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Get Institutions for : 
iShares S&P U.S. Preferred Stock Index (PFF)  
$32.41 0.16 (0.5%) as of 4:30 Wed 3/27


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 965    2
Total shares held : 
172,734,999  
% of shares held : 
35.38%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -90  
Amount of shares held : 
11,060,330  
% of shares held change : 
  2.27%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$29.62  
Last Quarter's Ending Price : 
$31.19  
Last Quarter's Average Price
$29.87  
Change from last quarter's     
avg. price to the last closing  : 
2.54 (8.5%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
82
 6,563,884
 3.8%
 
Increased Positions :
323
 22,883,515
 13.25%
 
Unchanged Positions :
145
 4,896,053
 2.83%
 
Decreased Positions :
415
-10,884,420
-6.3%
 
Closed Positions :
80
-7,502,649
-4.34%
 
Guru Positions :
2
19,177
 0.01%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BANK OF AMERICA CORP /DE/ 279 - 2023-12-31 19,519,742 $608,821,000 637,050
   MORGAN STANLEY 437 - 2023-12-31 14,374,688 $448,347,000 2,245,710
   WELLS FARGO & CO/MN 262 - 2023-12-31 7,131,287 $222,425,000 529,928
   UBS Group AG 252 - 2023-12-31 6,292,349 $196,258,000 941,871
   COHEN & STEERS INC 40 - 2023-12-31 5,541,190 $172,830,000 5,473,686
   LPL FINANCIAL CORP 175 - 2023-12-31 5,524,128 $172,298,000 632,066
   ENVESTNET ASSET MANAGEMENT INC 309 - 2023-12-31 4,569,538 $142,524,000 120,583
   ROYAL BANK OF CANADA 427 - 2023-12-31 3,745,407 $116,819,000 30,274
   MARINER WEALTH ADVISORS, LLC 84 - 2023-12-31 3,390,110 $105,738,000 303,946
   BLACKROCK INC. 2200 - 2023-12-31 2,446,128 $76,295,000 -744,732
   US BANCORP 149 - 2023-12-31 2,380,812 $74,258,000 85,467
   Rockefeller Capital Management L.P. 99 - 2023-12-31 2,374,360 $74,056,000 59,397
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 112 - 2023-12-31 2,365,367 $73,776,000 114,604
   AMERIPRISE FINANCIAL INC 647 - 2023-12-31 2,266,540 $68,481,000 236,992
   COMMONWEALTH EQUITY SERVICES LLC. 177 - 2023-12-31 1,983,493 $61,865,000 -34,038
   Wright Fund Managment LLC - 2023-12-31 1,880,431 $58,651,000 1,880,431
   Orgel Wealth Management LLC 19 *New 2023-12-31 1,837,915 $57,325,000 1,837,915
   BB&T CORP 223 - 2023-12-31 1,656,386 $51,663,000 53,231
   Advisor Group Holdings Inc. 217 - 2023-12-31 1,557,625 $48,586,000 -303,244
   DEUTSCHE BANK AG 542 - 2023-12-31 1,554,095 $48,472,000 -9,305
   JANNEY MONTGOMERY SCOTT LLC 136 - 2023-12-31 1,501,951 $46,846,000 143,949
   FIRST INTERSTATE BANK 8 - 2023-12-31 1,420,605 $44,309,000 1,110,626
   EDGE WEALTH MANAGEMENT LLC 1 - 2023-12-31 1,403,497 $43,775,000 -108,076
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 27 - 2023-12-31 1,329,801 $41,476,000 77,512
   FIFTH THIRD BANCORP 127 - 2023-12-31 1,329,524 $41,468,000 -305,056
