# ISHARES TR (PFF)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PFF/

- Reporting holders: 56
- Reported value: $95.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Independence Financial Advisors, LLC](https://holderbook.com/funds/2066080-independence-financial-advisors-llc/) | $17.5M | 592,489 | 4.4% | 2 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $16.0M | 543,732 | 3.3% | 23 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $5.9M | 199,788 | 1.0% | 28 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $5.9M | 199,558 | 0.2% | 32 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $4.7M | 158,936 | 0.5% | 32 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $4.7M | 158,564 | 1.1% | 16 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $3.7M | 127,164 | 0.0% | 8 |
| [Aletheian Wealth Advisors LLC](https://holderbook.com/funds/1922281-aletheian-wealth-advisors-llc/) | $3.6M | 123,636 | 1.5% | 19 |
| [Shulman DeMeo Asset Management LLC](https://holderbook.com/funds/1767070-shulman-demeo-asset-management-llc/) | $3.2M | 108,314 | 0.6% | 21 |
| [Post Resch Tallon Group Inc.](https://holderbook.com/funds/2054476-post-resch-tallon-group-inc/) | $2.9M | 99,820 | 2.0% | 8 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $2.5M | 85,671 | 0.0% | 23 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.4M | 81,528 | 0.0% | 16 |
| [Peoples Bank/KS](https://holderbook.com/funds/1998269-peoples-bank-ks/) | $2.4M | 80,230 | 2.3% | 13 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $2.4M | 79,768 | 0.1% | 16 |
| [FELL CAPITAL MANAGEMENT /ADV](https://holderbook.com/funds/850601-fell-capital-management-adv/) | $1.8M | 60,384 | 1.5% | 4 |
| [Aventus Investment Advisors, Inc.](https://holderbook.com/funds/2093055-aventus-investment-advisors-inc/) | $1.5M | 49,454 | 1.1% | 6 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $1.3M | 45,648 | 0.4% | 22 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $1.2M | 40,041 | 0.3% | 24 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $1.1M | 36,372 | 0.2% | 31 |
| [Bath Savings Trust Co](https://holderbook.com/funds/1384943-bath-savings-trust-co/) | $1.0M | 34,796 | 0.1% | 32 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $948.2K | 32,144 | 0.1% | 11 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $920.0K | 31,186 | 0.1% | 8 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $822.1K | 27,869 | 0.1% | 27 |
| [Red Spruce Capital, LLC](https://holderbook.com/funds/1795356-red-spruce-capital-llc/) | $725.9K | 24,607 | 0.3% | 24 |
| [Sincerus Advisory, LLC](https://holderbook.com/funds/2050968-sincerus-advisory-llc/) | $594.8K | 20,162 | 0.4% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 56 | $95.4M |
| Q2 2026 | 975 | $5.4B |
| Q1 2026 | 972 | $5.4B |
| Q4 2025 | 1,010 | $5.5B |
| Q3 2025 | 994 | $5.9B |
| Q2 2025 | 993 | $5.6B |
| Q1 2025 | 1,030 | $5.8B |
| Q4 2024 | 1,069 | $6.0B |
| Q3 2024 | 1,025 | $6.1B |
| Q2 2024 | 1,013 | $5.8B |
| Q1 2024 | 1,051 | $7.3B |
| Q4 2023 | 1,042 | $6.0B |