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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $9.8M |
| Exits | 23 | $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 |
| IHT Wealth Management, LLC | 0.05% | Reduce -0.4% | 25,141 | $1.5M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -2.4% | 25,134 | $1.5M |
| Savant Capital, LLC | 0.01% | Reduce -12.9% | 24,933 | $1.5M |
| Citigroup Inc. | 0.00% | Reduce -8.6% | 24,403 | $1.5M |
| Principal Financial Group Inc. | 0.00% | New | 24,310 | $1.5M |
| Avidian Wealth Enterprises, LLC | 0.06% | Reduce -5.4% | 23,754 | $1.4M |
| Mutual Advisors, LLC | 0.04% | Reduce -28.7% | 23,221 | $1.4M |
| Cohen & Steers, Inc. | 0.00% | Add +14239.5% | 23,230 | $1.4M |
| jvl associates llc | 0.50% | No change | 21,912 | $1.3M |
| Commerce Bank | 0.01% | Add +0.2% | 21,794 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.3% | 21,524 | $1.3M |
| TCV Trust & Wealth Management, Inc. | 0.12% | No change | 21,149 | $1.3M |
| White Lighthouse Investment Management Inc. | 0.22% | Reduce -4.3% | 20,704 | $1.2M |
| Cwm, LLC | 0.00% | Add +11.2% | 18,407 | $1.1M |
| Greykasell Wealth Strategies, Inc. | 0.60% | — | 18,030 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -4.3% | 17,743 | $1.1M |
| Whitegate Investment Counselors, Inc. | 0.37% | No change | 17,715 | $1.1M |
| Parkside Financial Bank & Trust | 0.14% | Add +1.3% | 17,691 | $1.1M |
| ARK & TLK Investments, LLC | 0.37% | No change | 17,540 | $1.1M |
| Sonata Capital Group Inc. | 0.44% | Add +4.8% | 17,507 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -9.3% | 17,359 | $1.0M |
| Modera Wealth Management, LLC | 0.01% | Add +1.0% | 17,070 | $1.0M |
| Dakota Wealth Management | 0.02% | Reduce -1.8% | 16,853 | $1.0M |
| Elevation Point Wealth Partners, LLC | 0.08% | No change | 16,550 | $997K |
| Fortress Wealth Management, Inc. | 0.47% | Reduce -2.7% | 16,231 | $978K |
| Cobblestone Capital Advisors LLC | 0.05% | Reduce -2.2% | 15,557 | $937K |
| HB Wealth Management, LLC | 0.01% | No change | 15,548 | $937K |
| Wealthstream Advisors, Inc. | 0.17% | Reduce -0.6% | 15,531 | $936K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +23.1% | 15,502 | $934K |
| Audent Global Asset Management, LLC | 0.60% | Add +16.1% | 15,397 | $928K |
| Sigma Investment Counselors Inc. | 0.05% | No change | 15,121 | $911K |
| Evanson Asset Management, LLC | 0.06% | No change | 14,275 | $860K |
| Horizons Wealth Management | 0.66% | Reduce -5.2% | 14,181 | $855K |
| Family Office Research LLC | 0.37% | — | 14,091 | $849K |
| BTC Capital Management, Inc. | 0.08% | Reduce -0.4% | 13,729 | $827K |
| Clayton Financial Group LLC | 0.29% | Reduce -12.8% | 13,571 | $818K |
| Private Advisor Group, LLC | 0.00% | Reduce -82.8% | 13,545 | $816K |
| Capital Planning Advisors, LLC | 0.12% | Reduce -29.5% | 13,123 | $791K |
| Intergy Private Wealth, LLC | 0.30% | Reduce -0.7% | 13,121 | $791K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +0.8% | 13,115 | $790K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -9.2% | 12,963 | $781K |
| VERITY Wealth Advisors | 0.56% | Add +0.5% | 12,962 | $781K |
| Capital Analysts, LLC | 0.03% | Add +8.2% | 12,711 | $766K |
| James J. Burns & Company, LLC | 0.13% | Reduce -4.8% | 12,493 | $754K |
| Coldstream Capital Management Inc. | 0.02% | Add +8.1% | 12,066 | $727K |
| One Capital Management, LLC | 0.02% | Reduce -2.2% | 11,432 | $689K |
| Delta Capital Management LLC | 0.40% | New | 11,400 | $687K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -1.0% | 11,102 | $669K |
