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 |
| Avidian Wealth Enterprises, LLC | 0.08% | Reduce -5.3% | 25,117 | $1.7M |
| Avior Wealth Management, LLC | 0.07% | Reduce -7.4% | 25,076 | $1.7M |
| Valeo Financial Advisors, LLC | 0.05% | Add +247.9% | 24,779 | $1.6M |
| Mosley Wealth Management | 1.09% | Add +3.3% | 24,605 | $1.6M |
| jvl associates llc | 0.56% | No change | 21,912 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.0% | 21,803 | $1.4M |
| Commerce Bank | 0.01% | Add +4.6% | 21,744 | $1.4M |
| White Lighthouse Investment Management Inc. | 0.26% | Reduce -0.3% | 21,624 | $1.4M |
| Choate Investment Advisors | 0.04% | Reduce -9.8% | 21,243 | $1.4M |
| TCV Trust & Wealth Management, Inc. | 0.12% | Reduce -11.1% | 21,149 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +27.2% | 19,131 | $1.3M |
| Capital Planning Advisors, LLC | 0.19% | No change | 18,623 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -0.2% | 18,534 | $1.2M |
| Whitegate Investment Counselors, Inc. | 0.31% | Reduce -10.9% | 17,715 | $1.2M |
| ARK & TLK Investments, LLC | 0.41% | No change | 17,540 | $1.2M |
| Parkside Financial Bank & Trust | 0.16% | Reduce -0.6% | 17,466 | $1.2M |
| Dakota Wealth Management | 0.03% | No change | 17,153 | $1.1M |
| Modera Wealth Management, LLC | 0.01% | Reduce -2.6% | 16,905 | $1.1M |
| Sonata Capital Group Inc. | 0.47% | Reduce -2.4% | 16,699 | $1.1M |
| Fortress Wealth Management, Inc. | 0.55% | Reduce -3.7% | 16,686 | $1.1M |
| Cwm, LLC | 0.00% | Add +949.9% | 16,547 | $1.1M |
| Elevation Point Wealth Partners, LLC | 0.10% | No change | 16,550 | $1.1M |
| Cobblestone Capital Advisors LLC | 0.06% | Reduce -5.5% | 15,907 | $1.0M |
| Flow Traders U.S. LLC | 0.05% | New | 15,779 | $1.0M |
| Wealthstream Advisors, Inc. | 0.19% | No change | 15,618 | $1.0M |
| Clayton Financial Group LLC | 0.38% | Reduce -24.0% | 15,571 | $1.0M |
| HB Wealth Management, LLC | 0.01% | No change | 15,548 | $1.0M |
| Stifel Financial Corp. | 0.00% | Add +25.1% | 15,404 | $1.0M |
| Sigma Investment Counselors Inc. | 0.06% | Reduce -4.4% | 15,121 | $997K |
| Mercer Global Advisors Inc. | 0.00% | Add +14.2% | 15,137 | $992K |
| Horizons Wealth Management | 0.76% | Reduce -2.3% | 14,952 | $985K |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -0.2% | 14,277 | $941K |
| Evanson Asset Management, LLC | 0.07% | No change | 14,275 | $941K |
| White Knight Strategic Wealth Advisors, LLC | 0.83% | Reduce -0.0% | 13,915 | $917K |
| BTC Capital Management, Inc. | 0.08% | Reduce -0.5% | 13,781 | $908K |
| Nvwm, LLC | 0.23% | New | 13,688 | $902K |
| Audent Global Asset Management, LLC | 1.49% | Reduce -0.1% | 13,264 | $874K |
| Intergy Private Wealth, LLC | 0.33% | Reduce -1.5% | 13,211 | $871K |
| James J. Burns & Company, LLC | 0.16% | Reduce -0.3% | 13,124 | $866K |
| J.W. Cole Advisors, Inc. | 0.04% | Add +0.9% | 13,012 | $858K |
| VERITY Wealth Advisors | 0.60% | Add +0.5% | 12,903 | $850K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -4.4% | 12,592 | $830K |
| Capital Analysts, LLC | 0.03% | Add +22.8% | 11,745 | $774K |
| One Capital Management, LLC | 0.02% | Reduce -1.4% | 11,692 | $771K |
| 1834 Investment Advisors Co. | 0.09% | Add +0.6% | 11,454 | $755K |
| CreativeOne Wealth, LLC | 0.03% | Reduce -2.6% | 11,217 | $739K |
| Coldstream Capital Management Inc. | 0.02% | No change | 11,166 | $736K |
