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 20M $609M 3% Dec 2023
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Wells Fargo & Company 7.1M $222M 8% Dec 2023
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UBS Group 6.3M $197M 18% Dec 2023
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Royal Bank of Canada 3.7M $117M 1% Dec 2023
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Mariner Wealth Advisors 3.4M $106M 10% Dec 2023
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Us Bancorp 2.4M $74M 4% Dec 2023
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Rockefeller Capital Management 2.4M $74M 3% Dec 2023
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Commonwealth Equity Services 2.0M $62M -2% Dec 2023
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Wright Fund Managment 1.9M $59M 100% Dec 2023
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Orgel Wealth Management 1.8M $57M 100% Dec 2023
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Branch Banking & Trust Company 1.7M $52M 3% Dec 2023
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Advisor Group Holdings 1.6M $49M -16% Dec 2023
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Deutsche Bank Aktiengesellschaft 1.6M $49M -1% Dec 2023
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Janney Montgomery Scott 1.5M $47M 11% Dec 2023
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First Interstate Bank 1.4M $44M 358% Dec 2023
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Edge Wealth Management 1.4M $44M -7% Dec 2023
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CliftonLarsonAllen Wealth Advisors 1.3M $42M 6% Dec 2023
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Fifth Third Bancorp 1.3M $42M -19% Dec 2023
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TRUE Private Wealth Advisors 1.2M $37M 8% Dec 2023
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Hilton Capital Management 1.2M $37M 1454% Dec 2023
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Oakmont Partners 1.1M $36M 2% Dec 2023
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Jpmorgan Chase & Co 1.1M $35M -36% Dec 2023
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Goldman Sachs Group 1.0M $33M -52% Dec 2023
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Wealth Enhancement Advisory Services 1.0M $31M -2% Dec 2023
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Insight Wealth Strategies 960k $31M 1% Mar 2024
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Raymond James & Associates 942k $29M 37% Dec 2023
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SG Americas Securities 925k $29M 100% Dec 2023
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Raymond James Financial Services Advisors 909k $28M 8% Dec 2023
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Bp Wealth Management 847k $26M -37% Dec 2023
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CI Private Wealth 824k $26M -22% Dec 2023
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Baird Financial 822k $26M 34% Dec 2023
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Sumitomo Mitsui Financial 783k $24M -2% Dec 2023
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Greenleaf Trust 725k $23M 100% Dec 2023
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Townsend & Associates 723k $23M 82% Dec 2023
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Welch & Forbes 689k $22M -6% Dec 2023
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Strategic Wealth Designers 666k $21M 4% Dec 2023
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Congress Wealth Management LLC / DE / 657k $21M -7% Dec 2023
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SP Asset Management 651k $20M -35% Dec 2023
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Cambridge Investment Research Advisors 605k $19M -31% Dec 2023
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Summit Financial Wealth Advisors 604k $19M 6% Dec 2023
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Stifel Financial 596k $19M 6% Dec 2023
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Country Trust Bank 569k $18M 0% Dec 2023
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Fukoku Mutual Life Insurance 568k $18M 0% Dec 2023
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HighTower Advisors 558k $17M 3% Dec 2023
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Bank Of Montreal 500k $16M -21% Dec 2023
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Sanibel Captiva Trust Company 495k $15M 100% Dec 2023
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Wharton Business Group 486k $15M 3% Dec 2023
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Fulton Breakefield Broenniman d/b/a FBB Capital Partners 467k $15M -1% Dec 2023
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HPM Partners 466k $15M 285% Dec 2023
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Millennium Management 464k $15M 100% Dec 2023
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Rebalance 434k $14M -8% Dec 2023
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Procyon Private Wealth Partners 424k $13M 2312% Dec 2023
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Advisors Management Group 423k $13M -1% Dec 2023
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Marshall Wace 410k $13M 100% Dec 2023
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Citigroup 406k $13M -33% Dec 2023
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Pure Financial Advisors 405k $13M 10% Dec 2023
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Kestra Advisory Services 401k $13M 9% Dec 2023
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Conning 391k $12M 0% Dec 2023
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Orion Portfolio Solutions 374k $12M 867% Dec 2023
