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 1,102 institutions that hold shares in the stock, with a total of 188 Million shares, which have been reported (via 13F filing form) to have a value of $5.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
689,359
shares
|
$21.7 Million
0.02% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
688,097
shares
|
$21.6 Million
4.52% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
685,279
shares
|
$21.5 Million
3.04% of portfolio
|
Q3 2024
Reduced 29.58%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
647,091
shares
|
$20.3 Million
2.7% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
617,585
shares
|
$19.4 Million
0.76% of portfolio
|
Q3 2024
Added 4372.98%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
595,372
shares
|
$18.7 Million
3.85% of portfolio
|
Q3 2024
Added 109.54%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
568,984
shares
|
$17.9 Million
0.47% of portfolio
|
Q3 2021
New holding
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
567,500
shares
|
$17.8 Million
1.35% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
563,561
shares
|
$17.7 Million
0.07% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
558,595
shares
|
$17.5 Million
1.82% of portfolio
|
Q3 2024
Added 12.42%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
540,725
shares
|
$17 Million
0.1% of portfolio
|
Q3 2024
Added 9.94%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
535,148
shares
|
$16.8 Million
0.04% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
520,000
shares
|
$16.3 Million
0.06% of portfolio
|
Q3 2024
Added 231.05%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
499,710
shares
|
$15.7 Million
1.18% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
487,404
shares
|
$15.3 Million
0.01% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
480,831
shares
|
$15.1 Million
0.4% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Advisors Management Group Inc
|
Oct 31, 2024 Q3 2024 |
475,688
shares
|
$14.9 Million
3.73% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
450,735
shares
|
$14.2 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
433,757
shares
|
$13.6 Million
0.22% of portfolio
|
Q3 2024
Added 627.94%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Nov 12, 2024 Q3 2024 |
431,120
shares
|
$13.5 Million
0.63% of portfolio
|
Q3 2024
Reduced 47.07%
|
|
|
Parkside Investments, LLC
|
Oct 15, 2024 Q3 2024 |
402,190
shares
|
$12.6 Million
2.06% of portfolio
|
Q3 2024
Added 16.1%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
392,223
shares
|
$12.3 Million
12.53% of portfolio
|
Q3 2022
Added 5852.69%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
391,250
shares
|
$12.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.57%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
390,500
shares
|
$12.3 Million
0.45% of portfolio
|
Q4 2022
Reduced 50.02%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
384,705
shares
|
$12.1 Million
7.89% of portfolio
|
Q3 2024
Added 21.82%
|