| Wambolt & Associates, LLC | 0.20% | Reduce -11.7% | 11,030 | $723K |
| Accel Wealth Management | 0.27% | Add +110.4% | 10,924 | $720K |
| Diversify Wealth Management, LLC | 0.07% | New | 10,944 | $718K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -1.0% | 10,206 | $673K |
| Arkadios Wealth Advisors | 0.04% | Add +0.1% | 10,195 | $672K |
| Prudential Financial Inc. | 0.00% | Reduce -1.6% | 9,801 | $646K |
| Westside Investment Management, Inc. | 0.14% | Add +9.1% | 9,748 | $643K |
| Sanctuary Advisors, LLC | 0.00% | Add +4.2% | 9,785 | $635K |
| Affinity Capital Advisors, LLC | 0.12% | Reduce -6.3% | 9,582 | $632K |
| Integrated Advisors Network LLC | 0.03% | Reduce -0.6% | 9,528 | $628K |
| Truist Financial Corp. | 0.00% | Reduce -1.0% | 9,506 | $627K |
| Glenview Trust Co | 0.01% | No change | 9,502 | $626K |
| HSBC Holdings PLC | 0.00% | Reduce -50.2% | 9,375 | $618K |
| Range Financial Group LLC | 0.84% | Reduce -6.9% | 9,272 | $611K |
| Tolleson Wealth Management, Inc. | 0.12% | No change | 9,185 | $605K |
| James Investment Research, Inc. | 0.07% | No change | 9,000 | $593K |
| Vanguard Group Inc. | 0.00% | No change | 9,000 | $593K |
| Waters Parkerson & Co., LLC | 0.03% | No change | 8,629 | $569K |
| SJS Investment Consulting Inc. | 0.10% | Reduce -10.0% | 8,550 | $564K |
| AlphaStar Capital Management, LLC | 0.04% | New | 8,476 | $559K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -4.9% | 8,364 | $551K |
| Wealthspire Advisors, LLC | 0.01% | New | 7,927 | $522K |
| Waldron Private Wealth LLC | 0.02% | Reduce -11.6% | 7,733 | $510K |
| Kingswood Wealth Advisors, LLC | 0.04% | New | 7,707 | $508K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -7.7% | 7,701 | $508K |
| Glenmede Trust Co. NA | 0.00% | No change | 7,658 | $505K |
| Fairway Wealth LLC | 0.25% | Reduce -4.7% | 7,433 | $490K |
| Sandy Spring Bank | 0.02% | Add +35.8% | 7,427 | $490K |
| Mather Group, Llc. | 0.01% | Reduce -16.3% | 7,415 | $489K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +3.0% | 7,254 | $478K |
| Raymond James Trust N.A. | 0.01% | No change | 7,090 | $467K |
| CENTRAL TRUST Co | 0.01% | Reduce -17.8% | 7,044 | $464K |
| Sachetta, LLC | 0.18% | No change | 7,000 | $461K |
| Pitcairn Co. | 0.03% | No change | 6,897 | $455K |
| AE Wealth Management LLC | 0.00% | Reduce -2.1% | 6,852 | $452K |
| Steigerwald, Gordon & Koch Inc. | 0.05% | Reduce -4.5% | 6,704 | $442K |
| Westshore Wealth, LLC | 0.18% | Add +8.4% | 6,701 | $442K |
| Nicolet Bankshares Inc. | 0.09% | No change | 6,680 | $440K |
| Argent Trust Co | 0.02% | New | 6,660 | $439K |
| JFS Wealth Advisors, LLC | 0.03% | Reduce -6.0% | 6,635 | $437K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -0.9% | 6,586 | $419K |
| Axxcess Wealth Management, LLC | 0.01% | Add +3.2% | 6,283 | $414K |
| American Investment Services, Inc. | 0.07% | No change | 6,261 | $413K |
| Bremer Bank National Association | 0.08% | Reduce -12.1% | 6,217 | $410K |
| Capital Asset Advisory Services LLC | 0.02% | Add +3.6% | 6,336 | $405K |
| Sunbelt Securities, Inc. | 0.04% | Add +7.2% | 5,987 | $395K |
| Diversified Portfolios, Inc. | 0.04% | No change | 5,962 | $393K |
| PCA Investment Advisory Services Inc. | 0.18% | Add +16.0% | 5,681 | $374K |
| DT Investment Partners, LLC | 0.03% | No change | 5,654 | $373K |
