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 |
|---|---|---|---|---|---|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
183,050
shares
|
$5.76 Million
1.01% of portfolio
|
Q4 2022
Reduced 7.31%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
181,120
shares
|
$5.7 Million
1.11% of portfolio
|
Q3 2024
Added 9.19%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 09, 2024 Q3 2024 |
179,285
shares
|
$5.64 Million
1.98% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
179,248
shares
|
$5.64 Million
2.1% of portfolio
|
Q3 2024
Added 7.51%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 13, 2024 Q3 2024 |
177,528
shares
|
$5.59 Million
0.78% of portfolio
|
Q3 2023
Reduced 0.63%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
176,685
shares
|
$5.56 Million
0.68% of portfolio
|
Q3 2024
Reduced 7.86%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
176,136
shares
|
$5.54 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
175,228
shares
|
$5.51 Million
0.15% of portfolio
|
Q3 2024
Reduced 17.58%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
174,535
shares
|
$5.49 Million
2.5% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Freedom Day Solutions, LLC
|
Oct 23, 2024 Q3 2024 |
172,265
shares
|
$5.42 Million
1.79% of portfolio
|
Q3 2024
Added 12.32%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
169,850
shares
|
$5.34 Million
1.34% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
168,537
shares
|
$5.3 Million
2.32% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
165,405
shares
|
$5.2 Million
1.06% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
164,422
shares
|
$5.17 Million
0.16% of portfolio
|
Q3 2024
Added 17.28%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
164,086
shares
|
$5.16 Million
0.08% of portfolio
|
Q3 2024
Added 9.8%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
161,683
shares
|
$5.09 Million
1.84% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
161,538
shares
|
$5.08 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
158,722
shares
|
$4.99 Million
0.15% of portfolio
|
Q3 2024
Added 12.56%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
158,006
shares
|
$4.97 Million
1.93% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
156,805
shares
|
$4.93 Million
0.56% of portfolio
|
Q2 2023
Reduced 0.52%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
156,452
shares
|
$4.92 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.66%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
156,126
shares
|
$4.91 Million
0.03% of portfolio
|
Q3 2024
Added 17.71%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
152,265
shares
|
$4.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.98%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
152,113
shares
|
$4.79 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
151,604
shares
|
$4.77 Million
0.84% of portfolio
|
Q3 2023
Added 13.78%
|