Skip to content
Disclosery

PFF ISHARES TR

Follow

COM (fund)

1,015 managers (1,027 13F filers) reported a position in PFF shares at 2025-03-31, 186,455,914 shares in all. 57 filers opened a position and 91 filers sold out during the quarter.

Managers
1,015
13F filers
1,027
New
57
Added
374
Reduced
424
Sold out
91
Shares held by filers
186,455,914

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…106,149$3.26M0.1%-5,04413F-HRTimelineGroup
Summit Financial, LLC105,848$3.25M0.09%+20413F-HRTimeline
Franklin Resourcesgroup of 2 filers holding105,457$3.24M0Timeline
Cresset Asset Management, LLC104,480$3.21M0.02%-11,69013F-HRTimeline
IBEX WEALTH ADVISORS103,927$3.19M0.42%-15,52013F-HRTimeline
Fragasso Financial Advisors Inc103,618$3.18M0.24%-16,92313F-HRTimeline
Grey Ledge Advisors, LLC102,853$3.16M0.83%-7413F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp102,506$3.15M0.01%-15,57213F-HRTimelineGroup
Bouvel Investment Partners, LLC94,776$3.15M1.18%-99413F-HRTimeline
CONGRESS ASSET MANAGEMENT CO101,956$3.13M0.02%-1,92813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…101,823$3.13M0.13%+1,25513F-HRTimelineGroup
Safe Harbor Fiduciary, LLC101,205$3.11M3.22%-55113F-HRTimeline
&PARTNERS100,685$3.11M0.03%-34013F-HRTimeline
Liberty Capital Management, Inc.100,122$3.08M0.68%-2,31813F-HRTimeline
Aprio Wealth Management, LLC98,493$3.03M0.38%+2,76813F-HRTimeline
Penn Mutual Asset Management97,300$2.99M5.74%013F-HRTimeline
Sterling Investment Advisors, Ltd.97,150$2.99M0.72%+5,53213F-HRTimeline
Crews Bank & Trust97,085$2.98M0.51%-6,53513F-HRTimeline
Coppell Advisory Solutions LLC26,683$2.95M0.41%+22,92113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp93,803$2.88M0.13%+5,10213F-HRTimelineGroup
Atlantic Edge Private Wealth Management…93,465$2.87M0.88%+22,03513F-HRTimeline
Aletheian Wealth Advisors LLC93,419$2.87M1.61%+7,27713F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…91,501$2.81M2.24%-9,36813F-HRTimelineGroup
MIdWestOne Financial Group, Inc.91,235$2.8M0.4%-27,77013F-HRTimeline
Palouse Capital Management, Inc.90,535$2.78M1.9%+4,16813F-HRTimeline
Crabel Capital Management, LLC90,230$2.77M2.99%+79,99113F-HRTimeline
Econ Financial Services Corp90,077$2.77M1.47%+1,76913F-HRTimeline
Emergent Wealth Advisors, LLC89,276$2.74M1.99%+33,17013F-HRTimeline
OneDigital Investment Advisors LLC89,168$2.74M0.03%-7,21513F-HRTimeline
ForthRight Wealth Management, LLC88,754$2.73M0.91%-8,04413F-HRTimeline
Victrix Investment Advisors89,311$2.7M1.42%new13F-HRTimeline
CWM, LLCin group CWM, LLC87,372$2.69M0.01%-9,65713F-HRTimelineGroup
Moran Wealth Management, LLC87,328$2.68M0.09%-32113F-HRTimeline
SOL Capital Management CO86,660$2.66M0.29%-9,57513F-HRTimeline
CENTAURUS FINANCIAL, INC.85,482$2.63M0.16%-21,00413F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV85,084$2.61M1.2%-65313F-HRTimeline
D L CARLSON INVESTMENT GROUP INC84,618$2.6M0.5%-94,53913F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC84,043$2.58M0.72%+2,77313F-HRTimeline
Sowa Financial Group, Inc.83,087$2.55M1.68%-18,01213F-HRTimeline
Allworth Financial LP84,481$2.55M0.01%-18,20413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC82,954$2.55M0.08%+4,12513F-HRTimelineGroup
Arkos Global Advisors82,565$2.54M0.37%+16,94913F-HRTimeline
Mutual Advisors, LLC82,901$2.51M0.07%+7,24313F-HRTimeline
TRUE Private Wealth Advisors81,373$2.5M0.3%-12,25713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…80,947$2.49M0.06%+2,23113F-HRTimelineGroup
