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Get Institutions for : 
iShares S&P U.S. Preferred Stock Index (PFF)  
$31.13 0.05 (0.16%) as of 4:30 Fri 4/26


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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  : 
1.26 (4.22%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SG AMERICAS SECURITIES LLC 56 *New 2023-12-31 924,696 $28,841,000 924,696
   GREENLEAF TRUST 32 *New 2023-12-31 725,201 $22,619,000 725,201
   MILLENNIUM MANAGEMENT LLC 1175 *New 2023-12-31 464,424 $14,485,000 464,424
   MARSHALL WACE LLP 505 *New 2023-12-31 410,100 $12,791,000 410,100
   Centiva Capital LP 12 *New 2023-12-31 300,000 $9,357,000 300,000
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 113 *New 2024-03-31 211,227 $6,808,000 211,227
   Bramshill Investments LLC 21 *New 2023-12-31 153,179 $4,778,000 153,179
   KICKSTAND VENTURES LLC. 26 *New 2023-12-31 142,650 $4,449,000 142,650
   JT Stratford LLC 22 *New 2023-12-31 133,116 $4,152,000 133,116
   D L CARLSON INVESTMENT GROUP INC 38 *New 2023-12-31 119,870 $3,823,000 119,870
   SEABRIDGE INVESTMENT ADVISORS LLC *New 2023-12-31 84,890 $2,648,000 84,890
   Ausdal Financial Partners Inc. 85 *New 2024-03-31 78,205 $2,521,000 78,205
   Granite Bay Wealth Management LLC 151 *New 2023-12-31 84,000 $2,517,000 84,000
   LITTLE HOUSE CAPITAL LLC 37 *New 2024-03-31 74,210 $2,392,000 74,210
   JANNEY CAPITAL MANAGEMENT LLC 118 *New 2023-12-31 69,896 $2,180,000 69,896
   FIRST CITIZENS BANK & TRUST CO 179 *New 2024-03-31 67,266 $2,168,000 67,266
   Lake Hills Wealth Management LLC 19 *New 2024-03-31 65,084 $2,098,000 65,084
   PALISADE CAPITAL MANAGEMENT LLC/NJ 170 *New 2023-12-31 53,500 $1,669,000 53,500
   DAGCO INC. 18 *New 2023-12-31 42,832 $1,336,000 42,832
   Ascendant Capital Management LLC 17 *New 2023-03-31 42,500 $1,327,000 42,500
   SYKON CAPITAL LLC 52 *New 2023-12-31 38,538 $1,202,000 38,538
   OXBOW ADVISORS, LLC 75 *New 2023-12-31 36,507 $1,139,000 36,507
   Lionsbridge Wealth Management LLC 39 *New 2023-12-31 36,321 $1,133,000 36,321
   Toroso Investments LLC 648 *New 2023-12-31 30,054 $937,000 30,054
   CAMARDA FINANCIAL ADVISORS, LLC 56 *New 2023-12-31 29,785 $929,000 29,785
   GAMMA Investing LLC 113 *New 2024-03-31 25,078 $808,000 25,078
   PATHSTONE FAMILY OFFICE, LLC 817 *New 2023-09-30 26,372 $795,000 26,372
   TD ASSET MANAGEMENT INC 1231 *New 2023-12-31 24,548 $766,000 24,548
   COLONY GROUP, LLC 522 *New 2023-12-31 21,909 $683,000 21,909
   PARKSIDE FINANCIAL BANK & TRUST 147 *New 2023-12-31 19,736 $616,000 19,736
   DARK FOREST CAPITAL MANAGEMENT LP 204 *New 2023-12-31 19,329 $603,000 19,329
   TUDOR INVESTMENT CORP ET AL 1084 *New 2023-12-31 19,133 $597,000 19,133
   Vigilare Wealth Management 49 *New 2023-12-31 18,365 $573,000 18,365
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 135 *New 2023-12-31 17,241 $538,000 17,241
   WEALTH EFFECTS LLC 105 *New 2023-12-31 17,199 $536,000 17,199
   Next Level Private LLC 75 *New 2024-03-31 15,871 $512,000 15,871
   Klingman & Associates LLC 134 *New 2023-12-31 14,013 $437,000 14,013
   TORONTO DOMINION BANK 841 *New 2023-12-31 12,735 $397,000 12,735
   CALAMOS ADVISORS LLC 490 *New 2023-12-31 11,975 $374,000 11,975