| Texas Yale Capital Corp. | 0.02% | No change | 5,600 | $369K |
| Csenge Advisory Group | 0.02% | No change | 5,747 | $368K |
| Cozad Asset Management Inc. | 0.04% | Reduce -23.4% | 5,573 | $367K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +4.9% | 5,532 | $365K |
| Neuberger Berman Group LLC | 0.00% | Add +7.5% | 5,354 | $353K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -0.0% | 5,301 | $349K |
| Holderness Investments Co. | 0.08% | No change | 5,300 | $349K |
| ARS Investment Partners, LLC | 0.03% | No change | 5,250 | $346K |
| Sterling Investment Advisors, Ltd. | 0.08% | No change | 5,025 | $331K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 4,960 | $327K |
| Bessemer Group Inc. | 0.00% | Add +53.1% | 4,900 | $323K |
| Transcendent Capital Group LLC | 0.16% | Reduce -70.2% | 4,788 | $316K |
| SP Asset Management LLC | 0.03% | Reduce -22.7% | 4,704 | $310K |
| Ellis Investment Partners, LLC | 0.06% | Reduce -19.3% | 4,672 | $308K |
| Courage Miller Partners, LLC | 0.10% | Reduce -1.1% | 4,442 | $293K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.4% | 4,442 | $293K |
| Linscomb Wealth, Inc. | 0.01% | No change | 4,410 | $291K |
| MAI Capital Management | 0.00% | No change | 4,369 | $288K |
| Choreo, LLC | 0.00% | Add +0.1% | 4,338 | $284K |
| Park Avenue Securities LLC | 0.00% | New | 4,289 | $283K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -10.2% | 4,207 | $277K |
| Cordant, Inc. | 0.14% | No change | 4,163 | $274K |
| Jordan Park Group LLC | 0.02% | No change | 4,140 | $273K |
| Gradient Capital Advisors, LLC | 0.09% | No change | 4,120 | $272K |
| Evercore Wealth Management, LLC | 0.00% | Reduce -19.6% | 4,101 | $270K |
| Cadence Bank | 0.02% | New | 4,060 | $268K |
| TD Private Client Wealth LLC | 0.01% | Add +1.3% | 4,035 | $266K |
| Glass Jacobson Investment Advisors llc | 0.09% | No change | 4,030 | $266K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 3,923 | $259K |
| Merit Financial Group, LLC | 0.01% | Reduce -2.2% | 3,894 | $257K |
| High Net Worth Advisory Group LLC | 0.07% | No change | 3,800 | $250K |
| Relyea Zuckerberg Hanson LLC | 0.04% | No change | 3,800 | $250K |
| Russell Investments Group, Ltd. | 0.00% | Add +8032.6% | 3,741 | $247K |
| Droms Strauss Advisors Inc. /Mo/ | 0.09% | No change | 3,720 | $245K |
| Orin Green Financial, LLC | 0.10% | No change | 3,643 | $240K |
| Fortitude Advisory Group L.L.C. | 0.15% | No change | 3,627 | $239K |
| Windsor Capital Management, LLC | 0.07% | Reduce -5.5% | 3,547 | $234K |
| Sharkey, Howes & Javer | 0.03% | Reduce -25.8% | 3,510 | $231K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 3,462 | $228K |
| Partners in Financial Planning | 0.05% | New | 3,446 | $227K |
| Topel & Distasi Wealth Management, LLC | 0.09% | Reduce -3.5% | 3,441 | $227K |
| PFG Advisors | 0.01% | New | 3,439 | $227K |
| Brown Advisory Inc. | 0.00% | New | 3,401 | $224K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 3,400 | $224K |
| North Star Investment Management Corp. | 0.02% | No change | 3,400 | $224K |
| Chicago Partners Investment Group LLC | 0.01% | New | 3,387 | $222K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -63.3% | 3,369 | $222K |
| Castle Wealth Management LLC | 0.09% | New | 3,350 | $221K |
| Physician Wealth Advisors, Inc. | 0.04% | No change | 3,351 | $219K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -66.8% | 3,268 | $215K |