INVICTUS PRIVATE WEALTH, LLC80,409$2.47M0.2%-2,44513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC80,352$2.47M0.25%+5,90413F-HRTimeline
SageView Advisory Group, LLC79,765$2.45M0.1%+1,25213F-HRTimeline
Great Diamond Partners, LLC79,474$2.44M0.67%+1,57813F-HRTimeline
Disciplined Investments, LLC79,303$2.44M1.12%-23413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.78,735$2.42M0.17%+4,28313F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…78,124$2.4M0.02%-20,28113F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV78,020$2.4M0.18%+1413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…77,953$2.4M0.21%+9,57713F-HRTimeline
Sharper & Granite LLC76,798$2.36M0.97%+15,83013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC76,630$2.35M1.41%-2,70013F-HRTimeline
DUNCKER STREETT & CO INC75,443$2.32M0.46%+10013F-HRTimeline
MGO ONE SEVEN LLC75,039$2.31M0.09%-2,64713F-HRTimeline
Ballentine Partners, LLC74,605$2.29M0.04%+60,28013F-HRTimeline
ROMAN BUTLER FULLERTON & CO77,448$2.27M0.88%-12,03113F-HRTimeline
Arkadios Wealth Advisors73,802$2.27M0.09%-3,86913F-HRTimeline
Tanager Wealth Management LLP73,413$2.26M0.29%new13F-HRTimeline
Atria Investments, Inc72,799$2.24M0.03%+3,88313F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC72,614$2.23M0.43%-98813F-HRTimeline
FOCUS Wealth Advisors, LLC71,885$2.21M1.22%+2,75113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC71,679$2.2M<0.01%+8,19413F-HRTimelineGroup
Guardian Wealth Advisors, LLC71,389$2.19M1.41%-7,67313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC70,797$2.18M0.1%-2,98513F-HRTimelineGroup
TD Asset Management Inc70,680$2.17M<0.01%013F-HRTimeline
Ariadne Wealth Management, LP71,776$2.17M1.13%013F-HRTimeline
IFP Advisors, Inc70,017$2.15M0.07%+6,64313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC69,664$2.14M<0.01%+1,30013F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…69,630$2.14M0.04%+12,67513F-HRTimelineGroup
FAGAN ASSOCIATES, INC.69,330$2.13M0.36%-43213F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC69,243$2.13M0.07%+9,05913F-HRTimelineGroup
Infinity Wealth Counsel, LLC69,079$2.12M2.29%-1,29013F-HRTimeline
WESBANCO BANK INC68,727$2.11M0.07%+99213F-HRTimeline
Cannon Wealth Management Services, LLC69,897$2.11M1.88%-5,86813F-HRTimeline
Destination Wealth Management67,007$2.06M0.06%-74513F-HRTimeline
Sound View Wealth Advisors Group, LLC66,725$2.05M0.17%-1,95413F-HRTimeline
HFG Advisors, Inc.66,368$2.04M1.74%+5,99113F-HRTimeline
SPC Financial, Inc.65,848$2.02M0.18%-70013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC65,777$2.02M0.17%-25,57913F-HRTimeline
TFG Advisers LLC65,569$2.01M0.73%+1,49013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…64,078$2M<0.01%-15,59313F-HR/ATimelineGroup
WEDBUSH SECURITIES INC64,731$1.99M0.07%+1,28913F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC64,418$1.98M1.1%-15,49913F-HRTimeline
WENDELL DAVID ASSOCIATES INC63,242$1.94M0.19%-2,53313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO62,992$1.94M<0.01%-15,81513F-HR/ATimelineGroup
Canandaigua National Trust Co of Florida62,570$1.92M1.69%-4,11313F-HRTimeline
OLD NATIONAL BANCORP /IN/62,112$1.91M0.05%-16,98013F-HRTimeline
Legacy Capital Wealth Partners, LLC61,218$1.88M0.46%-4,68013F-HRTimeline
Creegan & Nassoura Financial Group, LLC61,160$1.88M1.25%013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC61,033$1.88M0.07%-37913F-HRTimeline
Curi Capital, LLC60,212$1.85M0.05%+3,58313F-HRTimeline
Post Resch Tallon Group Inc.60,780$1.85M1.89%+6,26413F-HRTimeline
