iShares Select U.S. REIT ETFICFETF
13F holders, Q3 2024 (September 30)352holders +21
43new positions
20sold out
1famous investor
$65.81avg. 13F price*
At the end of Q3 2024, 352 institutions reported holding iShares Select U.S. REIT ETF (ICF) in their 13F filings, up 21 from Q2 2024. 43 opened new positions and 20 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($128.2M), JPMorgan Chase & Co. ($103.4M) and Morgan Stanley ($100.9M). One famous investor held it 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $47.6M |
| Exits | 20 | $3.3M |
All 13F filers, Q2 2024 → Q3 2024: 1,305,083 shares bought and 955,927 shares sold, net +349,156 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 352 holders
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +4.0% | 1,945,501 | $128.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -9.2% | 1,568,738 | $103.4M |
| Morgan Stanley | 0.01% | Reduce -3.1% | 1,530,218 | $100.9M |
| BlackRock, Inc. | 0.00% | — | 1,427,469 | $94.1M |
| Bank of America Corp. | 0.00% | Reduce -2.8% | 804,821 | $53.0M |
| Kestra Advisory Services, LLC | 0.20% | Reduce -3.6% | 541,604 | $35.7M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +5.7% | 492,554 | $32.5M |
| M&T Bank Corp | 0.10% | Reduce -9.9% | 466,591 | $30.8M |
| Cetera Investment Advisers | 0.06% | Add +3.1% | 435,888 | $28.7M |
| Connecticut Wealth Management, LLC | 1.34% | Add +7.6% | 419,887 | $27.7M |
| Foundations Investment Advisors, LLC | 0.54% | Reduce -1.3% | 386,985 | $25.5M |
| Royal Bank of Canada | 0.01% | Reduce -4.6% | 384,033 | $25.3M |
| Creative Planning | 0.02% | Reduce -3.2% | 352,669 | $23.2M |
| Osaic Holdings, Inc. | 0.05% | Add +55.3% | 345,287 | $22.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -17.6% | 336,019 | $22.1M |
| AMG National Trust Bank | 0.57% | Add +0.8% | 318,719 | $21.0M |
| LPL Financial LLC | 0.01% | Add +12.2% | 318,040 | $21.0M |
| Wells Fargo & Company | 0.01% | Add +4.1% | 315,215 | $20.8M |
| National Philanthropic Trust | 0.36% | Add +0.2% | 301,012 | $19.8M |
| LBMC Investment Advisors, LLC | 1.49% | Reduce -10.0% | 285,913 | $18.8M |
| Koss-Olinger Consulting, LLC | 1.34% | Reduce -0.8% | 233,420 | $15.4M |
| Pathstone Holdings, LLC | 0.07% | Add +2.3% | 228,641 | $15.1M |
| Keybank National Association | 0.06% | Add +22.4% | 227,471 | $15.0M |
| IFG Advisors, LLC | 3.17% | Add +5.8% | 224,724 | $14.8M |
| Fifth Third Bancorp | 0.05% | Reduce -2.0% | 220,045 | $14.5M |
| Cullen/Frost Bankers, Inc. | 0.19% | Reduce -52.1% | 211,921 | $14.0M |
| Awm Capital, LLC | 1.67% | Add +11.4% | 209,897 | $13.8M |
| National Bank of Canada | 0.02% | New | 201,458 | $13.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.2% | 198,446 | $13.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.1% | 184,420 | $12.2M |
| HighTower Advisors, LLC | 0.02% | Add +30.9% | 184,043 | $12.1M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.82% | No change | 174,000 | $11.5M |
| UBS Group AG | 0.00% | Reduce -2.9% | 159,202 | $10.5M |
| William Howard & Co Financial Advisors Inc | 8.93% | Add +1.4% | 158,785 | $10.5M |
| Ameriprise Financial Inc. | 0.00% | Add +3.4% | 153,507 | $10.1M |
| Mariner, LLC | 0.02% | Add +1.5% | 151,389 | $10.0M |
| Brewster Financial Planning LLC | 7.40% | Add +0.3% | 144,816 | $9.5M |
| Cambridge Associates LLC /Ma/ | 0.35% | New | 141,329 | $9.3M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -8.4% | 138,945 | $9.2M |
| Ballentine Partners, LLC | 0.15% | No change | 131,889 | $8.7M |
| US Bancorp \de | 0.01% | Reduce -0.8% | 128,139 | $8.4M |
| McNaughton Wealth Management, LLC | 3.86% | Add +2.5% | 120,226 | $7.9M |
| Tiaa Trust, National Association | 0.02% | Reduce -1.5% | 114,732 | $7.6M |
| Moneta Group Investment Advisors LLC | 0.11% | Reduce -1.5% | 111,522 | $7.4M |
| GYL Financial Synergies, LLC | 0.55% | Reduce -0.3% | 110,614 | $7.3M |
