iShares Select U.S. REIT ETFICFETF

13F holders, Q2 2025 (June 30)
348holders −12
17new positions
30sold out
1famous investor
$61.09avg. 13F price*

At the end of Q2 2025, 348 institutions reported holding iShares Select U.S. REIT ETF (ICF) in their 13F filings, down 12 from Q1 2025. 17 opened new positions and 30 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($136.7M), Morgan Stanley ($87.6M) and JPMorgan Chase & Co. ($74.3M). 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions17$8.7M
Exits30$17.8M

All 13F filers, Q1 2025 → Q2 2025: 892,463 shares bought and 1,562,720 shares sold, net −670,257 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 348 holders

Northwestern Mutual Wealth Management Co. 0.10% Add +4.1% 2,235,041 $136.7M
Morgan Stanley 0.01% Add +3.1% 1,431,963 $87.6M
JPMorgan Chase & Co. 0.01% Reduce -16.6% 1,214,707 $74.3M
Bank of America Corp. 0.00% Reduce -19.1% 790,558 $48.4M
Raymond James Financial Inc. 0.01% Reduce -0.3% 624,468 $38.2M
Foundations Investment Advisors, LLC 0.52% Add +15.3% 538,030 $32.9M
Cetera Investment Advisers 0.05% Add +6.4% 506,504 $31.0M
Connecticut Wealth Management, LLC 1.39% Reduce -0.8% 477,270 $29.2M
Royal Bank of Canada 0.01% Add +0.6% 468,055 $28.6M
M&T Bank Corp 0.10% Reduce -2.7% 466,620 $28.5M
LPL Financial LLC 0.01% Add +10.3% 391,417 $23.9M
Osaic Holdings, Inc. 0.04% Add +26.2% 388,105 $23.8M
Kestra Advisory Services, LLC 0.11% Reduce -12.7% 361,014 $22.1M
National Philanthropic Trust 0.27% Reduce -1.0% 330,674 $20.2M
Creative Planning 0.02% Reduce -5.2% 317,412 $19.4M
AMG National Trust Bank 0.51% Reduce -1.2% 315,405 $19.3M
Bank of New York Mellon Corp 0.00% Reduce -0.6% 260,581 $15.9M
LBMC Investment Advisors, LLC 1.12% Add +0.7% 256,086 $15.7M
Keybank National Association 0.05% Reduce -2.7% 236,653 $14.5M
Envestnet Asset Management Inc. 0.00% Reduce -30.3% 235,727 $14.4M
IFG Advisors, LLC 2.40% Add +0.6% 233,177 $14.3M
Wells Fargo & Company 0.00% Add +0.6% 225,993 $13.8M
Pathstone Holdings, LLC 0.05% Reduce -1.8% 219,217 $13.4M
Koss-Olinger Consulting, LLC 1.05% Reduce -8.1% 208,812 $12.8M
Fifth Third Bancorp 0.04% Reduce -3.3% 202,818 $12.4M
Commonwealth Equity Services, LLC 0.02% Reduce -2.9% 197,208 $12.1M
BlackRock, Inc. 0.00% Add +48.2% 176,021 $10.8M
FUKOKU MUTUAL LIFE INSURANCE Co 0.68% No change 174,000 $10.6M
Awm Capital, LLC 1.07% Reduce -15.6% 165,658 $10.1M
William Howard & Co Financial Advisors Inc 8.55% Add +0.9% 160,195 $9.8M
Mariner, LLC 0.01% Reduce -2.9% 158,055 $9.7M
Brewster Financial Planning LLC 6.52% Add +2.4% 158,035 $9.7M
HighTower Advisors, LLC 0.01% Add +9.5% 153,558 $9.4M
UBS Group AG 0.00% Reduce -6.6% 146,827 $9.0M
Focus Partners Wealth 0.02% Add +1.3% 139,516 $8.5M
Cullen/Frost Bankers, Inc. 0.10% Reduce -11.4% 131,167 $8.0M
PNC Financial Services Group, Inc. 0.00% Reduce -0.6% 121,670 $7.4M
Ballentine Partners, LLC 0.11% Add +0.4% 120,367 $7.4M
US Bancorp \de 0.01% Reduce -0.9% 118,850 $7.3M
Cwm, LLC 0.03% Add +5.0% 117,176 $7.2M
Moneta Group Investment Advisors LLC 0.08% Add +8.0% 110,131 $6.7M
Merit Financial Group, LLC 0.07% Add +2919.9% 103,944 $6.4M
Northern Trust Corp. 0.00% Reduce -1.2% 103,736 $6.3M
Tiaa Trust, National Association 0.02% Reduce -7.1% 103,070 $6.3M
Ameriprise Financial Inc. 0.00% Add +11.8% 101,871 $6.2M
