DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
PFF

ISHARES PREFERRED & INCOME S

1,030 institutions still hold ISHARES PREFERRED & INCOME S as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288687·Exchange Traded Fund·1,030 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$2.9B
visible holders
Holders
1,030
filers reporting
Concentration
23.68%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

1,030 institutions reported PFF in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 23.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$690M22.7M0.05%Q1 2026
02
MORGAN STANLEY
CIK 0000895421
$455M15.0M0.03%Q1 2026
03
WELLS FARGO & COMPANY/MN
CIK 0000072971
$287M9.5M0.05%Q1 2026
04
LPL Financial LLC
CIK 0001403438
$234M7.7M0.06%Q1 2026
05
UBS Group AG
CIK 0001610520
$185M6.1M0.03%Q1 2026
06
ROYAL BANK OF CANADA
CIK 0001000275
$129M4.3M0.02%Q1 2026
07
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$127M4.2M0.03%Q1 2026
08
Mariner, LLC
CIK 0001373442
$104M3.4M0.12%Q1 2026
09
FIRST INTERSTATE BANK
CIK 0001125727
$93M3.1M4.86%Q2 2026
10
BlackRock, Inc.
CIK 0002012383
$84M2.8M0.00%Q1 2026
11
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$67M2.2M0.01%Q1 2026
12
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$65M2.2M0.02%Q1 2026
13
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$63M2.1M0.82%Q2 2026
14
TRUIST FINANCIAL CORP
CIK 0000092230
$52M1.7M0.07%Q1 2026
15
Steward Partners Investment Advisory, LLC
CIK 0001723397
$51M1.7M0.26%Q1 2026
16
US BANCORP \DE\
CIK 0000036104
$48M1.6M0.06%Q1 2026
17
Cetera Investment Advisers
CIK 0001666741
$47M1.5M0.05%Q1 2026
18
FIFTH THIRD BANCORP
CIK 0000035527
$46M1.5M0.08%Q1 2026
19
Rockefeller Capital Management L.P.
CIK 0001739439
$44M1.5M0.08%Q1 2026
20
AMERIPRISE FINANCIAL INC
CIK 0000820027
$43M1.4M0.01%Q1 2026
Page 1 of 52
1010 more holders available. Log in →
Insiders at ISHARES PREFERRED & INCOME S
Descombes Donald R