iShares Select U.S. REIT ETFICFETF
13F holders, Q1 2024 (March 31)334holders
2famous investors
$57.69avg. 13F price*
At the end of Q1 2024, 334 institutions reported holding iShares Select U.S. REIT ETF (ICF) in their 13F filings. The largest holders were Northwestern Mutual Wealth Management Co. ($111.1M), Morgan Stanley ($90.1M) and JPMorgan Chase & Co. ($89.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Select U.S. REIT ETF
- CUSIP
- 464287564
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $17.0M |
| Exits | 30 | $22.4M |
Ownership 334 holders
| Northwestern Mutual Wealth Management Co. | 0.11% | Reduce -2.4% | 1,925,230 | $111.1M |
| Morgan Stanley | 0.01% | Add +6.2% | 1,561,057 | $90.1M |
| JPMorgan Chase & Co. | 0.01% | Add +1.3% | 1,552,973 | $89.6M |
| BlackRock Inc. | 0.00% | Add +11.6% | 1,470,322 | $84.8M |
| Bank of America Corp. | 0.01% | Reduce -2.3% | 989,467 | $57.1M |
| M&T Bank Corp | 0.12% | Add +2.0% | 609,211 | $35.2M |
| Cullen/Frost Bankers, Inc. | 0.52% | Add +0.9% | 603,943 | $34.8M |
| Kestra Advisory Services, LLC | 0.21% | Add +5.4% | 541,388 | $31.2M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +5.6% | 444,049 | $25.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -11.6% | 398,376 | $23.0M |
| Cetera Investment Advisers | 0.05% | Add +77.2% | 397,335 | $22.9M |
| Connecticut Wealth Management, LLC | 1.18% | Add +12.5% | 385,706 | $22.3M |
| Creative Planning | 0.02% | Reduce -1.9% | 370,151 | $21.4M |
| Royal Bank of Canada | 0.01% | Add +3.1% | 365,804 | $21.1M |
| Foundations Investment Advisors, LLC | 0.53% | Add +9.8% | 348,591 | $20.1M |
| LBMC Investment Advisors, LLC | 1.69% | Reduce -1.7% | 338,595 | $19.5M |
| Wells Fargo & Company | 0.01% | Reduce -10.6% | 325,827 | $18.8M |
| AMG National Trust Bank | 0.54% | Add +0.6% | 322,403 | $18.6M |
| National Philanthropic Trust | 0.36% | Reduce -4.4% | 284,060 | $16.4M |
| LPL Financial LLC | 0.01% | Add +5.3% | 280,612 | $16.2M |
| Fifth Third Bancorp | 0.05% | Reduce -4.2% | 238,054 | $13.7M |
| Pathstone Holdings, LLC | 0.06% | Reduce -0.0% | 233,025 | $13.4M |
| IFG Advisors, LLC | 3.00% | Add +1.5% | 201,233 | $11.6M |
| Keybank National Association | 0.05% | Reduce -0.9% | 194,031 | $11.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -34.0% | 187,562 | $10.8M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.79% | No change | 174,000 | $10.0M |
| Awm Capital, LLC | 1.64% | Add +19.9% | 170,797 | $9.9M |
| Garde Capital, Inc. | 0.67% | Add +1.2% | 166,153 | $9.6M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -7.0% | 163,690 | $9.4M |
| William Howard & Co Financial Advisors Inc | 8.43% | — | 155,826 | $9.0M |
| UBS Group AG | 0.00% | Reduce -0.4% | 154,710 | $8.9M |
| GYL Financial Synergies, LLC | 0.67% | Reduce -46.8% | 147,848 | $8.5M |
| Mariner, LLC | 0.02% | Add +2.4% | 146,785 | $8.5M |
| Tiaa Trust, National Association | 0.03% | Reduce -23.6% | 143,872 | $8.3M |
| Cerity Partners LLC | 0.02% | Reduce -8.3% | 143,063 | $8.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.6% | 142,531 | $8.2M |
| HighTower Advisors, LLC | 0.01% | Add +0.5% | 141,347 | $8.2M |
| Brewster Financial Planning LLC | 6.89% | Add +1.5% | 138,892 | $8.0M |
| US Bancorp \de | 0.01% | Reduce -8.8% | 138,124 | $8.0M |
| Ballentine Partners, LLC | 0.15% | Reduce -1.0% | 133,235 | $7.7M |
| Bank of New York Mellon Corp | 0.00% | Add +8.9% | 130,062 | $7.5M |
| Corient Private Wealth LP | 0.01% | Reduce -4.6% | 126,401 | $7.3M |
| Intergy Private Wealth, LLC | 2.82% | Reduce -31.1% | 118,683 | $6.8M |
| Moneta Group Investment Advisors LLC | 0.11% | Add +7.8% | 117,692 | $6.8M |
| McNaughton Wealth Management, LLC | 3.60% | Add +3.0% | 112,380 | $6.5M |
| Northern Trust Corp. | 0.00% | Reduce -1.3% | 109,543 | $6.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -7.0% | 105,730 | $6.1M |
