iShares Select U.S. REIT ETFICFETF

13F holders, Q4 2024 (December 31)
370holders +18
26new positions
23sold out
1famous investor
$60.26avg. 13F price*

At the end of Q4 2024, 370 institutions reported holding iShares Select U.S. REIT ETF (ICF) in their 13F filings, up 18 from Q3 2024. 26 opened new positions and 23 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($125.3M), Morgan Stanley ($96.4M) and JPMorgan Chase & Co. ($93.8M). 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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions26$9.8M
Exits23$16.1M

All 13F filers, Q3 2024 → Q4 2024: 893,976 shares bought and 1,979,421 shares sold, net −1,085,445 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 370 holders

Northwestern Mutual Wealth Management Co. 0.11% Add +6.9% 2,079,071 $125.3M
Morgan Stanley 0.01% Add +4.5% 1,599,775 $96.4M
JPMorgan Chase & Co. 0.01% Reduce -0.8% 1,556,042 $93.8M
Bank of America Corp. 0.00% Add +0.5% 808,781 $48.7M
Raymond James Financial Inc. 0.01% — 586,768 $35.4M
Kestra Advisory Services, LLC 0.18% Reduce -0.4% 539,612 $32.5M
M&T Bank Corp 0.10% Add +1.2% 472,246 $28.5M
Connecticut Wealth Management, LLC 1.33% Add +7.3% 450,373 $27.1M
Foundations Investment Advisors, LLC 0.51% Add +14.1% 441,678 $26.6M
Cetera Investment Advisers 0.05% Reduce -2.5% 424,975 $25.6M
Royal Bank of Canada 0.01% Add +3.1% 395,846 $23.9M
LPL Financial LLC 0.01% Add +11.2% 353,622 $21.3M
Creative Planning 0.02% Reduce -1.6% 346,948 $20.9M
Wells Fargo & Company 0.00% Add +6.7% 336,419 $20.3M
Envestnet Asset Management Inc. 0.01% Reduce -3.8% 323,111 $19.5M
National Philanthropic Trust 0.28% Add +6.6% 320,784 $19.3M
AMG National Trust Bank 0.53% Add +1.1% 322,093 $19.2M
LBMC Investment Advisors, LLC 1.30% Reduce -4.4% 273,271 $16.5M
Osaic Holdings, Inc. 0.03% Reduce -27.7% 249,601 $15.1M
Keybank National Association 0.06% Add +5.5% 239,907 $14.5M
Koss-Olinger Consulting, LLC 1.22% Reduce -1.1% 230,976 $13.9M
IFG Advisors, LLC 2.72% Add +1.2% 227,399 $13.7M
Pathstone Holdings, LLC 0.06% Reduce -3.0% 221,683 $13.4M
Fifth Third Bancorp 0.05% Reduce -3.2% 213,097 $12.8M
Bank of New York Mellon Corp 0.00% Add +3.9% 206,108 $12.4M
Awm Capital, LLC 1.51% Reduce -2.1% 205,440 $12.4M
National Bank of Canada 0.02% Add +1.1% 203,760 $12.3M
Commonwealth Equity Services, LLC 0.02% Add +4.8% 193,361 $11.7M
BlackRock, Inc. 0.00% Reduce -86.6% 191,055 $11.5M
HighTower Advisors, LLC 0.02% Add +2.4% 188,499 $11.4M
FUKOKU MUTUAL LIFE INSURANCE Co 0.75% No change 174,000 $10.5M
Cullen/Frost Bankers, Inc. 0.14% Reduce -18.4% 172,941 $10.4M
UBS Group AG 0.00% Add +4.6% 166,511 $10.0M
William Howard & Co Financial Advisors Inc 8.56% Reduce -1.2% 156,941 $9.5M
Mariner, LLC 0.02% Add +0.2% 151,715 $9.1M
Brewster Financial Planning LLC 6.88% Add +4.0% 150,644 $9.1M
Ameriprise Financial Inc. 0.00% Reduce -9.2% 139,348 $8.4M
Focus Partners Wealth 0.02% Add +433.9% 138,877 $8.4M
Ballentine Partners, LLC 0.14% Reduce -0.6% 131,141 $7.9M
PNC Financial Services Group, Inc. 0.01% Reduce -6.2% 130,319 $7.9M
US Bancorp \de 0.01% Reduce -2.9% 124,439 $7.5M
Corient Private Wealth LP 0.01% Reduce -1.2% 123,062 $7.4M
McNaughton Wealth Management, LLC 3.51% Add +0.6% 120,974 $7.3M
Tiaa Trust, National Association 0.02% Reduce -1.4% 113,115 $6.8M
Moneta Group Investment Advisors LLC 0.10% Add +0.9% 112,476 $6.8M
