ISHARES TR (PFF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
933
Reporting holders
$5.1B
Reported value
0.4%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $700.2M | 22,963,937 | 0.05% | 31q | +0.9%+$6.6M |
| MORGAN STANLEY | $477.5M | 15,660,870 | 0.03% | 35q | +4.2%+$19.5M |
| WELLS FARGO & COMPANY/MN | $259.6M | 8,515,883 | 0.04% | 31q | -55.1%-$318.2M |
| LPL Financial LLC | $233.7M | 7,663,895 | 0.05% | 31q | -0.6%-$1.5M |
| UBS Group AG | $188.4M | 6,178,759 | 0.02% | 31q | +1.4%+$2.6M |
| ROYAL BANK OF CANADA | $131.0M | 4,297,648 | 0.02% | 31q | +1.1%+$1.4M |
| ENVESTNET ASSET MANAGEMENT INC | $122.9M | 4,029,258 | 0.03% | 31q | -4.1%-$5.3M |
| Mariner, LLC | $97.7M | 3,203,324 | 0.10% | 31q | -6.5%-$6.8M |
| First Interstate Bank | $93.1M | 3,052,764 | 4.86% | 24q | +5.3%+$4.7M |
| BlackRock, Inc. | $85.5M | 2,804,891 | 0.00% | 8q | +1.4%+$1.2M |
| RAYMOND JAMES FINANCIAL INC | $71.0M | 2,329,875 | 0.02% | 7q | +7.9%+$5.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $67.7M | 2,220,498 | 0.01% | 9q | +0.8%+$527.7K |
| Sixth Street Partners Management Company, L.P. | $67.7M | 2,220,498 | 0.01% | new | NEW |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $62.6M | 2,053,250 | 0.82% | 15q | +5.5%+$3.3M |
| TRUIST FINANCIAL CORP | $48.8M | 1,600,665 | 0.06% | 31q | -6.6%-$3.5M |
| Cetera Investment Advisers | $46.1M | 1,510,618 | 0.04% | 31q | -2.2%-$1.0M |
| FIFTH THIRD BANCORP | $45.8M | 1,500,970 | 0.07% | 31q | -1.3%-$597.3K |
| US BANCORP \DE\ | $45.6M | 1,494,948 | 0.05% | 31q | -4.7%-$2.2M |
| Rockefeller Capital Management L.P. | $42.7M | 1,401,024 | 0.07% | 31q | -3.5%-$1.5M |
| GREENLEAF TRUST | $40.2M | 1,319,393 | 0.39% | 11q | +5.5%+$2.1M |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | $39.9M | 1,309,459 | 0.76% | 31q | +0.8%+$299.9K |
| OSAIC HOLDINGS, INC. | $39.9M | 1,307,900 | 0.05% | 26q | +9.8%+$3.6M |
| GDS Wealth Management | $36.2M | 1,185,745 | 1.72% | 15q | +12.4%+$4.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $35.5M | 1,165,342 | 0.04% | 31q | +1.3%+$445.0K |
| AMERIPRISE FINANCIAL INC | $33.8M | 1,105,164 | 0.01% | 31q | -60.6%-$52.0M |
| Baird Financial Group, Inc. | $33.8M | 1,107,089 | 0.05% | 31q | +1.7%+$557.1K |
| STIFEL FINANCIAL CORP | $32.8M | 1,075,976 | 0.03% | 31q | +6.0%+$1.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $32.0M | 1,047,946 | 0.02% | 31q | +0.5%+$166.8K |
| FUKOKU MUTUAL LIFE INSURANCE Co | $29.1M | 955,500 | 1.70% | 31q | HELD |
| Cerity Partners LLC | $27.5M | 900,451 | 0.03% | 23q | +1.6%+$436.8K |