Corient Private Wealth LP 0.01% Reduce -49.8% 126,127 $6.2M
Avantax Advisory Services, Inc. 0.03% Add +1.9% 94,836 $5.8M
Asset Management Group, Inc. 1.00% Reduce -1.3% 94,187 $5.8M
Cresset Asset Management, LLC 0.03% Add +1.7% 90,329 $5.5M
Baird Financial Group, Inc. 0.01% Reduce -2.0% 89,701 $5.5M
Ifrah Financial Services, Inc. 1.45% Add +0.6% 86,942 $5.3M
Garde Capital, Inc. 0.28% Reduce -0.6% 86,063 $5.3M
Family Firm, Inc. 1.17% Add +0.2% 79,464 $4.9M
Cornerstone Wealth Group, LLC 0.34% Reduce -9.4% 73,688 $4.5M
Modern Wealth Management, LLC 0.11% New 70,317 $4.3M
Fiduciary Trust Co 0.05% Reduce -2.3% 63,786 $3.9M
Mercer Global Advisors Inc. 0.01% Add +48.5% 63,473 $3.9M
Equitable Holdings, Inc. 0.03% Add +6.3% 60,287 $3.7M
Arbor Trust Wealth Advisors, LLC 1.80% Reduce -10.6% 60,025 $3.7M
Per Stirling Capital Management, LLC. 0.48% Add +3.8% 59,800 $3.7M
SOA Wealth Advisors, LLC. 0.61% Add +6.8% 54,912 $3.4M
Wealthspire Retirement, LLC 0.22% Add +366.4% 54,379 $3.3M
Avior Wealth Management, LLC 0.11% Add +112.7% 50,605 $3.1M
Belpointe Asset Management LLC 0.13% Reduce -0.2% 49,865 $3.0M
D.A. Davidson & Co. 0.02% Add +14.5% 47,820 $2.9M
Atria Wealth Solutions, Inc. 0.06% Reduce -39.9% 46,103 $2.8M
Captrust Financial Advisors 0.01% Add +8.1% 42,627 $2.6M
Cornerstone Advisors Asset Management, LLC 0.49% Add +10.7% 41,622 $2.5M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -12.4% 40,141 $2.5M
Mine & Arao Wealth Creation & Management, LLC. 1.09% Reduce -0.1% 39,953 $2.4M
Comerica Bank 0.01% Reduce -14.1% 38,664 $2.4M
Cassaday & Co Wealth Management LLC 0.06% Add +2.1% 38,268 $2.3M
Harbor Investment Advisory, LLC 0.20% Add +0.1% 36,509 $2.2M
Citadel Advisors 0.00% Reduce -18.4% 35,802 $2.2M
Elios Financial Group Inc. 0.97% Add +2.8% 34,857 $2.1M
First National Corp. /Ma/ 0.43% Add +5.7% 34,675 $2.1M
Frank, Rimerman Advisors LLC 0.14% No change 33,699 $2.1M
Cerity Partners LLC 0.00% Reduce -3.2% 33,327 $2.0M
Principal Securities, Inc. 0.04% Add +8.8% 32,511 $2.0M
MML Investors Services, LLC 0.01% Add +40.6% 32,334 $2.0M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -5.2% 31,695 $1.9M
CIBC Private Wealth Group LLC 0.00% Add +0.6% 31,227 $1.9M
Goldman Sachs Group Inc. 0.00% Add +1.9% 27,925 $1.7M
Trustmark Bank Trust Department 0.12% Reduce -10.7% 27,700 $1.7M
Spire Wealth Management 0.06% No change 25,428 $1.6M
IHT Wealth Management, LLC 0.04% Add +0.8% 25,168 $1.5M
McNaughton Wealth Management, LLC 0.68% Reduce -0.3% 24,895 $1.5M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -10.0% 24,846 $1.5M
Peapack Gladstone Financial Corp. 0.02% Add +50.3% 24,733 $1.5M
Savant Capital, LLC 0.01% Reduce -1.4% 24,430 $1.5M
Capital Investment Advisors, LLC 0.03% Reduce -3.3% 24,302 $1.5M
Parkside Financial Bank & Trust 0.15% Add +9.7% 23,009 $1.4M
Mutual Advisors, LLC 0.03% Add +1.3% 22,275 $1.4M
Citigroup Inc. 0.00% Add +5.0% 22,786 $1.4M
Arrow Investment Advisors, LLC 1.34% Reduce -6.6% 22,663 $1.4M
jvl associates llc 0.48% No change 21,912 $1.3M
Capital Analysts, LLC 0.04% Add +2.9% 21,826 $1.3M
Commerce Bank 0.01% No change 21,804 $1.3M
Greykasell Wealth Strategies, Inc. 0.64% Add +17.9% 21,746 $1.3M
Janney Montgomery Scott LLC 0.00% Add +0.2% 21,740 $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 348 holders