ISHARES TR PFD AND INCM SEC is a security (CUSIP 464288687) tracked across SEC portfolio filings. 1,024 institutional managers reported $5.1B on Form 13F as of 2026-06-30; 2 registered fund positions totaling $987K via N-PORT as of 2026-03-31.
Showing 15 of 1,024 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $689.7M | 22,748,180 |
| MORGAN STANLEY | NEW YORK, NY | $455.5M | 15,022,935 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $287.3M | 9,476,370 |
| LPL Financial LLC | FORT MILL, SC | $233.8M | 7,711,936 |
| UBS Group AG | Zurich, V8 | $184.8M | 6,095,089 |
| Royal Bank of Canada | TORONTO, A6 | $128.9M | 4,250,829 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $122.9M | 4,029,258 |
| Mariner, LLC | Overland Park, KS | $103.8M | 3,425,136 |
| First Interstate Bank | Billings, MT | $93.1M | 3,052,764 |
| BlackRock, Inc. | New York, NY | $83.9M | 2,766,735 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | SAN FRANCISCO, CA | $66.8M | 2,203,190 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $65.4M | 2,158,308 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | MINNEAPOLIS, MN | $62.6M | 2,053,250 |
| Steward Partners Investment Advisory, LLC | NEW YORK, NY | $50.8M | 1,675,635 |
| TRUIST FINANCIAL CORP | CHARLOTTE, NC | $48.8M | 1,600,665 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO | Thrivent Series Fund, Inc. | $890K | 15.77% |
| KAVILCO INC/WA/ | KAVILCO INC/WA/ | $97K | 26.65% |