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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
Ausdal Financial Partners, Inc.8,439$265K0.02%new13F-HRTimeline
Key Financial Inc8,360$263K0.06%-22,87113F-HRTimeline
Dorsey & Whitney Trust CO LLC8,344$262K0.01%-2,10713F-HRTimeline
Savvy Advisors, Inc.8,323$262K0.03%new13F-HRTimeline
Castleview Partners, LLC8,119$258K0.14%-78513F-HR/ATimeline
Round Rock Advisors LLC8,145$256K0.05%new13F-HRTimeline
HF Advisory Group, LLC8,076$254K0.12%-50813F-HRTimeline
PUREfi Wealth, LLC7,941$250K0.24%13F-HRTimeline
MCDONALD PARTNERS LLC7,935$249K0.06%013F-HRTimeline
WEALTH EFFECTS LLC7,932$249K0.09%+28613F-HRTimeline
Tyche Wealth Partners LLC7,932$249K0.05%-31613F-HRTimeline
C2C Wealth Management, LLC7,915$249K0.23%013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC7,911$249K0.23%+86213F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding7,861$247K+27Timeline
TPG Advisors LLC7,825$246K0.19%-3,40913F-HRTimeline
Axis Wealth Partners, LLC7,683$242K0.2%13F-HRTimeline
RMR Wealth Builders7,683$242K0.02%-46913F-HR/ATimeline
Greenwich Wealth Management LLC7,604$239K0.02%-26713F-HRTimeline
OPTIMUM INVESTMENT ADVISORS7,600$239K0.11%-40013F-HRTimeline
New Insight Wealth Advisors7,556$238K0.12%-80013F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP7,533$237K0.03%+56013F-HRTimeline
Breed's Hill Capital LLC7,522$236K0.12%new13F-HRTimeline
WealthShield Partners, LLC7,515$236K0.03%-3713F-HRTimeline
Oxbow Advisors, LLC7,505$236K0.03%013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC7,504$236K0.03%-1,82713F-HRTimeline
Olde Wealth Management, LLC7,502$235K0.08%013F-HRTimeline
Clear Creek Financial Management, LLC7,468$235K0.03%-3,01613F-HRTimeline
INVESTMENT HOUSE LLC7,448$234K0.01%013F-HRTimeline
Insight Wealth Partners, LLC7,440$234K0.15%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT7,431$234K0.01%-49013F-HRTimeline
Meridian Wealth Management, LLC7,403$233K0.01%+91713F-HRTimeline
Millennium Capital Advisors, LLC7,400$233K0.16%+9513F-HRTimeline
Prudent Man Advisors, LLC7,320$230K0.08%013F-HRTimeline
WEBSTER BANK, N. A.7,302$230K0.02%+93513F-HRTimeline
Laurel Wealth Advisors LLC7,285$229K0.04%013F-HRTimeline
Clare Market Investments LLC7,278$229K0.05%+77813F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT7,244$228K0.02%013F-HRTimeline
Pinnacle Financial Group, LLC / IL7,221$227K0.09%013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp7,193$226K0.03%-1,91713F-HRTimelineGroup
Williams Jones Wealth Management, LLC.7,152$225K<0.01%new13F-HRTimeline
WealthBridge Capital Management, LLC7,147$225K0.06%+1013F-HRTimeline
PKS Advisory Services, LLC12,195$224K0.06%13F-HRTimeline
TRAN CAPITAL MANAGEMENT, L.P.7,115$224K0.03%013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding7,032$221K+855Timeline
SCOTIA CAPITAL INC.7,007$220K<0.01%+46213F-HRTimeline
FSC Wealth Advisors, LLC6,998$220K0.14%+67013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.6,980$219K0.1%+8313F-HRTimeline
SANDERS MORRIS HARRIS LLC7,017$219K0.03%013F-HRTimeline
Archer Investment Corp6,914$217K0.06%+313F-HRTimeline
Keystone Financial Group6,892$217K0.02%-2,01613F-HRTimeline
Jackson Hole Capital Partners, LLC6,884$216K0.04%+1,10013F-HRTimeline
Stonegate Investment Group, LLC6,874$216K0.01%013F-HRTimeline
Verdence Capital Advisors LLC6,855$216K0.02%013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC6,833$215K0.08%+713F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC6,822$214K0.08%-2,45513F-HRTimeline
AdvisorNet Financial, Inc6,793$214K0.02%+70513F-HRTimeline
Next Level Private LLC6,791$213K0.09%+13913F-HRTimeline
McHugh Group, LLC6,775$213K0.16%13F-HRTimeline
CWA Asset Management Group, LLC6,757$212K0.01%+55413F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.6,694$210K0.03%new13F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC6,695$210K0.06%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…6,640$209K0.01%+56513F-HRTimelineGroup
WOLVERINE TRADING, LLC6,644$209K<0.01%new13F-HRTimeline
EVOKE WEALTH, LLC6,630$208K0.01%-11,39713F-HRTimeline
