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 1,143 institutions that hold shares in the stock, with a total of 201 Million shares, which have been reported (via 13F filing form) to have a value of $6.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
20,819
shares
|
$631,023
0.07% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Jun 20, 2025 Q1 2025 |
20,642
shares
|
$625,659
0.85% of portfolio
|
Q1 2025
Reduced 19.58%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
20,559
shares
|
$623,143
0.19% of portfolio
|
Q1 2025
Added 23.57%
|
|
|
Richwood Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
20,551
shares
|
$622,900
0.54% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
May 16, 2025 Q1 2025 |
20,440
shares
|
$619,536
0.28% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
20,368
shares
|
$617,354
0.05% of portfolio
|
Q1 2025
Reduced 9.46%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
20,334
shares
|
$616,323
0.02% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Lineweaver Wealth Advisors, LLC
|
May 02, 2025 Q1 2025 |
20,293
shares
|
$615,080
0.12% of portfolio
|
Q4 2024
Reduced 9.58%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
20,272
shares
|
$614,444
0.07% of portfolio
|
Q4 2024
Added 30.18%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
20,101
shares
|
$609,261
0.01% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
20,030
shares
|
$607,109
0.04% of portfolio
|
Q1 2025
Added 25.15%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
20,015
shares
|
$606,654
0.42% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
19,920
shares
|
$603,775
0.04% of portfolio
|
Q1 2025
Added 17.03%
|
|
|
Haven Private, LLC
Orlando, FL |
May 09, 2025 Q1 2025 |
19,800
shares
|
$600,138
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
19,648
shares
|
$595,530
0.04% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
19,509
shares
|
$591,317
0.02% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
19,509
shares
|
$591,317
0.02% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
19,505
shares
|
$591,196
0.03% of portfolio
|
Q1 2025
Added 48.26%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
19,456
shares
|
$589,711
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
19,412
shares
|
$588,377
0.01% of portfolio
|
Q3 2024
Reduced 8.48%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
19,400
shares
|
$588,014
0.06% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
19,381
shares
|
$587,438
0.24% of portfolio
|
Q1 2025
Reduced 15.14%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
May 06, 2025 Q1 2025 |
19,375
shares
|
$587,256
0.07% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Harvest Volatility Management LLC
|
Oct 31, 2024 Q3 2024 |
19,330
shares
|
$585,892
14.63% of portfolio
|
Q2 2023
Reduced 18.0%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
19,297
shares
|
$584,892
0.05% of portfolio
|
Q2 2022
Reduced 42.66%
|