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 $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 1.6M $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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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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Janney Montgomery Scott 1.4M $43M -2% Jun 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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Hilton Capital Management 1.2M $38M 6% Jun 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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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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Greenleaf Trust 1.0M $34M 4% Sep 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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Jpmorgan Chase & Co 963k $30M -83% Jun 2024
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Horizon Wealth Management 941k $31M 6% Sep 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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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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Raymond James & Associates 797k $27M 10% Sep 2024
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Montis Financial 778k $26M 0% Sep 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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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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Insight Wealth Strategies 685k $23M -30% Sep 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 $19M 0% Sep 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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Fulton Breakefield Broenniman d/b/a FBB Capital Partners 500k $17M 1% Sep 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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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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First Citizens Bank & Trust 434k $14M 628% Sep 2024
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Parkside Investments 402k $13M 16% Sep 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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Sanibel Captiva Trust Company 373k $12M -12% Sep 2024
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Mercer Global Advisors 372k $12M -5% Jun 2024
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Ballast 361k $12M 1% Sep 2024
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Synovus Financial Corp. 358k $11M -2% Jun 2024
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Northside Capital Management 346k $12M -2% 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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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 289k $9.6M -1% Sep 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 100% 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 $8.8M 0% Sep 2024
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Private Advisor 257k $8.5M 4% Sep 2024
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NewEdge Wealth 252k $7.9M 0% 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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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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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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Rothschild Investment 213k $7.1M -2% Sep 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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May Louie 204k $6.4M 0% Jun 2024
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Sowa Financial Group 203k $6.7M -8% Sep 2024
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Balanced Wealth Group 201k $5.4M -7% 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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Creative Planning 196k $6.5M -2% Sep 2024
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Burns Wealth Management 194k $6.1M -11% Jun 2024
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Dynamic Advisors Solutions 192k $6.4M 1% Sep 2024
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Crewe Advisors 192k $6.0M -10% 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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Assetmark 181k $5.7M -13% Jun 2024
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Financial Advisory Partners 179k $6.0M -3% Sep 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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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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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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Krueger & Catalano Capital Partners 153k $4.8M 26% Jun 2024
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Cypress Wealth Services 152k $5.1M -1% 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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One Capital Management 144k $4.5M 1100% Jun 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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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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United Capital Financial Advisers 105k $3.3M -28% Jun 2024
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Treynor Bancshares 75k $2.4M -60% 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
Hrt Financial Mar 2024 1.6M $52M
Charles Schwab Investment Advisory Mar 2024 1.4M $45M
SG Americas Securities Jun 2024 925k $29M
Bp Wealth Management Jun 2024 744k $24M
Tobias Financial Advisors Mar 2024 486k $16M
Diversify Advisory Services Mar 2024 388k $13M
Houlihan Financial Resource Group Mar 2024 169k $5.4M
Lincoln National Mar 2024 163k $5.2M