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 |
| Mosley Wealth Management | 1.19% | Add +0.2% | 21,931 | $1.3M |
| jvl associates llc | 0.52% | No change | 21,912 | $1.3M |
| Regis Management CO LLC | 0.37% | No change | 20,999 | $1.2M |
| White Lighthouse Investment Management Inc. | 0.24% | Reduce -0.0% | 20,835 | $1.2M |
| Commerce Bank | 0.01% | Reduce -0.1% | 20,794 | $1.2M |
| Citigroup Inc. | 0.00% | Add +3.7% | 20,201 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 20,035 | $1.2M |
| Whitegate Investment Counselors, Inc. | 0.32% | No change | 19,875 | $1.1M |
| Peddock Capital Advisors, LLC | 0.30% | Add +19.3% | 19,832 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -2.1% | 19,676 | $1.1M |
| Eagle Strategies LLC | 0.24% | New | 18,623 | $1.1M |
| Capital Planning Advisors, LLC | 0.19% | No change | 18,623 | $1.1M |
| Clayton Financial Group LLC | 0.47% | Reduce -6.7% | 18,099 | $1.0M |
| Modera Wealth Management, LLC | 0.02% | Reduce -10.8% | 18,074 | $1.0M |
| Parkside Financial Bank & Trust | 0.16% | Add +0.4% | 17,564 | $1.0M |
| ARK & TLK Investments, LLC | 0.39% | No change | 17,540 | $1.0M |
| Fortress Wealth Management, Inc. | 0.51% | Reduce -15.9% | 17,291 | $998K |
| Dakota Wealth Management | 0.02% | Add +134.0% | 17,228 | $994K |
| Transcendent Capital Group LLC | 0.57% | Reduce -76.2% | 17,072 | $985K |
| Cobblestone Capital Advisors LLC | 0.06% | No change | 16,825 | $971K |
| Sonata Capital Group Inc. | 0.44% | Add +2.2% | 16,761 | $967K |
| Elevation Point Wealth Partners, LLC | 0.07% | Reduce -2.5% | 16,550 | $955K |
| Wealthstream Advisors, Inc. | 0.34% | Reduce -2.3% | 15,630 | $902K |
| Horizons Wealth Management | 0.59% | No change | 15,315 | $899K |
| HB Wealth Management, LLC | 0.01% | No change | 15,548 | $897K |
| Sigma Investment Counselors Inc. | 0.06% | Reduce -6.7% | 15,115 | $872K |
| One Capital Management, LLC | 0.03% | Reduce -16.0% | 15,023 | $867K |
| NewEdge Advisors, LLC | 0.01% | Reduce -17.3% | 14,813 | $855K |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +0.0% | 14,512 | $837K |
| Evanson Asset Management, LLC | 0.06% | Reduce -3.5% | 14,275 | $824K |
| White Knight Strategic Wealth Advisors, LLC | 0.85% | Add +0.1% | 14,250 | $822K |
| BTC Capital Management, Inc. | 0.07% | — | 13,856 | $799K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.0% | 13,696 | $790K |
| J.W. Cole Advisors, Inc. | 0.04% | Add +2.6% | 13,592 | $784K |
| James J. Burns & Company, LLC | 0.27% | Reduce -41.5% | 13,706 | $768K |
| Sowa Financial Group, Inc. | 0.62% | No change | 12,952 | $761K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.0% | 13,171 | $760K |
| Audent Global Asset Management, LLC | 0.77% | Add +2.6% | 13,009 | $751K |
| Wambolt & Associates, LLC | 0.22% | Reduce -14.7% | 13,054 | $740K |
| VERITY Wealth Advisors | 0.57% | Add +0.2% | 12,812 | $739K |
| CreativeOne Wealth, LLC | 0.03% | Reduce -10.6% | 12,239 | $706K |
| Affinity Capital Advisors, LLC | 0.15% | Reduce -2.5% | 11,355 | $655K |
| 1834 Investment Advisors Co. | 0.08% | Reduce -32.5% | 11,285 | $651K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.2% | 11,244 | $649K |
