & Associates 608k $19M -28% Mar 2023
 View chart
Stifel Financial 596k $18M -8% Dec 2022
 View chart
Baird Financial 573k $18M -19% Dec 2022
 View chart
Country Trust Bank 569k $18M 0% Mar 2023
 View chart
Mml Investors Services 535k $17M -13% Mar 2023
 View chart
Synovus Financial Corp. 528k $17M -21% Mar 2023
 View chart
Family Investment Center 516k $16M 4% Mar 2023
 View chart
Summit Financial Wealth Advisors 516k $16M 0% Mar 2023
 View chart
Financial Network Investment Corporation 511k $16M 14% Dec 2022
 View chart
Strategic Wealth Designers 509k $16M 20% Mar 2023
 View chart
Bank Of Oklahoma National Association / 499k $16M -3% Mar 2023
 View chart
HighTower Advisors 494k $15M -19% Mar 2023
 View chart
Bard Financial Services 490k $15M -23% Mar 2023
 View chart
Rebalance 482k $15M 1% Mar 2023
 View chart
Nuveen Asset Management 475k $15M 631% Dec 2022
 View chart
Wharton Business Group 467k $15M 5% Mar 2023
 View chart
Regal Investment Advisors 467k $15M -3% Mar 2023
 View chart
Fulton Breakefield Broenniman d/b/a FBB Capital Partners 439k $14M 2% Mar 2023
 View chart
Tobias Financial Advisors 434k $14M 100% Mar 2023
 View chart
Captrust Financial Advisors 432k $14M -18% Mar 2023
 View chart
Advisors Management Group 417k $13M 100% Mar 2023
 View chart
Multi-Financial Securities 409k $13M -10% Dec 2022
 View chart
Quaker Wealth Management 407k $13M -19% Mar 2023
 View chart
Conning 391k $12M 0% Mar 2023
 View chart
Pallas Capital Advisors 387k $12M 100% Mar 2023
 View chart
Kestra Advisory Services 383k $12M -1% Mar 2023
 View chart
Traverso Chambers Private Wealth Management 372k $12M 4% Mar 2023
 View chart
Burns Wealth Management 351k $11M -6% Mar 2023
 View chart
Baker Avenue Asset Management 340k $11M 7572% Mar 2023
 View chart
Citigroup 335k $11M 6% Mar 2023
 View chart
Cetera Investment Advisers 332k $10M -14% Mar 2023
 View chart
Avalon Advisors 330k $10M 4% Mar 2023
 View chart
Jaffetilchin Investment Partners 330k $10M 82% Mar 2023
 View chart
AE Wealth Management 319k $9.9M 56% Mar 2023
 View chart
Parkside Investments 315k $9.8M -12% Mar 2023
 View chart
Crewe Advisors 311k $9.7M 402% Mar 2023
 View chart
Pure Financial Advisors 308k $9.6M 10% Mar 2023
 View chart
Creative Planning 306k $9.4M -16% Dec 2022
 View chart
Mercer Global Advisors 306k $9.5M 2% Mar 2023
 View chart
Assetmark 305k $9.5M -42% Mar 2023
 View chart
CI Private Wealth 300k $9.4M 54% Mar 2023
 View chart
Cresset Asset Management 295k $9.0M 1269% Dec 2022
 View chart
Ballast 294k $9.2M 8% Mar 2023
 View chart
Atria Wealth Solutions 291k $9.1M -13% Mar 2023
 View chart
Amg National Trust Bank 282k $8.8M 0% Mar 2023
 View chart
Pnc Financial Services 279k $8.5M -7% Dec 2022
 View chart
Greenwood Capital Associates 279k $8.7M 22% Mar 2023
 View chart
H D Vest Advisory Services 276k $8.6M 4% Mar 2023
 View chart
Peapack Gladstone Financial Corp 262k $8.0M 15% Dec 2022
 View chart
Alliancebernstein 261k $8.0M -4% Dec 2022
 View chart
Citadel Advisors 250k $7.8M -21% Mar 2023
 View chart
GDS Wealth Management 250k $7.8M -6% Mar 2023
 View chart
Clark Capital Management Group 246k $7.7M -1% Mar 2023
 View chart
JNB Advisors 241k $7.5M 2% Mar 2023
 View chart
Full Sail Capital 240k $7.5M -1% Mar 2023
 View chart
Private Advisor 240k $7.5M 2% Mar 2023
 View chart
Goss Wealth Management 235k $7.2M 66% Mar 2023
 View chart
HPM Partners 232k $7.2M 10% Mar 2023
 View chart
Connectus Wealth 232k $7.2M 2% Mar 2023
 View chart
Sawtooth Asset Management 231k $7.2M 100% Mar 2023
 View chart
Moser Wealth Advisors 229k $7.0M -1% Dec 2022
 View chart
Baltimore-Washington Financial Advisors 227k $7.1M -8% Mar 2023
 View chart
Northside Capital Management 216k $6.7M -5% Mar 2023
 View chart
Bleakley Financial Group 209k $6.5M -2% Mar 2023
 View chart
Falcon Wealth Planning 209k $6.4M -25% Dec 2022
 View chart
Huntington National Bank 207k $6.5M -10% Mar 2023
 View chart
Angeles Wealth Management 207k $6.5M 12% Mar 2023
 View chart
Stratos Wealth Partners 201k $6.3M -15% Mar 2023
 View chart
Liberty Capital Management 198k $6.2M -2% Mar 2023
 View chart
Quattro Financial Advisors 197k $6.1M 100% Mar 2023
