iShares Select U.S. REIT ETFICFETF

13F holders, Q1 2025 (March 31)
360holders −10
21new positions
26sold out
1famous investor
$61.51avg. 13F price*

At the end of Q1 2025, 360 institutions reported holding iShares Select U.S. REIT ETF (ICF) in their 13F filings, down 10 from Q4 2024. 21 opened new positions and 26 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($132.1M), JPMorgan Chase & Co. ($89.6M) and Morgan Stanley ($85.5M). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions21$5.4M
Exits26$15.9M

All 13F filers, Q4 2024 → Q1 2025: 1,136,344 shares bought and 1,467,320 shares sold, net −330,976 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 360 holders

Northwestern Mutual Wealth Management Co. 0.11% Add +3.3% 2,147,157 $132.1M
JPMorgan Chase & Co. 0.01% Reduce -6.4% 1,455,890 $89.6M
Morgan Stanley 0.01% Reduce -13.2% 1,389,480 $85.5M
Bank of America Corp. 0.01% Add +20.9% 977,577 $60.2M
Raymond James Financial Inc. 0.01% Add +6.8% 626,390 $38.5M
Connecticut Wealth Management, LLC 1.55% Add +6.8% 480,915 $29.6M
M&T Bank Corp 0.11% Add +1.6% 479,547 $29.5M
Cetera Investment Advisers 0.06% Add +12.0% 475,880 $29.3M
Foundations Investment Advisors, LLC 0.53% Add +5.7% 466,758 $28.7M
Royal Bank of Canada 0.01% Add +17.5% 465,141 $28.6M
Kestra Advisory Services, LLC 0.12% Reduce -23.4% 413,484 $25.4M
LPL Financial LLC 0.01% Add +0.4% 354,996 $21.8M
Envestnet Asset Management Inc. 0.01% Add +4.7% 338,189 $20.8M
Creative Planning 0.02% Reduce -3.5% 334,848 $20.6M
National Philanthropic Trust 0.33% Add +4.2% 334,084 $20.6M
AMG National Trust Bank 0.55% Reduce -0.9% 319,196 $19.6M
Osaic Holdings, Inc. 0.04% Add +23.2% 307,433 $18.9M
Bank of New York Mellon Corp 0.00% Add +27.2% 262,173 $16.1M
LBMC Investment Advisors, LLC 1.22% Reduce -7.0% 254,275 $15.6M
Corient Private Wealth LP 0.03% Add +104.0% 251,014 $15.4M
Keybank National Association 0.06% Add +1.4% 243,154 $15.0M
IFG Advisors, LLC 2.75% Add +1.9% 231,777 $14.3M
Koss-Olinger Consulting, LLC 1.18% Reduce -1.7% 227,125 $14.0M
Wells Fargo & Company 0.00% Reduce -33.2% 224,721 $13.8M
Pathstone Holdings, LLC 0.06% Add +0.7% 223,227 $13.7M
Fifth Third Bancorp 0.05% Reduce -1.6% 209,671 $12.9M
Commonwealth Equity Services, LLC 0.02% Add +5.0% 203,069 $12.5M
National Bank of Canada 0.01% Reduce -1.0% 201,655 $12.4M
Awm Capital, LLC 1.41% Reduce -4.4% 196,367 $12.1M
FUKOKU MUTUAL LIFE INSURANCE Co 0.79% No change 174,000 $10.7M
Mariner, LLC 0.02% Add +7.3% 162,808 $10.0M
William Howard & Co Financial Advisors Inc 9.15% Add +1.1% 158,720 $9.8M
UBS Group AG 0.00% Reduce -5.6% 157,247 $9.7M
Brewster Financial Planning LLC 7.02% Add +2.5% 154,379 $9.5M
Cullen/Frost Bankers, Inc. 0.13% Reduce -14.3% 148,116 $9.1M
HighTower Advisors, LLC 0.01% Reduce -25.6% 140,190 $8.6M
Focus Partners Wealth 0.02% Reduce -0.8% 137,698 $8.5M
PNC Financial Services Group, Inc. 0.00% Reduce -6.1% 122,380 $7.5M
Ballentine Partners, LLC 0.13% Reduce -8.6% 119,914 $7.4M
US Bancorp \de 0.01% Reduce -3.6% 119,891 $7.4M
BlackRock, Inc. 0.00% Reduce -37.8% 118,789 $7.3M
Cwm, LLC 0.03% Add +506.4% 111,615 $6.9M
Tiaa Trust, National Association 0.02% Reduce -1.9% 110,915 $6.8M
Northern Trust Corp. 0.00% Add +0.8% 105,035 $6.5M
Alexis Investment Partners, LLC 3.06% Add +5.3% 105,278 $6.4M