| Coldstream Capital Management Inc. | 0.02% | Reduce -4.1% | 11,166 | $644K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -11.3% | 11,101 | $641K |
| SJS Investment Consulting Inc. | 0.12% | Reduce -17.6% | 10,770 | $621K |
| Truist Financial Corp. | 0.00% | Reduce -1.3% | 10,721 | $619K |
| HSBC Holdings PLC | 0.00% | Reduce -11.1% | 10,667 | $615K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -14.6% | 10,406 | $600K |
| Flow Traders U.S. LLC | 0.03% | Add +18.5% | 10,282 | $593K |
| Range Financial Group LLC | 0.30% | Add +2.0% | 10,038 | $579K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -11.8% | 9,560 | $552K |
| Glenview Trust Co | 0.01% | No change | 9,502 | $548K |
| CENTRAL TRUST Co | 0.01% | Reduce -4.1% | 9,404 | $543K |
| Tolleson Wealth Management, Inc. | 0.10% | Reduce -2.0% | 9,216 | $532K |
| Integrated Advisors Network LLC | 0.03% | Add +7.9% | 9,066 | $523K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -4.1% | 9,052 | $522K |
| James Investment Research, Inc. | 0.06% | No change | 9,000 | $519K |
| Vanguard Group Inc. | 0.00% | No change | 9,000 | $519K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 9,134 | $518K |
| Waldron Private Wealth LLC | 0.02% | Reduce -10.7% | 8,746 | $505K |
| Prudential Financial Inc. | 0.00% | Reduce -33.9% | 8,689 | $501K |
| Raymond James Trust N.A. | 0.01% | No change | 8,682 | $501K |
| Waters Parkerson & Co., LLC | 0.03% | No change | 8,629 | $498K |
| Mission Wealth Management, LP | 0.01% | New | 8,591 | $496K |
| Capital Analysts, LLC | 0.02% | Reduce -92.8% | 8,487 | $490K |
| Cozad Asset Management Inc. | 0.05% | No change | 8,062 | $465K |
| Sharkey, Howes & Javer | 0.07% | Reduce -2.2% | 7,921 | $457K |
| Fairway Wealth LLC | 0.30% | Add +0.3% | 7,773 | $448K |
| Glenmede Trust Co. NA | 0.00% | Add +11.0% | 7,658 | $442K |
| AE Wealth Management LLC | 0.01% | Reduce -18.5% | 7,639 | $441K |
| Westside Investment Management, Inc. | 0.10% | Add +3.2% | 7,479 | $432K |
| Steigerwald, Gordon & Koch Inc. | 0.05% | Reduce -2.0% | 7,209 | $416K |
| Sachetta, LLC | 0.20% | No change | 7,000 | $411K |
| Ellis Investment Partners, LLC | 0.09% | Reduce -1.3% | 6,974 | $402K |
| Private Ocean, LLC | 0.04% | No change | 6,919 | $399K |
| Pitcairn Co. | 0.03% | No change | 6,897 | $398K |
| Bremer Bank National Association | 0.07% | Add +8.0% | 6,886 | $397K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +4.9% | 6,832 | $394K |
| Nicolet Bankshares Inc. | 0.08% | No change | 6,680 | $385K |
| Valeo Financial Advisors, LLC | 0.01% | New | 7,106 | $383K |
| American Investment Services, Inc. | 0.07% | No change | 6,534 | $377K |
| JFS Wealth Advisors, LLC | 0.03% | No change | 6,397 | $369K |
| Renaissance Technologies | 0.00% | New | 6,400 | $369K |
| Westshore Wealth, LLC | 0.15% | Add +44.6% | 6,149 | $355K |
| SP Asset Management LLC | 0.03% | Add +0.5% | 6,060 | $350K |
| Acropolis Investment Management, LLC | 0.02% | Reduce -41.2% | 6,058 | $350K |
| Diversified Portfolios, Inc. | 0.05% | No change | 5,962 | $344K |
| Sandy Spring Bank | 0.02% | Add +13.4% | 5,885 | $340K |
