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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $5.4M |
| Exits | 26 | $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 |
| Janney Montgomery Scott LLC | 0.00% | Add +0.8% | 21,696 | $1.3M |
| Mutual Advisors, LLC | 0.04% | Reduce -5.3% | 21,995 | $1.3M |
| Capital Analysts, LLC | 0.05% | Add +66.9% | 21,212 | $1.3M |
| Avidian Wealth Enterprises, LLC | 0.06% | Reduce -10.8% | 21,191 | $1.3M |
| Wealthspire Advisors, LLC | 0.01% | Add +102.2% | 21,000 | $1.3M |
| Parkside Financial Bank & Trust | 0.16% | Add +18.6% | 20,973 | $1.3M |
| White Lighthouse Investment Management Inc. | 0.22% | Reduce -4.7% | 19,739 | $1.2M |
| Whitaker-Myers Wealth Managers, LTD. | 0.34% | New | 19,562 | $1.2M |
| TCV Trust & Wealth Management, Inc. | 0.11% | Reduce -8.4% | 19,374 | $1.2M |
| Greykasell Wealth Strategies, Inc. | 0.61% | Add +2.4% | 18,453 | $1.1M |
| ARK & TLK Investments, LLC | 0.38% | No change | 17,540 | $1.1M |
| Sonata Capital Group Inc. | 0.46% | Reduce -2.0% | 17,161 | $1.1M |
| Dakota Wealth Management | 0.02% | No change | 16,853 | $1.0M |
| Elevation Point Wealth Partners, LLC | 0.09% | No change | 16,550 | $1.0M |
| Peapack Gladstone Financial Corp. | 0.01% | Add +375.2% | 16,452 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -5.5% | 16,398 | $1.0M |
| Modera Wealth Management, LLC | 0.01% | Reduce -7.4% | 15,800 | $972K |
| Fortress Wealth Management, Inc. | 0.50% | Reduce -4.0% | 15,588 | $959K |
| Cobblestone Capital Advisors LLC | 0.05% | No change | 15,557 | $957K |
| HB Wealth Management, LLC | 0.01% | No change | 15,548 | $957K |
| Wealthstream Advisors, Inc. | 0.18% | No change | 15,531 | $956K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 15,502 | $954K |
| Audent Global Asset Management, LLC | 0.77% | Reduce -1.5% | 15,172 | $934K |
| Sigma Investment Counselors Inc. | 0.05% | Reduce -4.8% | 14,392 | $886K |
| Evanson Asset Management, LLC | 0.06% | No change | 14,275 | $878K |
| Innova Wealth Partners | 0.54% | Reduce -68.7% | 14,182 | $873K |
| Horizons Wealth Management | 0.66% | Reduce -0.5% | 14,110 | $868K |
| Family Office Research LLC | 0.42% | Reduce -0.7% | 13,999 | $861K |
| BTC Capital Management, Inc. | 0.08% | Reduce -1.4% | 13,538 | $833K |
| White Knight Strategic Wealth Advisors, LLC | 0.76% | Reduce -50.8% | 13,441 | $827K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +0.5% | 13,182 | $811K |
| Capital Planning Advisors, LLC | 0.12% | No change | 13,123 | $807K |
| VERITY Wealth Advisors | 0.60% | Add +1.0% | 13,091 | $805K |
| Intergy Private Wealth, LLC | 0.30% | Reduce -0.8% | 13,015 | $801K |
| Ashton Thomas Private Wealth, LLC | 0.03% | No change | 12,963 | $798K |
| SCS Capital Management LLC | 0.01% | New | 12,952 | $797K |
| Whitegate Investment Counselors, Inc. | 0.28% | Reduce -27.1% | 12,915 | $795K |
| James J. Burns & Company, LLC | 0.14% | Reduce -1.9% | 12,251 | $754K |
| Clayton Financial Group LLC | 0.27% | Reduce -10.3% | 12,180 | $749K |
| Westside Investment Management, Inc. | 0.16% | Add +11.7% | 12,128 | $746K |
| Private Advisor Group, LLC | 0.00% | Reduce -10.6% | 12,114 | $745K |
| Wealthspire Retirement, LLC | 0.06% | New | 11,658 | $717K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -5.4% | 11,416 | $702K |
| Delta Capital Management LLC | 0.41% | No change | 11,400 | $701K |
| Accel Wealth Management | 0.24% | Reduce -0.2% | 10,908 | $671K |
