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 23M $690M 100% Mar 2026
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Morgan Stanley 15M $456M -5% Mar 2026
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Wells Fargo & Company 9.5M $287M 0% Mar 2026
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LPL Financial 7.7M $234M -2% Mar 2026
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UBS Group 6.1M $185M 1% Mar 2026
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Royal Bank of Canada 4.3M $129M 100% Mar 2026
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Envestnet Asset Management 4.2M $127M 6% Mar 2026
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Mariner Wealth Advisors 3.4M $104M -10% Mar 2026
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First Interstate Bank 2.9M $88M 0% Mar 2026
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BlackRock 2.8M $84M 14% Mar 2026
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Charles Schwab Investment Management 2.2M $67M 3% Mar 2026
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Raymond James Financial 2.2M $65M -33% Mar 2026
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CliftonLarsonAllen Wealth Advisors 1.9M $59M 3% Mar 2026
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Branch Banking & Trust Company 1.7M $52M -6% Mar 2026
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Steward Partners Investment Advisory 1.7M $51M 2% Mar 2026
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Cetera Investment Advisers 1.5M $47M -13% Mar 2026
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Fifth Third Bancorp 1.5M $46M 24% Mar 2026
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Rockefeller Capital Management 1.5M $44M 10% Mar 2026
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Ameriprise Financial 1.4M $43M -3% Mar 2026
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Sumitomo Mitsui Financial 1.3M $39M 13% Mar 2026
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Greenleaf Trust 1.3M $38M 3% Mar 2026
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Advisor Group Holdings 1.2M $36M -5% Mar 2026
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Commonwealth Equity Services 1.2M $35M -12% Mar 2026
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Baird Financial 1.1M $33M 3% Mar 2026
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GDS Wealth Management 1.1M $32M 11% Mar 2026
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Northwestern Mutual Wealth Management Company 1.0M $32M 0% Mar 2026
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Stifel Financial 1.0M $31M 20% Mar 2026
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MAI Wealth Advisors 982k $30M 6% Mar 2026
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Fukoku Mutual Life Insurance 956k $29M -2% Mar 2026
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Hennion & Walsh Asset Management 896k $27M 9% Jun 2026
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HPM Partners 886k $27M 15% Mar 2026
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Jaffetilchin Investment Partners 855k $26M 12% Mar 2026
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Commerce Bank N A 845k $26M 3% Mar 2026
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Oakmont Partners 833k $25M -11% Mar 2026
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HighTower Advisors 816k $25M 6% Mar 2026
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Susquehanna International 756k $23M -15% Mar 2026
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Hrt Financial 712k $22M 100% Mar 2026
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Bard Associates 692k $21M 0% Mar 2026
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Pure Financial Advisors 680k $21M 5% Mar 2026
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Summit Financial Wealth Advisors 676k $21M -3% Mar 2026
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May Louie 654k $20M 10% Jun 2026
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Kestra Advisory Services 635k $19M 13% Mar 2026
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Citigroup 632k $19M 100% Mar 2026
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Northside Capital Management 620k $19M -2% Jun 2026
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Keybank National Association 613k $19M -5% Mar 2026
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Welch & Forbes 585k $18M -2% Mar 2026
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Deutsche Bank Aktiengesellschaft 585k $18M -1% Mar 2026
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Independence Financial Advisors 543k $17M 100% Jun 2026
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Cambridge Investment Research Advisors 536k $16M -1% Mar 2026
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Sanctuary Advisors 515k $16M 30% Mar 2026
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SWAN Capital 505k $15M 23% Mar 2026
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Mml Investors Services 497k $15M -12% Mar 2026
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Stephens 494k $15M -4% Mar 2026
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Wiley Bros.-aintree Capital 492k $15M 5% Mar 2026
