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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
   BLACKROCK INC. 2200 - 2023-12-31 2,446,128 $76,295,000 -744,732
   COMMONWEALTH EQUITY SERVICES LLC. 177 - 2023-12-31 1,983,493 $61,865,000 -34,038
   Orgel Wealth Management LLC 19 - 2024-03-31 1,821,736 $58,715,000 -16,179
   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
   EDGE WEALTH MANAGEMENT LLC 1 - 2024-03-31 1,389,103 $44,771,000 -14,394
   FIFTH THIRD BANCORP 127 - 2023-12-31 1,329,524 $41,468,000 -305,056
   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
   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
   SUMITOMO MITSUI FINANCIAL GROUP INC. 22 - 2023-12-31 782,500 $24,406,000 -13,241
   WELCH & FORBES LLC 73 - 2023-12-31 688,799 $21,484,000 -46,323
   SP Asset Management LLC 14 - 2023-12-31 651,175 $20,310,000 -352,124
   Congress Wealth Management LLC / DE / 73 - 2024-03-31 612,575 $19,743,000 -44,273
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 240 - 2023-12-31 605,064 $18,872,000 -269,243
   BANK OF MONTREAL /CAN/ 754 - 2023-12-31 500,075 $15,682,000 -132,065
   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
   REBALANCE LLC 14 - 2023-12-31 433,453 $13,519,000 -38,370
   ADVISORS MANAGEMENT GROUP INC /ADV - 2023-12-31 423,164 $13,198,000 -2,805
   CITIGROUP INC 761 - 2023-12-31 405,734 $12,655,000 -197,715
   Northside Capital Management LLC 9 - 2024-03-31 354,284 $11,419,000 -53,055
   SYNOVUS FINANCIAL CORP 94 - 2023-12-31 352,610 $10,998,000 -102,398
   REGAL INVESTMENT ADVISORS, LLC 27 - 2023-12-31 327,351 $10,210,000 -123,138
   CAPTRUST FINANCIAL ADVISORS 371 - 2023-12-31 321,900 $10,040,000 -41,968
   Parkside Investments LLC 21 - 2024-03-31 307,967 $9,926,000 -3,061
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 114 - 2023-12-31 308,781 $9,631,000 -90,760
   COLLECTIVE FAMILY OFFICE LLC 4 - 2024-03-31 297,074 $9,575,000 -10,779
   Cetera Investment Advisers 251 - 2023-12-31 291,635 $9,096,000 -13,140
   GREENWOOD CAPITAL ASSOCIATES LLC 24 - 2023-12-31 280,431 $8,747,000 -761
   Crewe Advisors LLC 18 - 2023-12-31 272,904 $8,512,000 -95,101
   OSHER VAN DE VOORDE INVESTMENT MANAGEMENT 24 - 2024-03-31 253,900 $8,183,000 -35,050
   JAFFETILCHIN INVESTMENT PARTNERS LLC 31 - 2023-12-31 246,945 $7,702,000 -154,579
   Goss Wealth Management LLC 257 - 2023-12-31 240,024 $7,548,000 -13,395
   Full Sail Capital LLC 50 - 2023-12-31 233,793 $7,292,000 -7,637
   PNC FINANCIAL SERVICES GROUP INC 562 - 2023-12-31 230,160 $7,179,000 -22,656
   BURNS WEALTH MANAGEMENT, INC. 102 - 2023-12-31 229,137 $7,147,000 -62,068
   PEAPACK GLADSTONE FINANCIAL CORP 174 - 2023-12-31 225,398 $7,030,000 -6,795
   SPECTRUM ASSET MANAGEMENT INC 3 - 2023-12-31 222,784 $6,949,000 -245
   Moser Wealth Advisors LLC 6 - 2023-12-31 219,370 $6,842,000 -9,116
   ForthRight Wealth Management LLC - 2023-12-31 218,543 $6,816,000 -77,459
   Private Advisor Group LLC 345 - 2023-12-31 216,278 $6,747,000 -4,728
   FINANCIAL ADVISORY PARTNERS LLC 5 - 2024-03-31 209,100 $6,739,000 -4,308
   Moran Wealth Management LLC 138 - 2023-12-31 209,949 $6,548,000 -24,960
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 338 - 2023-12-31 204,600 $6,381,000 -911
   Dynamic Advisors Solutions LLC 132 - 2024-03-31 186,577 $6,013,000 -9,093
   Treynor Bancshares Inc. 9 - 2023-12-31 188,088 $5,866,000 -2,986
   CREATIVE PLANNING 529 - 2023-12-31 185,166 $5,775,000 -104,775
   AUTUS ASSET MANAGEMENT, LLC 41 - 2022-12-31 183,050 $5,589,000 -14,426