| Accel Wealth Management | 0.25% | Add +0.1% | 10,929 | $659K |
| Wambolt & Associates, LLC | 0.21% | Reduce -1.5% | 10,866 | $655K |
| Westside Investment Management, Inc. | 0.14% | Add +11.4% | 10,859 | $654K |
| Wealthspire Advisors, LLC | 0.01% | Add +31.0% | 10,385 | $626K |
| Truist Financial Corp. | 0.00% | Add +5.7% | 10,049 | $606K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.8% | 9,860 | $599K |
| Arkadios Wealth Advisors | 0.03% | Reduce -2.5% | 9,937 | $599K |
| Integrated Advisors Network LLC | 0.03% | Add +1.9% | 9,714 | $585K |
| Glenview Trust Co | 0.01% | No change | 9,502 | $573K |
| Affinity Capital Advisors, LLC | 0.11% | Reduce -1.2% | 9,467 | $560K |
| HSBC Holdings PLC | 0.00% | Reduce -1.5% | 9,235 | $557K |
| Diversify Wealth Management, LLC | 0.04% | Reduce -12.7% | 9,556 | $554K |
| Range Financial Group LLC | 0.25% | Reduce -1.1% | 9,171 | $553K |
| Tolleson Wealth Management, Inc. | 0.11% | Reduce -1.2% | 9,077 | $547K |
| James Investment Research, Inc. | 0.06% | No change | 9,000 | $542K |
| Vanguard Group Inc. | 0.00% | No change | 9,000 | $542K |
| Aptus Capital Advisors, LLC | 0.01% | Add +96.7% | 8,735 | $526K |
| SJS Investment Consulting Inc. | 0.09% | No change | 8,550 | $515K |
| Waters Parkerson & Co., LLC | 0.03% | Reduce -0.9% | 8,549 | $515K |
| Old National Bancorp | 0.01% | New | 8,489 | $512K |
| Nvwm, LLC | 0.13% | Reduce -38.1% | 8,477 | $511K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -5.2% | 7,930 | $478K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -22.8% | 7,876 | $475K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +8.0% | 7,833 | $472K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -0.3% | 7,675 | $463K |
| Glenmede Trust Co. NA | 0.00% | No change | 7,658 | $461K |
| Mather Group, Llc. | 0.01% | Add +1.7% | 7,541 | $454K |
| Westshore Wealth, LLC | 0.18% | Add +11.1% | 7,443 | $449K |
| Sachetta, LLC | 0.17% | No change | 7,000 | $422K |
| AE Wealth Management LLC | 0.00% | Add +1.9% | 6,985 | $421K |
| InvesTrust | 0.12% | — | 7,040 | $420K |
| Waldron Private Wealth LLC | 0.02% | Reduce -10.1% | 6,956 | $419K |
| Capital Asset Advisory Services LLC | 0.02% | Add +8.9% | 6,902 | $417K |
| Pitcairn Co. | 0.02% | No change | 6,897 | $416K |
| FMR LLC | 0.00% | Add +173.3% | 6,886 | $415K |
| Axxcess Wealth Management, LLC | 0.01% | Add +9.2% | 6,859 | $413K |
| Argent Trust Co | 0.02% | Add +1.5% | 6,760 | $407K |
| Nicolet Bankshares Inc. | 0.08% | No change | 6,680 | $403K |
| Steigerwald, Gordon & Koch Inc. | 0.05% | Reduce -0.7% | 6,659 | $401K |
| JFS Wealth Advisors, LLC | 0.03% | No change | 6,635 | $400K |
| CENTRAL TRUST Co | 0.01% | Reduce -6.6% | 6,578 | $396K |
| Bremer Bank National Association | 0.08% | Add +5.4% | 6,552 | $395K |
| Stifel Financial Corp. | 0.00% | Reduce -57.8% | 6,507 | $392K |
| Medallion Wealth Advisors, LLC | 0.19% | — | 6,450 | $389K |
| American Investment Services, Inc. | 0.07% | No change | 6,261 | $377K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -7.7% | 6,081 | $366K |
| Fairway Wealth LLC | 0.16% | Reduce -18.3% | 6,074 | $366K |
| American Trust | 0.03% | New | 5,992 | $361K |
| Sandy Spring Bank | 0.01% | Reduce -21.7% | 5,813 | $350K |
| Oak Wealth Advisors LLC | 0.27% | — | 5,752 | $347K |
| Csenge Advisory Group | 0.02% | No change | 5,747 | $346K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -4.2% | 5,737 | $342K |
| Texas Yale Capital Corp. | 0.01% | No change | 5,600 | $337K |
| PCA Investment Advisory Services Inc. | 0.16% | Reduce -1.6% | 5,591 | $337K |
