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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/25,528,125$803M0.07%+1,122,35413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY16,441,162$517M0.04%+1,048,04813F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,254,183$322M0.08%+1,213,21813F-HRTimelineGroup
LPL Financial LLC8,451,693$266M0.11%+1,278,14413F-HRTimeline
UBS Group AGin group UBS Group AG5,892,826$185M0.04%+8,38113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,284,982$166M-61,931Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,856,855$153M0.03%+82,45513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,627,357$114M0.19%+85,31813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,649,520$83.3M<0.01%-437,09013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,409,945$75.8M0.03%13F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,260,731$72.4M0.02%-154,93713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,241,337$70.5M0.09%-30,25913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,071,639$65.1M0.01%+617,70913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,018,545$63.5M0.09%-28,87113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,795,892$56.5M1.09%+126,90813F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding1,773,319$55.8M+50,380Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,759,697$55.3M0.09%+22,95813F-HRTimelineGroup
First Interstate Bank1,674,207$52.6M3.19%+22,99713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,570,761$49.4M0.13%+334,54413F-HRTimelineGroup
Janney Montgomery Scott LLC1,555,758$48.9M0.14%+90,35613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,555,375$48.9M0.02%-15013F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,468,424$46.2M0.04%-73,97013F-HRTimelineGroup
Hilton Capital Management, LLC1,372,795$43.2M3.73%-71,94813F-HRTimeline
Edge Wealth Management LLC1,305,247$41M8.31%-24,73913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding1,297,145$40.8M-14,795Timeline
Dakota Wealth Management1,162,173$36.5M0.84%-13,59113F-HRTimeline
GREENLEAF TRUST1,085,296$34.1M0.31%+50,88513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,069,957$33.6M0.08%-288,64613F-HR/ATimelineGroup
Cetera Investment Advisers1,042,174$32.8M0.07%+47,63813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,020,932$32.1M0.06%+13,33213F-HR/ATimeline
HighTower Advisors, LLC934,739$29.4M0.04%+62,98713F-HRTimeline
MAI Capital Management911,580$28.7M0.21%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…893,444$28.1M0.39%-15,45813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.858,762$27M0.05%+14,18013F-HRTimelineGroup
Townsend & Associates, Inc821,173$26.4M2.7%+17,88313F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…784,978$24.7M0.33%+40,88713F-HRTimelineGroup
Montis Financial, LLC774,472$24.3M7.52%-3,71913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC755,882$23.8M<0.01%-681,07413F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…755,053$23.7M0.23%-33,45013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP749,354$23.6M0.02%+59,99513F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC738,196$23.2M1.68%+12,00813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…729,235$22.9M0.09%-246,11113F-HRTimelineGroup
Summit Financial Wealth Advisors, LLC694,481$21.8M4.27%+6,38413F-HRTimeline
Cambridge Investment Research Advisors,…683,449$21.5M0.07%-20,63813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP679,367$21.4M0.04%-124,24113F-HRTimelineGroup
Insight Wealth Strategies, LLC678,900$21.3M2.86%-6,37913F-HRTimeline