| Level Four Advisory Services, LLC | 0.02% | No change | 5,667 | $333K |
| Csenge Advisory Group | 0.02% | No change | 5,747 | $332K |
| Glass Jacobson Investment Advisors llc | 0.12% | Reduce -8.1% | 5,725 | $330K |
| DT Investment Partners, LLC | 0.03% | Add +276.9% | 5,654 | $326K |
| Texas Yale Capital Corp. | 0.01% | No change | 5,600 | $323K |
| Sunbelt Securities, Inc. | 0.04% | No change | 5,587 | $322K |
| Axxcess Wealth Management, LLC | 0.01% | Add +15.7% | 5,425 | $313K |
| Holderness Investments Co. | 0.07% | No change | 5,300 | $306K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 5,272 | $304K |
| Capital Asset Advisory Services LLC | 0.02% | Add +15.8% | 5,431 | $304K |
| ARS Investment Partners, LLC | 0.03% | No change | 5,250 | $303K |
| Evercore Wealth Management, LLC | 0.00% | No change | 5,101 | $294K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -21.2% | 5,031 | $290K |
| Neuberger Berman Group LLC | 0.00% | No change | 4,980 | $287K |
| Courage Miller Partners, LLC | 0.10% | No change | 4,976 | $287K |
| Citadel Advisors | 0.00% | Reduce -91.4% | 4,970 | $287K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 4,960 | $286K |
| Mather Group, Llc. | 0.00% | No change | 4,824 | $283K |
| Aptus Capital Advisors, LLC | 0.01% | Add +169.9% | 4,863 | $281K |
| Arkadios Wealth Advisors | 0.02% | No change | 4,672 | $270K |
| Ameritas Advisory Services, LLC | 0.01% | New | 4,662 | $267K |
| Sterling Investment Advisors, Ltd. | 0.07% | No change | 4,625 | $267K |
| MAI Capital Management | 0.00% | New | 4,616 | $266K |
| PCA Investment Advisory Services Inc. | 0.15% | Add +1.4% | 4,478 | $258K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -38.5% | 4,463 | $258K |
| Harbour Trust & Investment Management Co | 0.03% | Reduce -1.8% | 4,433 | $256K |
| Linscomb Wealth, Inc. | 0.01% | No change | 4,410 | $254K |
| Choreo, LLC | 0.01% | No change | 4,369 | $252K |
| Arbor Investment Advisors, LLC | 0.04% | Add +0.2% | 4,218 | $243K |
| Cordant, Inc. | 0.14% | No change | 4,163 | $240K |
| Jordan Park Group LLC | 0.02% | No change | 4,140 | $239K |
| Jane Street Group, LLC | 0.00% | Add +11.8% | 4,125 | $238K |
| Gradient Capital Advisors, LLC | 0.09% | No change | 4,120 | $238K |
| Cadence Bank | 0.02% | No change | 4,060 | $234K |
| Windsor Capital Management, LLC | 0.07% | Reduce -4.6% | 4,015 | $232K |
| High Net Worth Advisory Group LLC | 0.07% | No change | 3,800 | $219K |
| Relyea Zuckerberg Hanson LLC | 0.04% | No change | 3,800 | $219K |
| Merit Financial Group, LLC | 0.01% | Reduce -7.0% | 3,979 | $217K |
| Droms Strauss Advisors Inc. /Mo/ | 0.08% | No change | 3,720 | $215K |
| Almanack Investment Partners, LLC. | 0.04% | Reduce -1.9% | 3,685 | $213K |
| Accel Wealth Management | 0.09% | Reduce -3.8% | 3,671 | $212K |
| Fortitude Advisory Group L.L.C. | 0.12% | Reduce -4.7% | 3,627 | $209K |
| Blair William & Co. | 0.00% | No change | 3,618 | $209K |
| Topel & Distasi Wealth Management, LLC | 0.09% | No change | 3,564 | $206K |
| Petix & Botte Co | 0.05% | New | 3,564 | $206K |
| Wealthspire Retirement, LLC | 0.02% | Add +0.5% | 3,493 | $202K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 3,400 | $196K |