| Cozad Asset Management Inc. | 0.03% | No change | 5,573 | $336K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 5,532 | $333K |
| Sterling Investment Advisors, Ltd. | 0.08% | Add +6.2% | 5,335 | $321K |
| TD Private Client Wealth LLC | 0.01% | Add +32.0% | 5,325 | $321K |
| Holderness Investments Co. | 0.07% | No change | 5,300 | $319K |
| ARS Investment Partners, LLC | 0.03% | No change | 5,250 | $316K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -2.0% | 5,196 | $313K |
| Opulen Financial Group LLC | 0.28% | — | 5,077 | $306K |
| Post Resch Tallon Group Inc. | 0.29% | — | 5,045 | $301K |
| Neuberger Berman Group LLC | 0.00% | Reduce -7.0% | 4,978 | $300K |
| Strata Wealth Advisors, LLC | 0.09% | Add +59.2% | 4,872 | $294K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -4.0% | 4,760 | $287K |
| SP Asset Management LLC | 0.02% | Add +0.8% | 4,744 | $286K |
| Ellis Investment Partners, LLC | 0.06% | Add +0.3% | 4,685 | $282K |
| Ameritas Advisory Services, LLC | 0.01% | Add +10.9% | 4,667 | $281K |
| Integrated Wealth Concepts LLC | 0.00% | New | 4,646 | $280K |
| Titleist Asset Management, LLC | 0.03% | New | 4,634 | $279K |
| Park Avenue Securities LLC | 0.00% | Add +7.8% | 4,622 | $279K |
| Diversified Portfolios, Inc. | 0.03% | Reduce -24.1% | 4,522 | $272K |
| Courage Miller Partners, LLC | 0.09% | Reduce -0.1% | 4,440 | $268K |
| Linscomb Wealth, Inc. | 0.01% | No change | 4,410 | $266K |
| Choreo, LLC | 0.00% | Add +0.1% | 4,342 | $262K |
| Fortress Financial Solutions, LLC | 0.37% | — | 4,301 | $259K |
| MAI Capital Management | 0.00% | Reduce -3.0% | 4,237 | $255K |
| Cordant, Inc. | 0.13% | No change | 4,163 | $251K |
| Jordan Park Group LLC | 0.02% | No change | 4,140 | $249K |
| Gradient Capital Advisors, LLC | 0.08% | No change | 4,120 | $248K |
| Evercore Wealth Management, LLC | 0.00% | No change | 4,101 | $247K |
| Cadence Bank | 0.02% | Reduce -1.5% | 4,000 | $241K |
| Brown Advisory Inc. | 0.00% | Add +16.9% | 3,974 | $239K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -1.4% | 3,869 | $233K |
| High Net Worth Advisory Group LLC | 0.06% | No change | 3,800 | $229K |
| Relyea Zuckerberg Hanson LLC | 0.03% | No change | 3,800 | $229K |
| Russell Investments Group, Ltd. | 0.00% | Add +1.4% | 3,793 | $229K |
| Glass Jacobson Investment Advisors llc | 0.07% | Reduce -6.4% | 3,772 | $227K |
| Droms Strauss Advisors Inc. /Mo/ | 0.07% | No change | 3,720 | $224K |
| Jane Street Group, LLC | 0.00% | New | 3,703 | $223K |
| Fortitude Advisory Group L.L.C. | 0.13% | No change | 3,627 | $219K |
| Windsor Capital Management, LLC | 0.06% | Add +0.1% | 3,551 | $214K |
| Transcendent Capital Group LLC | 0.11% | Reduce -26.5% | 3,520 | $212K |
| Charles Schwab Investment Management Inc. | 0.00% | New | 3,513 | $212K |
| Sharkey, Howes & Javer | 0.03% | No change | 3,510 | $212K |
| PFG Advisors | 0.01% | Add +1.9% | 3,504 | $211K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 3,462 | $209K |
| Partners in Financial Planning | 0.04% | No change | 3,446 | $208K |
| Topel & Distasi Wealth Management, LLC | 0.09% | No change | 3,441 | $207K |
| Merit Financial Group, LLC | 0.00% | Reduce -12.5% | 3,406 | $205K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 3,400 | $205K |
| North Star Investment Management Corp. | 0.01% | No change | 3,400 | $205K |
| Physician Wealth Advisors, Inc. | 0.03% | No change | 3,351 | $202K |
| Castle Wealth Management LLC | 0.08% | No change | 3,350 | $202K |
| SeaCrest Wealth Management, LLC | 0.02% | New | 3,342 | $201K |
| Bessemer Group Inc. | 0.00% | Reduce -38.8% | 3,000 | $180K |
