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Disclosery

PFF ISHARES TR

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COM (fund)

1,054 managers (1,068 13F filers) reported a position in PFF shares at 2024-12-31, 187,812,416 shares in all. 62 filers opened a position and 69 filers sold out during the quarter.

Managers
1,054
13F filers
1,068
New
62
Added
386
Reduced
395
Sold out
69
Shares held by filers
187,812,416

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Financial Partners Group, Inc36,898$1.16M0.17%013F-HRTimeline
Trivium Point Advisory, LLC36,863$1.16M0.15%+16,75313F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …36,809$1.16M0.25%+7,54213F-HRTimeline
CHATHAM CAPITAL GROUP, INC.36,577$1.15M0.19%-5,64013F-HRTimeline
Wealthspire Advisors, LLC36,460$1.15M0.01%-71613F-HRTimeline
R.H. Investment Group, LLC36,450$1.15M1.08%13F-HRTimeline
United Community Bankin group United Community Bank35,853$1.13M0.44%013F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…35,836$1.13M0.08%+1,97013F-HRTimeline
MONTAG A & ASSOCIATES INC35,807$1.13M0.05%+3,46113F-HRTimeline
SeaCrest Wealth Management, LLC35,795$1.13M0.12%-3,38013F-HRTimeline
American Capital Advisory, LLC35,424$1.11M0.62%-58513F-HRTimeline
King Wealth Management Group35,389$1.11M0.16%-48913F-HRTimeline
CALTON & ASSOCIATES, INC.35,145$1.1M0.49%+7,12313F-HRTimeline
SS&H Financial Advisors, Inc.34,900$1.1M0.4%+1,00013F-HRTimeline
CHESAPEAKE CAPITAL CORP /IL/34,716$1.09M1.11%-15813F-HRTimeline
CHOREO, LLC34,542$1.09M0.02%+16,43313F-HRTimeline
Strategic Financial Concepts, LLC34,467$1.08M0.21%+1,13013F-HR/ATimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA34,400$1.08M<0.01%013F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…33,802$1.08M0.06%+41413F-HRTimeline
Realta Investment Advisors33,659$1.08M0.44%-6,42913F-HRTimeline
FAS Wealth Partners, Inc.34,136$1.07M0.09%-10,14113F-HRTimeline
Orcam Financial Group33,944$1.07M1.03%+7213F-HRTimeline
Prairie Wealth Advisors, Inc.33,855$1.06M0.51%+16513F-HRTimeline
MMBG INVESTMENT ADVISORS CO.33,755$1.06M0.11%013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.33,342$1.05M0.97%13F-HRTimeline
New England Private Wealth Advisors LLC33,142$1.04M0.17%+20413F-HRTimeline
Telos Capital Management, Inc.33,022$1.04M0.11%-11,55713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC32,995$1.04M0.13%+2,79713F-HRTimeline
Lionsbridge Wealth Management LLC32,872$1.03M0.87%-1,54513F-HRTimeline
FINANCIAL COUNSELORS INC32,744$1.03M0.02%+7,46913F-HRTimeline
J.W. COLE ADVISORS, INC.32,710$1.03M0.04%-1,40913F-HRTimeline
Objective Capital Management, LLC32,689$1.03M0.69%+5,09113F-HRTimeline
Crestwood Advisors Group, LLC32,543$1.02M0.02%+77213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.32,522$1.02M0.06%+14,40113F-HR/ATimelineGroup
Freedom Investment Management, Inc.32,512$1.02M0.08%-1,56813F-HRTimeline
WHITTIER TRUST CO32,254$1.01M0.01%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …32,613$1.01M0.08%-6,96013F-HRTimelineGroup
ROMANO BROTHERS AND COMPANY32,055$1.01M0.13%-19013F-HRTimeline
Northstar Advisory Group, LLC31,961$1M0.51%-6613F-HRTimeline
PFG Advisors31,746$998K0.06%-41613F-HRTimeline
Bank of Marin31,578$993K0.79%-23013F-HRTimeline
GWN SECURITIES INC.30,869$989K0.26%13F-HRTimeline
Beck Bode, LLC31,439$988K0.18%-14,80813F-HRTimeline
Stone Summit Wealth LLC31,410$988K0.33%-3,65513F-HRTimeline