J.W. COLE ADVISORS, INC.59,931$1.84M0.06%+27,22113F-HRTimeline
Chicago Partners Investment Group LLC60,645$1.83M0.06%+2,40813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management59,081$1.82M0.06%+19013F-HRTimelineGroup
Farrell Financial LLC58,964$1.81M1.32%+97113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …58,898$1.81M0.05%+4,11813F-HRTimelineGroup
Dynamic Wealth Strategies, LLC58,818$1.81M1.5%+1,04713F-HRTimeline
Joseph P. Lucia & Associates, LLC58,740$1.81M0.82%-1,07313F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC58,271$1.79M0.38%+37013F-HRTimeline
Powell Investment Advisors, LLC57,363$1.76M0.87%+1,91013F-HRTimeline
Berkeley Capital Partners, LLC57,225$1.76M0.48%+29413F-HRTimeline
Integrated Wealth Concepts LLC56,866$1.75M0.02%-4,93413F-HRTimeline
Gladstone Institutional Advisory LLC56,740$1.74M0.08%-70313F-HRTimeline
Cadent Capital Advisors, LLC56,354$1.73M0.66%+36513F-HRTimeline
NorthCrest Asset Manangement, LLC55,923$1.72M0.05%new13F-HRTimeline
PINNACLE ASSOCIATES LTD55,774$1.71M0.03%+33,77313F-HRTimeline
Janney Capital Management LLC54,211$1.67M0.11%-3,63713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC52,975$1.67M0.13%013F-HRTimeline
Tudor Financial Inc.53,586$1.65M0.99%-1,93513F-HRTimeline
Bath Savings Trust Co52,858$1.62M0.17%-21213F-HRTimeline
BRIGHTON JONES LLC52,331$1.61M0.05%-5,80113F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.51,995$1.6M<0.01%-285,18613F-HRTimelineGroup
IFG Advisory, LLC51,909$1.6M0.09%-2,09713F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP51,015$1.57M0.31%-50013F-HR/ATimeline
Tempus Wealth Planning, LLC50,786$1.56M0.47%+35,78813F-HRTimeline
Somerset Trust Co50,689$1.56M0.55%+19613F-HRTimeline
Stokes Capital Advisors, LLC50,174$1.54M0.39%-13,81313F-HRTimeline
Carson Advisory Inc.49,950$1.53M1.03%+2,10013F-HRTimeline
Arcataur Capital Management LLC49,677$1.53M0.52%-2,11013F-HRTimeline
LANARK FINANCIAL, INC.49,667$1.53M0.13%+49,61713F-HRTimeline
Financial Insights, Inc.49,432$1.52M0.6%+3,63213F-HRTimeline
BALANCED WEALTH GROUP LLC49,423$1.52M0.73%-30713F-HRTimeline
Sheaff Brock Investment Advisors, LLC49,341$1.52M0.14%-50913F-HRTimeline
SHUFRO ROSE & CO LLC48,685$1.5M0.12%-2,10013F-HRTimeline
Aviance Capital Partners, LLC47,952$1.47M0.21%+2,86713F-HRTimeline
First National Trust Co47,644$1.46M0.06%-7,99813F-HRTimeline
CITY HOLDING CO47,649$1.46M0.21%-1,49613F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.47,550$1.46M0.79%+1,00013F-HRTimeline
Prospect Financial Services LLC47,420$1.46M0.81%-3,18913F-HRTimeline
Cordgrass Capital Advisors, LLC47,307$1.45M0.42%+1,23313F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC47,040$1.45M1.16%13F-HRTimeline
Stone Summit Wealth LLC47,015$1.44M0.49%+15,60513F-HRTimeline
Crescent Grove Advisors, LLC46,539$1.43M0.15%+1,70813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP46,223$1.42M0.11%+33113F-HRTimeline
Verity Asset Management, Inc.45,740$1.41M0.57%+22,96713F-HRTimeline
Etesian Wealth Advisors, Inc.45,644$1.4M0.6%-2,15613F-HRTimeline
FC Advisory LLC45,627$1.4M0.47%+2,14813F-HRTimeline
Advisory Services Network, LLC45,329$1.39M0.03%-6,44313F-HRTimeline
Pinnacle Wealth Management Advisory Gro…45,000$1.38M0.13%+35,73913F-HRTimeline
Northwest Bancshares, Inc.44,732$1.37M0.25%-3,37813F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC44,300$1.36M0.26%-1,22513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.44,091$1.35M0.1%-5,53913F-HRTimelineGroup