| Wambolt & Associates, LLC | 0.23% | Add +0.0% | 10,870 | $670K |
| One Capital Management, LLC | 0.02% | Reduce -6.6% | 10,679 | $657K |
| Arkadios Wealth Advisors | 0.02% | Add +7.4% | 10,676 | $657K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +31141.2% | 10,622 | $654K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -10.0% | 9,995 | $615K |
| Truist Financial Corp. | 0.00% | Reduce -1.9% | 9,862 | $607K |
| Sanctuary Advisors, LLC | 0.00% | No change | 9,860 | $607K |
| Stifel Financial Corp. | 0.00% | Add +48.1% | 9,636 | $593K |
| Strata Wealth Advisors, LLC | 0.18% | Add +96.1% | 9,555 | $588K |
| Glenview Trust Co | 0.01% | No change | 9,502 | $585K |
| CW Advisors, LLC | 0.01% | New | 9,480 | $583K |
| Integrated Advisors Network LLC | 0.03% | Reduce -3.0% | 9,426 | $580K |
| Range Financial Group LLC | 0.25% | Add +1.2% | 9,285 | $571K |
| HSBC Holdings PLC | 0.00% | No change | 9,235 | $568K |
| Tolleson Wealth Management, Inc. | 0.11% | No change | 9,077 | $559K |
| James Investment Research, Inc. | 0.07% | No change | 9,000 | $554K |
| Vanguard Group Inc. | 0.00% | No change | 9,000 | $554K |
| GWN Securities Inc. | 0.03% | New | 8,954 | $551K |
| Affinity Capital Advisors, LLC | 0.11% | No change | 9,467 | $543K |
| Diversify Wealth Management, LLC | 0.04% | Reduce -7.0% | 8,892 | $538K |
| SJS Investment Consulting Inc. | 0.09% | No change | 8,550 | $526K |
| Waters Parkerson & Co., LLC | 0.03% | No change | 8,549 | $526K |
| Mather Group, Llc. | 0.01% | Add +13.1% | 8,530 | $525K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +746.0% | 8,460 | $521K |
| Evermay Wealth Management LLC | 0.07% | Reduce -71.0% | 8,168 | $503K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.5% | 7,870 | $484K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -1.3% | 7,828 | $482K |
| FMR LLC | 0.00% | Add +13.0% | 7,784 | $479K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -11.2% | 7,754 | $477K |
| Glenmede Trust Co. NA | 0.00% | No change | 7,658 | $471K |
| Westshore Wealth, LLC | 0.20% | Add +0.4% | 7,472 | $460K |
| Capital Asset Advisory Services LLC | 0.02% | Add +6.3% | 7,335 | $454K |
| Axxcess Wealth Management, LLC | 0.01% | Add +6.7% | 7,317 | $450K |
| Bremer Bank National Association | 0.08% | Add +11.1% | 7,282 | $448K |
| Quadrature Capital Ltd | 0.01% | Reduce -83.9% | 7,123 | $438K |
| InvesTrust | 0.12% | No change | 7,040 | $433K |
| Sachetta, LLC | 0.18% | No change | 7,000 | $431K |
| Pitcairn Co. | 0.03% | No change | 6,897 | $424K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -10.3% | 6,881 | $423K |
| Argent Trust Co | 0.02% | No change | 6,760 | $416K |
| Nicolet Bankshares Inc. | 0.08% | No change | 6,680 | $411K |
| Medallion Wealth Advisors, LLC | 0.19% | Add +3.0% | 6,645 | $410K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -16.9% | 6,546 | $403K |
| Oak Wealth Advisors LLC | 0.30% | Add +13.1% | 6,507 | $400K |
| JFS Wealth Advisors, LLC | 0.03% | Reduce -2.4% | 6,473 | $398K |
| Steigerwald, Gordon & Koch Inc. | 0.04% | Reduce -3.7% | 6,414 | $395K |
| AE Wealth Management LLC | 0.00% | Reduce -8.3% | 6,408 | $394K |
| American Investment Services, Inc. | 0.07% | Add +2.0% | 6,384 | $393K |
| CENTRAL TRUST Co | 0.01% | Reduce -3.8% | 6,331 | $390K |
| Fairway Wealth LLC | 0.14% | Add +1.1% | 6,143 | $378K |
| Waldron Private Wealth LLC | 0.02% | Reduce -13.1% | 6,048 | $372K |