Welch & Forbes LLC653,626$20.6M0.26%-62,91113F-HRTimeline
SVB WEALTH LLC636,280$20M0.37%new13F-HRTimeline
MML INVESTORS SERVICES, LLC632,049$19.9M0.07%+68,48813F-HRTimeline
GDS Wealth Management623,570$19.6M1.79%+64,97513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding598,650$18.8M-44,030Timeline
Quadrature Capital Ltdin group Quadrature Capital Ltd597,925$18.8M0.38%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC589,228$18.5M0.04%+54,08013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…588,376$18.5M0.03%+448,93413F-HRTimelineGroup
COUNTRY TRUST BANK568,984$17.9M0.45%013F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co567,500$17.8M1.28%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC541,414$17M0.02%+54,01013F-HRTimelineGroup
Pure Financial Advisors, LLC501,245$15.8M0.36%+20,41413F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV491,787$15.5M3.66%+16,09913F-HRTimeline
Robertson Stephens Wealth Management, L…480,786$15.1M0.54%-136,79913F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP472,000$14.8M0.02%+109,40013F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC454,915$14.3M1.02%-44,79513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV446,002$14M0.03%+100,16613F-HRTimeline
Sequoia Financial Advisors, LLC440,917$13.9M0.13%+369,51213F-HR/ATimeline
Sanctuary Advisors, LLC425,908$13.7M0.09%-24,82713F-HRTimeline
Parkside Investments, LLC433,799$13.6M2.04%+31,60913F-HRTimeline
Capital Square, LLC417,615$13.4M7.61%+32,91013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO422,887$13.3M0.24%-10,87013F-HRTimeline
SWAN Capital LLC412,190$13M6.32%+70,09213F-HRTimeline
CONNING INC.in group CONNING INC.390,500$12.3M0.43%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC381,204$12M0.02%+327,38113F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.375,150$11.8M0.07%-6,28213F-HRTimeline
SBI Securities Co., Ltd.368,349$11.6M0.36%13F-HRTimeline
Atria Wealth Solutions, Inc.362,010$11.4M0.12%+45,04713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/358,133$11.3M0.01%-33,11713F-HRTimelineGroup
Northside Capital Management, LLC355,075$11.2M2.97%+9,59513F-HRTimeline
Florida Trust Wealth Management Co350,693$11M0.35%-22,11213F-HRTimeline
Strategic Wealth Investment Group, LLC350,151$11M1.22%-22,09713F-HR/ATimeline
NewEdge Advisors, LLC348,733$11M0.07%+82,29413F-HRTimeline
AMG National Trust Bank344,270$10.8M0.3%+14,93813F-HRTimeline
Steward Partners Investment Advisory, L…342,213$10.8M0.1%+28,33813F-HRTimeline
Horizon Wealth Management, LLC339,738$10.7M1.86%-601,67313F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.337,181$10.6M0.02%+315,68713F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding324,640$10.2M+251,898Timeline
Regal Investment Advisors LLC322,066$10.1M0.76%-13,74513F-HRTimeline
Westover Capital Advisors, LLC314,182$9.88M2.17%-281,19013F-HRTimeline
SYNOVUS FINANCIAL CORP313,840$9.87M0.13%-31,99813F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC302,099$9.5M2.61%+13,43413F-HRTimeline
VANTAGE WEALTH283,450$8.91M1.92%+17,25013F-HRTimeline
Spectrum Asset Management, Inc.280,849$8.83M8.69%-38,41413F-HRTimeline
CAMPBELL CAPITAL MANAGEMENT INC277,222$8.72M3.41%-4,00913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS276,667$8.7M0.02%-81113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…272,917$8.58M0.37%+21,31813F-HRTimeline
Ballast, Inc.259,517$8.16M2.33%-101,12613F-HRTimeline
SP Asset Management LLC254,411$8M0.67%-29,28913F-HRTimeline
Private Advisor Group, LLC253,028$7.96M0.04%-3,74513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC247,976$7.8M0.01%+244,01613F-HRTimelineGroup