| School Employees Retirement Board of Ohio | 3.96% | New | 105,689 | $7.0M |
| Northern Trust Corp. | 0.00% | Reduce -2.9% | 104,175 | $6.9M |
| Cerity Partners LLC | 0.01% | Reduce -21.1% | 100,410 | $6.6M |
| Corient Private Wealth LP | 0.01% | Reduce -0.0% | 124,593 | $6.6M |
| Asset Management Group, Inc. | 0.92% | Reduce -3.1% | 98,936 | $6.5M |
| Garde Capital, Inc. | 0.40% | Reduce -7.3% | 92,692 | $6.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.4% | 92,374 | $6.1M |
| Cornerstone Wealth Group, LLC | 0.48% | Reduce -2.3% | 88,490 | $5.8M |
| Ifrah Financial Services, Inc. | 1.55% | Reduce -2.0% | 87,112 | $5.7M |
| Cresset Asset Management, LLC | 0.02% | Reduce -2.9% | 84,717 | $5.6M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -1.3% | 81,390 | $5.4M |
| Avantax Advisory Services, Inc. | 0.03% | Add +1.6% | 80,673 | $5.3M |
| Private Advisor Group, LLC | 0.03% | Add +5.4% | 78,573 | $5.2M |
| Family Firm, Inc. | 1.06% | Reduce -5.4% | 73,497 | $4.8M |
| Fiduciary Trust Co | 0.07% | Reduce -1.5% | 70,844 | $4.7M |
| Per Stirling Capital Management, LLC. | 0.57% | Add +20.9% | 61,810 | $4.1M |
| Equitable Holdings, Inc. | 0.04% | Add +2.5% | 55,626 | $3.7M |
| Belpointe Asset Management LLC | 0.21% | Reduce -1.5% | 52,259 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +3.4% | 52,006 | $3.4M |
| SOA Wealth Advisors, LLC. | 0.63% | Add +6.0% | 50,190 | $3.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +4.3% | 47,797 | $3.2M |
| D.A. Davidson & Co. | 0.03% | Add +1.5% | 46,659 | $3.1M |
| Pinnacle Family Advisors, LLC | 1.55% | New | 45,295 | $3.0M |
| Mine & Arao Wealth Creation & Management, LLC. | 1.29% | Reduce -2.6% | 42,062 | $2.8M |
| Evermay Wealth Management LLC | 0.44% | Reduce -1.7% | 41,984 | $2.8M |
| Captrust Financial Advisors | 0.01% | Add +1.9% | 41,281 | $2.7M |
| Comerica Bank | 0.01% | Reduce -5.2% | 41,067 | $2.7M |
| Midwest Professional Planners, LTD. | 0.82% | New | 40,450 | $2.7M |
| Cassaday & Co Wealth Management LLC | 0.07% | No change | 37,592 | $2.5M |
| Bank of Stockton | 0.75% | Add +1.4% | 37,572 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -23.3% | 37,387 | $2.5M |
| Harbor Investment Advisory, LLC | 0.24% | Add +0.0% | 36,737 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Add +28.6% | 36,389 | $2.4M |
| Arbor Trust Wealth Advisors, LLC | 1.23% | No change | 40,832 | $2.3M |
| Spire Wealth Management | 0.08% | Reduce -2.4% | 34,429 | $2.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +0.0% | 34,387 | $2.3M |
| Elios Financial Group Inc. | 1.03% | — | 33,719 | $2.2M |
| Frank, Rimerman Advisors LLC | 0.16% | No change | 33,604 | $2.2M |
| Jmac Enterprises LLC | 0.35% | Add +0.5% | 33,177 | $2.2M |
| Mutual Advisors, LLC | 0.06% | Reduce -1.8% | 32,587 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +8.0% | 31,488 | $2.1M |
| Trustmark Bank Trust Department | 0.15% | No change | 31,000 | $2.0M |
| First National Corp. /Ma/ | 0.45% | Reduce -7.7% | 30,549 | $2.0M |
| Savant Capital, LLC | 0.02% | Add +25.3% | 28,629 | $1.9M |
| Arrow Investment Advisors, LLC | 1.73% | New | 28,108 | $1.9M |
| Peddock Capital Advisors, LLC | 0.45% | Add +40.3% | 28,090 | $1.9M |
| Principal Securities, Inc. | 0.04% | Add +8.8% | 27,707 | $1.8M |
| Raymond James & Associates | 0.00% | Add +19.2% | 26,709 | $1.8M |
| Citigroup Inc. | 0.00% | Add +28.5% | 26,689 | $1.8M |
| Focus Partners Wealth | 0.01% | New | 26,013 | $1.7M |
| Lake Street Advisors Group, LLC | 0.08% | No change | 25,986 | $1.7M |
| Cornerstone Advisors Asset Management, LLC | 0.38% | Reduce -3.0% | 25,932 | $1.7M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -2.1% | 25,754 | $1.7M |
| Bailard, Inc. | 0.04% | Reduce -0.8% | 25,175 | $1.7M |
| IHT Wealth Management, LLC | 0.05% | Reduce -1.2% | 25,236 | $1.7M |
"% 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.