   Mount Yale Investment Advisors LLC 392 *New 2023-12-31 10,785 $336,000 10,785
   Kinloch Capital LLC 56 *New 2023-12-31 10,617 $331,000 10,617
   MADISON WEALTH MANAGEMENT 127 *New 2023-09-30 10,745 $324,000 10,745
   Marks Group Wealth Management Inc 253 *New 2023-12-31 10,161 $317,000 10,161
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 860 *New 2023-12-31 9,924 $310,000 9,924
   WEBSTERROGERS FINANCIAL ADVISORS LLC 59 *New 2023-12-31 9,461 $295,000 9,461
   USAdvisors Wealth Management LLC 103 *New 2023-12-31 9,379 $292,000 9,379
   TRANSATLANTIQUE PRIVATE WEALTH LLC 187 *New 2023-12-31 8,693 $271,000 8,693
   PFG Investments LLC 383 *New 2023-12-31 8,505 $265,000 8,505
   Ignite Planners LLC 234 *New 2024-03-31 8,046 $259,000 8,046
   WAYNE HUMMER INVESTMENTS L.L.C. 377 *New 2023-12-31 7,915 $247,000 7,915
   Vantage Financial Partners Ltd. Inc. 96 *New 2023-12-31 7,930 $247,000 7,930
   Archetype Wealth Partners LLC 95 *New 2023-12-31 7,701 $240,000 7,701
   PRIMORIS WEALTH ADVISORS LLC 77 *New 2023-12-31 7,671 $239,000 7,671
   LEDYARD NATIONAL BANK 195 *New 2023-12-31 7,645 $238,000 7,645
   EDGEMOOR CAPITAL MANAGEMENT INC 149 *New 2023-12-31 7,420 $231,000 7,420
   MOSELEY INVESTMENT MANAGEMENT INC 132 *New 2024-03-31 6,729 $217,000 6,729
   WILEY BROS.-AINTREE CAPITAL LLC 443 *New 2024-03-31 6,643 $214,000 6,643
   Schonfeld Strategic Advisors LLC 1430 *New 2023-12-31 6,794 $212,000 6,794
   VERUS CAPITAL PARTNERS LLC 304 *New 2023-12-31 6,622 $207,000 6,622
   Madison Park Capital Advisors LLC 65 *New 2024-03-31 6,371 $205,000 6,371
   TOWNSQUARE CAPITAL LLC 1059 *New 2023-12-31 6,553 $204,000 6,553
   GenTrust LLC 134 *New 2024-03-31 6,225 $201,000 6,225
   Waterloo Capital L.P. 357 *New 2023-12-31 6,452 $201,000 6,452
   ODell Group LLC 103 *New 2023-12-31 4,933 $154,000 4,933
   WELLINGTON SHIELDS & CO., LLC 239 *New 2023-12-31 3,260 $102,000 3,260
   CAPITAL MANAGEMENT ASSOCIATES /NY/ 71 *New 2023-12-31 2,148 $67,000 2,148
   WOODMONT INVESTMENT COUNSEL LLC 294 *New 2024-03-31 1,798 $58,000 1,798
   Future Financial Wealth Managment LLC 247 *New 2024-03-31 1,750 $56,000 1,750
   WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC 282 *New 2023-12-31 1,427 $45,000 1,427
   SHEETS SMITH & ASSOCIATES INC 402 *New 2023-09-30 1,100 $33,000 1,100
   Truvestments Capital LLC 446 *New 2023-12-31 600 $19,000 600
   GODSEY & GIBB ASSOCIATES 232 *New 2023-12-31 500 $16,000 500
   Core Wealth Advisors Inc. 153 *New 2023-12-31 467 $15,000 467
   FIRST UNITED BANK TRUST/ 323 *New 2023-12-31 450 $14,000 450
   Friedenthal Financial 198 *New 2023-12-31 244 $8,000 244
   Planned Solutions Inc. 445 *New 2023-12-31 210 $7,000 210
   Financial Perspectives Inc 486 *New 2024-03-31 232 $7,000 232
   TOWER RESEARCH CAPITAL LLC 5034 *New 2023-12-31 130 $4,000 130
   JNBA FINANCIAL ADVISORS 588 *New 2023-12-31 94 $3,000 94
   WOLVERINE ASSET MANAGEMENT LLC 912 *New 2023-12-31 100 $3,000 100
   Cedar Mountain Advisors LLC 274 *New 2024-03-31 52 $2,000 52
   HANSON INVESTMENT MANAGEMENT *New 2023-12-31 47 $1,000 47
   Dunhill Financial LLC 522 *New 2023-12-31 46 $1,000 46
   Cape Investment Advisory Inc. 1198 *New 2023-12-31 12 $0 12
  84 Records found
  1    
  Page 1 of 1
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