D.A. DAVIDSON & CO.247,216$7.77M0.06%+32,39613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP231,504$7.28M0.01%+121,68313F-HRTimelineGroup
SeaBridge Investment Advisors LLC231,201$7.27M1.52%+25,86013F-HRTimeline
COMERICA BANK228,714$7.19M0.03%-5,52813F-HR/ATimeline
Full Sail Capital, LLC228,530$7.18M0.46%+1,45713F-HRTimeline
Mesirow Financial Investment Management…228,146$7.17M0.14%+6,01813F-HRTimeline
Good Life Advisors, LLC227,969$7.17M0.52%-109,62513F-HRTimeline
NorthCoast Asset Management LLC227,103$7.15M0.04%-74113F-HR/ATimeline
Stablepoint Partners, LLC225,517$7.09M1.3%+7,55413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC221,524$6.96M0.07%+36,52813F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP217,634$6.84M0.1%-4,57213F-HRTimeline
Freedom Day Solutions, LLC217,477$6.84M2.04%+45,21213F-HRTimeline
ALLIANCEBERNSTEIN L.P.214,480$6.74M<0.01%-23,37213F-HRTimeline
CW Advisors, LLC213,829$6.72M0.09%+25,74313F-HRTimeline
Creative Planningin group Creative Planning211,944$6.66M0.01%+16,32013F-HRTimelineGroup
Moser Wealth Advisors, LLC211,522$6.65M3.46%-4,29313F-HRTimeline
Mountain Hill Investment Partners Corp.206,095$6.48M6.6%13F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.203,820$6.41M2.83%+98,92713F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding200,324$6.3M+5,199Timeline
Centiva Capital, LP200,000$6.29M0.24%new13F-HRTimeline
Prospera Financial Services Inc198,213$6.23M0.15%+22,98513F-HRTimeline
Dynamic Advisor Solutions LLC196,800$6.19M0.27%+4,59513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC193,605$6.09M0.2%+8,29813F-HRTimeline
ROTHSCHILD INVESTMENT LLC193,304$6.08M0.4%-19,68213F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding191,989$6.04M+114,286Timeline
Brookstone Capital Managementin group Brookstone Capital Management190,022$5.97M0.09%+59,59413F-HRTimelineGroup
Graypoint LLC186,246$5.86M0.35%+84,05113F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC185,302$5.83M0.76%-54,70013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding181,926$5.72M+17,652Timeline
DAVENPORT & Co LLC180,814$5.68M0.03%+24,68813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC180,028$5.66M0.04%-51,55813F-HRTimelineGroup
Curran Financial Partners, LLC179,955$5.66M1.49%+18,27213F-HRTimeline
D L CARLSON INVESTMENT GROUP INC179,157$5.63M1%-1,96313F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.177,807$5.59M1.3%+7,95713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC177,013$5.57M0.2%-6,69413F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC177,000$5.56M0.65%-52813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC176,312$5.54M0.02%+17613F-HRTimelineGroup
Kentucky Trust Co174,207$5.48M3.22%13F-HRTimeline
Crewe Advisors LLC173,853$5.47M0.75%-2,83213F-HRTimeline
RPg Family Wealth Advisory, LLC171,549$5.39M1.91%-7,69913F-HRTimeline
MassMutual Private Wealth & Trust, FSB169,652$5.33M0.15%+5,23013F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC168,766$5.31M1.76%-10,51913F-HRTimeline
Houlihan Financial Resource Group, Ltd.168,017$5.28M2.25%-52013F-HRTimeline
Blue Fin Capital, Inc.166,034$5.22M0.96%+62913F-HRTimeline
BOS Asset Management, LLC165,851$5.21M1.87%+7,84513F-HRTimeline
Intrepid Financial Planning Group LLC165,385$5.2M2.2%-9,15013F-HRTimeline
COURIER CAPITAL LLC163,636$5.14M0.35%+62,04113F-HRTimeline
Richmond Investment Services, LLC159,719$5.02M2.82%13F-HRTimeline
Waverly Advisors, LLC158,763$4.99M0.08%-2,77513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …158,450$4.98M0.07%-5,63613F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.155,320$4.88M1.88%+8,76213F-HRTimeline