| North Star Investment Management Corp. | 0.01% | No change | 3,400 | $196K |
| Laurel Wealth Advisors LLC | 0.03% | Reduce -25.6% | 3,306 | $191K |
| TD Private Client Wealth LLC | 0.01% | Add +22.3% | 2,812 | $162K |
| Janiczek Wealth Management, LLC | 0.03% | No change | 2,780 | $160K |
| Capital Advisors, Ltd. LLC | 0.02% | Reduce -33.9% | 2,530 | $146K |
| Franklin Resources Inc. | 0.00% | No change | 2,500 | $144K |
| FMR LLC | 0.00% | Add +3.6% | 2,405 | $139K |
| Lanark Financial, Inc. | 0.01% | Reduce -0.6% | 2,241 | $129K |
| Geneos Wealth Management Inc. | 0.01% | Add +3.3% | 2,213 | $128K |
| Continuum Advisory, LLC | 0.02% | New | 2,281 | $127K |
| Bessemer Group Inc. | 0.00% | No change | 2,200 | $127K |
| Cwm, LLC | 0.00% | Add +18.6% | 2,179 | $126K |
| Parallel Advisors, LLC | 0.00% | No change | 2,166 | $125K |
| Simplex Trading, LLC | 0.00% | New | 2,015 | $116K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -9.9% | 1,858 | $107K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 1,805 | $104K |
| Private Wealth Management Group, LLC | 0.04% | No change | 1,675 | $97K |
| Castleview Partners, LLC | 0.05% | Add +0.4% | 1,652 | $95K |
| Fernwood Investment Management, LLC | 0.03% | New | 1,624 | $94K |
| Whittier Trust Co. | 0.00% | No change | 1,586 | $92K |
| Allworth Financial LP | 0.00% | Add +21.9% | 1,504 | $87K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 1,400 | $81K |
| CVA Family Office, LLC | 0.01% | Add +0.1% | 1,337 | $77K |
| IFP Advisors, Inc | 0.00% | Add +0.2% | 1,301 | $75K |
| National Bank of Canada | 0.00% | Reduce -99.4% | 1,332 | $74K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -8.7% | 1,249 | $72K |
| Larson Financial Group LLC | 0.01% | No change | 1,245 | $72K |
| Bank of Montreal | 0.00% | Reduce -15.6% | 1,200 | $69K |
| Bank of New Hampshire | 0.02% | No change | 1,150 | $66K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -34.8% | 1,035 | $60K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,028 | $59K |
| Global Retirement Partners, LLC | 0.00% | Reduce -10.3% | 1,022 | $59K |
| Biltmore Family Office, LLC | 0.01% | No change | 1,000 | $58K |
| Manchester Capital Management LLC | 0.01% | No change | 1,000 | $58K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -16.7% | 1,000 | $58K |
| JDM Financial Group LLC | 0.04% | No change | 980 | $57K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -3.5% | 919 | $53K |
| MV Capital Management, Inc. | 0.01% | No change | 900 | $52K |
| Piscataqua Savings Bank | 0.05% | New | 885 | $51K |
| HM Payson & Co. | 0.00% | Add +3.4% | 879 | $51K |
| Wetzel Investment Advisors, Inc. | 0.03% | Add +32.0% | 941 | $50K |
| Avion Wealth | 0.01% | No change | 760 | $44K |
| First Horizon Advisors, Inc. | 0.00% | Add +0.4% | 723 | $42K |
| Harbour Investments, Inc. | 0.00% | No change | 714 | $41K |
| Wagner Wealth Management, LLC | 0.01% | Add +0.5% | 613 | $35K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -77.0% | 592 | $34K |
| Breakwater Investment Management | 0.02% | — | 570 | $33K |
| Elevation Wealth Partners, LLC | 0.02% | New | 523 | $30K |
