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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
   COUNTRY TRUST BANK 69 - 2024-03-31 568,984 $18,338,000 0
   FUKOKU MUTUAL LIFE INSURANCE CO 29 - 2023-12-31 567,500 $17,700,000 0
   CONNING ASSET MANAGEMENT CO. 75 - 2023-12-31 390,500 $12,180,000 0
   Sowa Financial Group Inc. 5 - 2024-03-31 255,614 $7,973,000 0
   QUEST INVESTMENT MANAGEMENT INC/OR 39 - 2023-12-31 177,528 $5,537,000 0
   SCHRODER INVESTMENT MANAGEMENT GROUP 747 - 2023-12-31 141,461 $4,412,000 0
   Michelson Medical Research Foundation Inc. 20 - 2023-12-31 81,970 $2,557,000 0
   FIRST NATIONAL CORP /MA/ /ADV 49 - 2024-03-31 59,282 $1,849,000 0
   Brave Asset Management Inc 25 - 2023-12-31 45,414 $1,416,000 0
   Bowie Capital Management LLC 29 - 2023-12-31 39,000 $1,216,000 0
   BANK OF NOVA SCOTIA / 733 - 2023-12-31 37,025 $1,154,000 0
   ARMSTRONG ADVISORY GROUP INC 49 - 2024-03-31 35,425 $1,105,000 0
   MMBG INVESTMENT ADVISORS CO. 81 - 2023-12-31 33,755 $1,053,000 0
   MONOGRAPH WEALTH ADVISORS LLC 40 - 2023-12-31 32,556 $1,015,000 0
   AlphaQ Advisors LLC 39 - 2023-12-31 31,790 $992,000 0
   HAVERFORD TRUST CO 223 - 2023-12-31 28,623 $893,000 0
   ZEKE CAPITAL ADVISORS, LLC 166 - 2022-12-31 27,322 $834,000 0
   LBMC INVESTMENT ADVISORS, LLC 83 - 2024-03-31 23,481 $757,000 0
   City State Bank 73 - 2024-03-31 22,415 $722,000 0
   DELTA CAPITAL MANAGEMENT LLC 51 - 2024-03-31 22,350 $720,000 0
   KEATING WEALTH MANAGEMENT LLC 21 - 2024-03-31 21,941 $707,000 0
   SAWGRASS ASSET MANAGEMENT LLC 119 - 2023-12-31 21,716 $677,000 0
   Asset Allocation & Management Company LLC 29 - 2024-03-31 21,000 $677,000 0
   CUMBERLAND ADVISORS INC 44 - 2024-03-31 20,340 $656,000 0
   Palogic Value Management L.P. 97 - 2023-12-31 19,400 $605,000 0
   HARVEST VOLATILITY MANAGEMENT LLC 5 - 2023-12-31 19,330 $603,000 0
   NOTTINGHAM ADVISORS INC 82 - 2023-12-31 17,697 $552,000 0
   Ronald Blue Trust Inc. 228 - 2023-12-31 18,220 $549,000 0
   BAKER TILLY FINANCIAL LLC 269 - 2023-12-31 16,445 $513,000 0
   Evolution Wealth Advisors LLC 84 - 2024-03-31 14,354 $463,000 0
   VAN STRUM & TOWNE INC 66 - 2023-12-31 14,525 $453,000 0
   Independent Family Office LLC 46 - 2023-12-31 14,349 $448,000 0
   E&G Advisors LP 124 - 2024-03-31 13,834 $446,000 0
   HARBOR INVESTMENT ADVISORY LLC 240 - 2024-03-31 13,587 $438,000 0
   MKT Advisors LLC 73 - 2024-03-31 13,300 $419,000 0
   PRUDENTIAL CORP PLC 803 - 2023-12-31 13,300 $415,000 0
   SOMERSET GROUP LLC 48 - 2023-12-31 12,650 $395,000 0
   EHRLICH FINANCIAL GROUP 67 - 2024-03-31 11,811 $381,000 0
   Core Wealth Partners LLC 73 - 2024-03-31 11,824 $381,000 0
   Levy Wealth Management Group LLC 68 - 2024-03-31 12,116 $378,000 0
   GAMBLE JONES MORPHY & BENT 165 - 2022-12-31 11,675 $356,000 0
   Chemistry Wealth Management LLC 126 - 2024-03-31 10,800 $348,000 0
   BRAGG FINANCIAL ADVISORS INC 265 - 2023-12-31 11,000 $343,000 0
   CULLEN FROST BANKERS INC 419 - 2023-12-31 10,600 $331,000 0
   Insight Wealth Partners LLC 62 - 2023-12-31 10,386 $324,000 0
   Merrion Investment Management Co LLC 78 - 2024-03-31 10,000 $322,000 0
   STERNECK CAPITAL MANAGEMENT, LLC 71 - 2023-12-31 9,820 $306,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 158 - 2023-06-30 9,795 $303,000 0
   Terrapin Asset Management LLC 30 - 2023-09-30 10,000 $302,000 0
