iShares Select U.S. REIT ETFICFETF
13F holders, Q2 2024 (June 30)331holders −3
20new positions
24sold out
2famous investors
$57.25avg. 13F price*
At the end of Q2 2024, 331 institutions reported holding iShares Select U.S. REIT ETF (ICF) in their 13F filings, down 3 from Q1 2024. 20 opened new positions and 24 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($107.2M), JPMorgan Chase & Co. ($98.9M) and Morgan Stanley ($90.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $16.5M |
| Exits | 24 | $19.6M |
All 13F filers, Q1 2024 → Q2 2024: 1,144,911 shares bought and 1,336,554 shares sold, net −191,643 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 331 holders
| Northwestern Mutual Wealth Management Co. | 0.11% | Reduce -2.8% | 1,871,463 | $107.2M |
| JPMorgan Chase & Co. | 0.01% | Add +11.2% | 1,726,945 | $98.9M |
| Morgan Stanley | 0.01% | Add +1.1% | 1,578,692 | $90.4M |
| BlackRock Inc. | 0.00% | Add +3.9% | 1,527,118 | $87.5M |
| Bank of America Corp. | 0.00% | Reduce -16.3% | 827,821 | $47.4M |
| Kestra Advisory Services, LLC | 0.17% | Add +3.8% | 562,004 | $31.1M |
| M&T Bank Corp | 0.10% | Reduce -15.0% | 517,807 | $29.7M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +5.0% | 466,175 | $26.7M |
| Cullen/Frost Bankers, Inc. | 0.37% | Reduce -26.7% | 442,787 | $25.4M |
| Cetera Investment Advisers | 0.06% | Add +6.4% | 422,929 | $24.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.4% | 408,002 | $23.4M |
| Royal Bank of Canada | 0.01% | Add +10.1% | 402,639 | $23.1M |
| Foundations Investment Advisors, LLC | 0.55% | Add +12.5% | 392,177 | $22.5M |
| Connecticut Wealth Management, LLC | 1.15% | Add +1.2% | 390,257 | $22.4M |
| Creative Planning | 0.02% | Reduce -1.6% | 364,295 | $20.9M |
| LBMC Investment Advisors, LLC | 1.58% | Reduce -6.2% | 317,578 | $18.2M |
| AMG National Trust Bank | 0.49% | Reduce -1.9% | 316,125 | $18.1M |
| Wells Fargo & Company | 0.00% | Reduce -7.0% | 302,865 | $17.4M |
| National Philanthropic Trust | 0.33% | Add +5.8% | 300,529 | $17.2M |
| LPL Financial LLC | 0.01% | Add +1.0% | 283,431 | $16.2M |
| Koss-Olinger Consulting, LLC | 1.25% | New | 235,320 | $13.5M |
| Fifth Third Bancorp | 0.05% | Reduce -5.7% | 224,463 | $12.9M |
| Pathstone Holdings, LLC | 0.06% | Reduce -4.1% | 223,487 | $12.8M |
| Osaic Holdings, Inc. | 0.03% | Add +18.6% | 222,368 | $12.7M |
| IFG Advisors, LLC | 2.88% | Add +5.5% | 212,339 | $12.2M |
| Bank of New York Mellon Corp | 0.00% | Add +56.0% | 202,850 | $11.6M |
| Awm Capital, LLC | 1.64% | Add +10.3% | 188,361 | $10.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +76.5% | 186,566 | $10.7M |
| Keybank National Association | 0.04% | Reduce -4.3% | 185,773 | $10.6M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.77% | No change | 174,000 | $10.0M |
| UBS Group AG | 0.00% | Add +6.0% | 163,995 | $9.4M |
| William Howard & Co Financial Advisors Inc | 8.29% | Add +0.5% | 156,624 | $9.0M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -7.3% | 151,684 | $8.7M |
| Mariner, LLC | 0.02% | Add +1.6% | 149,211 | $8.5M |
| Ameriprise Financial Inc. | 0.00% | Add +4.2% | 148,481 | $8.5M |
| Brewster Financial Planning LLC | 6.95% | Add +3.9% | 144,314 | $8.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.5% | 140,608 | $8.1M |
| Ballentine Partners, LLC | 0.14% | Reduce -1.0% | 131,889 | $7.6M |
| US Bancorp \de | 0.01% | Reduce -6.5% | 129,196 | $7.4M |
| Cerity Partners LLC | 0.02% | Reduce -11.0% | 127,307 | $7.3M |
| Corient Private Wealth LP | 0.01% | Reduce -1.4% | 124,646 | $7.1M |
| McNaughton Wealth Management, LLC | 3.56% | Add +4.4% | 117,288 | $6.7M |
| Tiaa Trust, National Association | 0.02% | Reduce -19.1% | 116,471 | $6.7M |
| Moneta Group Investment Advisors LLC | 0.10% | Reduce -3.8% | 113,240 | $6.5M |
| GYL Financial Synergies, LLC | 0.49% | Reduce -25.0% | 110,915 | $6.4M |