 View chart
GW & Wade 192k $6.0M 18% Mar 2023
 View chart
FirstPurpose Wealth 183k $5.7M -1% Mar 2023
 View chart
Autus Asset Management 183k $5.6M -7% Dec 2022
 View chart
Geneos Wealth Management 181k $5.7M 4% Mar 2023
 View chart
Atlantic Trust 181k $3.9M -3% Mar 2023
 View chart
Quest Investment Management 180k $5.5M 0% Dec 2022
 View chart
Treynor Bancshares 180k $5.6M 1% Mar 2023
 View chart
Fortis Capital Management 176k $5.5M 860% Mar 2023
 View chart
Cypress Wealth Services 174k $5.4M -4% Mar 2023
 View chart
Schroder Investment Management Group 171k $5.3M -12% Mar 2023
 View chart
Kades & Cheifetz 167k $5.2M 0% Mar 2023
 View chart
Park Avenue Securities 166k $5.2M -30% Mar 2023
 View chart
Parallel Advisors 163k $5.1M 853% Mar 2023
 View chart
Apollon Wealth Management 163k $5.1M 13% Mar 2023
 View chart
Houlihan Financial Resource Group 162k $5.1M 2% Mar 2023
 View chart
Steward Partners Investment Advisory 159k $4.8M 20% Dec 2022
 View chart
BDO Wealth Advisors 158k $4.9M 118% Mar 2023
 View chart
Fiera Capital Corporation 155k $4.8M -9% Mar 2023
 View chart
BOS Asset Management 154k $4.7M 100% Dec 2022
 View chart
Blue Fin Capital 153k $4.5M -1% Mar 2023
 View chart
Advisory Services Network 151k $4.7M 23% Mar 2023
 View chart
Wendell David Associates 147k $4.6M -12% Mar 2023
 View chart
Westshore Wealth 146k $4.6M -33% Mar 2023
 View chart
Congress Asset Management 144k $4.5M -7% Mar 2023
 View chart
Miracle Mile Advisors 142k $4.4M -4% Mar 2023
 View chart
RFG Advisory 141k $4.4M 1% Mar 2023
 View chart
Operose Advisors 139k $4.3M 8% Mar 2023
 View chart
Curbstone Financial Management 135k $4.1M -8% Dec 2022
 View chart
Beacon Pointe Advisors 130k $4.1M 1060% Mar 2023
 View chart
CWM 129k $4.0M -16% Mar 2023
 View chart
Shulman DeMeo Asset Management 128k $4.0M -3% Mar 2023
 View chart
Wolverine Trading 127k $3.9M -53% Mar 2023
 View chart
Dynamic Advisors Solutions 126k $3.9M 31% Mar 2023
 View chart
D. J. St. Germain 126k $3.8M 24% Dec 2022
 View chart
Keystone Financial Group 125k $3.8M 0% Dec 2022
 View chart
Old National Trust Company 124k $3.9M -6% Mar 2023
 View chart
D.A. Davidson & Co. 123k $3.8M 29% Mar 2023
 View chart
Collective Family Office 122k $3.8M 15% Mar 2023
 View chart
Evergreen Capital Management 121k $3.7M 496% Dec 2022
 View chart
NewEdge Wealth 120k $3.7M 17% Mar 2023
 View chart
Howard Wealth Management 117k $3.7M -3% Mar 2023
 View chart
Wealth Enhancement Advisory Services 116k $3.6M -5% Mar 2023
 View chart
Oppenheimer & Co 108k $3.4M -12% Mar 2023
 View chart
Perennial Advisors 105k $3.3M -32% Mar 2023
 View chart
ClearBridge Advisors 104k $3.2M -33% Dec 2022
 View chart
Youngs Advisory 85k $2.7M -38% Mar 2023
 View chart
Chatham Capital Group 74k $2.3M -56% Mar 2023
 View chart
Hrt Financial 73k $2.2M -96% Dec 2022
 View chart
Barclays 71k $2.2M -92% Mar 2023
 View chart
Hudson Valley Investment Advisors 57k $1.8M -88% Mar 2023
 View chart
U.S. Capital Wealth Advisors 42k $1.3M -73% Mar 2023
 View chart
Azimuth Capital Investment Management 38k $1.1M -69% Dec 2022
 View chart
Franklin Resources 28k $866k -87% Mar 2023
 View chart
Millennium Management 25k $785k -82% Mar 2023
 View chart
Zacks Investment Management 24k $745k -90% Mar 2023
 View chart
FMR 22k $675k -99% Mar 2023
 View chart
Shepherd Financial Partners 12k $388k -95% Mar 2023
 View chart
Credit Suisse 12k $379k -95% Mar 2023
 View chart
Jane Street 10k $319k -97% Mar 2023
 View chart
Citizens Business Bank 9.9k $308k -98% Mar 2023
 View chart
Arkfeld Wealth Strategies 9.1k $285k -94% Mar 2023
 View chart
Global Wealth Strategies & Associates 2.3k $72k -98% Mar 2023
 View chart

Who sold out of iShares S&P US Pref Stock Idx Fnd?

Fund or Company Name Date Sold Shares Held Valued At
Weiss Asset Management LP[1 Dec 2022 1.1M $34M
Thrivent Financial for Lutherans Dec 2022 393k $12M
Sage Financial Dec 2022 382k $12M
Sowa Financial Group Dec 2022 306k $9.3M
Parallax Volatility Advisers Sep 2022 240k $0
Renaissance Technologies Dec 2022 224k $6.8M
Unitrin Dec 2022 217k $6.6M
HMS Capital Management Dec 2022 145k $4.4M
Vestmark Advisory Solutions Dec 2022 134k $4.1M