BRAVE ASSET MANAGEMENT INC44,024$1.35M0.43%-1,39013F-HRTimeline
Federation des caisses Desjardins du Qu…43,727$1.34M0.01%-38313F-HRTimeline
HARBOUR INVESTMENTS, INC.43,661$1.34M0.04%+2,30513F-HRTimeline
Kingsview Wealth Management, LLC43,643$1.34M0.03%-98513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC43,600$1.34M<0.01%new13F-HRTimeline
Grandview Asset Management LLC42,858$1.32M0.5%-5,55113F-HRTimeline
HCR Wealth Advisors42,815$1.32M0.17%+10513F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.42,691$1.31M0.66%-5,18613F-HRTimeline
Accel Wealth Management42,659$1.31M0.47%-93413F-HRTimeline
MMA ASSET MANAGEMENT LLC42,473$1.31M0.55%+3,18113F-HRTimeline
Prime Capital Investment Advisors, LLC42,062$1.29M0.02%+14,27613F-HRTimeline
HARBOR ADVISORY CORP /MA/41,873$1.29M0.43%-91813F-HRTimeline
SAX WEALTH ADVISORS, LLC41,792$1.28M0.09%-5,74813F-HRTimeline
Falcon Wealth Planning41,639$1.28M0.14%-30,73913F-HRTimeline
Montecito Bank & Trust41,516$1.28M0.23%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP41,495$1.28M<0.01%-9,25013F-HRTimelineGroup
Advisor Resource Council43,923$1.27M0.1%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC41,213$1.27M0.07%+12313F-HRTimeline
Trivium Point Advisory, LLC41,187$1.27M0.16%+4,32413F-HRTimeline
Snowden Capital Advisors LLC41,139$1.26M0.04%+1,96713F-HRTimeline
Ashton Thomas Private Wealth, LLC41,042$1.26M0.05%+1,94613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding39,820$1.25M-1,401Timeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …40,530$1.25M0.26%+3,72113F-HRTimeline
Prairiewood Capital, LLC40,435$1.24M0.51%-4,74013F-HRTimeline
Sierra Capital LLC40,412$1.24M0.15%-4,43013F-HRTimeline
Simplicity Wealth,LLC39,884$1.23M0.1%+2,10513F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC39,801$1.22M0.01%+2,09413F-HRTimelineGroup
PRIMORIS WEALTH ADVISORS, LLC39,746$1.22M0.95%-4,83513F-HRTimeline
PRIVATE TRUST CO NA39,545$1.22M0.13%-76713F-HRTimeline
AE Wealth Management LLC39,528$1.21M0.01%-32,15013F-HRTimeline
CMG Global Holdings, LLC40,153$1.21M0.79%-64513F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …39,296$1.21M0.42%-11,81013F-HRTimeline
TUDOR INVESTMENT CORP ET AL39,062$1.2M0.01%-26,25113F-HRTimeline
PFG Investments, LLC38,808$1.19M0.08%-7,38613F-HRTimeline
INVENIO WEALTH PARTNERS LLC38,730$1.19M0.5%-43213F-HRTimeline
Mathes Company, Inc.38,650$1.19M0.48%-1,50013F-HRTimeline
North Forty Two & Co.38,424$1.18M1.31%+1,00013F-HRTimeline
Rockingstone Advisors LLC38,327$1.18M0.53%-9,93013F-HRTimeline
Jacobi Capital Management LLC37,573$1.15M0.09%+11,84813F-HRTimeline
Wilmington Savings Fund Society, FSB37,424$1.15M0.02%-38413F-HRTimeline
Ipswich Investment Management Co., Inc.37,364$1.15M0.28%013F-HRTimeline
Mount Lucas Management LP37,173$1.14M0.54%-47,45313F-HRTimeline
Talon Private Wealth, LLC36,998$1.14M0.15%-17,75013F-HRTimeline
Financial Partners Group, Inc36,898$1.13M0.18%013F-HRTimeline
R.H. Investment Group, LLC36,450$1.12M1.08%013F-HRTimeline
CULBERTSON A N & CO INC36,430$1.12M0.18%-2,54013F-HRTimeline
Bank of Marin35,882$1.1M1.4%+4,30413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…35,847$1.1M0.08%+1113F-HRTimeline
Providence First Trust Co35,561$1.09M0.44%-3,40013F-HRTimeline
Focus Financial Network, Inc.35,202$1.08M0.04%-2,86113F-HRTimeline
American Capital Advisory, LLC35,100$1.08M0.58%-32413F-HRTimeline
SS&H Financial Advisors, Inc.34,900$1.07M0.4%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC34,724$1.07M0.13%+1,72913F-HRTimeline