Moneta Group Investment Advisors LLC 0.09% Reduce -9.3% 102,011 $6.3M
Asset Management Group, Inc. 1.08% Reduce -3.0% 95,409 $5.9M
Avantax Advisory Services, Inc. 0.03% Add +24.7% 93,024 $5.7M
Baird Financial Group, Inc. 0.01% Reduce -1.5% 91,555 $5.6M
Ameriprise Financial Inc. 0.00% Reduce -34.6% 91,084 $5.6M
Cresset Asset Management, LLC 0.03% Add +9.1% 88,835 $5.5M
Garde Capital, Inc. 0.31% Reduce -3.8% 86,605 $5.3M
Ifrah Financial Services, Inc. 1.53% Reduce -0.5% 86,460 $5.3M
Cornerstone Wealth Group, LLC 0.42% Reduce -7.3% 81,376 $5.0M
Family Firm, Inc. 1.09% Add +1.6% 79,330 $4.9M
Atria Wealth Solutions, Inc. 0.06% Add +5.1% 76,744 $4.7M
Arbor Trust Wealth Advisors, LLC 1.94% Add +13.0% 67,137 $4.1M
Fiduciary Trust Co 0.05% Reduce -4.8% 65,282 $4.0M
Per Stirling Capital Management, LLC. 0.51% Reduce -3.9% 57,589 $3.5M
Equitable Holdings, Inc. 0.03% Reduce -0.7% 56,705 $3.5M
SOA Wealth Advisors, LLC. 0.66% Reduce -1.1% 51,442 $3.2M
Belpointe Asset Management LLC 0.16% Reduce -4.8% 49,949 $3.1M
Pinnacle Family Advisors, LLC 1.58% Reduce -0.9% 47,188 $2.9M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -8.7% 45,839 $2.8M
Comerica Bank 0.01% Add +8.1% 45,023 $2.8M
Citadel Advisors 0.00% Add +1863.5% 43,865 $2.7M
Mercer Global Advisors Inc. 0.01% Add +9.4% 42,750 $2.6M
D.A. Davidson & Co. 0.02% Reduce -2.7% 41,750 $2.6M
Mine & Arao Wealth Creation & Management, LLC. 1.20% Add +0.2% 39,971 $2.5M
Captrust Financial Advisors 0.01% Reduce -4.1% 39,437 $2.4M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -15.4% 39,302 $2.4M
Cornerstone Advisors Asset Management, LLC 0.47% Add +11.0% 37,604 $2.3M
Cassaday & Co Wealth Management LLC 0.06% No change 37,468 $2.3M
Harbor Investment Advisory, LLC 0.22% Add +0.0% 36,474 $2.2M
Susquehanna International Group, LLP 0.00% Add +28.5% 34,802 $2.1M
Cerity Partners LLC 0.00% Reduce -25.5% 34,437 $2.1M
Elios Financial Group Inc. 1.03% Add +0.5% 33,914 $2.1M
Frank, Rimerman Advisors LLC 0.16% Reduce -4.2% 33,699 $2.1M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -0.7% 33,427 $2.1M
First National Corp. /Ma/ 0.45% Add +2.8% 32,795 $2.0M
Trustmark Bank Trust Department 0.14% No change 31,000 $1.9M
Principal Securities, Inc. 0.04% Add +0.1% 29,894 $1.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -13.5% 27,596 $1.7M
CIBC Private Wealth Group LLC 0.00% Reduce -0.5% 31,032 $1.7M
Goldman Sachs Group Inc. 0.00% Reduce -22.8% 27,399 $1.7M
Peddock Capital Advisors, LLC 0.42% Add +5.8% 27,081 $1.7M
Spire Wealth Management 0.05% Reduce -26.1% 25,428 $1.6M
Capital Investment Advisors, LLC 0.03% No change 25,134 $1.5M
Valeo Financial Advisors, LLC 0.04% Reduce -8.7% 25,027 $1.5M
McNaughton Wealth Management, LLC 0.75% Reduce -79.4% 24,970 $1.5M
IHT Wealth Management, LLC 0.05% Reduce -0.7% 24,963 $1.5M
Bank of Stockton 0.49% Reduce -35.2% 24,883 $1.5M
Savant Capital, LLC 0.01% Reduce -0.6% 24,777 $1.5M
Arrow Investment Advisors, LLC 1.58% Reduce -13.7% 24,260 $1.5M
Avior Wealth Management, LLC 0.06% Reduce -5.7% 23,792 $1.5M
MML Investors Services, LLC 0.00% Add +29.6% 22,994 $1.4M
Bailard, Inc. 0.04% Reduce -16.3% 22,193 $1.4M
jvl associates llc 0.54% No change 21,912 $1.3M
Commerce Bank 0.01% Add +0.1% 21,804 $1.3M
Citigroup Inc. 0.00% Reduce -11.1% 21,704 $1.3M

"% 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 360 holders