| Geneos Wealth Management Inc. | 0.01% | No change | 2,806 | $169K |
| Private Wealth Management Group, LLC | 0.06% | No change | 2,775 | $167K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 2,530 | $152K |
| IMG Wealth Management, Inc. | 0.14% | — | 2,501 | $151K |
| Franklin Resources Inc. | 0.00% | No change | 2,500 | $151K |
| Continuum Advisory, LLC | 0.02% | No change | 2,281 | $137K |
| Ameriflex Group, Inc. | 0.06% | — | 2,264 | $137K |
| Citadel Advisors | 0.00% | Add +90.3% | 2,234 | $135K |
| Parallel Advisors, LLC | 0.00% | No change | 2,166 | $131K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2,135 | $129K |
| Blair William & Co. | 0.00% | No change | 2,016 | $121K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 1,805 | $109K |
| Oarsman Capital, Inc. | 0.02% | Reduce -5.5% | 1,800 | $108K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.3% | 1,656 | $100K |
| Ascentis Wealth Management, LLC | 0.03% | No change | 1,636 | $99K |
| Bokf, NA | 0.00% | No change | 1,678 | $97K |
| Castleview Partners, LLC | 0.05% | Add +0.8% | 1,631 | $97K |
| Laurel Wealth Advisors LLC | 0.01% | Add +0.1% | 1,593 | $96K |
| Whittier Trust Co. | 0.00% | No change | 1,586 | $96K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,576 | $96K |
| Allworth Financial LP | 0.00% | No change | 1,504 | $91K |
| DT Investment Partners, LLC | 0.01% | Reduce -73.5% | 1,500 | $90K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 1,400 | $84K |
| CVA Family Office, LLC | 0.01% | Add +0.2% | 1,344 | $81K |
| NBT Bank, N.A. | 0.01% | No change | 1,335 | $80K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,332 | $80K |
| Larson Financial Group LLC | 0.00% | Reduce -33.1% | 1,284 | $77K |
| Bank of New Hampshire | 0.02% | No change | 1,150 | $69K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.9% | 1,058 | $64K |
| Global Retirement Partners, LLC | 0.00% | Add +0.3% | 1,043 | $63K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,028 | $62K |
| Biltmore Family Office, LLC | 0.01% | No change | 1,000 | $60K |
| Manchester Capital Management LLC | 0.01% | No change | 1,000 | $60K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,000 | $60K |
| JDM Financial Group LLC | 0.03% | No change | 980 | $59K |
| Harbour Investments, Inc. | 0.00% | Add +26.3% | 902 | $54K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 858 | $52K |
| HM Payson & Co. | 0.00% | No change | 850 | $51K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -10.6% | 841 | $51K |
| Avion Wealth | 0.01% | No change | 760 | $45K |
| First Horizon Advisors, Inc. | 0.00% | Add +0.8% | 739 | $45K |
| Lee Danner & Bass Inc. | 0.00% | New | 680 | $41K |
| Jones Financial Companies LLLP | 0.00% | Add +142.7% | 677 | $41K |
| Assetmark, Inc. | 0.00% | New | 614 | $37K |
| Nemes Rush Group LLC | 0.00% | Add +10000.0% | 606 | $37K |
| Breakwater Investment Management | 0.01% | No change | 570 | $34K |
| IFP Advisors, Inc | 0.00% | No change | 558 | $34K |
| Elevation Wealth Partners, LLC | 0.01% | Add +1.0% | 521 | $31K |
| Coastline Trust Co | 0.00% | No change | 520 | $31K |
| CNB Bank | 0.01% | No change | 500 | $30K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Add +0.9% | 458 | $28K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 448 | $27K |
| Running Point Capital Advisors, LLC | 0.01% | New | 427 | $26K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 405 | $24K |
| Dunhill Financial, LLC | 0.01% | Add +0.8% | 400 | $24K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 396 | $24K |