   CLARK CAPITAL MANAGEMENT GROUP INC 172 - 2023-12-31 175,669 $5,479,000 -8,460
   Fragasso Group Inc. 39 - 2024-03-31 166,159 $5,355,000 -12,949
   Procyon Private Wealth Partners LLC 60 - 2024-03-31 159,704 $5,147,000 -263,847
   Cypress Wealth Services LLC 21 - 2024-03-31 155,103 $4,999,000 -3,073
   BOS Asset Management LLC 4 - 2023-12-31 158,868 $4,955,000 -1,541
   PRUDENTIAL FINANCIAL INC 931 - 2023-12-31 158,812 $4,953,000 -3,132
   BDO Wealth Advisors LLC 34 - 2023-06-30 156,805 $4,850,000 -824
   Gerber Kawasaki Wealth & Investment Management 64 - 2023-12-31 155,423 $4,848,000 -16,849
   PROSPERA FINANCIAL SERVICES 151 - 2023-12-31 144,173 $4,497,000 -18,045
   Kades & Cheifetz LLC 11 - 2023-12-31 142,843 $4,455,000 -21,330
   Ratio Wealth Group 30 - 2023-12-31 140,000 $4,367,000 -29,592
   Peoples Bank/KS 3 - 2024-03-31 132,295 $4,262,000 -2,130
   OLD NATIONAL BANCORP /IN/ 162 - 2024-03-31 132,215 $4,261,000 -2,818
   FIERA SCEPTRE INC. 215 - 2023-12-31 135,209 $4,217,000 -15,147
   Parallel Advisors LLC 126 - 2023-12-31 134,333 $4,190,000 -12,075
   Curbstone Financial Management Corp 30 - 2024-03-31 129,350 $4,169,000 -150
   ADVISORY SERVICES NETWORK, LLC 226 - 2023-12-31 132,737 $4,140,000 -36,896
   WENDELL DAVID ASSOCIATES INC - 2023-12-31 131,162 $4,091,000 -2,404
   Shulman DeMeo Asset Management LLC 9 - 2024-03-31 125,555 $4,047,000 -992
   LIBERTY CAPITAL MANAGEMENT INC 34 - 2024-03-31 125,148 $4,034,000 -41,990
   THRIVENT FINANCIAL FOR LUTHERANS 900 - 2023-12-31 128,155 $3,996,000 -150,563
   NATIONAL ASSET MANAGEMENT, INC. 204 - 2023-12-31 127,841 $3,987,000 -15,052
   Stratos Wealth Partners LTD. 276 - 2024-03-31 122,868 $3,960,000 -1,067
   Geneos Wealth Management Inc. - 2023-12-31 124,882 $3,895,000 -19,861
   CYNOSURE MANAGEMENT LLC 34 - 2023-12-31 122,574 $3,823,000 -290
   BANK OF STOCKTON - 2023-12-31 120,576 $3,797,000 -3,079
   AMG NATIONAL TRUST BANK 125 - 2023-12-31 115,515 $3,603,000 -142,161
   Strategic Financial Group LLC - 2023-12-31 105,144 $3,279,000 -2,645
   Sterling Investment Advisors Ltd. 30 - 2023-12-31 104,138 $3,248,000 -8,766
   SCBT FINANCIAL CORP 86 - 2023-12-31 103,322 $3,223,000 -8,725
   Mutual Advisors LLC 181 - 2023-12-31 101,751 $3,174,000 -19,761
   KEN ROBERTS INVESTMENT MANAGEMENT INC 14 - 2023-12-31 100,345 $3,130,000 -4,259
   CONGRESS ASSET MANAGEMENT CO /MA 251 - 2024-03-31 95,738 $3,086,000 -2,625
   Beck Bode LLC 50 - 2023-12-31 94,322 $2,942,000 -4,135
   Cresset Asset Management LLC 437 - 2023-12-31 93,849 $2,927,000 -43,941
   ATRIA INVESTMENTS LLC 465 - 2023-12-31 91,762 $2,862,000 -64,878
   Bouvel Investment Partners LLC 33 - 2024-03-31 88,333 $2,847,000 -3,261
   CLEARBRIDGE ADVISORS LLC 604 - 2023-12-31 89,782 $2,800,000 -21,400
   PUTNAM FL INVESTMENT MANAGEMENT CO 186 - 2023-12-31 89,705 $2,798,000 -27,480
   AE Wealth Management LLC 787 - 2023-12-31 86,969 $2,782,000 -122,502
   DUMONT & BLAKE INVESTMENT ADVISORS LLC 27 - 2024-03-31 86,303 $2,782,000 -162
   Tempus Wealth Planning LLC 16 - 2024-03-31 86,135 $2,776,000 -671
   Norway Savings Bank 28 - 2024-03-31 84,672 $2,729,000 -1,871
   Howard Wealth Management LLC 10 - 2023-12-31 87,401 $2,726,000 -15,765
   CLS INVESTMENT FIRM LLC 373 - 2022-12-31 87,897 $2,684,000 -7,632
   CWM LLC 547 - 2024-03-31 83,022 $2,676,000 -23,043
   Guardian Wealth Advisors LLC 12 - 2023-12-31 84,422 $2,633,000 -3,845
   WHITTIER TRUST CO 247 - 2023-12-31 82,558 $2,574,000 -4,357
  100 Records found
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