Eagle Strategies LLC151,649$4.77M0.83%+12,33313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.151,251$4.76M0.01%-5,20113F-HRTimelineGroup
JT Stratford LLC150,682$4.74M0.78%+8,10413F-HRTimeline
BANK OF STOCKTON150,647$4.74M1.44%+26,88013F-HRTimeline
Cypress Wealth Services, LLC150,502$4.73M0.95%-1,61113F-HRTimeline
FIRST AMERICAN TRUST, FSB149,349$4.7M0.47%+10,29413F-HRTimeline
B. Riley Wealth Advisors, Inc.149,286$4.69M0.15%-9,43613F-HRTimeline
XML Financial, LLC148,865$4.68M0.43%+13,79813F-HRTimeline
KICKSTAND VENTURES, LLC.147,736$4.64M1.19%+1,57813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding146,350$4.6M-6,176Timeline
Kades & Cheifetz LLC143,991$4.53M2.32%-2,94313F-HRTimeline
GAMMA Investing LLC143,825$4.52M0.39%+5,84313F-HRTimeline
Cornerstone Financial Group, LLC /NE/142,920$4.49M4.43%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…141,658$4.45M<0.01%-10,60713F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…141,360$4.44M0.44%+86413F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…139,158$4.39M0.01%+3,82613F-HR/ATimeline
Procyon Advisors, LLC138,596$4.36M0.28%-1,44913F-HRTimeline
Glaxis Capital Management, LLC136,000$4.28M11.83%+4,00013F-HRTimeline
WHITE PINE CAPITAL LLC132,935$4.18M1.41%+12,29113F-HRTimeline
Peoples Bank/KS131,380$4.13M2.86%-49513F-HRTimeline
Checchi Capital Advisers, LLC131,086$4.12M0.31%+70,92313F-HRTimeline
Crown Oak Advisors, LLC130,000$4.09M2.1%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC129,554$4.07M7.04%+3,19513F-HRTimeline
Orion Porfolio Solutions, LLC128,924$4.05M0.04%-8,74613F-HRTimeline
Orion Portfolio Solutions, LLC128,924$4.05M0.04%-8,74613F-HRTimeline
RFG Advisory, LLC127,393$4.01M0.11%-27413F-HRTimeline
DT Investment Partners, LLC127,100$4M0.34%+7,08713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC126,830$3.99M0.06%+5,74813F-HRTimelineGroup
Winthrop Capital Management, LLC126,530$3.98M1.06%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.125,748$3.95M0.04%-10,48113F-HRTimelineGroup
Financial Advocates Investment Manageme…125,565$3.95M0.22%+85,59913F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP123,030$3.87M<0.01%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.122,414$3.85M0.24%+93,62113F-HRTimelineGroup
Perennial Advisors, LLC121,488$3.82M0.83%13F-HRTimeline
Shulman DeMeo Asset Management LLC120,582$3.79M1.02%-3,87713F-HRTimeline
Fragasso Financial Advisors Inc120,541$3.79M0.29%-3,13713F-HRTimeline
Fortress Financial Solutions, LLC120,086$3.78M5.38%13F-HRTimeline
IBEX WEALTH ADVISORS119,447$3.76M0.44%new13F-HRTimeline
MIdWestOne Financial Group, Inc.119,005$3.74M0.53%-13,30713F-HRTimeline
Parallel Advisors, LLC118,372$3.72M0.08%+2,59113F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp118,078$3.71M0.01%-4,65713F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC117,852$3.71M0.05%+12,81813F-HRTimeline
Curbstone Financial Management Corp117,413$3.69M0.78%-1,55013F-HRTimeline
Cresset Asset Management, LLC116,170$3.65M0.02%+7,50113F-HRTimeline
Sagace Wealth Management LLC115,325$3.63M2.72%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO111,887$3.52M0.83%+1,85513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding111,193$3.5M+86,157Timeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC111,072$3.49M0.81%+78,95013F-HRTimeline
Atlas Private Wealth Advisors109,094$3.43M0.49%-3,00013F-HRTimeline
Investors Research Corp108,796$3.42M0.75%+12,48313F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC107,203$3.37M0.98%-8,29413F-HRTimeline
Community Bank, N.A.106,657$3.35M0.43%+10,51113F-HRTimeline