Busey Bank31,389$987K0.03%-1,16013F-HRTimeline
WealthTrust Asset Management, LLC31,370$986K0.71%+1,27213F-HRTimeline
BCWM, LLC31,240$982K0.35%13F-HRTimeline
Haverford Trust Co31,098$978K0.01%013F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC31,000$975K0.13%new13F-HRTimeline
BLAIR WILLIAM & CO/IL30,830$969K<0.01%-7,82613F-HRTimeline
Brick & Kyle, Associates30,806$969K0.41%-20213F-HRTimeline
Rosenberg Matthew Hamilton30,809$969K0.25%+3,66013F-HRTimeline
Sigma Planning Corp30,801$968K0.03%-1,34313F-HRTimeline
Camarda Financial Advisors, LLC30,713$966K0.36%+2,10013F-HRTimeline
Global Trust Asset Management, LLC30,378$955K0.36%-7,64213F-HRTimeline
Guidance Point Advisors, LLC30,157$948K0.27%+1,21713F-HRTimeline
McAdam, LLC29,979$943K0.05%-84613F-HRTimeline
Wharton Business Group, LLC29,895$940K0.04%013F-HRTimeline
Perigon Wealth Management, LLC29,586$937K0.02%-2,40413F-HRTimeline
Blue Trust, Inc.29,672$933K0.01%+2,31013F-HR/ATimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK29,450$926K0.03%013F-HRTimelineGroup
AMES NATIONAL CORPin group AMES NATIONAL CORP29,412$925K0.62%13F-HRTimelineGroup
Caldwell Trust Co29,241$919K0.1%-73513F-HRTimeline
Annex Advisory Services, LLC29,201$918K0.03%-4,86313F-HRTimeline
Cherry Tree Wealth Management, LLC28,789$905K0.22%+61413F-HRTimeline
RW Investment Management LLC28,777$905K0.11%013F-HRTimeline
Portfolio Design Labs, LLC28,436$894K0.18%new13F-HRTimeline
Prime Capital Investment Advisors, LLC27,786$874K0.01%-4,84713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC27,640$869K<0.01%-5013F-HRTimelineGroup
Integris Wealth Management, LLC27,584$867K0.24%+1,23513F-HRTimeline
William Howard & Co Financial Advisors …27,500$865K0.78%+34013F-HRTimeline
Investment Planning Advisors, Inc.27,469$864K0.38%+78813F-HRTimeline
LongView Wealth Management27,394$861K0.26%-1,34113F-HRTimeline
Investment Advisory Group, LLC27,349$860K0.29%-41713F-HRTimeline
AIRE ADVISORS, LLC27,270$857K0.18%-21013F-HRTimeline
AM INVESTMENT STRATEGIES LLC26,991$849K0.21%+18313F-HRTimeline
Bellecapital International Ltd.27,000$849K0.15%new13F-HRTimeline
North Star Investment Management Corp.26,949$847K0.06%+7,88913F-HRTimeline
PATTEN & PATTEN INC/TN26,642$838K0.06%-9,07513F-HRTimeline
Moors & Cabot, Inc.26,613$837K0.04%-1,67513F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC26,738$831K0.08%-1,13613F-HRTimelineGroup
Willis Johnson & Associates, Inc.26,347$828K0.06%+9413F-HRTimeline
TWO SIGMA SECURITIES, LLC26,298$827K0.15%+3,34413F-HRTimeline
Old North State Trust, LLC26,177$823K0.52%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO26,163$823K0.02%+5,97313F-HRTimeline
Western Wealth Management, LLC26,002$818K0.05%-26,09713F-HR/ATimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG26,000$817K0.01%013F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC25,845$813K0.03%-4,07313F-HRTimeline
Jacobi Capital Management LLC25,725$809K0.06%+1,13513F-HRTimeline
Parkside Financial Bank & Trust25,703$808K0.11%+6713F-HRTimeline
Valtrion Capital Management, LLC25,668$807K1.06%13F-HRTimeline
Capital Investment Advisors, LLC25,538$803K0.02%+1,29313F-HRTimeline
Texas Yale Capital Corp.25,396$798K0.03%-38513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC25,192$792K0.14%+1,04913F-HRTimeline
Proficio Capital Partners LLC25,150$791K0.06%-1,58013F-HR/ATimeline
Texas Bank & Trust Co25,008$787K0.32%13F-HRTimeline