School Employees Retirement Board of Ohio 3.31% No change 105,689 $6.4M
Northern Trust Corp. 0.00% No change 104,175 $6.3M
Alexis Investment Partners, LLC 2.92% — 99,968 $6.0M
Asset Management Group, Inc. 1.05% Reduce -0.6% 98,366 $5.9M
Baird Financial Group, Inc. 0.01% Add +0.7% 92,977 $5.6M
Garde Capital, Inc. 0.36% Reduce -2.9% 90,047 $5.4M
Cornerstone Wealth Group, LLC 0.43% Reduce -0.8% 87,768 $5.3M
Ifrah Financial Services, Inc. 1.45% Reduce -0.2% 86,932 $5.2M
Cresset Asset Management, LLC 0.02% Reduce -3.9% 81,430 $4.9M
Family Firm, Inc. 1.05% Add +6.2% 78,044 $4.7M
Avantax Advisory Services, Inc. 0.03% Reduce -7.5% 74,619 $4.5M
Atria Wealth Solutions, Inc. 0.05% Reduce -10.3% 72,992 $4.4M
Fiduciary Trust Co 0.05% Reduce -3.2% 68,558 $4.1M
Per Stirling Capital Management, LLC. 0.51% Reduce -3.0% 59,937 $3.6M
Arbor Trust Wealth Advisors, LLC 1.68% Add +45.5% 59,429 $3.6M
Equitable Holdings, Inc. 0.03% Add +2.7% 57,120 $3.4M
Belpointe Asset Management LLC 0.20% Add +0.4% 52,447 $3.4M
SOA Wealth Advisors, LLC. 0.58% Add +3.6% 52,014 $3.1M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -3.4% 50,225 $3.0M
Pinnacle Family Advisors, LLC 1.39% Add +5.1% 47,597 $2.9M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -2.8% 46,474 $2.8M
Cerity Partners LLC 0.01% Reduce -54.0% 46,228 $2.8M
Innova Wealth Partners 1.72% New 45,277 $2.7M
Quadrature Capital Ltd 0.05% New 44,283 $2.7M
D.A. Davidson & Co. 0.02% Reduce -8.1% 42,891 $2.6M
Midwest Professional Planners, LTD. 0.75% Add +3.3% 41,793 $2.5M
Comerica Bank 0.01% Add +1.4% 41,637 $2.5M
Captrust Financial Advisors 0.01% Reduce -0.4% 41,113 $2.5M
Mine & Arao Wealth Creation & Management, LLC. 1.10% Reduce -5.1% 39,904 $2.4M
Mercer Global Advisors Inc. 0.01% Add +158.2% 39,083 $2.4M
Bank of Stockton 0.70% Add +2.2% 38,411 $2.3M
Cassaday & Co Wealth Management LLC 0.06% Reduce -0.3% 37,468 $2.3M
Harbor Investment Advisory, LLC 0.21% Reduce -0.7% 36,473 $2.2M
Goldman Sachs Group Inc. 0.00% Reduce -5.1% 35,478 $2.1M
Frank, Rimerman Advisors LLC 0.15% Add +4.6% 35,159 $2.1M
Spire Wealth Management 0.06% No change 34,429 $2.1M
Cornerstone Advisors Asset Management, LLC 0.44% Add +30.7% 33,883 $2.0M
Elios Financial Group Inc. 0.96% Add +0.1% 33,742 $2.0M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -2.1% 33,657 $2.0M
Jmac Enterprises LLC 0.32% Add +0.4% 33,323 $2.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.4% 31,919 $1.9M
First National Corp. /Ma/ 0.44% Add +4.5% 31,910 $1.9M
Trustmark Bank Trust Department 0.14% No change 31,000 $1.9M
Arrow Investment Advisors, LLC 1.73% No change 28,108 $1.9M
CIBC Private Wealth Group LLC 0.00% Add +854.7% 31,200 $1.9M
Principal Securities, Inc. 0.04% Add +7.7% 29,848 $1.8M
Evermay Wealth Management LLC 0.26% Reduce -32.8% 28,212 $1.7M
Valeo Financial Advisors, LLC 0.05% Add +10.7% 27,419 $1.7M
White Knight Strategic Wealth Advisors, LLC 0.69% Add +96.5% 27,336 $1.6M
Susquehanna International Group, LLP 0.00% Reduce -25.6% 27,086 $1.6M
Mosley Wealth Management 1.01% Add +10.2% 27,111 $1.6M
Bailard, Inc. 0.04% Add +5.3% 26,509 $1.6M
Lake Street Advisors Group, LLC 0.07% No change 25,986 $1.6M
Peddock Capital Advisors, LLC 0.37% Reduce -8.8% 25,608 $1.5M
Avior Wealth Management, LLC 0.06% Add +0.6% 25,231 $1.5M

"% 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.

Show all 370 holders