Institutional Ownership Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF). We have compiled data on the 1,117 institutions that hold shares in the stock, with a total of 187 Million shares, which have been reported (via 13F filing form) to have a value of $5.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
688,097
shares
|
$21.9 Million
4.52% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
678,900
shares
|
$21.6 Million
2.88% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
623,570
shares
|
$19.8 Million
1.8% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
595,372
shares
|
$18.9 Million
3.85% of portfolio
|
Q3 2024
Added 109.54%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
568,984
shares
|
$18.1 Million
0.46% of portfolio
|
Q3 2021
New holding
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
567,500
shares
|
$18.1 Million
1.35% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
563,561
shares
|
$17.9 Million
0.07% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
540,725
shares
|
$17.2 Million
0.1% of portfolio
|
Q3 2024
Added 9.94%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
535,148
shares
|
$17 Million
0.04% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
520,000
shares
|
$16.5 Million
0.06% of portfolio
|
Q3 2024
Added 231.05%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
501,245
shares
|
$15.9 Million
0.37% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
491,787
shares
|
$15.6 Million
3.66% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
487,404
shares
|
$15.5 Million
0.01% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
480,786
shares
|
$15.3 Million
0.55% of portfolio
|
Q4 2024
Reduced 22.15%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
454,915
shares
|
$14.5 Million
1.04% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Parkside Investments, LLC
|
Jan 22, 2025 Q4 2024 |
433,799
shares
|
$13.8 Million
2.14% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
425,908
shares
|
$13.5 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
422,887
shares
|
$13.5 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
392,223
shares
|
$12.5 Million
12.53% of portfolio
|
Q3 2022
Added 5852.69%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
391,250
shares
|
$12.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.57%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
390,500
shares
|
$12.4 Million
0.46% of portfolio
|
Q4 2022
Reduced 50.02%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
384,705
shares
|
$12.2 Million
7.89% of portfolio
|
Q3 2024
Added 21.82%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
381,432
shares
|
$12.1 Million
0.08% of portfolio
|
Q3 2024
Added 15.04%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
362,600
shares
|
$11.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 20.66%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
362,010
shares
|
$11.5 Million
0.13% of portfolio
|
Q4 2024
Added 14.21%
|