| CNB Bank | 0.01% | No change | 500 | $29K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Add +0.5% | 448 | $26K |
| Front Row Advisors LLC | 0.01% | Add +90.2% | 447 | $26K |
| BBJS Financial Advisors, LLC | 0.01% | No change | 430 | $25K |
| Old Second National Bank of Aurora | 0.01% | No change | 412 | $24K |
| Realta Investment Advisors | 0.00% | New | 412 | $24K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -96.1% | 392 | $23K |
| Dunhill Financial, LLC | 0.02% | Add +0.5% | 392 | $23K |
| Newton One Investments LLC | 0.01% | Add +0.3% | 374 | $22K |
| Anchor Investment Management, LLC | 0.00% | No change | 370 | $21K |
| Ancora Advisors LLC | 0.00% | No change | 352 | $20K |
| WealthShield Partners, LLC | 0.00% | Add +10.1% | 339 | $20K |
| McIlrath & Eck, LLC | 0.00% | No change | 330 | $19K |
| Howe & Rusling Inc. | 0.00% | No change | 300 | $17K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 290 | $17K |
| Tyler-Stone Wealth Management | 0.01% | No change | 278 | $16K |
| Annapolis Financial Services, LLC | 0.01% | No change | 268 | $15K |
| Jones Financial Companies LLLP | 0.00% | New | 262 | $15K |
| Cetera Trust Company, N.A | 0.01% | Reduce -98.5% | 250 | $14K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 220 | $13K |
| Creekmur Asset Management LLC | 0.00% | Reduce -72.3% | 202 | $12K |
| WR Wealth Planners, LLC | 0.00% | New | 200 | $12K |
| AllSquare Wealth Management LLC | 0.01% | Add +0.5% | 193 | $11K |
| Macroview Investment Management LLC | 0.01% | Add +23.9% | 171 | $10K |
| Cambridge Trust Co. | 0.00% | Reduce -14.3% | 150 | $9K |
| Woodmont Investment Counsel LLC | 0.00% | New | 144 | $8K |
| Cohen & Steers, Inc. | 0.00% | Reduce -97.9% | 120 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 116 | $7K |
| Archer Investment Corp | 0.00% | No change | 116 | $7K |
| Qube Research & Technologies Ltd | 0.00% | No change | 115 | $7K |
| MGB Wealth Management, LLC | 0.00% | No change | 114 | $7K |
| Integrity Financial Corp | 0.00% | New | 112 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | New | 102 | $6K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 102 | $6K |
| Farther Finance Advisors, LLC | 0.00% | No change | 100 | $6K |
| Concord Wealth Partners | 0.00% | No change | 72 | $4K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 71 | $4K |
| Investors Research Corp | 0.00% | No change | 65 | $4K |
| Register Financial Advisors LLC | 0.00% | No change | 52 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 40 | $2K |
| St Germain D J Co. Inc. | 0.00% | New | 35 | $2K |
| Russell Investments Group, Ltd. | 0.00% | No change | 26 | $2K |
| Broadwater Capital Management LLC | 0.00% | No change | 20 | $1K |
| Highline Wealth Partners LLC | 0.00% | No change | 15 | $866 |
| Global Trust Asset Management, LLC | 0.00% | No change | 10 | $577 |
| Gradient Investments LLC | 0.00% | Add +12.5% | 9 | $519 |
| Nemes Rush Group LLC | 0.00% | No change | 6 | $347 |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -84.6% | 2 | $119 |
| Key Financial Inc | 0.00% | No change | 2 | $115 |
"% 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.