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Stratos Wealth Partners 485k $15M -24% Mar 2026
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Envestnet Portfolio Solutions 483k $15M -5% Mar 2026
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Cordoba Advisory Partners 480k $15M -15% Mar 2026
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Ballast 451k $14M 5% Jun 2026
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Robertson Stephens Wealth Management 426k $13M -4% Mar 2026
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Goss Wealth Management 426k $13M 4% Mar 2026
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SBI Securities 424k $13M -1% Mar 2026
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Fulton Breakefield Broenniman d/b/a FBB Capital Partners 410k $12M 0% Mar 2026
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Conning 391k $12M 0% Mar 2026
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First Citizens Bank & Trust 388k $12M -3% Jun 2026
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Jones Financial Companies, L.L 386k $12M -12% Mar 2026
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Captrust Financial Advisors 383k $12M 33% Mar 2026
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Oak Harvest Investment Services 371k $11M 8% Mar 2026
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Mercer Global Advisors 365k $11M -11% Mar 2026
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Colony 351k $11M -2% Mar 2026
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Collective Family Office 347k $11M 1% Jun 2026
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Stablepoint Partners 347k $11M 2% Jun 2026
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Sanibel Captiva Trust Company 338k $10M -4% Mar 2026
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Mountain Hill Investment Partners Corp. 337k $10M 11% Jun 2026
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Bank Of Montreal 310k $9.4M 100% Mar 2026
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Pinnacle Financial Partners 301k $9.1M 1% Mar 2026
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Amg National Trust Bank 299k $9.1M 0% Mar 2026
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Tanager Wealth Management 297k $9.1M 59% Jun 2026
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Davenport & Co 287k $8.7M 10% Mar 2026
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Angeles Wealth Management 286k $8.7M 9% Mar 2026
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CI Private Wealth 277k $8.4M -18% Mar 2026
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Parkside Investments 271k $8.2M -42% Mar 2026
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Krueger & Catalano Capital Partners 268k $8.1M 6% Mar 2026
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Huntington National Bank 268k $8.1M -5% Mar 2026
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Prospera Financial Services 266k $8.1M 10% Mar 2026
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Jane Street 253k $7.7M 91% Mar 2026
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Peapack Gladstone Financial Corp 251k $7.6M -4% Mar 2026
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Mesirow Financial Investment Management International Equity 244k $7.4M 48% Mar 2026
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Regal Investment Advisors 241k $7.3M 4% Mar 2026
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Private Advisor 237k $7.2M 6% Mar 2026
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Capital Square 234k $7.4M 695% Mar 2026
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Centiva Capital 233k $7.1M 100% Mar 2026
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D.A. Davidson & Co. 232k $7.0M 2% Mar 2026
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Lido Advisors 232k $7.0M 22% Mar 2026
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Adviser Investments 219k $6.6M 0% Mar 2026
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Strategic Wealth Designers 218k $6.6M 1% Mar 2026
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Cim 210k $6.4M 0% Mar 2026
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Massmutual Trust 206k $6.3M -1% Jun 2026
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Gerber Kawasaki Wealth & Investment Management 203k $6.2M -10% Mar 2026
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RPg Family Wealth Advisory 203k $6.2M 14% Mar 2026
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Risk Paradigm 203k $6.2M 8% Mar 2026
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Cornerstone Financial Group 201k $6.3M 5% Mar 2026
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Goldman Sachs Group 200k $6.1M 23% Mar 2026
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Assetmark 198k $6.0M 8% Mar 2026
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Blue Fin Capital 196k $5.9M 7% Mar 2026
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Fortress Financial Solutions 193k $5.9M 4% Mar 2026
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Zacks Investment Management 193k $5.8M -71% Mar 2026
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Beacon Pointe Advisors 193k $5.8M 10% Mar 2026
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Kentucky Trust 192k $5.8M 1% Jun 2026
