13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundBellwetherCompounder
PFF

ISHARES PREFERRED & INCOME S

1,040 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·1,040 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.7%
vs prior quarter
13F value held
$2.9B
73.0% inst. owned
of float
Holders
1,040
-98 QoQ
filers reporting
Activity
+23 / −31
+912 added · −684 reduced
this quarter
Concentration
23.75%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

1,040 institutions reported PFF in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 23.7% of the visible book. -98 net institutions QoQ — distribution reading.

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 202602
MORGAN STANLEY
CIK 0000895421
$455M15.0M0.03%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$287M9.5M0.05%Q1 202604
LPL Financial LLC
CIK 0001403438
$234M7.7M0.06%Q1 202605
UBS Group AG
CIK 0001610520
$185M6.1M0.03%Q1 202606
ROYAL BANK OF CANADA
CIK 0001000275
$129M4.3M0.02%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$127M4.2M0.03%Q1 202608
Mariner, LLC
CIK 0001373442
$104M3.4M0.12%Q1 202609
FIRST INTERSTATE BANK
CIK 0001125727
$88M2.9M4.94%Q1 202610
BlackRock, Inc.
CIK 0002012383
$84M2.8M0.00%Q1 202611
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$67M2.2M0.01%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$65M2.2M0.02%Q1 202613
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$59M1.9M0.86%Q1 202614
TRUIST FINANCIAL CORP
CIK 0000092230
$52M1.7M0.07%Q1 202615
Steward Partners Investment Advisory, LLC
CIK 0001723397
$51M1.7M0.26%Q1 202616
US BANCORP \DE\
CIK 0000036104
$48M1.6M0.06%Q1 202617
Cetera Investment Advisers
CIK 0001666741
$47M1.5M0.05%Q1 202618
FIFTH THIRD BANCORP
CIK 0000035527
$46M1.5M0.08%Q1 202619
Rockefeller Capital Management L.P.
CIK 0001739439
$44M1.5M0.08%Q1 202620
AMERIPRISE FINANCIAL INC
CIK 0000820027
$43M1.4M0.01%Q1 2026
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