   TRUE Private Wealth Advisors 5 - 2023-12-31 1,198,467 $37,380,000 84,232
   HILTON CAPITAL MANAGEMENT, LLC 9 - 2023-12-31 1,174,704 $36,639,000 1,099,095
   Oakmont Partners LLC 7 - 2023-12-31 1,144,014 $35,682,000 18,425
   J P MORGAN CHASE & CO 1282 - 2023-12-31 1,111,547 $34,669,000 -621,728
   KEYBANK NATIONAL ASSOCIATION/OH 130 - 2023-12-31 1,110,572 $34,639,000 -110,849
   GOLDMAN SACHS GROUP INC/ 1222 - 2023-12-31 1,046,258 $32,633,000 -1,114,247
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 209 - 2023-12-31 1,008,083 $31,442,000 -25,596
   Insight Wealth Strategies LLC 1 - 2023-12-31 948,596 $29,587,000 84,208
   RAYMOND JAMES & ASSOCIATES 578 - 2023-12-31 942,302 $29,390,000 254,906
   SG AMERICAS SECURITIES LLC 56 *New 2023-12-31 924,696 $28,841,000 924,696
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 378 - 2023-12-31 909,202 $28,358,000 63,574
   STEPHENS INC /AR/ 44 - 2023-12-31 906,086 $28,261,000 -13,824
   BP WEALTH MANAGEMENT LLC 30 - 2023-12-31 847,197 $26,424,000 -498,780
   CI Private Wealth LLC 336 - 2023-12-31 823,975 $25,700,000 -235,280
   Baird Financial Group Inc. 274 - 2023-12-31 821,845 $25,633,000 210,268
   SUMITOMO MITSUI FINANCIAL GROUP INC. 22 - 2023-12-31 782,500 $24,406,000 -13,241
   Townsend & Associates Inc 12 - 2023-12-31 723,076 $22,907,000 326,782
   GREENLEAF TRUST 32 *New 2023-12-31 725,201 $22,619,000 725,201
   WELCH & FORBES LLC 73 - 2023-12-31 688,799 $21,484,000 -46,323
   Strategic Wealth Designers 8 - 2023-12-31 665,679 $20,763,000 23,929
   Congress Wealth Management LLC / DE / 57 - 2023-12-31 656,848 $20,487,000 -46,960
   SP Asset Management LLC 14 - 2023-12-31 651,175 $20,310,000 -352,124
   NUVEEN ASSET MANAGEMENT, LLC 1157 - 2023-12-31 640,443 $19,975,000 618,071
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 240 - 2023-12-31 605,064 $18,872,000 -269,243
   Summit Financial Wealth Advisors LLC 6 - 2023-12-31 604,425 $18,852,000 31,825
   STIFEL FINANCIAL CORP 536 - 2023-12-31 595,778 $18,582,000 33,060
   FINANCIAL NETWORK 202 - 2023-12-31 590,216 $18,409,000 2,323
   COUNTRY TRUST BANK 70 - 2023-12-31 568,984 $17,747,000 0
   FUKOKU MUTUAL LIFE INSURANCE CO 29 - 2023-12-31 567,500 $17,700,000 0
   HIGHTOWER ADVISORS, LLC 512 - 2023-12-31 557,645 $17,393,000 15,369
   MML INVESTORS SERVICES LLC 252 - 2023-12-31 554,529 $17,296,000 15,738
   BANK OF MONTREAL /CAN/ 754 - 2023-12-31 500,075 $15,682,000 -132,065
   Sanibel Captiva Trust Company Inc. 48 - 2023-12-31 495,192 $15,445,000 0
   WHARTON BUSINESS GROUP, LLC 30 - 2023-12-31 486,030 $15,159,000 12,290
   Tobias Financial Advisors Inc. 7 - 2023-12-31 473,923 $14,782,000 -9,435
   FULTON BREAKEFIELD BROENNIMAN LLC 36 - 2023-12-31 467,080 $14,568,000 -5,475
   HPM Partners LLC - 2023-12-31 465,736 $14,527,000 344,902