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Falcon Wealth Planning 372k $12M 16% Dec 2023
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GDS Wealth Management 363k $11M 17% Dec 2023
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Northside Capital Management 354k $11M -13% Mar 2024
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Mercer Global Advisors 339k $11M 8% Dec 2023
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Ballast 327k $10M 2% Dec 2023
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Captrust Financial Advisors 322k $10M -12% Dec 2023
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Montis Financial 315k $9.8M -17% Dec 2023
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Atria Wealth Solutions 314k $9.8M 1% Dec 2023
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Parkside Investments 311k $9.7M -7% Dec 2023
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Bank Of Oklahoma National Association / 309k $9.6M -23% Dec 2023
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Capstone Investment Advisors 306k $9.5M 100% Dec 2023
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Centiva Capital 300k $9.4M 100% Dec 2023
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Collective Family Office 297k $9.6M -4% Mar 2024
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Davidson Investment Advisors 293k $9.1M 2% Dec 2023
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Westover Capital Advisors 289k $9.0M 2% Dec 2023
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Greenwood Capital Associates 280k $8.7M 0% Dec 2023
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Crewe Advisors 273k $8.5M -26% Dec 2023
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NewEdge Wealth 270k $8.4M 4% Dec 2023
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Citadel Advisors 269k $8.4M 69% Dec 2023
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Traverso Chambers Private Wealth Management 259k $8.1M 6% Dec 2023
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Sowa Financial Group 256k $8.0M -11% Dec 2023
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Osher Van de Voorde Investment Management 254k $8.2M -12% Mar 2024
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Alliancebernstein 251k $7.8M 1% Dec 2023
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H D Vest Advisory Services 237k $7.4M 8% Dec 2023
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Huntington National Bank 235k $7.3M 4% Dec 2023
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Pnc Financial Services 230k $7.2M -9% Dec 2023
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Steward Partners Investment Advisory 224k $7.0M 24% Dec 2023
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Park Avenue Securities 223k $7.2M 26% Mar 2024
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Spectrum Asset Management 223k $6.9M 0% Dec 2023
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GW & Wade 220k $6.9M 3% Dec 2023
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Moser Wealth Advisors 219k $6.8M -4% Dec 2023
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ForthRight Wealth Management 219k $6.8M -26% Dec 2023
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Private Advisor 216k $6.7M -2% Dec 2023
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Financial Advisory Partners 213k $6.7M -1% Dec 2023
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Moran Wealth Management 210k $6.5M -11% Dec 2023
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Balanced Wealth Group 205k $6.4M 100% Dec 2023
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Assetmark 205k $6.4M 0% Dec 2023
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D.A. Davidson & Co. 202k $6.3M 50% Dec 2023
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Dynamic Advisors Solutions 196k $6.1M 45% Dec 2023
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Balyasny Asset Management 190k $5.9M 100% Dec 2023
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Treynor Bancshares 188k $5.9M -2% Dec 2023
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Creative Planning 185k $0 -36% Dec 2023
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Stablepoint Partners 177k $5.5M 100% Dec 2023
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Houlihan Financial Resource Group 167k $5.2M 4% Dec 2023
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Liberty Capital Management 167k $5.2M -8% Dec 2023
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Fragasso 166k $5.4M -7% Mar 2024
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Blue Fin Capital 162k $5.1M 89% Dec 2023
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Lido Advisors 160k $5.0M 20% Dec 2023
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BOS Asset Management 159k $5.0M -1% Dec 2023
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Cypress Wealth Services 158k $4.9M -5% Dec 2023
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Lincoln National 156k $4.9M 27% Dec 2023
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Apollon Wealth Management 151k $4.7M 15% Dec 2023
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Zacks Investment Management 148k $4.6M 632% Dec 2023
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Jackson, Grant Investment Advisers 146k $4.6M 16% Dec 2023
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Hennion & Walsh Asset Management 145k $4.5M 100% Dec 2023
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TrueWealth Advisors 144k $4.5M 8% Dec 2023
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Prospera Financial Services 144k $4.5M -11% Dec 2023
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Curran Financial Partners 144k $4.6M 6% Dec 2023