| Argent Advisors, Inc. | 0.08% | New | 3,200 | $211K |
| Wealthspire Retirement, LLC | 0.02% | New | 3,157 | $208K |
| Cahill Financial Advisors Inc. | 0.03% | New | 3,133 | $207K |
| Klingman & Associates, LLC | 0.01% | New | 3,120 | $206K |
| Avaii Wealth Management, LLC | 0.10% | New | 3,092 | $204K |
| Strata Wealth Advisors, LLC | 0.06% | New | 3,060 | $202K |
| Geneos Wealth Management Inc. | 0.01% | Add +35.5% | 2,806 | $185K |
| Private Wealth Management Group, LLC | 0.07% | Add +65.7% | 2,775 | $183K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 2,530 | $167K |
| FMR LLC | 0.00% | Add +5.8% | 2,520 | $166K |
| Franklin Resources Inc. | 0.00% | No change | 2,500 | $161K |
| Continuum Advisory, LLC | 0.02% | No change | 2,281 | $144K |
| Parallel Advisors, LLC | 0.00% | No change | 2,166 | $143K |
| Lanark Financial, Inc. | 0.01% | Add +0.2% | 2,147 | $141K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +169.6% | 2,135 | $138K |
| Blair William & Co. | 0.00% | Reduce -38.1% | 2,016 | $133K |
| Larson Financial Group LLC | 0.01% | Add +0.1% | 1,918 | $126K |
| Oarsman Capital, Inc. | 0.02% | New | 1,905 | $126K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 1,805 | $119K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.2% | 1,651 | $109K |
| Bokf, NA | 0.00% | New | 1,678 | $108K |
| Ascentis Wealth Management, LLC | 0.04% | — | 1,636 | $108K |
| Castleview Partners, LLC | 0.06% | Reduce -2.5% | 1,618 | $107K |
| Laurel Wealth Advisors LLC | 0.02% | Add +0.1% | 1,592 | $105K |
| Whittier Trust Co. | 0.00% | No change | 1,586 | $105K |
| Johnson Financial Group, Inc. | 0.00% | New | 1,576 | $104K |
| Allworth Financial LP | 0.00% | No change | 1,504 | $99K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 1,400 | $92K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -81.9% | 1,387 | $91K |
| CVA Family Office, LLC | 0.01% | Add +0.2% | 1,341 | $88K |
| NBT Bank, N.A. | 0.01% | New | 1,335 | $88K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,332 | $88K |
| Northwest Financial Advisors | 0.07% | New | 1,285 | $85K |
| Citadel Advisors | 0.00% | Reduce -96.1% | 1,174 | $77K |
| Planned Solutions, Inc. | 0.03% | New | 1,164 | $77K |
| Bank of New Hampshire | 0.02% | No change | 1,150 | $76K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.9% | 1,049 | $69K |
| Global Retirement Partners, LLC | 0.00% | Add +0.3% | 1,040 | $69K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,028 | $68K |
| Biltmore Family Office, LLC | 0.01% | No change | 1,000 | $66K |
| Manchester Capital Management LLC | 0.01% | No change | 1,000 | $66K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,000 | $66K |
| JDM Financial Group LLC | 0.04% | No change | 980 | $65K |
| Farther Finance Advisors, LLC | 0.00% | Add +841.0% | 941 | $62K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -6.6% | 858 | $57K |
| HM Payson & Co. | 0.00% | No change | 850 | $56K |
| Avion Wealth | 0.01% | No change | 760 | $50K |
| First Horizon Advisors, Inc. | 0.00% | Add +1.0% | 733 | $48K |
| Harbour Investments, Inc. | 0.00% | No change | 714 | $47K |
| Breakwater Investment Management | 0.02% | No change | 570 | $38K |
| IFP Advisors, Inc | 0.00% | Reduce -57.1% | 558 | $37K |
| Coastline Trust Co | 0.00% | New | 520 | $34K |