| Post Resch Tallon Group Inc. | 0.37% | Add +16.4% | 5,875 | $359K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -4.4% | 5,811 | $358K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +4.6% | 5,786 | $356K |
| Sunbelt Securities, Inc. | 0.03% | No change | 5,737 | $353K |
| Texas Yale Capital Corp. | 0.01% | No change | 5,600 | $345K |
| Cozad Asset Management Inc. | 0.03% | No change | 5,573 | $343K |
| Holderness Investments Co. | 0.08% | No change | 5,300 | $326K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -0.2% | 5,186 | $319K |
| ARS Investment Partners, LLC | 0.03% | No change | 5,250 | $316K |
| Opulen Financial Group LLC | 0.28% | Add +0.2% | 5,085 | $313K |
| Sterling Investment Advisors, Ltd. | 0.07% | Reduce -5.2% | 5,060 | $311K |
| TD Private Client Wealth LLC | 0.01% | Reduce -5.3% | 5,043 | $310K |
| Nvwm, LLC | 0.08% | Reduce -42.3% | 4,894 | $301K |
| Sowell Financial Services LLC | 0.01% | New | 4,885 | $301K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 4,760 | $293K |
| Ameritas Advisory Services, LLC | 0.01% | Add +1.4% | 4,730 | $290K |
| Ellis Investment Partners, LLC | 0.06% | Add +0.1% | 4,691 | $289K |
| Sandy Spring Bank | 0.01% | Reduce -19.5% | 4,679 | $288K |
| Titleist Asset Management, LLC | 0.03% | No change | 4,634 | $285K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -1.9% | 4,557 | $280K |
| Diversified Portfolios, Inc. | 0.03% | No change | 4,522 | $278K |
| Courage Miller Partners, LLC | 0.09% | No change | 4,440 | $273K |
| Linscomb Wealth, Inc. | 0.01% | No change | 4,410 | $271K |
| Fortress Financial Solutions, LLC | 0.39% | Add +2.3% | 4,400 | $271K |
| Parallel Advisors, LLC | 0.01% | Add +101.1% | 4,355 | $268K |
| Bessemer Group Inc. | 0.00% | Add +40.0% | 4,200 | $258K |
| Cordant, Inc. | 0.13% | No change | 4,163 | $256K |
| Jordan Park Group LLC | 0.02% | No change | 4,140 | $255K |
| Gradient Capital Advisors, LLC | 0.08% | No change | 4,120 | $254K |
| Evercore Wealth Management, LLC | 0.00% | No change | 4,101 | $252K |
| Choreo, LLC | 0.00% | Reduce -7.3% | 4,025 | $248K |
| Cadence Bank | 0.02% | No change | 4,000 | $246K |
| Brown Advisory Inc. | 0.00% | Reduce -1.4% | 3,919 | $241K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,869 | $238K |
| Sage Capital Advisors,llc | 0.06% | New | 3,825 | $235K |
| High Net Worth Advisory Group LLC | 0.07% | No change | 3,800 | $234K |
| Relyea Zuckerberg Hanson LLC | 0.03% | No change | 3,800 | $234K |
| MAI Capital Management | 0.00% | Reduce -12.0% | 3,727 | $229K |
| Droms Strauss Advisors Inc. /Mo/ | 0.08% | No change | 3,720 | $229K |
| Glass Jacobson Investment Advisors llc | 0.07% | No change | 3,772 | $227K |
| PFG Advisors | 0.01% | Add +2.9% | 3,604 | $222K |
| Advisor Resource Council | 0.02% | New | 3,488 | $215K |
| Windsor Capital Management, LLC | 0.07% | Reduce -2.4% | 3,465 | $213K |
| Topel & Distasi Wealth Management, LLC | 0.10% | Add +0.6% | 3,463 | $213K |
| Orin Green Financial, LLC | 0.10% | New | 3,643 | $213K |
| Fortitude Advisory Group L.L.C. | 0.15% | No change | 3,627 | $213K |
| Partners in Financial Planning | 0.04% | No change | 3,446 | $212K |
| Merit Financial Group, LLC | 0.00% | Add +1.1% | 3,442 | $212K |
| Financial Counselors Inc. | 0.00% | New | 3,430 | $211K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 3,400 | $209K |
| North Star Investment Management Corp. | 0.02% | No change | 3,400 | $209K |
| Castle Wealth Management LLC | 0.08% | No change | 3,350 | $206K |