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Kades & Cheifetz 143k $4.5M -13% Dec 2023
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Kickstand Ventures 143k $4.4M 100% Dec 2023
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Envestnet Portfolio Solutions 141k $4.4M 100% Dec 2023
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Nomura Asset Management 138k $4.3M 22% Dec 2023
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RPg Family Wealth Advisory 136k $4.2M 65% Dec 2023
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Fiera Capital Corporation 135k $4.2M -10% Dec 2023
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Old National Trust Company 135k $4.2M -4% Dec 2023
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Parallel Advisors 134k $4.2M -8% Dec 2023
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JT Stratford 133k $4.2M 100% Dec 2023
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Advisory Services Network 133k $4.1M -22% Dec 2023
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Peoples Bank 132k $4.3M -2% Mar 2024
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Wendell David Associates 131k $4.1M -2% Dec 2023
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Crown Oak Advisors 130k $4.1M 100% Dec 2023
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Curbstone Financial Management 129k $4.2M 0% Mar 2024
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Coppell Advisory Solutions 129k $4.0M 22849% Dec 2023
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National Asset Management 128k $4.0M -11% Dec 2023
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Shulman DeMeo Asset Management 127k $3.9M 0% Dec 2023
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Geneos Wealth Management 125k $3.9M -14% Dec 2023
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Stratos Wealth Partners 124k $3.9M -58% Dec 2023
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Cynosure Management 123k $3.8M 0% Dec 2023
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Massmutual Trust 122k $3.9M 4% Mar 2024
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All Season Financial Advisors 122k $3.8M 62% Dec 2023
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Perennial Advisors 121k $3.9M 2% Mar 2024
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Bank of Stockton Trust & Investment 121k $3.8M -2% Dec 2023
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D L Carlson Investment Group 120k $3.8M 100% Dec 2023
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Winthrop Capital Management 119k $3.7M 100% Dec 2023
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Amg National Trust Bank 116k $3.6M -55% Dec 2023
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Davenport & Co 112k $3.5M 31% Dec 2023
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Hilltop Holdings 106k $3.3M 12% Dec 2023
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Krueger & Catalano Capital Partners 106k $3.3M 21% Dec 2023
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Roman Butler Fullerton & Co 106k $3.4M 17% Dec 2023
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Strategic Financial 105k $3.3M -2% Dec 2023
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Summit Financial 105k $3.4M 3% Mar 2024
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Sterling Investment Advisors 104k $3.2M -8% Dec 2023
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SCBT Financial Corporation 103k $3.2M -8% Dec 2023
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Mutual Advisors 102k $3.2M -16% Dec 2023
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Congress Asset Management 98k $3.1M -16% Dec 2023
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Atria Investments 92k $2.9M -41% Dec 2023
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ClearBridge Advisors 90k $2.8M -19% Dec 2023
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Putnam Fl Investment Management 90k $2.8M -23% Dec 2023
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AE Wealth Management 87k $2.8M -58% Dec 2023
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RFG Advisory 86k $2.7M -48% Dec 2023
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CWM 83k $2.7M -22% Mar 2024
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Beacon Pointe Advisors 81k $2.5M -30% Dec 2023
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Bessemer 79k $0 -31% Dec 2023
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JNB Advisors 77k $2.4M -69% Dec 2023
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Charles Schwab Trust 63k $2.0M -42% Dec 2023
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Financial Counselors 55k $1.7M -48% Dec 2023
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Sax Wealth Advisors 52k $1.6M -51% Dec 2023
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Operose Advisors 51k $1.6M -61% Dec 2023
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Prairiewood Capital 47k $1.5M -56% Dec 2023
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Beacon Harbor Wealth Advisors 32k $1.0M -77% Dec 2023
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Cadent Capital Advisors 17k $514k -92% Dec 2023
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Jane Street 12k $378k -95% Dec 2023
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Bnp Paribas Arbitrage, Snc 11k $356k -98% Dec 2023
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Keystone Financial Group 7.9k $248k -94% Dec 2023
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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
Aozora Bank Sep 2023 4.5M $135M
Hrt Financial Sep 2023 1.8M $53M
Quattro Financial Advisors Sep 2023 173k $5.2M
Modus Advisors Sep 2023 121k $3.7M