| Elevation Wealth Partners, LLC | 0.01% | Reduce -1.9% | 516 | $34K |
| CNB Bank | 0.02% | No change | 500 | $33K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Add +0.9% | 454 | $30K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 448 | $30K |
| BBJS Financial Advisors, LLC | 0.01% | No change | 430 | $28K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 405 | $27K |
| Dunhill Financial, LLC | 0.01% | Add +0.8% | 397 | $26K |
| Bristlecone Advisors, LLC | 0.00% | New | 379 | $25K |
| Anchor Investment Management, LLC | 0.00% | No change | 370 | $24K |
| Ancora Advisors LLC | 0.00% | No change | 352 | $23K |
| WealthShield Partners, LLC | 0.00% | No change | 339 | $22K |
| Qube Research & Technologies Ltd | 0.00% | New | 329 | $22K |
| Howe & Rusling Inc. | 0.00% | No change | 300 | $20K |
| Piscataqua Savings Bank | 0.02% | No change | 300 | $20K |
| Ridgewood Investments LLC | 0.01% | Reduce -49.9% | 291 | $19K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 290 | $19K |
| Arax Advisory Partners | 0.00% | No change | 278 | $18K |
| Jones Financial Companies LLLP | 0.00% | Add +146.9% | 279 | $18K |
| Simplex Trading, LLC | 0.00% | Reduce -89.5% | 285 | $18K |
| Annapolis Financial Services, LLC | 0.01% | No change | 268 | $18K |
| Cetera Trust Company, N.A | 0.01% | No change | 250 | $16K |
| Motco | 0.00% | New | 245 | $16K |
| Rothschild Investment LLC | 0.00% | No change | 236 | $16K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 220 | $15K |
| WR Wealth Planners, LLC | 0.00% | No change | 200 | $13K |
| AllSquare Wealth Management LLC | 0.01% | Add +1.0% | 195 | $13K |
| McIlrath & Eck, LLC | 0.00% | No change | 180 | $12K |
| Macroview Investment Management LLC | 0.01% | Add +1.2% | 173 | $11K |
| Cohen & Steers, Inc. | 0.00% | Reduce -70.1% | 162 | $11K |
| Morling Financial Advisors, LLC | 0.00% | No change | 150 | $10K |
| Eastern Bank | 0.00% | New | 150 | $10K |
| Front Row Advisors LLC | 0.00% | Reduce -68.8% | 140 | $9K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 116 | $8K |
| Archer Investment Corp | 0.00% | No change | 116 | $8K |
| MGB Wealth Management, LLC | 0.00% | No change | 114 | $8K |
| Tsfg, LLC | 0.00% | New | 99 | $7K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 102 | $7K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 102 | $7K |
| Concord Wealth Partners | 0.00% | No change | 72 | $5K |
| Investors Research Corp | 0.00% | Add +3.0% | 68 | $4K |
| GeoWealth Management, LLC | 0.00% | New | 65 | $4K |
| Register Financial Advisors LLC | 0.00% | No change | 52 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 40 | $3K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 39 | $3K |
| St Germain D J Co. Inc. | 0.00% | New | 35 | $2K |
| Broadwater Capital Management LLC | 0.00% | No change | 20 | $1K |
| ORG Partners LLC | 0.00% | Reduce -99.0% | 16 | $1K |
| Highline Wealth Partners LLC | 0.00% | No change | 11 | $725 |
| Global Trust Asset Management, LLC | 0.00% | No change | 10 | $659 |
| Nemes Rush Group LLC | 0.00% | No change | 6 | $346 |
| BNP Paribas Financial Markets | 0.00% | Reduce -93.8% | 4 | $264 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 2 | $138 |
| Key Financial Inc | 0.00% | No change | 2 | $132 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $56 |
"% 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.