Wealth Management Associates, Inc.6,583$207K0.09%+30013F-HRTimeline
WealthPLAN Partners, LLC6,542$206K0.03%-4,36913F-HRTimeline
Mokosak Advisory Group, LLC6,530$205K0.06%+13413F-HRTimeline
Samalin Investment Counsel, LLC6,500$204K0.09%+13213F-HRTimeline
Seelaus Asset Management LLC6,488$204K0.19%+6713F-HRTimeline
Maiden Cove Capital, LLC6,400$201K0.19%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co6,390$201K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6,256$197K<0.01%-1,00713F-HRTimelineGroup
JTC Employer Solutions Trustee Ltd6,200$195K0.01%013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC6,000$189K0.03%013F-HRTimeline
Pacific Center for Financial Services5,870$185K0.05%+12013F-HRTimeline
Vermillion Wealth Management, Inc.5,792$182K0.09%13F-HRTimeline
OARSMAN CAPITAL, INC.5,664$178K0.03%+713F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.5,536$174K0.05%-37813F-HRTimeline
WASHINGTON TRUST Co5,500$173K0.01%-5,13013F-HRTimeline
Zions Bancorporation, N.A.5,500$173K0.01%013F-HRTimeline
McClarren Financial Advisors, Inc.5,154$162K0.45%new13F-HRTimeline
MRP Capital Investments, LLC4,689$147K0.13%+2,00013F-HRTimeline
Manchester Capital Management LLC4,652$146K0.02%+1,49213F-HRTimeline
Founders Financial Alliance, LLC4,569$144K0.04%+3113F-HRTimeline
EPG Wealth Management LLC4,233$133K0.04%+4413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT4,159$131K0.01%+8513F-HRTimeline
Sound Income Strategies, LLC4,131$130K0.01%+9213F-HRTimeline
Bogart Wealth, LLC4,025$127K0.01%013F-HRTimeline
NVWM, LLC3,939$124K0.03%013F-HRTimeline
Clearstead Advisors, LLC3,859$121K<0.01%-1,64013F-HRTimeline
Coppell Advisory Solutions LLC3,762$118K0.02%+1,38413F-HRTimeline
UNION SAVINGS BANK3,739$118K0.06%013F-HRTimeline
Rakuten Securities, Inc.3,727$117K0.05%-1,33613F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV3,575$112K0.02%-50013F-HRTimeline
Pacifica Partners Inc.3,500$111K0.05%+1013F-HRTimeline
HHM Wealth Advisors, LLC3,505$110K0.01%new13F-HRTimeline
Cove Street Capital, LLC3,500$110K0.13%013F-HRTimeline
Sage Mountain Advisors LLC3,483$110K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC3,328$105K0.05%13F-HRTimeline
Capital Investment Advisory Services, L…3,284$103K0.01%+513F-HRTimeline
ATWOOD & PALMER INC3,197$101K0.01%+1,57213F-HRTimeline
Briaud Financial Planning Inc3,158$99K0.04%013F-HRTimeline
AlphaMark Advisors, LLC3,113$98K0.04%new13F-HRTimeline
BOK Financial Private Wealth, Inc.3,027$95.2K0.01%013F-HRTimeline
Larson Financial Group LLC3,024$95.1K<0.01%-47013F-HRTimeline
NOVEM GROUP3,008$94.6K0.01%13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department3,000$94.3K0.03%13F-HRTimelineGroup
Ransom Advisory, Ltd3,000$94.3K0.04%013F-HRTimeline
Topsail Wealth Management, LLC2,750$86.5K0.02%13F-HRTimeline
CVA Family Office, LLC2,733$85.9K0.01%013F-HRTimeline
KIECKHEFER GROUP LLC2,650$83.3K0.05%13F-HRTimeline
LFA - Lugano Financial Advisors SA2,644$83.1K0.05%-53113F-HRTimeline
Activest Wealth Management2,605$81.9K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,501$78.6K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,462$77.4K<0.01%new13F-HRTimelineGroup
Westside Investment Management, Inc.2,458$77.3K0.02%013F-HRTimeline
Avion Wealth2,465$77K0.02%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC2,430$76.4K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp2,385$75K0.07%13F-HRTimeline
Householder Group Estate & Retirement S…2,290$72K0.05%-65813F-HRTimeline
PSI Advisors, LLC2,258$71K0.02%-17413F-HRTimeline
EASTERN BANK2,150$67.6K<0.01%013F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/2,148$67.5K0.08%013F-HRTimeline
TSFG, LLC2,086$66K0.01%-5813F-HRTimeline
2UniFi Bank2,030$63.8K0.04%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC2,022$63.6K0.05%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,849$58.1K0.03%-1,00013F-HRTimeline
OAKWORTH CAPITAL, INC.1,833$57.6K<0.01%-29313F-HRTimeline
Hoese & Co LLP1,700$53.4K0.05%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,686$53K0.02%-33313F-HRTimeline
Princeton Global Asset Management LLC1,650$51.9K0.01%013F-HRTimeline
