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
Us Bancorp 8.1M $255M 2% Sep 2022
Envestnet Asset Management 6.1M $192M 4% Sep 2022
UBS Group 4.8M $153M -7% Sep 2022
Royal Bank of Canada 3.9M $123M 100% Sep 2022
FMR 3.3M $103M -4% Sep 2022
Mariner Wealth Advisors 2.6M $84M 100% Sep 2022
Bp Wealth Management 2.4M $75M -6% Sep 2022
Fifth Third Bancorp 2.4M $72M -17% Dec 2022
Branch Banking & Trust Company 2.0M $62M -1% Sep 2022
Edge Wealth Management 1.5M $47M -11% Dec 2022
Keybank National Association 1.5M $48M -13% Sep 2022

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SP Asset Management 1.4M $46M -2% Sep 2022
Raymond James Financial Services Advisors 1.3M $40M 8% Sep 2022
Sumitomo Mitsui Financial 1.2M $37M -8% Sep 2022
Janney Montgomery Scott 1.2M $37M -13% Sep 2022
Fukoku Mutual Life Insurance 1.1M $36M 0% Sep 2022
Weiss Asset Management LP[1 1.1M $35M 100% Sep 2022
Jane Street 1.0M $32M 437% Sep 2022
Stephens 975k $30M -4% Dec 2022
Welch & Forbes 962k $30M -6% Sep 2022
Insight Wealth Strategies 868k $27M 2% Dec 2022
Congress Wealth Management LLC / DE / 829k $26M 2% Sep 2022
Conning 781k $25M -32% Sep 2022
Bank Of Montreal 762k $25M 2% Sep 2022
Raymond James & Associates 753k $24M -15% Sep 2022
Synovus Financial Corp. 739k $23M 0% Sep 2022
Baird Financial 705k $22M 2% Sep 2022
Sadoff Investment Management 696k $22M -1% Sep 2022
Sage Financial 683k $22M 111% Sep 2022
Captrust Financial Advisors 640k $20M 4% Sep 2022
Bard Financial Services 640k $20M 0% Dec 2022
Citizens Business Bank 616k $20M 0% Sep 2022
Country Trust Bank 569k $17M 0% Dec 2022
Cambridge Investment Research Advisors 557k $18M -7% Sep 2022
Regal Investment Advisors 554k $18M 4% Sep 2022
New York Life Investment Management 540k $17M -31% Sep 2022
Assetmark 523k $17M -7% Sep 2022
Summit Financial Wealth Advisors 515k $16M -2% Dec 2022
Quaker Wealth Management 507k $16M 4% Sep 2022
Family Investment Center 496k $15M 100% Dec 2022
Hudson Valley Investment Advisors 490k $16M 100% Sep 2022
Wharton Business Group 475k $15M -1% Sep 2022
HighTower Advisors 473k $15M -5% Sep 2022
Citigroup 472k $15M 100% Sep 2022
Kestra Advisory Services 456k $14M 1% Sep 2022
Fulton Breakefield Broenniman d/b/a FBB Capital Partners 446k $14M -2% Sep 2022
Strategic Wealth Designers 424k $14M 16% Dec 2022
Lfs Asset Management 392k $12M 5853% Sep 2022
Burns Wealth Management 386k $12M -6% Sep 2022
UnionBanCal Corporation 368k $12M -7% Sep 2022
Creative Planning 363k $12M -20% Sep 2022
Parkside Investments 360k $11M -7% Dec 2022
Avalon Advisors 350k $11M -1% Sep 2022
Traverso Chambers Private Wealth Management 344k $11M 75% Sep 2022
Amg National Trust Bank 338k $11M 6% Sep 2022
Mercer Global Advisors 338k $11M -6% Sep 2022
Miracle Mile Advisors 333k $11M -28% Sep 2022
Sowa Financial Group 306k $9.3M -1% Dec 2022
