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 |
|---|---|---|---|---|---|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
96,146
shares
|
$3.02 Million
0.41% of portfolio
|
Q3 2024
Added 13.76%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
95,559
shares
|
$3 Million
0.95% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
94,891
shares
|
$2.98 Million
0.22% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
94,805
shares
|
$2.98 Million
0.35% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Bouvel Investment Partners, LLC
|
Nov 05, 2024 Q3 2024 |
94,776
shares
|
$2.98 Million
1.29% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
94,478
shares
|
$2.97 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
94,055
shares
|
$2.95 Million
0.19% of portfolio
|
Q3 2024
Added 18.4%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
91,415
shares
|
$2.87 Million
0.01% of portfolio
|
Q3 2024
Added 24.69%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
90,598
shares
|
$2.85 Million
0.81% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Palouse Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
89,339
shares
|
$2.81 Million
1.92% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
88,849
shares
|
$2.79 Million
1.62% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Nov 07, 2024 Q3 2024 |
88,240
shares
|
$2.77 Million
1.81% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
87,897
shares
|
$2.76 Million
0.05% of portfolio
|
Q4 2022
Reduced 7.99%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
87,873
shares
|
$2.76 Million
0.13% of portfolio
|
Q3 2024
Added 24.17%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
86,593
shares
|
$2.72 Million
0.82% of portfolio
|
Q3 2024
Reduced 49.76%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
86,249
shares
|
$2.71 Million
1.67% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
86,043
shares
|
$2.7 Million
1.01% of portfolio
|
Q3 2024
Reduced 24.98%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
85,416
shares
|
$2.68 Million
0.2% of portfolio
|
Q3 2024
Added 15.96%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
84,712
shares
|
$2.66 Million
1.72% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
84,062
shares
|
$2.64 Million
0.61% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
83,237
shares
|
$2.61 Million
0.24% of portfolio
|
Q3 2024
Reduced 9.07%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
83,105
shares
|
$2.61 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
83,058
shares
|
$2.61 Million
2.53% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
82,845
shares
|
$2.6 Million
0.12% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 06, 2024 Q3 2024 |
82,800
shares
|
$2.6 Million
0.96% of portfolio
|
Q3 2024
Added 4.73%
|