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

0100200300400 Q1 2024: 334Q1 2024Q2 2024: 331Q2 2024Q3 2024: 352Q3 2024Q4 2024: 370Q4 2024Q1 2025: 360Q1 2025Q2 2025: 348Q2 2025Q3 2025: 338Q3 2025Q4 2025: 357Q4 2025Q1 2026: 361Q1 2026Q2 2026: 372Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions20$16.5M
Exits24$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
Regis Management CO LLC 0.36% No change 20,999 $1.2M
Commerce Bank 0.01% No change 20,794 $1.2M
Citigroup Inc. 0.00% Add +2.8% 20,764 $1.2M
Clayton Financial Group LLC 0.51% Add +13.1% 20,477 $1.2M
Peddock Capital Advisors, LLC 0.30% Add +1.0% 20,029 $1.1M
Whitegate Investment Counselors, Inc. 0.32% No change 19,875 $1.1M
HSBC Holdings PLC 0.00% Add +76.6% 18,834 $1.1M
Capital Planning Advisors, LLC 0.18% No change 18,623 $1.1M
MML Investors Services, LLC 0.00% Reduce -5.6% 18,571 $1.1M
Parkside Financial Bank & Trust 0.16% Add +0.0% 17,568 $1.0M
ARK & TLK Investments, LLC 0.38% No change 17,540 $1.0M
Modera Wealth Management, LLC 0.01% Reduce -3.9% 17,361 $995K
Fortress Wealth Management, Inc. 0.51% Add +0.2% 17,327 $993K
Dakota Wealth Management 0.02% Reduce -0.4% 17,153 $983K
Sonata Capital Group Inc. 0.50% Add +2.0% 17,100 $980K
Cobblestone Capital Advisors LLC 0.06% No change 16,825 $964K
Elevation Point Wealth Partners, LLC 0.08% No change 16,550 $948K
Horizons Wealth Management 0.73% Reduce -0.1% 15,300 $921K
Transcendent Capital Group LLC 0.53% Reduce -6.0% 16,043 $919K
Sigma Investment Counselors Inc. 0.06% Add +4.6% 15,815 $906K
Wealthstream Advisors, Inc. 0.33% Reduce -0.1% 15,618 $895K
HB Wealth Management, LLC 0.01% No change 15,548 $891K
NewEdge Advisors, LLC 0.01% Add +1.6% 15,043 $862K
Ashton Thomas Private Wealth, LLC 0.05% Reduce -1.4% 14,302 $819K
Evanson Asset Management, LLC 0.06% No change 14,275 $818K
White Knight Strategic Wealth Advisors, LLC 0.80% Reduce -2.3% 13,916 $797K
BTC Capital Management, Inc. 0.07% No change 13,856 $794K
Intergy Private Wealth, LLC 0.32% Reduce -88.7% 13,414 $768K
Audent Global Asset Management, LLC 0.79% Add +2.0% 13,273 $760K
Mercer Global Advisors Inc. 0.00% Reduce -3.2% 13,254 $759K
Beacon Pointe Advisors, LLC 0.01% No change 13,171 $755K
James J. Burns & Company, LLC 0.15% Reduce -4.0% 13,160 $754K
J.W. Cole Advisors, Inc. 0.03% Reduce -5.1% 12,895 $739K
VERITY Wealth Advisors 0.55% Add +0.2% 12,843 $736K
Wambolt & Associates, LLC 0.21% Reduce -4.3% 12,497 $709K
Stifel Financial Corp. 0.00% Reduce -55.2% 12,314 $705K
One Capital Management, LLC 0.02% Reduce -21.1% 11,859 $679K
CreativeOne Wealth, LLC 0.03% Reduce -5.9% 11,520 $660K
1834 Investment Advisors Co. 0.08% Add +0.9% 11,390 $653K
Thrivent Financial for Lutherans 0.00% Add +0.0% 11,245 $644K
Coldstream Capital Management Inc. 0.02% No change 11,166 $640K
Innova Wealth Partners 0.43% Reduce -66.4% 10,393 $595K
Fort Washington Investment Advisors Inc. 0.00% Reduce -1.0% 10,306 $590K
Jane Street Group, LLC 0.00% Add +148.2% 10,236 $586K
Affinity Capital Advisors, LLC 0.12% Reduce -10.0% 10,222 $586K
Arkadios Wealth Advisors 0.04% Add +118.0% 10,184 $583K
Range Financial Group LLC 0.29% Reduce -0.8% 9,962 $571K
Prudential Financial Inc. 0.00% Add +14.6% 9,958 $571K
CIBC Private Wealth Group LLC 0.00% Add +7.7% 9,834 $563K