Pnc Financial Services 301k $9.5M -8% Sep 2022
Baltimore-Washington Financial Advisors 295k $9.5M -12% Sep 2022
H D Vest Advisory Services 294k $9.3M -7% Sep 2022
Pure Financial Advisors 280k $8.6M 8% Dec 2022
Credit Suisse 276k $8.7M 6% Sep 2022
Rockefeller Capital Management 275k $8.7M -30% Sep 2022
Alliancebernstein 271k $8.6M 3% Sep 2022
Ballast 271k $8.3M 2816% Dec 2022
GDS Wealth Management 266k $8.1M 100% Dec 2022
Wolverine Trading 256k $8.1M 100% Sep 2022
Shepherd Financial Partners 254k $8.0M 100% Sep 2022
Chatham Capital Group 253k $8.0M -4% Sep 2022
Old Second Wealth Management 251k $7.9M -2% Sep 2022
Huntington National Bank 242k $7.7M -14% Sep 2022
Parallax Volatility Advisers 240k $0 0% Sep 2022
JNB Advisors 240k $7.6M 6% Sep 2022
Private Advisor 239k $7.6M -54% Sep 2022
Connectus Wealth 238k $7.5M 480% Sep 2022
Park Avenue Securities 237k $7.2M 1% Dec 2022
Full Sail Capital 236k $7.5M -8% Sep 2022
Checchi Capital Advisers 235k $7.4M 1100% Sep 2022
Moser Wealth Advisors 229k $7.0M -1% Dec 2022
Greenwood Capital Associates 229k $7.0M 1% Dec 2022
Northside Capital Management 227k $6.9M 0% Dec 2022
Falcon Wealth Planning 209k $6.4M -25% Dec 2022
AE Wealth Management 207k $6.6M -1% Sep 2022
Liberty Capital Management 201k $6.1M -10% Dec 2022
Oakmont Partners 200k $6.3M 1% Sep 2022
U.S. Capital Wealth Advisors 191k $6.0M -3% Sep 2022
Houlihan Financial Resource Group 188k $5.9M 100% Sep 2022
Cypress Wealth Services 186k $5.8M -1% Sep 2022
Angeles Wealth Management 186k $5.9M 2% Sep 2022
FirstPurpose Wealth 185k $5.6M 1% Dec 2022
Autus Asset Management 183k $5.6M -7% Dec 2022
Atlantic Trust 182k $5.7M -27% Sep 2022
Treynor Bancshares 176k $5.6M 5% Sep 2022
Fiera Capital Corporation 173k $5.5M 2% Sep 2022
First Interstate Bank 167k $5.3M -69% Sep 2022
Wendell David Associates 166k $5.1M -13% Dec 2022
Perennial Advisors 158k $5.0M -9% Sep 2022
Old National Trust Company 157k $5.0M 100% Sep 2022
D.A. Davidson & Co. 157k $4.9M 0% Sep 2022
Blue Fin Capital 155k $4.7M -8% Dec 2022
Congress Asset Management 154k $4.7M -21% Dec 2022
Clarity Financial 152k $4.8M 100% Sep 2022
Arkfeld Wealth Strategies 151k $4.8M -4% Dec 2022
Curbstone Financial Management 146k $4.6M 1% Sep 2022
HMS Capital Management 145k $4.4M -41% Dec 2022
International Assets Investment Management 137k $5.2M 100% Dec 2022
Youngs Advisory 137k $4.2M -53% Dec 2022
CWM 135k $4.3M -2% Sep 2022
Vestmark Advisory Solutions 134k $4.1M 5% Dec 2022
Global Wealth Strategies & Associates 133k $4.1M 100% Dec 2022
Global Trust Asset Management 132k $4.2M 9% Sep 2022
Shulman DeMeo Asset Management 132k $4.0M -1% Dec 2022
Steward Partners Investment Advisory 132k $4.2M 5% Sep 2022
Fifth Third Securities 131k $4.1M -1% Sep 2022
Sax Wealth Advisors 129k $4.1M -12% Sep 2022
Keystone Financial Group 125k $4.0M -1% Sep 2022