| Physician Wealth Advisors, Inc. | 0.04% | Reduce -1.5% | 3,300 | $203K |
| Transcendent Capital Group LLC | 0.11% | Reduce -7.2% | 3,266 | $201K |
| Geneos Wealth Management Inc. | 0.01% | No change | 2,806 | $173K |
| Private Wealth Management Group, LLC | 0.06% | No change | 2,775 | $171K |
| Qube Research & Technologies Ltd | 0.00% | New | 2,739 | $169K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +17.4% | 2,507 | $154K |
| IMG Wealth Management, Inc. | 0.14% | No change | 2,501 | $154K |
| Franklin Resources Inc. | 0.00% | No change | 2,500 | $154K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -36.0% | 2,429 | $149K |
| Ameriflex Group, Inc. | 0.06% | Add +1.1% | 2,290 | $141K |
| Continuum Advisory, LLC | 0.02% | No change | 2,281 | $140K |
| Lanark Financial, Inc. | 0.01% | — | 2,133 | $131K |
| Capital Advisors, Ltd. LLC | 0.02% | Reduce -18.5% | 2,062 | $127K |
| Blair William & Co. | 0.00% | No change | 2,016 | $124K |
| AdvisorNet Financial, Inc | 0.01% | Add +20.6% | 1,997 | $123K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 1,805 | $111K |
| Ascentis Wealth Management, LLC | 0.03% | No change | 1,636 | $101K |
| Laurel Wealth Advisors LLC | 0.02% | Add +0.1% | 1,594 | $98K |
| Whittier Trust Co. | 0.00% | No change | 1,586 | $98K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,576 | $97K |
| Jones Financial Companies LLLP | 0.00% | Add +134.6% | 1,588 | $97K |
| DT Investment Partners, LLC | 0.01% | No change | 1,500 | $92K |
| Allworth Financial LP | 0.00% | No change | 1,504 | $90K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 1,400 | $86K |
| CVA Family Office, LLC | 0.01% | Add +0.1% | 1,346 | $83K |
| NBT Bank, N.A. | 0.01% | No change | 1,335 | $82K |
| Larson Financial Group LLC | 0.00% | Add +0.1% | 1,285 | $79K |
| Bokf, NA | 0.00% | Reduce -23.8% | 1,278 | $79K |
| Bank of New Hampshire | 0.02% | No change | 1,150 | $71K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -18.0% | 1,092 | $67K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.4% | 1,062 | $65K |
| Biltmore Family Office, LLC | 0.01% | No change | 1,000 | $62K |
| Manchester Capital Management LLC | 0.01% | No change | 1,000 | $62K |
| N.E.W. Advisory Services LLC | 0.00% | New | 992 | $61K |
| JDM Financial Group LLC | 0.03% | No change | 980 | $60K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 858 | $53K |
| Farther Finance Advisors, LLC | 0.00% | No change | 841 | $52K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +506.1% | 800 | $49K |
| First Horizon Advisors, Inc. | 0.00% | Add +0.4% | 742 | $46K |
| Avion Wealth | 0.01% | No change | 760 | $45K |
| Harbour Investments, Inc. | 0.00% | Reduce -20.8% | 714 | $44K |
| Cohen & Steers, Inc. | 0.00% | Reduce -97.3% | 623 | $38K |
| Nemes Rush Group LLC | 0.00% | No change | 606 | $37K |
| IFP Advisors, Inc | 0.00% | Add +4.3% | 582 | $36K |
| Breakwater Investment Management | 0.01% | No change | 570 | $35K |
| Assetmark, Inc. | 0.00% | Reduce -14.2% | 527 | $32K |
| Elevation Wealth Partners, LLC | 0.01% | Add +0.4% | 523 | $32K |
| Millstone Evans Group, LLC | 0.02% | Add +441.7% | 520 | $32K |
| Coastline Trust Co | 0.00% | No change | 520 | $32K |
| CNB Bank | 0.02% | No change | 500 | $31K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Add +0.4% | 460 | $28K |
| HM Payson & Co. | 0.00% | Reduce -47.1% | 450 | $28K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 448 | $28K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 427 | $26K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 405 | $25K |