| Bristlecone Advisors, LLC | 0.00% | Add +0.8% | 382 | $23K |
| Redwood Park Advisors LLC | 0.02% | — | 382 | $23K |
| Anchor Investment Management, LLC | 0.00% | No change | 370 | $22K |
| Ancora Advisors LLC | 0.00% | No change | 352 | $21K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | — | 346 | $21K |
| Piscataqua Savings Bank | 0.02% | No change | 300 | $18K |
| Howe & Rusling Inc. | 0.00% | No change | 300 | $18K |
| Ridgewood Investments LLC | 0.01% | No change | 291 | $18K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 290 | $17K |
| Synergy Investment Management, LLC | 0.01% | — | 288 | $17K |
| Arax Advisory Partners | 0.00% | No change | 278 | $17K |
| Salem Investment Counselors Inc. | 0.00% | New | 267 | $16K |
| Cetera Trust Company, N.A | 0.01% | No change | 250 | $15K |
| Motco | 0.00% | No change | 245 | $15K |
| NorthRock Partners, LLC | 0.00% | New | 242 | $15K |
| Rothschild Investment LLC | 0.00% | No change | 236 | $14K |
| WealthShield Partners, LLC | 0.00% | Reduce -32.7% | 228 | $14K |
| Blue Trust, Inc. | 0.00% | New | 227 | $14K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 220 | $13K |
| WR Wealth Planners, LLC | 0.00% | No change | 200 | $12K |
| AllSquare Wealth Management LLC | 0.01% | Add +1.0% | 197 | $12K |
| HHM Wealth Advisors, LLC | 0.00% | Add +78.4% | 182 | $11K |
| McIlrath & Eck, LLC | 0.00% | No change | 180 | $11K |
| Newton One Investments LLC | 0.00% | New | 178 | $11K |
| Tucker Asset Management LLC | 0.00% | New | 159 | $10K |
| Morling Financial Advisors, LLC | 0.00% | No change | 150 | $9K |
| Front Row Advisors LLC | 0.00% | Add +0.7% | 141 | $8K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 132 | $8K |
| Noble Wealth Management PBC | 0.01% | — | 130 | $8K |
| Eastern Bank | 0.00% | Reduce -16.0% | 126 | $8K |
| Simplex Trading, LLC | 0.00% | Reduce -57.5% | 121 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 116 | $7K |
| MGB Wealth Management, LLC | 0.00% | No change | 114 | $7K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 102 | $6K |
| American National Bank & Trust | 0.00% | New | 100 | $6K |
| Millstone Evans Group, LLC | 0.00% | — | 96 | $6K |
| Centricity Wealth Management, LLC | 0.01% | — | 88 | $5K |
| Archer Investment Corp | 0.00% | Reduce -31.0% | 80 | $5K |
| Pinney & Scofield, Inc. | 0.00% | — | 78 | $5K |
| Investors Research Corp | 0.00% | Add +5.9% | 72 | $4K |
| Concord Wealth Partners | 0.00% | No change | 72 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | New | 69 | $4K |
| Rialto Wealth Management, LLC | 0.00% | — | 59 | $4K |
| Reyes Financial Architecture, Inc. | 0.00% | — | 52 | $3K |
| Register Financial Advisors LLC | 0.00% | No change | 52 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 44 | $3K |
| Brooklyn Investment Group | 0.00% | New | 44 | $3K |
| GeoWealth Management, LLC | 0.00% | Reduce -36.9% | 41 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 40 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 39 | $2K |
| St Germain D J Co. Inc. | 0.00% | No change | 35 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -97.5% | 34 | $2K |
| Broadwater Capital Management LLC | 0.00% | No change | 20 | $1K |
| Global Trust Asset Management, LLC | 0.00% | No change | 10 | $603 |
| Sound Income Strategies, LLC | 0.00% | New | 7 | $422 |
| Lanark Financial, Inc. | 0.01% | — | 2 | $128 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 2 | $126 |
| Key Financial Inc | 0.00% | No change | 2 | $121 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $52 |
"% 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.