   MILLENNIUM MANAGEMENT LLC 1175 *New 2023-12-31 464,424 $14,485,000 464,424
   REBALANCE LLC 14 - 2023-12-31 433,453 $13,519,000 -38,370
   Procyon Private Wealth Partners LLC 20 - 2023-12-31 423,551 $13,211,000 405,993
   ADVISORS MANAGEMENT GROUP INC /ADV - 2023-12-31 423,164 $13,198,000 -2,805
   MARSHALL WACE LLP 505 *New 2023-12-31 410,100 $12,791,000 410,100
   Northside Capital Management LLC 5 - 2023-12-31 407,339 $12,705,000 0
   CITIGROUP INC 761 - 2023-12-31 405,734 $12,655,000 -197,715
   PURE FINANCIAL ADVISORS, INC. 44 - 2023-12-31 404,860 $12,628,000 38,330
   Kestra Advisory Services LLC 223 - 2023-12-31 401,013 $12,508,000 31,651
   CONNING ASSET MANAGEMENT CO. 75 - 2023-12-31 390,500 $12,180,000 0
   Orion Portfolio Solutions LLC 149 - 2023-12-31 374,038 $11,749,000 335,369
   Falcon Wealth Planning 20 - 2023-12-31 371,964 $11,602,000 50,905
   GDS Wealth Management 23 - 2023-12-31 363,350 $11,333,000 53,431
   SYNOVUS FINANCIAL CORP 94 - 2023-12-31 352,610 $10,998,000 -102,398
   MERCER GLOBAL ADVISORS INC /ADV 300 - 2023-12-31 339,037 $10,575,000 24,718
   AVALON ADVISORS L P 104 - 2023-03-31 330,196 $10,309,000 12,278
   REGAL INVESTMENT ADVISORS, LLC 27 - 2023-12-31 327,351 $10,210,000 -123,138
   Ballast Inc. 11 - 2023-12-31 326,594 $10,186,000 6,431
   CAPTRUST FINANCIAL ADVISORS 371 - 2023-12-31 321,900 $10,040,000 -41,968
   Montis Financial LLC 5 - 2023-12-31 314,693 $9,815,000 -65,040
   Atria Wealth Solutions Inc. 170 - 2023-12-31 313,921 $9,791,000 4,107
   Parkside Investments LLC 21 - 2023-12-31 311,028 $9,701,000 -22,263
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 114 - 2023-12-31 308,781 $9,631,000 -90,760
   COLLECTIVE FAMILY OFFICE LLC 3 - 2023-12-31 307,853 $9,602,000 96,909
   CAPSTONE INVESTMENT ADVISORS LLC 28 - 2023-12-31 305,801 $9,538,000 305,801
   Centiva Capital LP 12 *New 2023-12-31 300,000 $9,357,000 300,000
   RENAISSANCE TECHNOLOGIES LLC 988 - 2023-12-31 296,205 $9,239,000 296,205
   DAVIDSON INVESTMENT ADVISORS 75 - 2023-12-31 292,503 $9,123,000 6,979
   Cetera Investment Advisers 251 - 2023-12-31 291,635 $9,096,000 -13,140
   OSHER VAN DE VOORDE INVESTMENT MANAGEMENT 24 - 2023-12-31 288,950 $9,012,000 50,525
   WESTOVER CAPITAL ADVISORS, LLC 6 - 2023-12-31 288,894 $9,011,000 6,338
   GREENWOOD CAPITAL ASSOCIATES LLC 24 - 2023-12-31 280,431 $8,747,000 -761
   MULTIFINANCIAL SECURITIES CORP 165 - 2023-12-31 275,618 $8,597,000 6,294
   Crewe Advisors LLC 18 - 2023-12-31 272,904 $8,512,000 -95,101
   NewEdge Wealth LLC 109 - 2023-12-31 269,742 $8,413,000 11,611
   Traverso Chambers Private Wealth Management LLC 16 - 2023-12-31 258,799 $8,072,000 14,618
   Sowa Financial Group Inc. - 2023-12-31 255,614 $7,973,000 -31,468
   ALLIANCEBERNSTEIN L.P. 1277 - 2023-12-31 251,137 $7,833,000 2,481

  100 Records found
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