Truist Financial Corp. 0.00% Reduce -10.5% 9,599 $550K
Integrated Advisors Network LLC 0.03% Add +5.7% 9,585 $549K
Capital Analysts, LLC 0.02% Add +12.7% 9,562 $548K
Glenview Trust Co 0.01% No change 9,502 $544K
SJS Investment Consulting Inc. 0.11% Reduce -11.8% 9,500 $544K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -17.2% 9,189 $526K
Tolleson Wealth Management, Inc. 0.10% Reduce -0.3% 9,185 $526K
James Investment Research, Inc. 0.06% No change 9,000 $516K
Vanguard Group Inc. 0.00% No change 9,000 $516K
Westside Investment Management, Inc. 0.12% Add +19.4% 8,934 $512K
Mather Group, Llc. 0.01% Add +83.6% 8,858 $511K
Fifth Third Securities, Inc. 0.05% Reduce -2.8% 8,799 $504K
Sanctuary Advisors, LLC 0.00% — 9,390 $503K
Waldron Private Wealth LLC 0.02% No change 8,746 $501K
Waters Parkerson & Co., LLC 0.03% No change 8,629 $494K
CENTRAL TRUST Co 0.01% Reduce -8.9% 8,565 $491K
EP Wealth Advisors, LLC 0.01% Reduce -12.7% 8,347 $478K
Fairway Wealth LLC 0.26% Add +0.3% 7,797 $447K
Tower Research Capital LLC (TRC) 0.01% Add +1857.7% 7,674 $440K
Glenmede Trust Co. NA 0.00% No change 7,658 $439K
Sachetta, LLC 0.19% No change 7,000 $426K
Cozad Asset Management Inc. 0.04% Reduce -9.7% 7,278 $417K
Valeo Financial Advisors, LLC 0.01% Add +0.2% 7,123 $408K
Raymond James Trust N.A. 0.01% Reduce -18.3% 7,090 $406K
Bremer Bank National Association 0.08% Add +2.7% 7,069 $405K
JFS Wealth Advisors, LLC 0.03% Add +10.4% 7,060 $404K
Stratos Wealth Partners, LTD. 0.01% Add +3.1% 7,045 $404K
Steigerwald, Gordon & Koch Inc. 0.05% Reduce -2.6% 7,019 $402K
AE Wealth Management LLC 0.00% Reduce -8.4% 6,999 $401K
Private Ocean, LLC 0.04% No change 6,919 $396K
Pitcairn Co. 0.02% No change 6,897 $395K
Nicolet Bankshares Inc. 0.08% No change 6,680 $383K
Level Four Advisory Services, LLC 0.02% Add +17.3% 6,648 $381K
American Investment Services, Inc. 0.06% Reduce -4.2% 6,261 $359K
Westshore Wealth, LLC 0.15% Add +0.6% 6,184 $354K
Capital Asset Advisory Services LLC 0.02% Add +12.6% 6,115 $350K
Axxcess Wealth Management, LLC 0.01% Add +12.3% 6,090 $349K
SP Asset Management LLC 0.03% Add +0.5% 6,088 $349K
Diversified Portfolios, Inc. 0.04% No change 5,962 $342K
Ellis Investment Partners, LLC 0.07% Reduce -17.0% 5,791 $332K
Csenge Advisory Group 0.02% No change 5,747 $329K
DT Investment Partners, LLC 0.03% No change 5,654 $324K
Texas Yale Capital Corp. 0.02% No change 5,600 $321K
Sunbelt Securities, Inc. 0.03% No change 5,587 $320K
Sandy Spring Bank 0.01% Reduce -7.1% 5,468 $313K
Robertson Stephens Wealth Management, LLC 0.02% New 5,303 $304K
Holderness Investments Co. 0.07% No change 5,300 $304K
Sequoia Financial Advisors, LLC 0.00% No change 5,272 $302K
ARS Investment Partners, LLC 0.03% No change 5,250 $301K
Accel Wealth Management 0.12% Add +41.4% 5,191 $297K
Evercore Wealth Management, LLC 0.00% No change 5,101 $292K
Sterling Investment Advisors, Ltd. 0.08% Add +8.7% 5,025 $288K
Neuberger Berman Group LLC 0.00% Reduce -0.0% 4,978 $285K
Silvercrest Asset Management Group LLC 0.00% No change 4,960 $284K
PCA Investment Advisory Services Inc. 0.15% Add +9.4% 4,899 $281K
D. E. Shaw & Co. 0.00% New 4,827 $277K
Sharkey, Howes & Javer 0.04% Reduce -40.3% 4,732 $271K
Ameritas Advisory Services, LLC 0.01% Add +0.5% 4,685 $268K