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Independent Financial Group 192k $5.8M 100% Mar 2026
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Paulson Wealth Management 190k $5.8M 9% Mar 2026
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Knightsbridge Asset Management 189k $5.7M 9% Mar 2026
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Investors Research Corp 186k $5.7M 6% Jun 2026
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Alexander Labrunerie & Co 186k $5.6M 0% Mar 2026
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Beacon Harbor Wealth Advisors 185k $5.6M 10% Mar 2026
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Alliancebernstein 182k $5.6M -2% Mar 2026
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Arch Global Advisors 181k $5.5M 100% Mar 2026
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Integrated Wealth Concepts 179k $5.4M 1093% Mar 2026
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Quest Investment Management 177k $5.4M 0% Mar 2026
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Brookstone Capital Management 174k $5.3M 0% Mar 2026
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Creative Planning 173k $5.2M 16% Mar 2026
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Burns Wealth Management 171k $5.2M 1% Mar 2026
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BOS Asset Management 167k $5.1M 0% Mar 2026
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Centaurus Financial 164k $5.0M 5% Mar 2026
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Insight Wealth Strategies 155k $4.7M -31% Jun 2026
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Oppenheimer & Co 152k $4.6M -8% Mar 2026
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Financial Advisory Partners 150k $4.5M -4% Mar 2026
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Farrow Financial 149k $4.5M 100% Mar 2026
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Kestra Private Wealth Services 146k $4.4M -10% Mar 2026
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Cypress Wealth Services 140k $4.3M -1% Jun 2026
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Warren Averett Asset Management 140k $4.3M 0% Mar 2026
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Apella Capital 139k $4.2M -2% Jun 2026
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Nicolet Bankshares 138k $4.2M 100% Mar 2026
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Cambria Investment Management 138k $4.2M 3% Mar 2026
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Bank of Stockton Trust & Investment 138k $4.2M -4% Mar 2026
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XML Financial 137k $4.2M 5% Mar 2026
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White Pine Capital 136k $4.1M -8% Mar 2026
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Glaxis Capital Management 135k $4.1M -34% Mar 2026
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Perennial Advisors 135k $4.1M 1% Jun 2026
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Equitable Holdings 135k $4.2M 13% Mar 2026
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Brindle & Bay Financial Advisors 135k $4.1M 24% Mar 2026
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Bessemer 133k $4.0M 32% Mar 2026
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Thrivent Financial for Lutherans 132k $4.0M 65% Mar 2026
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Jackson, Grant Investment Advisers 131k $4.0M -1% Mar 2026
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Pnc Financial Services 128k $3.9M -41% Mar 2026
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Sagace Wealth Management 127k $3.9M -12% Mar 2026
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Wedbush Morgan Securities 123k $3.7M 3% Mar 2026
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Davidson Investment Advisors 122k $3.7M 7% Mar 2026
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CIBC Bancorp USA 120k $3.6M 100% Mar 2026
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Curbstone Financial Management 120k $3.6M 0% Mar 2026
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Invictus Private Wealth 119k $3.6M -1% Mar 2026
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Community Bank 114k $3.4M -5% Mar 2026
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Wealth Advisory Solutions 113k $3.4M -13% Mar 2026
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Intrepid Financial Planning Group 111k $3.4M -7% Mar 2026
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Cohen & Steers Capital Management 57k $1.7M -94% Mar 2026
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Bramshill Investments 51k $1.5M -98% Mar 2026
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Cordatus Wealth Management 47k $1.4M -69% Mar 2026
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Horizon Investments 3.3k $99k -98% Mar 2026
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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
Janney Montgomery Scott Dec 2025 1.7M $54M
Wealth Enhancement Advisory Services Dec 2025 1.0M $33M
Hilton Capital Management Dec 2025 354k $11M
SG Americas Securities Dec 2025 323k $10M
Park Avenue Securities Dec 2025 280k $8.7M
Frisch Financial Group Dec 2025 147k $4.5M
Exchange Traded Concepts Dec 2025 130k $4.0M