Bowie Capital Management, LLC25,000$786K0.04%013F-HRTimeline
Kovack Advisors, Inc.24,679$776K0.08%+50413F-HRTimeline
CGN Advisors LLC24,618$774K0.08%+1,14913F-HRTimeline
Clientfirst Wealth Management, LLC24,594$773K0.78%13F-HRTimeline
SAGE RHINO CAPITAL LLC23,870$750K0.16%-2,71813F-HRTimeline
Strategic Financial Partners, Ltd.23,623$743K0.38%-4013F-HRTimeline
Sowell Financial Services LLC23,284$732K0.04%-7013F-HRTimeline
Capital Advisors, Ltd. LLC23,190$729K0.09%-6913F-HRTimeline
Red Spruce Capital, LLC23,156$728K0.32%-19213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp23,101$726K<0.01%-91,95013F-HRTimelineGroup
Farther Finance Advisors, LLC22,971$722K0.03%-5,00313F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC22,916$720K0.06%-56513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC22,895$720K0.05%-62,52113F-HRTimeline
PRIVATE CLIENT SERVICES, LLC22,874$719K0.39%+1,55413F-HRTimeline
Clarity Capital Partners LLC22,838$718K0.37%+1,74513F-HRTimeline
Verity Asset Management, Inc.22,773$716K0.4%-22,80113F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH22,656$712K0.2%-4013F-HRTimeline
Traynor Capital Management, Inc.22,495$707K0.05%-1,65613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC22,468$706K0.03%new13F-HRTimeline
Sincerus Advisory, LLC22,462$706K0.76%13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD22,300$701K<0.01%013F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.22,252$700K0.05%+4,32313F-HRTimelineGroup
Summit Wealth Partners, LLC22,244$699K0.14%-10213F-HRTimeline
Belpointe Asset Management LLC21,445$694K0.04%-14513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…22,043$693K0.1%-5,88313F-HRTimeline
PINNACLE ASSOCIATES LTD22,001$692K0.01%+2113F-HRTimeline
Advisors Asset Management, Inc.21,921$689K0.01%+2,99713F-HR/ATimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV21,915$689K0.24%013F-HRTimeline
Alpha Omega Wealth Management LLC21,849$687K0.13%+36313F-HRTimeline
SONATA CAPITAL GROUP INC21,710$683K0.28%+4713F-HRTimeline
Richwood Investment Advisors, LLC21,701$682K0.57%-45513F-HRTimeline
HUB Investment Partners, LLC21,600$679K0.03%-4,69613F-HRTimeline
City State Bank21,465$675K0.24%-30013F-HRTimeline
Beacon Pointe Advisors, LLC21,423$674K0.01%-5,49413F-HRTimeline
Essential Planning, LLC.20,605$673K<0.01%new13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.21,184$666K0.01%+3,47113F-HR/ATimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC21,175$666K0.05%+6,82513F-HRTimeline
DOVER ADVISORS, LLC21,021$661K0.38%-97013F-HRTimeline
Asset Allocation & Management Company, …21,000$660K0.36%013F-HRTimeline
STABLEFORD CAPITAL II LLC20,955$659K0.26%-2613F-HRTimeline
Integrated Advisors Network LLC20,748$652K0.03%-8413F-HRTimeline
Carr Financial Group Corp20,621$648K0.2%+5,75113F-HRTimeline
STALEY CAPITAL ADVISERS INC20,500$645K0.03%013F-HRTimeline
BARD ASSOCIATES INC20,393$641K0.22%+7,66013F-HRTimeline
Everstar Asset Management, LLC20,355$640K0.45%-55013F-HRTimeline
Lineweaver Wealth Advisors, LLC20,293$638K0.12%-2,14913F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC19,774$637K0.05%new13F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC20,261$637K0.02%+5,64113F-HRTimeline
Ethos Financial Group, LLC20,272$637K0.08%+4,70013F-HRTimeline
Whitener Capital Management, Inc.20,107$632K0.18%+2,78013F-HRTimeline
Palogic Value Management, L.P.20,040$630K0.25%013F-HR/ATimeline