Aptus Capital Advisors, LLC 0.00% Reduce -7.4% 4,503 $258K
Courage Miller Partners, LLC 0.09% Reduce -9.8% 4,490 $257K
Linscomb Wealth, Inc. 0.01% No change 4,410 $253K
MAI Capital Management 0.00% Reduce -5.3% 4,369 $250K
Choreo, LLC 0.00% Reduce -0.8% 4,335 $246K
Cordant, Inc. 0.13% No change 4,163 $238K
Jordan Park Group LLC 0.02% No change 4,140 $237K
Gradient Capital Advisors, LLC 0.08% No change 4,120 $236K
Glass Jacobson Investment Advisors llc 0.08% Reduce -29.6% 4,030 $231K
Arbor Investment Advisors, LLC 0.03% Reduce -5.1% 4,002 $229K
TD Private Client Wealth LLC 0.01% Add +41.6% 3,982 $228K
Merit Financial Group, LLC 0.01% Add +0.1% 3,982 $228K
Financial Counselors Inc. 0.00% New 3,843 $220K
High Net Worth Advisory Group LLC 0.07% No change 3,800 $218K
Relyea Zuckerberg Hanson LLC 0.04% No change 3,800 $218K
Windsor Capital Management, LLC 0.07% Reduce -6.5% 3,755 $215K
Droms Strauss Advisors Inc. /Mo/ 0.08% No change 3,720 $213K
Orin Green Financial, LLC 0.10% New 3,643 $209K
Fortitude Advisory Group L.L.C. 0.12% No change 3,627 $208K
Topel & Distasi Wealth Management, LLC 0.09% No change 3,564 $204K
Citizens Financial Group Inc. 0.00% New 3,562 $204K
Physician Wealth Advisors, Inc. 0.04% New 3,351 $202K
Charles Schwab Investment Management Inc. 0.00% Reduce -20.9% 3,528 $202K
Cardiff Park Advisors, LLC 0.02% No change 3,400 $195K
North Star Investment Management Corp. 0.01% No change 3,400 $195K
Blair William & Co. 0.00% Reduce -10.0% 3,256 $187K
Bessemer Group Inc. 0.00% Add +45.5% 3,200 $183K
Acropolis Investment Management, LLC 0.01% Reduce -47.6% 3,174 $182K
Janiczek Wealth Management, LLC 0.03% No change 2,780 $159K
Simplex Trading, LLC 0.01% Add +35.2% 2,725 $156K
Capital Advisors, Ltd. LLC 0.02% No change 2,530 $145K
Franklin Resources Inc. 0.00% No change 2,500 $143K
FMR LLC 0.00% Reduce -1.0% 2,381 $136K
Continuum Advisory, LLC 0.02% No change 2,281 $131K
Parallel Advisors, LLC 0.00% No change 2,166 $124K
Lanark Financial, Inc. 0.01% Reduce -4.4% 2,143 $122K
Geneos Wealth Management Inc. 0.01% Reduce -6.4% 2,071 $119K
Larson Financial Group LLC 0.01% Add +53.9% 1,916 $110K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 1,805 $103K
Private Wealth Management Group, LLC 0.04% No change 1,675 $96K
Castleview Partners, LLC 0.05% Add +0.4% 1,659 $95K
AdvisorNet Financial, Inc 0.01% Add +31.9% 1,647 $94K
ORG Partners LLC 0.01% New 1,652 $94K
Laurel Wealth Advisors LLC 0.02% Reduce -51.9% 1,591 $91K
Whittier Trust Co. 0.00% No change 1,586 $91K
Allworth Financial LP 0.00% No change 1,504 $91K
Cwm, LLC 0.00% Reduce -27.7% 1,576 $90K
Provenance Wealth Advisors, LLC 0.01% No change 1,400 $80K
CVA Family Office, LLC 0.01% Add +0.1% 1,338 $77K
Steward Partners Investment Advisory, LLC 0.00% Reduce -28.3% 1,332 $76K
IFP Advisors, Inc 0.00% No change 1,301 $75K
Bank of New Hampshire 0.02% No change 1,150 $66K
Founders Financial Alliance, LLC 0.02% Add +0.5% 1,040 $60K
Global Retirement Partners, LLC 0.00% Add +1.5% 1,037 $59K
Concourse Financial Group Securities, Inc. 0.00% No change 1,028 $59K
Biltmore Family Office, LLC 0.01% No change 1,000 $57K
Manchester Capital Management LLC 0.01% No change 1,000 $57K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,000 $57K
JDM Financial Group LLC 0.04% No change 980 $56K