| Hennion & Walsh Asset Management, Inc. | $27.3M | 895,614 | 0.78% | 5q | +9.0%+$2.2M |
| MAI Capital Management | $27.0M | 885,212 | 0.10% | 7q | -9.8%-$2.9M |
| Steward Partners Investment Advisory, LLC | $25.8M | 846,800 | 0.13% | 31q | -49.5%-$25.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $25.4M | 874,523 | 0.04% | 12q | +2.9%+$706.9K |
| COMMERCE BANK | $25.2M | 825,814 | 0.11% | 6q | -2.3%-$581.2K |
| HighTower Advisors, LLC | $24.9M | 815,529 | 0.02% | 31q | HELD |
| Pure Financial Advisors, LLC | $22.0M | 722,542 | 0.28% | 24q | +6.3%+$1.3M |
| BARD ASSOCIATES INC | $21.1M | 693,046 | 4.69% | 8q | HELD |
| CITIGROUP INC | $20.8M | 683,088 | 0.01% | 31q | +8.1%+$1.6M |
| SeaBridge Investment Advisors LLC | $19.9M | 654,287 | 2.88% | 11q | +9.8%+$1.8M |
| Dakota Wealth Management | $19.9M | 652,995 | 0.38% | 31q | -21.6%-$5.5M |
| Northside Capital Management, LLC | $18.9M | 620,223 | 1.55% | 31q | -2.0%-$379.5K |
| MML INVESTORS SERVICES, LLC | $18.6M | 611,250 | 0.04% | 31q | +23.0%+$3.5M |
| Kestra Advisory Services, LLC | $18.2M | 596,777 | 0.06% | 24q | -6.1%-$1.2M |
| KEYBANK NATIONAL ASSOCIATION/OH | $17.8M | 585,208 | 0.06% | 31q | -4.6%-$858.1K |
| DEUTSCHE BANK AG\ | $17.8M | 584,595 | 0.01% | 34q | HELD |
| SWAN Capital LLC | $17.6M | 575,662 | 6.01% | 13q | +14.1%+$2.2M |
| MERCER GLOBAL ADVISORS INC /ADV | $16.8M | 550,928 | 0.01% | 30q | +51.0%+$5.7M |
| Markowski Investments | $16.8M | 549,635 | 3.69% | new | FIRST |
| Independence Financial Advisors, LLC | $16.6M | 543,016 | 4.29% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $16.0M | 275,574 | 0.00% | 31q | -50.7%-$16.5M |
| Welch & Forbes LLC | $15.9M | 521,867 | 0.19% | 31q | -10.8%-$1.9M |
| Sanctuary Advisors, LLC | $15.6M | 512,647 | 0.07% | 9q | HELD |
| Cordoba Advisory Partners LLC | $15.5M | 509,545 | 3.29% | 3q | +6.2%+$912.2K |
| &PARTNERS | $15.4M | 504,999 | 0.06% | 10q | +2.6%+$395.7K |
| Corient Private Wealth LP | $14.2M | 466,756 | 0.01% | 15q | +68.8%+$5.8M |
| RPg Family Wealth Advisory, LLC | $14.0M | 459,524 | 1.30% | 13q | +126.2%+$7.8M |
| Ballast, Inc. | $13.7M | 450,713 | 2.59% | 31q | +5.3%+$686.4K |
| NewEdge Advisors, LLC | $13.7M | 448,050 | 0.04% | new | NEW |
| STEPHENS INC /AR/ | $13.6M | 446,632 | 0.15% | 31q | -9.5%-$1.4M |
| Robertson Stephens Wealth Management, LLC | $12.8M | 420,468 | 0.32% | 19q | -1.4%-$181.9K |
| FULTON BREAKEFIELD BROENNIMAN LLC | $12.4M | 405,687 | 0.73% | 31q | -1.0%-$121.4K |