Sterling Investment Advisors 125k $4.0M -3% Sep 2022
National Asset Management 122k $3.9M -8% Sep 2022
Strategic Wealth Advisors 121k $3.8M 4% Sep 2022
Howard Wealth Management 121k $3.7M -3% Dec 2022
SCBT Financial Corporation 119k $3.8M -1% Sep 2022
Ibex Wealth Advisors 119k $3.8M 19% Sep 2022
Massmutual Trust 117k $3.6M 1% Dec 2022
Anson Capital 115k $3.6M -25% Sep 2022
GW & Wade 115k $3.6M 55% Sep 2022
Jackson, Grant Investment Advisers 113k $3.5M -30% Dec 2022
M^T Bank Corporation 112k $3.5M -2% Sep 2022
Ken Roberts Investment Management 112k $3.5M -2% Sep 2022
Northwest Bancshares 110k $3.5M -2% Sep 2022
Occidental Asset Management 110k $3.4M -1% Dec 2022
Disciplined Investments 109k $3.4M -4% Sep 2022
TrueNorth 108k $3.4M -1% Sep 2022
Resources Investment Advisors 108k $3.4M 11% Sep 2022
Strategic Financial 107k $3.3M 5% Dec 2022
Prospera Financial Services 107k $3.4M -9% Sep 2022
Modus Advisors 107k $3.3M 100% Dec 2022
Collective Family Office 106k $3.2M -29% Dec 2022
Summit Financial 105k $3.2M 1% Dec 2022
Powell Investment Advisors 105k $3.3M 0% Sep 2022
Wealth Enhancement Advisory Services 104k $3.2M -48% Sep 2022
Stratos Wealth Partners 103k $3.3M -21% Sep 2022
Golden Green 102k $3.1M 1% Dec 2022
D. J. St. Germain 101k $3.3M 2% Sep 2022
Mutual Advisors 101k $3.1M 52% Dec 2022
Wayfinding Financial 101k $3.2M 100% Sep 2022
IFP Advisors 98k $3.6M 1% Sep 2022
Smith Shellnut Wilson 98k $3.1M -7% Sep 2022
KCM Investment Advisors 97k $3.1M 100% Sep 2022
McRae Capital Management 96k $2.9M -21% Dec 2022
Dynamic Advisors Solutions 96k $2.9M -2% Dec 2022
Annex Advisory Services, LLC, d/b/a Annex Wealth Management 96k $3.0M -47% Sep 2022
CLS Investments 96k $3.0M -65% Sep 2022
Wedbush Morgan Securities 95k $3.0M -8% Sep 2022
SS&H Financial Advisors 86k $2.7M -17% Sep 2022
Guggenheim Capital, LLC Managers 83k $2.6M -78% Sep 2022
Roman Butler Fullerton & Co 76k $2.5M -29% Dec 2022
Brookstone Capital Management 73k $2.3M -27% Dec 2022
Pettyjohn 67k $2.1M -30% Sep 2022
RFG Advisory 67k $2.0M -52% Sep 2022
LifePro Asset Management 27k $841k -78% Sep 2022
Charles Schwab Trust 23k $705k -78% Dec 2022
Spectrum Asset Management 22k $705k -86% Sep 2022
Putnam Fl Investment Management 8.8k $277k -96% Sep 2022
Spinnaker Trust 7.9k $250k -97% Sep 2022

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

Fund or Company Name Date Sold Shares Held Valued At
CliftonLarsonAllen Wealth Advisors Jun 2022 1.0M $34M
Greystone Financial Group Sep 2022 228k $7.2M
Guardian Wealth Advisors Jun 2022 155k $5.1M
Stableford Capital Ii Sep 2022 151k $4.5M
PineBridge Investments Jun 2022 150k $4.9M
All Season Financial Advisors Jun 2022 130k $4.3M
Private Wealth Partners Sep 2022 112k $3.6M
Berkshire Money Management Jun 2022 112k $3.7M
Sageworth Trust Company Sep 2022 111k $3.5M