| Northern Trust Corp. | 0.00% | Reduce -2.0% | 107,305 | $6.1M |
| Asset Management Group, Inc. | 0.89% | Reduce -0.5% | 102,091 | $5.8M |
| Garde Capital, Inc. | 0.40% | Reduce -39.8% | 100,033 | $5.7M |
| Baird Financial Group, Inc. | 0.01% | Add +8.3% | 93,737 | $5.4M |
| Cornerstone Wealth Group, LLC | 0.46% | Reduce -0.5% | 90,609 | $5.2M |
| Ifrah Financial Services, Inc. | 1.44% | Reduce -0.3% | 88,885 | $5.1M |
| Cresset Asset Management, LLC | 0.02% | Add +5.1% | 87,228 | $5.0M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -4.2% | 82,492 | $4.7M |
| Avantax Advisory Services, Inc. | 0.03% | Add +72.6% | 79,444 | $4.6M |
| Family Firm, Inc. | 0.99% | Add +7.9% | 77,720 | $4.5M |
| Private Advisor Group, LLC | 0.03% | Add +1.1% | 74,527 | $4.3M |
| Fiduciary Trust Co | 0.06% | Reduce -3.2% | 71,931 | $4.1M |
| Equitable Holdings, Inc. | 0.03% | Add +8.0% | 54,254 | $3.1M |
| Belpointe Asset Management LLC | 0.21% | Add +1.9% | 53,059 | $3.0M |
| Per Stirling Capital Management, LLC. | 0.47% | Add +2.1% | 51,103 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -9.6% | 50,285 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.6% | 48,769 | $2.8M |
| SOA Wealth Advisors, LLC. | 0.55% | Add +62.0% | 47,334 | $2.7M |
| D.A. Davidson & Co. | 0.02% | Reduce -0.1% | 45,988 | $2.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +4.1% | 45,824 | $2.6M |
| Comerica Bank | 0.01% | Reduce -4.4% | 43,339 | $2.5M |
| Mine & Arao Wealth Creation & Management, LLC. | 1.20% | Add +2.4% | 43,206 | $2.5M |
| Evermay Wealth Management LLC | 0.39% | Reduce -6.2% | 42,695 | $2.4M |
| Arbor Trust Wealth Advisors, LLC | 1.23% | Add +0.2% | 40,832 | $2.3M |
| Captrust Financial Advisors | 0.01% | Reduce -0.4% | 40,493 | $2.3M |
| Cassaday & Co Wealth Management LLC | 0.07% | Reduce -4.6% | 37,592 | $2.2M |
| Bank of Stockton | 0.67% | Reduce -15.6% | 37,042 | $2.1M |
| Harbor Investment Advisory, LLC | 0.22% | Add +0.3% | 36,735 | $2.1M |
| Spire Wealth Management | 0.07% | Add +0.5% | 35,277 | $2.0M |
| Mutual Advisors, LLC | 0.06% | Add +33.1% | 33,195 | $2.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.1% | 34,382 | $2.0M |
| Frank, Rimerman Advisors LLC | 0.14% | Reduce -0.1% | 33,604 | $1.9M |
| First National Corp. /Ma/ | 0.45% | Add +13.9% | 33,083 | $1.9M |
| Jmac Enterprises LLC | 0.33% | Add +1.5% | 33,027 | $1.9M |
| Trustmark Bank Trust Department | 0.14% | No change | 31,000 | $1.8M |
| Citadel Advisors | 0.00% | Add +501.2% | 29,879 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -20.4% | 29,164 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +41.2% | 28,294 | $1.6M |
| Avior Wealth Management, LLC | 0.07% | Reduce -16.9% | 27,067 | $1.6M |
| Buckingham Strategic Wealth, LLC | 0.02% | Reduce -4.8% | 26,882 | $1.5M |
| Cornerstone Advisors Asset Management, LLC | 0.43% | Add +8.6% | 26,739 | $1.5M |
| Avidian Wealth Enterprises, LLC | 0.07% | Reduce -30.7% | 26,533 | $1.5M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -6.5% | 26,311 | $1.5M |
| Lake Street Advisors Group, LLC | 0.07% | No change | 25,986 | $1.5M |
| IHT Wealth Management, LLC | 0.05% | Reduce -1.6% | 25,532 | $1.5M |
| Principal Securities, Inc. | 0.04% | Reduce -1.0% | 25,476 | $1.5M |
| Bailard, Inc. | 0.04% | Reduce -5.4% | 25,386 | $1.5M |
| Mosley Wealth Management | 1.16% | Add +8.6% | 23,821 | $1.4M |
| TCV Trust & Wealth Management, Inc. | 0.13% | Reduce -0.4% | 23,797 | $1.4M |
| Choate Investment Advisors | 0.04% | Reduce -48.0% | 23,543 | $1.3M |
| Savant Capital, LLC | 0.01% | New | 22,844 | $1.3M |
| Raymond James & Associates | 0.00% | Reduce -13.4% | 22,415 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.1% | 22,022 | $1.3M |
| jvl associates llc | 0.50% | No change | 21,912 | $1.3M |
| White Lighthouse Investment Management Inc. | 0.24% | Add +4.1% | 21,689 | $1.2M |
"% 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.