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 1,096 institutions that hold shares in the stock, with a total of 185 Million shares, which have been reported (via 13F filing form) to have a value of $5.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
350,693
shares
|
$11.2 Million
0.35% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
350,151
shares
|
$11.2 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
345,838
shares
|
$11.1 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
345,836
shares
|
$11.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
342,098
shares
|
$10.9 Million
5.59% of portfolio
|
Q3 2024
Added 52.27%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
339,738
shares
|
$10.9 Million
1.86% of portfolio
|
Q4 2024
Reduced 63.91%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
337,594
shares
|
$10.8 Million
0.71% of portfolio
|
Q3 2024
Added 120.94%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
335,811
shares
|
$10.7 Million
0.8% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
330,196
shares
|
$10.6 Million
0.29% of portfolio
|
Q1 2023
Added 3.86%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
329,332
shares
|
$10.5 Million
0.3% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 31, 2024 Q3 2024 |
319,263
shares
|
$10.2 Million
19.15% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
316,963
shares
|
$10.1 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
313,875
shares
|
$10 Million
0.1% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
302,099
shares
|
$9.66 Million
2.64% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
283,700
shares
|
$9.08 Million
0.79% of portfolio
|
Q3 2024
Reduced 42.43%
|
|
|
Osher Van De Voorde Investment Management
|
Jan 21, 2025 Q4 2024 |
283,450
shares
|
$9.07 Million
1.92% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Campbell Capital Management Inc
|
Oct 29, 2024 Q3 2024 |
281,231
shares
|
$9 Million
3.75% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
277,478
shares
|
$8.88 Million
0.03% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
266,439
shares
|
$8.52 Million
0.06% of portfolio
|
Q3 2024
Reduced 30.87%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
265,566
shares
|
$8.5 Million
0.07% of portfolio
|
Q3 2024
Added 16.86%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
259,517
shares
|
$8.3 Million
2.33% of portfolio
|
Q4 2024
Reduced 28.04%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
258,799
shares
|
$8.28 Million
1.96% of portfolio
|
Q4 2023
Added 5.99%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
256,773
shares
|
$8.21 Million
0.05% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
251,599
shares
|
$8.05 Million
0.39% of portfolio
|
Q3 2024
Added 15.27%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
240,002
shares
|
$7.68 Million
1.06% of portfolio
|
Q3 2024
Added 1.47%
|