Synergy Investment Management, LLC1,625$51.1K0.02%13F-HRTimeline
HOWE & RUSLING INC1,601$50.3K<0.01%+42113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,551$48.8K0.02%-1,71713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,535$48.3K0.01%+17013F-HRTimeline
Transce3nd, LLC1,531$48.1K0.02%13F-HRTimeline
Templeton & Phillips Capital Management…1,530$48.1K0.04%013F-HRTimeline
JDM Financial Group LLC1,405$44.2K0.02%013F-HRTimeline
Darwin Wealth Management, LLC1,335$42K0.01%-3313F-HR/ATimeline
Global Financial Private Client, LLC1,322$41.6K0.02%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,322$41.6K<0.01%-1,96313F-HRTimelineGroup
Pflug Koory, LLC1,319$41.5K0.02%+1913F-HRTimeline
Trifecta Capital Advisors, LLC1,310$41.2K0.01%013F-HRTimeline
NorthRock Partners, LLC1,253$39.4K<0.01%-1,68213F-HR/ATimeline
Sugarloaf Wealth Management, LLC1,250$39.3K0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,239$39K0.01%-313F-HRTimeline
Luminist Capital LLC1,195$37.6K0.07%13F-HRTimeline
Front Row Advisors LLC1,159$36.4K0.01%013F-HRTimeline
Sachetta, LLC1,150$36.2K0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…1,143$35.9K0.02%13F-HRTimeline
SYNTAX RESEARCH, INC.1,143$35.9K0.03%-17913F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,131$35.3K0.01%new13F-HRTimeline
Sanctuary Wealth Management, L.L.C.1,120$35.2K0.02%-11013F-HRTimeline
Game Plan Financial Advisors, LLC1,100$34.5K0.02%013F-HRTimeline
Mainstream Capital Management LLC1,093$34.4K0.02%new13F-HRTimeline
Compass Financial Services Inc1,088$34.2K0.02%13F-HRTimeline
SIGNATUREFD, LLC1,000$31.4K<0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC1,000$31.4K0.02%013F-HRTimeline
Cornerstone National Bank & Trust Co1,000$31.4K0.01%013F-HRTimeline
McIlrath & Eck, LLC970$30.5K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC969$30.5K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners940$29.5K<0.01%+1913F-HRTimelineGroup
GODSEY & GIBB, INC875$27.5K<0.01%+37513F-HRTimeline
YANKCOM Partnership863$27.1K0.01%13F-HRTimeline
Golden State Wealth Management, LLC850$26.7K<0.01%13F-HRTimeline
WPG Advisers, LLC811$25.5K0.02%13F-HRTimeline
Gen-Wealth Partners Inc760$23.9K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC745$23.4K<0.01%013F-HRTimeline
S.A. Mason LLC740$23.3K0.01%013F-HRTimeline
HM PAYSON & CO700$22K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC700$22K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…693$21.8K0.02%013F-HRTimeline
Stonebridge Financial Group, LLC685$21.5K<0.01%13F-HRTimeline
Element Wealth, LLC678$21.3K0.01%+713F-HRTimeline
Robbins Farley669$21K0.01%+21913F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.610$19.2K0.01%013F-HRTimeline
CoreFirst Bank & Trust600$18.9K0.01%013F-HRTimeline
Nemes Rush Group LLC520$16.3K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.500$16K<0.01%013F-HRTimeline
ORG Partners LLC503$15.9K<0.01%013F-HRTimeline
MOTCO500$15.7K<0.01%new13F-HRTimeline
Byrne Asset Management LLC475$14.9K0.01%013F-HRTimeline
Eukles Asset Management468$14.7K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC460$14.5K<0.01%+413F-HRTimeline
First PREMIER Bank432$14K<0.01%-1,16013F-HRTimeline
Coastline Trust Co435$13.7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GUARDIAN WEALTH ADVISORS, LLC / NC387$12.2K<0.01%-57513F-HRTimeline
Ridgewood Investments LLC384$12.1K0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.367$11.5K0.01%13F-HRTimeline
AllSquare Wealth Management LLC358$11.3K0.01%013F-HRTimeline
Winch Advisory Services, LLC354$11.1K<0.01%+713F-HRTimeline
New England Capital Financial Advisors …347$10.9K0.01%+713F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC322$10.1K<0.01%-2213F-HRTimeline
GeoWealth Management, LLC313$9.84K<0.01%+31313F-HRTimeline
NFSG Corp310$9.75K<0.01%new13F-HRTimeline
GS Investments, Inc.300$9.43K<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.300$9.43K0.01%13F-HRTimeline
Caitlin John, LLC267$8.39K0.01%-5413F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.250$7.86K<0.01%013F-HRTimeline
Financial Perspectives, Inc232$7.29K<0.01%013F-HRTimeline