# ISHARES TR PFD AND INCM SEC

ISHARES TR PFD AND INCM SEC is a security (CUSIP 464288687) tracked across SEC portfolio filings. 1,031 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.

## Summary

- Issuer: ISHARES TR
- Class: PFD AND INCM SEC
- CUSIP: 464288687
- Asset category: OTHER
- 13F holders: 1,031
- 13F value: $5.1B
- 13F period: 2026-06-30
- N-PORT fund positions: 2
- N-PORT value: $987K
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 1,031 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](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $233.7M | 7,663,895 |
| 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 | $85.5M | 2,804,891 |
| [CHARLES SCHWAB INVESTMENT MANAGEMENT INC](https://search.stillhousedata.com/firm/106753) | SAN FRANCISCO, CA | $66.8M | 2,203,190 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $65.4M | 2,158,308 |
| [CLIFTONLARSONALLEN WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/38357) | MINNEAPOLIS, MN | $62.6M | 2,053,250 |
| [Steward Partners Investment Advisory, LLC](https://search.stillhousedata.com/firm/283004) | NEW YORK, NY | $50.8M | 1,675,635 |
| TRUIST FINANCIAL CORP | CHARLOTTE, NC | $48.8M | 1,600,665 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO](https://search.stillhousedata.com/fund/S000001434) | Thrivent Series Fund, Inc. | $890K | 15.77% |
| KAVILCO INC/WA/ | KAVILCO INC/WA/ | $97K | 26.65% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/464288687.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.