W.G. Shaheen & Associates DBA Whitney &…20,025$630K0.07%-1,85013F-HRTimeline
Petix & Botte Co19,964$628K0.17%-7,01113F-HRTimeline
BEACON FINANCIAL GROUP19,867$625K0.07%-79013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.19,812$623K0.42%+513F-HRTimeline
Haven Private, LLC19,800$623K0.35%13F-HRTimeline
CARRET ASSET MANAGEMENT, LLC19,717$620K0.07%-3,17713F-HRTimeline
IHT Wealth Management, LLC19,649$618K0.02%-36613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp19,644$618K0.04%+12613F-HRTimelineGroup
Penobscot Investment Management Company…19,533$614K0.06%-4,70013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …19,412$610K0.01%013F-HRTimelineGroup
O'ROURKE & COMPANY, Inc19,347$608K0.3%+70213F-HRTimeline
Christensen, King & Associates Investme…19,252$606K0.28%+22813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…19,134$602K0.02%013F-HRTimelineGroup
DELTA CAPITAL MANAGEMENT LLC19,090$600K0.34%-2,43013F-HRTimeline
Capital Asset Advisory Services LLC18,593$596K0.03%-90913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…18,908$594K0.17%013F-HRTimeline
Raab & Moskowitz Asset Management LLC18,900$594K0.15%-1,23713F-HRTimeline
MONECO ADVISORS, LLC18,773$590K0.06%-1,78613F-HR/ATimeline
City Center Advisors, LLC18,753$590K0.66%+4,40613F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …18,700$588K<0.01%+14,10013F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC18,593$585K0.01%-7,40713F-HRTimeline
Avior Wealth Management, LLC18,433$580K0.02%+10,94113F-HRTimeline
Lindbrook Capital, LLC18,406$579K0.05%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC18,401$579K0.01%-4,51913F-HRTimeline
MSH Capital Advisors LLC18,389$578K0.18%-1,52013F-HRTimeline
VERITY Wealth Advisors18,378$578K0.42%013F-HRTimeline
Cornerstone Capital, Inc.18,254$574K0.06%013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC18,228$573K0.4%+6,73313F-HRTimeline
Brightwater Advisory LLC18,042$567K0.44%+2,39013F-HRTimeline
CARDIFF PARK ADVISORS, LLC17,849$561K0.05%+36413F-HRTimeline
FIRST MANHATTAN CO. LLC.17,745$558K<0.01%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC17,855$552K<0.01%+22613F-HRTimelineGroup
TRANSATLANTIQUE PRIVATE WEALTH LLC17,471$549K0.21%+1,30513F-HR/ATimeline
World Investment Advisors17,436$548K0.02%+7,40913F-HRTimeline
EHRLICH FINANCIAL GROUP17,343$545K0.39%+5,76313F-HRTimeline
Strategic Wealth Partners, Ltd.17,130$543K0.04%-1,94913F-HRTimeline
Sage Capital Management, LLC17,255$543K0.27%-8,82413F-HRTimeline
KG Capital Management17,195$541K0.17%+73013F-HRTimeline
Mezzasalma Advisors, LLC17,182$540K0.17%new13F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC17,076$537K0.04%013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC17,021$535K0.04%013F-HRTimeline
Barry Investment Advisors, LLC16,992$534K0.17%-75313F-HRTimeline
Invst, LLC16,828$529K0.06%-2,16713F-HRTimeline
VIAWEALTH, LLC16,790$528K0.32%-31713F-HRTimeline
Cyndeo Wealth Partners, LLC16,765$527K0.04%-12513F-HRTimeline
Westshore Wealth, LLC16,703$525K0.21%-1,87713F-HRTimeline
Valmark Advisers, Inc.16,691$525K0.01%-2,44813F-HRTimeline
Park Edge Advisors, LLC16,638$523K0.15%+2,70313F-HRTimeline
Lane & Associates LLC16,310$519K0.27%-1,54613F-HRTimeline
EP Wealth Advisors, LLC16,381$515K<0.01%+2,91813F-HRTimeline
BURNEY CO/16,127$507K0.02%-35413F-HRTimeline
Bragg Financial Advisors, Inc16,100$506K0.02%+5,10013F-HRTimeline
Arax Advisory Partners16,005$503K0.03%+60913F-HRTimeline