| Asset Management Group, Inc. | 0.90% | Reduce -0.5% | 102,646 | $5.9M |
| Cornerstone Wealth Group, LLC | 0.49% | New | 91,104 | $5.3M |
| Ifrah Financial Services, Inc. | 1.44% | Add +4.1% | 89,148 | $5.1M |
| KFG Wealth Management, LLC | 2.08% | Reduce -10.2% | 87,761 | $5.1M |
| Baird Financial Group, Inc. | 0.01% | Add +1.3% | 86,531 | $5.0M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +7.5% | 86,104 | $5.0M |
| Cresset Asset Management, LLC | 0.02% | Reduce -6.9% | 83,014 | $4.8M |
| Fiduciary Trust Co | 0.07% | Reduce -2.6% | 74,307 | $4.3M |
| Private Advisor Group, LLC | 0.03% | Add +519.9% | 73,707 | $4.3M |
| Family Firm, Inc. | 1.01% | Add +7.0% | 72,045 | $4.2M |
| Lincoln National Corp. | 0.06% | Add +1.6% | 69,775 | $4.0M |
| Proathlete Wealth Management LLC | 1.95% | Add +10.2% | 63,590 | $3.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.3% | 55,647 | $3.2M |
| Belpointe Asset Management LLC | 0.23% | Reduce -1.0% | 52,096 | $3.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.9% | 51,108 | $2.9M |
| Equitable Holdings, Inc. | 0.03% | Add +14.1% | 50,242 | $2.9M |
| Per Stirling Capital Management, LLC. | 0.48% | Reduce -5.6% | 50,027 | $2.9M |
| Avantax Advisory Services, Inc. | 0.02% | Add +3.3% | 46,027 | $2.7M |
| D.A. Davidson & Co. | 0.02% | Add +6.3% | 46,026 | $2.7M |
| Evermay Wealth Management LLC | 0.40% | New | 45,538 | $2.6M |
| Comerica Bank | 0.01% | Reduce -1.5% | 45,317 | $2.6M |
| Choate Investment Advisors | 0.07% | New | 45,271 | $2.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +28.2% | 44,015 | $2.5M |
| Bank of Stockton | 0.78% | Reduce -5.9% | 43,865 | $2.5M |
| Mine & Arao Wealth Creation & Management, LLC. | 1.20% | Reduce -0.7% | 42,187 | $2.4M |
| Captrust Financial Advisors | 0.01% | Reduce -2.5% | 40,672 | $2.3M |
| Cassaday & Co Wealth Management LLC | 0.07% | Reduce -1.7% | 39,401 | $2.3M |
| Arbor Trust Wealth Advisors, LLC | 1.23% | Reduce -4.6% | 40,747 | $2.2M |
| Avidian Wealth Enterprises, LLC | 0.12% | Reduce -12.5% | 38,289 | $2.2M |
| Harbor Investment Advisory, LLC | 0.22% | Add +0.0% | 36,639 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -10.4% | 36,623 | $2.1M |
| Spire Wealth Management | 0.04% | Add +5.9% | 35,115 | $2.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -3.0% | 34,365 | $2.0M |
| Frank, Rimerman Advisors LLC | 0.37% | Add +7.5% | 33,639 | $1.9M |
| Avior Wealth Management, LLC | 0.09% | Add +4.0% | 32,593 | $1.9M |
| Jmac Enterprises LLC | 0.35% | Add +3.2% | 32,542 | $1.9M |
| Gunma Bank,Ltd. | 0.97% | No change | 32,000 | $1.8M |
| Trustmark Bank Trust Department | 0.15% | No change | 31,000 | $1.8M |
| Innova Wealth Partners | 1.38% | New | 30,901 | $1.8M |
| First National Corp. /Ma/ | 0.42% | No change | 29,049 | $1.7M |
| SOA Wealth Advisors, LLC. | 0.35% | Add +16.9% | 29,227 | $1.7M |
| Buckingham Strategic Wealth, LLC | 0.02% | Reduce -7.1% | 28,244 | $1.6M |
| Capital Investment Advisors, LLC | 0.04% | Reduce -10.7% | 28,150 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +3.5% | 27,483 | $1.6M |
| Bailard, Inc. | 0.04% | Add +3.0% | 26,847 | $1.5M |
| Lake Street Advisors Group, LLC | 0.07% | No change | 25,986 | $1.5M |
| IHT Wealth Management, LLC | 0.06% | Add +5.7% | 25,961 | $1.5M |
| Raymond James & Associates | 0.00% | Reduce -30.0% | 25,885 | $1.5M |
| Principal Securities, Inc. | 0.05% | Add +8.3% | 25,730 | $1.5M |
| Mutual Advisors, LLC | 0.05% | Add +0.0% | 24,936 | $1.4M |
| Cornerstone Advisors Asset Management, LLC | 0.50% | Add +2.5% | 24,613 | $1.4M |
| TCV Trust & Wealth Management, Inc. | 0.13% | Reduce -2.5% | 23,887 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -39.2% | 22,042 | $1.3M |
"% of holder's portfolio" is ICF's weight in each manager's 13F, not the share of iShares Select U.S. REIT ETF the manager owns.