| CAPTRUST FINANCIAL ADVISORS | $12.3M | 404,432 | 0.02% | 31q | +5.6%+$656.1K |
| JONES FINANCIAL COMPANIES LLLP | $12.3M | 406,084 | 0.00% | 10q | +5.3%+$623.0K |
| Envestnet Portfolio Solutions, Inc. | $12.2M | 400,314 | 0.06% | 12q | -17.1%-$2.5M |
| Stratos Wealth Partners, LTD. | $11.9M | 390,866 | 0.12% | 31q | -19.5%-$2.9M |
| CONNING INC. | $11.9M | 390,500 | 0.36% | 31q | HELD |
| FIRST CITIZENS BANK & TRUST CO | $11.8M | 388,438 | 0.18% | 10q | -3.2%-$394.4K |
| SBI Securities Co., Ltd. | $11.7M | 384,915 | 0.27% | 7q | -9.1%-$1.2M |
| COLLECTIVE FAMILY OFFICE LLC | $10.6M | 347,077 | 2.16% | 22q | +0.5%+$54.2K |
| Stablepoint Partners, LLC | $10.6M | 346,842 | 1.46% | 11q | +2.1%+$213.4K |
| Bramshill Investments, LLC | $10.5M | 344,817 | 0.80% | 4q | +581.9%+$9.0M |
| Mountain Hill Investment Partners Corp. | $10.3M | 336,638 | 5.81% | 7q | +10.9%+$1.0M |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $10.0M | 325,929 | 0.68% | 8q | +72.3%+$4.2M |
| Focus Partners Wealth | $9.8M | 320,505 | 0.01% | 11q | -8.6%-$914.5K |
| Florida Trust Wealth Management Co | $9.7M | 319,156 | 0.24% | 11q | -5.5%-$563.1K |
| CITADEL ADVISORS LLC | $9.6M | options only | 0.00% | 31q | OPTIONS |
| BANK OF MONTREAL /CAN/ | $9.5M | 311,098 | 0.00% | 31q | +0.5%+$48.9K |
| Prospera Financial Services Inc | $9.2M | 300,766 | 0.13% | 29q | +13.1%+$1.1M |
| Tanager Wealth Management LLP | $9.1M | 297,175 | 0.79% | 6q | +59.2%+$3.4M |
| AMG National Trust Bank | $8.8M | 289,548 | 0.18% | 31q | -3.2%-$288.8K |
| Coral Wealth Management, LLC | $8.7M | 285,927 | 7.14% | 2q | +1471.4%+$8.2M |
| ANGELES WEALTH MANAGEMENT, LLC | $8.7M | 284,867 | 0.40% | 18q | HELD |
| Pinnacle Financial Partners, Inc. | $8.5M | 278,261 | 0.06% | 3q | -7.6%-$699.6K |
| Centiva Capital, LP | $8.4M | 274,900 | 0.07% | 2q | +18.1%+$1.3M |
| Quadrature Capital Ltd | $8.3M | 273,666 | 0.07% | new | NEW |
| RWA WEALTH PARTNERS, LLC | $8.0M | 261,480 | 0.08% | 13q | +19.5%+$1.3M |
| Private Advisor Group, LLC | $7.7M | 254,161 | 0.04% | 31q | +7.5%+$537.9K |
| Mesirow Financial Investment Management, Inc. | $7.6M | 249,354 | 0.12% | 11q | +2.3%+$172.1K |
| Cambria Investment Management, L.P. | $7.5M | 247,668 | 0.37% | 4q | +79.1%+$3.3M |
| HUNTINGTON NATIONAL BANK | $7.5M | 245,553 | 0.04% | 31q | -8.5%-$692.4K |
| Lido Advisors, LLC | $7.2M | 237,237 | 0.02% | 31q | +2.3%+$160.1K |
| SYKON CAPITAL LLC | $7.2M | 237,128 | 2.23% | new | NEW |
| Freedom Day Solutions, LLC | $7.2M | 236,211 | 1.59% | 15q | -12.0%-$979.9K |
