Public ownership evidence

iShares Trust iShares Preferred and Income Securities ETF (PFF) Ownership Disclosures

Read PFF insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Trust iShares Preferred and Income Securities ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
21
Value (USD)
$640
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PFF fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PFF fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-2921$640None
Cornerstone Financial Management LLC2026-03-312026-08-2921$637None
Cornerstone Financial Management LLC2025-12-312026-08-2921$650None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-29159,358$4,897,094None
Advisors Asset Management, Inc.2022-12-312026-08-281,974$60,266None
Corient Private Wealth LP2026-06-302026-08-28222,666$6,789,090None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2838$1,159None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-2838$1,152None
BOSTON RESEARCH & MANAGEMENT INC2025-12-312026-08-2831,159$964,683None
Advisors Asset Management, Inc.2024-03-312026-08-2714,878$479,518None
Advisors Asset Management, Inc.2025-03-312026-08-2723,948$735,922None
Advisors Asset Management, Inc.2023-06-302026-08-277,776$240,512None
Advisors Asset Management, Inc.2023-09-302026-08-2711,699$352,725None
Advisors Asset Management, Inc.2023-03-312026-08-274,520$141,114None
Advisors Asset Management, Inc.2025-09-302026-08-2726,638$842,294None
Advisors Asset Management, Inc.2023-12-312026-08-2714,014$437,097None
WILLIAM JOHN SEMPOLINSKI2026-03-312026-08-2738,824$1,177,144None
WILLIAM JOHN SEMPOLINSKI2025-12-312026-08-2743,630$1,350,785None
Dakota Wealth Management2025-09-302026-08-271,022,042$32,316,980None
Dakota Wealth Management2025-12-312026-08-27934,997$28,947,505None
Dakota Wealth Management2026-03-312026-08-27833,086$25,259,183None
BOSTON RESEARCH & MANAGEMENT INC2026-03-312026-08-2731,532$956,051None
Financial Insights, Inc.2026-06-302026-08-2647,116$1,436,567None
Kingsbury Capital Investment Advisors LLC2026-03-312026-08-2615,906$482,257None
Kingsbury Capital Investment Advisors LLC2026-06-302026-08-2615,686$478,279None
Advisors Asset Management, Inc.2025-06-302026-08-2525,458$781,051None
Advisors Asset Management, Inc.2024-09-302026-08-2218,924$628,845None
Advisors Asset Management, Inc.2024-06-302026-08-2216,562$522,531None
Advisors Asset Management, Inc.2024-12-312026-08-2221,921$689,196None
Advisors Asset Management, Inc.2025-12-312026-08-2226,163$810,006None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21627$19,117None
Wilson & Boucher Capital Management, LLC2026-06-302026-08-208,300$253,067None
Kingsview Wealth Management, LLC2026-06-302026-08-2055,475$1,691,444None
Archer Investment Corp2026-06-302026-08-207,221$220,154None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20275,464$8,398,889None
Beacon Pointe Advisors, LLC2026-06-302026-08-19205,499$6,265,660None
JDM Financial Group LLC2026-06-302026-08-191,100$33,539None
Strive Financial Group ,LLC2026-06-302026-08-18163$4,970None
Caitlin John, LLC2026-06-302026-08-18514$15,672None
Corient Private Wealth LP2026-06-302026-08-18233,378$7,115,685None
Blue Edge Capital, LLC2026-06-302026-08-1867,832$2,068,198None
Pure Financial Advisors, LLC2026-06-302026-08-18722,542$22,030,296None
Camarda Financial Advisors, LLC2026-06-302026-08-189,629$293,588None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1837,929$1,157,109None
Nalls Sherbakoff Group, LLC2026-06-302026-08-182,866$87,384None
Nalls Sherbakoff Group, LLC2026-03-312026-08-182,866$86,897None
Equitable Holdings, Inc.2026-06-302026-08-18127,478$3,886,811None
Jefferies Financial Group Inc.2026-06-302026-08-1838,357$1,169,515None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-18154,729$4,718,000None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-15408$12,440None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗BOSTON RESEARCH & MANAGEMENT INC ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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