| Dunhill Financial, LLC | 0.01% | Add +0.5% | 402 | $25K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 396 | $24K |
| Bristlecone Advisors, LLC | 0.00% | Add +0.5% | 384 | $24K |
| Redwood Park Advisors LLC | 0.02% | Add +0.3% | 383 | $24K |
| Anchor Investment Management, LLC | 0.00% | No change | 370 | $23K |
| Tompkins Financial Corp. | 0.00% | New | 364 | $22K |
| Ancora Advisors LLC | 0.00% | No change | 352 | $22K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | Add +0.3% | 347 | $21K |
| Wayfinding Financial, LLC | 0.01% | New | 331 | $20K |
| Howe & Rusling Inc. | 0.00% | No change | 300 | $18K |
| Piscataqua Savings Bank | 0.02% | No change | 300 | $18K |
| GAMMA Investing LLC | 0.00% | New | 297 | $18K |
| Ridgewood Investments LLC | 0.01% | No change | 291 | $18K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 290 | $18K |
| Arax Advisory Partners | 0.00% | No change | 278 | $17K |
| Motco | 0.00% | No change | 245 | $15K |
| NorthRock Partners, LLC | 0.00% | No change | 242 | $15K |
| WealthShield Partners, LLC | 0.00% | No change | 228 | $14K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 220 | $14K |
| AllSquare Wealth Management LLC | 0.01% | Add +0.5% | 198 | $12K |
| Curat Global, LLC | 0.01% | — | 192 | $12K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 182 | $11K |
| McIlrath & Eck, LLC | 0.00% | No change | 180 | $11K |
| Bank of Montreal | 0.00% | New | 178 | $11K |
| CX Institutional | 0.00% | New | 156 | $10K |
| Tucker Asset Management LLC | 0.00% | No change | 159 | $10K |
| Morling Financial Advisors, LLC | 0.00% | No change | 150 | $9K |
| Front Row Advisors LLC | 0.00% | No change | 141 | $9K |
| Noble Wealth Management PBC | 0.01% | No change | 130 | $8K |
| Blue Trust, Inc. | 0.00% | Reduce -42.7% | 130 | $8K |
| Synergy Investment Management, LLC | 0.00% | Reduce -56.9% | 124 | $8K |
| 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 |
| Winnacle Wealth LLC | 0.01% | New | 102 | $6K |
| American National Bank & Trust | 0.00% | Reduce -5.0% | 95 | $6K |
| Centricity Wealth Management, LLC | 0.00% | No change | 88 | $5K |
| Archer Investment Corp | 0.00% | No change | 80 | $5K |
| BNP Paribas Financial Markets | 0.00% | New | 79 | $5K |
| Pinney & Scofield, Inc. | 0.00% | No change | 78 | $5K |
| Proathlete Wealth Management LLC | 0.00% | New | 77 | $5K |
| Investors Research Corp | 0.00% | No change | 72 | $4K |
| Concord Wealth Partners | 0.00% | No change | 72 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 69 | $4K |
| Rialto Wealth Management, LLC | 0.00% | No change | 59 | $4K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 52 | $3K |
| Register Financial Advisors LLC | 0.00% | No change | 52 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 44 | $3K |
| Brooklyn Investment Group | 0.00% | No change | 44 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 40 | $2K |
| Broadwater Capital Management LLC | 0.00% | No change | 20 | $1K |
| Global Trust Asset Management, LLC | 0.00% | No change | 10 | $615 |
| Sound Income Strategies, LLC | 0.00% | No change | 7 | $431 |
| TD Waterhouse Canada Inc. | 0.00% | New | 4 | $246 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 2 | $131 |
| Key Financial Inc | 0.00% | No change | 2 | $123 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $53 |
"% 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.