| Merit Financial Group, LLC | $7.0M | 230,868 | 0.02% | 6q | +510.4%+$5.9M |
| D.A. DAVIDSON & CO. | $6.9M | 226,934 | 0.04% | 31q | -2.3%-$166.0K |
| Regal Investment Advisors LLC | $6.9M | 226,182 | 0.36% | 31q | -6.0%-$443.2K |
| Risk Paradigm Group, LLC | $6.8M | 224,325 | 5.36% | 4q | +10.4%+$647.1K |
| JANE STREET GROUP, LLC | $6.5M | 60,946 | 0.00% | 31q | +22.2%+$1.2M |
| Arch Global Advisors, LLC | $6.4M | 210,950 | 2.85% | 2q | +16.7%+$918.9K |
Showing the largest 100 of 969 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 933 | $5.1B | 167,440,111 | 76 | 318 | 320 | 0.4% |
| Q1 2026 | 935 | $5.3B | 175,094,101 | 63 | 305 | 324 | 0.3% |
| Q4 2025 | 961 | $5.3B | 170,734,362 | 62 | 308 | 367 | 0.3% |
| Q3 2025 | 947 | $5.7B | 179,333,947 | 86 | 319 | 322 | 0.2% |
| Q2 2025 | 939 | $5.4B | 173,956,237 | 50 | 280 | 391 | 0.7% |
| Q1 2025 | 975 | $5.5B | 178,212,363 | 54 | 318 | 375 | 1.0% |
| Q4 2024 | 1,007 | $5.7B | 180,220,226 | 55 | 336 | 343 | 0.7% |
| Q3 2024 | 962 | $5.8B | 174,304,556 | 61 | 354 | 319 | 0.5% |
| Q2 2024 | 945 | $5.4B | 168,719,720 | 52 | 324 | 346 | 1.0% |
| Q1 2024 | 980 | $6.8B | 208,746,412 | 79 | 341 | 339 | 0.6% |
| Q4 2023 | 966 | $5.5B | 175,270,427 | 97 | 278 | 380 | 0.6% |
| Q3 2023 | 888 | $4.5B | 146,714,900 | 68 | 273 | 362 | 0.6% |
| Q2 2023 | 879 | $4.6B | 147,766,428 | 63 | 263 | 358 | 0.6% |
| Q1 2023 | 863 | $4.4B | 139,831,436 | 79 | 248 | 330 | 1.3% |
| Q4 2022 | 822 | $4.3B | 139,528,957 | 72 | 195 | 377 | 1.6% |
| Q3 2022 | 949 | $5.7B | 176,878,087 | 53 | 238 | 402 | 1.6% |
| Q2 2022 | 988 | $6.2B | 184,501,857 | 71 | 264 | 438 | 1.9% |
| Q1 2022 | 1,048 | $7.3B | 195,270,927 | 77 | 316 | 411 | 2.4% |
| Q4 2021 | 1,102 | $8.9B | 222,570,311 | 88 | 435 | 260 | 1.1% |
| Q3 2021 | 968 | $8.5B | 211,002,970 | 63 | 429 | 213 | 4.1% |
| Q2 2021 | 962 | $8.2B | 207,952,336 | 72 | 436 | 241 | 0.5% |
| Q1 2021 | 954 | $7.5B | 194,249,921 | 68 | 401 | 275 | 0.8% |
| Q4 2020 | 962 | $8.5B | 219,756,826 | 102 | 332 | 262 | 0.6% |
| Q3 2020 | 819 | $6.6B | 178,797,640 | 70 | 313 | 252 | 0.7% |
| Q2 2020 | 806 | $5.6B | 159,735,160 | 85 | 266 | 289 | 0.7% |
| Q1 2020 | 794 | $5.0B | 156,756,472 | 85 | 276 | 292 | 0.6% |
| Q4 2019 | 843 | $6.1B | 159,285,702 | 61 | 301 | 230 | 1.3% |
| Q3 2019 | 750 | $6.2B | 157,117,392 | 68 | 288 | 211 | 4.6% |
| Q2 2019 | 730 | $5.6B | 146,214,863 | 70 | 278 | 216 | 3.4% |
| Q1 2019 | 717 | $5.5B | 141,483,353 | 72 | 233 | 258 | 6.5% |
| Q4 2018 | 696 | $4.9B | 140,535,586 | 7 | 5 | 22 | 1.4% |