   GenWealth Group Inc. 54 - 2024-03-31 9,342 $301,000 0
   Winthrop Advisory Group LLC 114 - 2024-03-31 9,295 $300,000 0
   Collaborative Wealth Managment Inc. 122 - 2023-12-31 9,271 $289,000 0
   Quantum Financial Advisors LLC 81 - 2023-12-31 9,006 $281,000 0
   Laurel Wealth Advisors LLC 150 - 2023-12-31 8,585 $268,000 0
   OPTIMUM INVESTMENT ADVISORS 166 - 2024-03-31 8,000 $258,000 0
   MCDONALD PARTNERS LLC 214 - 2024-03-31 7,935 $256,000 0
   C2C Wealth Management LLC 95 - 2023-12-31 7,915 $248,000 0
   Claybrook Capital LLC 119 - 2023-09-30 8,197 $247,000 0
   DLK Investment Management LLC 72 - 2024-03-31 7,500 $242,000 0
   Lindbrook Capital LLC 311 - 2023-12-31 7,728 $241,000 0
   LATEEF MANAGEMENT ASSOCIATES/CA 47 - 2024-03-31 7,115 $229,000 0
   Keudell/Morrison Wealth Management 178 - 2023-12-31 7,093 $221,000 0
   Prudent Man Advisors LLC 163 - 2023-12-31 7,023 $219,000 0
   Stonegate Investment Group LLC - 2023-12-31 6,874 $214,000 0
   REIK & CO. LLC - 2023-12-31 6,850 $214,000 0
   Verdence Capital Advisors LLC 540 - 2023-12-31 6,798 $212,000 0
   GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 90 - 2023-12-31 6,000 $187,000 0
   Burleson & Company LLC 125 - 2022-12-31 5,628 $172,000 0
   BerganKDV Wealth Management LLC 246 - 2023-06-30 5,070 $157,000 0
   JTC Employer Solutions Trusteee Ltd 163 - 2024-03-31 4,600 $149,000 0
   Financial Gravity Wealth Inc. 294 - 2023-12-31 4,936 $140,000 0
   Oakworth Capital Inc. 260 - 2023-12-31 2,856 $89,000 0
   EMFO LLC 133 - 2023-12-31 2,550 $80,000 0
   Moisand Fitzgerald Tamayo LLC 148 - 2024-03-31 2,430 $78,000 0
   Activest Wealth Management 68 - 2023-12-31 2,482 $77,000 0
   PrairieView Partners LLC - 2023-12-31 2,389 $75,000 0
   Spotlight Asset Group Inc. 113 - 2023-12-31 2,500 $75,000 0
   HAZLETT BURT & WATSON INC. - 2023-12-31 1,862 $59,000 0
   Nalls Sherbakoff Group LLC 158 - 2023-12-31 1,750 $55,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 409 - 2024-03-31 1,500 $48,000 0
   PROFFITT & GOODSON INC - 2023-12-31 1,521 $47,000 0
   HOWE & RUSLING INC 283 - 2023-12-31 1,502 $47,000 0
   SYNTAX RESEARCH INC. 90 - 2023-12-31 1,458 $45,000 0
   JDM Financial Group LLC 70 - 2023-12-31 1,405 $44,000 0
   CAMBRIDGE TRUST CO 433 - 2023-12-31 1,375 $43,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 228 - 2023-12-31 1,358 $42,000 0
   Trifecta Capital Advisors LLC 144 - 2024-03-31 1,310 $42,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 497 - 2022-12-31 1,240 $38,000 0
   Sanctuary Wealth Management L.L.C. 95 - 2023-12-31 1,230 $38,000 0
   Bradley & Co. Private Wealth Management LLC 69 - 2023-12-31 1,143 $36,000 0
   ISLAY CAPITAL MANAGEMENT LLC 150 - 2023-12-31 1,000 $31,000 0
   Beacon Capital Management LLC 311 - 2023-12-31 1,009 $30,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 335 - 2023-12-31 962 $30,000 0
   McIlrath & Eck LLC 334 - 2023-12-31 970 $30,000 0
   Salomon & Ludwin LLC 367 - 2023-12-31 969 $29,000 0
   CGC Financial Services LLC 142 - 2023-12-31 911 $28,000 0
   Sutton Wealth Advisors Inc. 302 - 2023-09-30 922 $28,000 0
   SIGNATUREFD, LLC 1756 - 2023-12-31 900 $28,000 0
   HORRELL CAPITAL MANAGEMENT INC 140 - 2023-12-31 500 $27,000 0
   Beaird Harris Wealth Management LLC 242 - 2023-12-31 845 $26,000 0
  100 Records found
  1    
  Page 1 of 1
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