Wetzel Investment Advisors, Inc. 0.03% No change 941 $54K
Guardian Wealth Advisors, LLC / NC 0.01% No change 919 $53K
HM Payson & Co. 0.00% Reduce -3.3% 850 $49K
O'shaughnessy Asset Management, LLC 0.00% New 792 $45K
Avion Wealth 0.01% No change 760 $43K
First Horizon Advisors, Inc. 0.00% Add +0.4% 726 $42K
Harbour Investments, Inc. 0.00% No change 714 $41K
Ridgewood Investments LLC 0.02% New 581 $33K
Breakwater Investment Management 0.01% No change 570 $33K
Cohen & Steers, Inc. 0.00% Add +351.7% 542 $31K
Elevation Wealth Partners, LLC 0.01% Add +0.6% 526 $30K
CNB Bank 0.01% No change 500 $29K
Brown, Lisle/Cummings, Inc. 0.01% Add +0.5% 450 $26K
Plante Moran Financial Advisors, LLC 0.00% Reduce -24.3% 448 $26K
Front Row Advisors LLC 0.01% Add +0.2% 448 $26K
BBJS Financial Advisors, LLC 0.01% No change 430 $25K
Redwood Wealth Management Group, LLC 0.02% New 426 $24K
Old Second National Bank of Aurora 0.01% No change 412 $24K
Farmers & Merchants Investments Inc. 0.00% New 405 $23K
Dunhill Financial, LLC 0.01% Add +0.5% 394 $23K
Newton One Investments LLC 0.01% Add +0.5% 376 $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% No change 339 $19K
Piscataqua Savings Bank 0.02% Reduce -66.1% 300 $17K
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
Arax Advisory Partners 0.00% New 278 $16K
Annapolis Financial Services, LLC 0.01% No change 268 $15K
Cetera Trust Company, N.A 0.01% No change 250 $14K
Rothschild Investment LLC 0.00% New 236 $14K
Strengthening Families & Communities, LLC 0.00% New 231 $13K
Hamilton Point Investment Advisors, LLC 0.00% No change 220 $13K
WR Wealth Planners, LLC 0.00% No change 200 $11K
AllSquare Wealth Management LLC 0.01% No change 193 $11K
McIlrath & Eck, LLC 0.00% Reduce -45.5% 180 $10K
Macroview Investment Management LLC 0.01% No change 171 $10K
Morling Financial Advisors, LLC 0.00% New 150 $9K
MGB Wealth Management, LLC 0.00% No change 114 $7K
Cape Investment Advisory, Inc. 0.00% No change 116 $7K
Archer Investment Corp 0.00% No change 116 $7K
Jones Financial Companies LLLP 0.00% Reduce -56.9% 113 $6K
Integrity Financial Corp 0.00% No change 112 $6K
C M Bidwell & Associates Ltd. 0.00% No change 102 $6K
HHM Wealth Advisors, LLC 0.00% No change 102 $6K
Farther Finance Advisors, LLC 0.00% No change 100 $6K
Quent Capital, LLC 0.00% New 94 $5K
Concord Wealth Partners 0.00% No change 72 $4K
Investors Research Corp 0.00% Add +1.5% 66 $4K
BNP Paribas Financial Markets 0.00% New 65 $4K
Register Financial Advisors LLC 0.00% No change 52 $3K
Russell Investments Group, Ltd. 0.00% Add +76.9% 46 $3K
Capital Investment Advisory Services, LLC 0.00% No change 40 $2K
Coppell Advisory Solutions LLC 0.00% — 39 $2K
Gradient Investments LLC 0.00% Add +300.0% 36 $2K
Broadwater Capital Management LLC 0.00% No change 20 $1K
Realta Investment Advisors 0.00% Reduce -97.1% 12 $687
Highline Wealth Partners LLC 0.00% Reduce -26.7% 11 $630
Global Trust Asset Management, LLC 0.00% No change 10 $573
Assetmark, Inc. 0.00% New 8 $458
Nemes Rush Group LLC 0.00% No change 6 $344
Frazier Financial Advisors, LLC 0.00% No change 2 $119
Key Financial Inc 0.00% No change 2 $115
Creekmur Asset Management LLC 0.00% Reduce -99.5% 1 $49

"% 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.