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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $8.7M |
| Exits | 30 | $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 |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +2.5% | 21,712 | $1.3M |
| Bailard, Inc. | 0.03% | Reduce -3.1% | 21,515 | $1.3M |
| Wealthspire Advisors, LLC | 0.01% | Add +0.0% | 21,008 | $1.3M |
| Bank of Stockton | 0.37% | Reduce -18.2% | 20,361 | $1.2M |
| White Lighthouse Investment Management Inc. | 0.20% | Add +0.3% | 19,794 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -22.6% | 19,371 | $1.2M |
| TCV Trust & Wealth Management, Inc. | 0.10% | Reduce -0.2% | 19,329 | $1.2M |
| Blair William & Co. | 0.00% | Add +824.9% | 18,645 | $1.1M |
| ARK & TLK Investments, LLC | 0.34% | No change | 17,540 | $1.1M |
| Sonata Capital Group Inc. | 0.42% | Add +0.5% | 17,245 | $1.1M |
| Elevation Point Wealth Partners, LLC | 0.08% | Add +0.8% | 16,677 | $1.0M |
| Dakota Wealth Management | 0.02% | Reduce -3.5% | 16,267 | $995K |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.1% | 16,224 | $992K |
| Cobblestone Capital Advisors LLC | 0.05% | No change | 15,557 | $951K |
| Fortress Wealth Management, Inc. | 0.46% | Reduce -0.2% | 15,556 | $951K |
| Wealthstream Advisors, Inc. | 0.16% | No change | 15,531 | $950K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.0% | 15,503 | $948K |
| Modera Wealth Management, LLC | 0.01% | Reduce -2.2% | 15,454 | $945K |
| Audent Global Asset Management, LLC | 0.67% | Add +0.9% | 15,311 | $936K |
| Private Advisor Group, LLC | 0.01% | Add +24.8% | 15,120 | $925K |
| Horizons Wealth Management | 0.65% | Add +4.3% | 14,711 | $900K |
| Evanson Asset Management, LLC | 0.05% | Add +0.6% | 14,354 | $878K |
| Sigma Investment Counselors Inc. | 0.05% | Reduce -0.7% | 14,293 | $874K |
| Westside Investment Management, Inc. | 0.16% | Add +17.5% | 14,255 | $872K |
| Family Office Research LLC | 0.40% | Reduce -0.4% | 13,941 | $853K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +4.3% | 13,751 | $841K |
| BTC Capital Management, Inc. | 0.07% | Reduce -0.1% | 13,519 | $827K |
| Whitegate Investment Counselors, Inc. | 0.28% | Add +3.9% | 13,415 | $820K |
| VERITY Wealth Advisors | 0.54% | Add +0.3% | 13,133 | $803K |
| Capital Planning Advisors, LLC | 0.12% | No change | 13,123 | $803K |
| SCS Capital Management LLC | 0.01% | No change | 12,952 | $792K |
| White Knight Strategic Wealth Advisors, LLC | 0.67% | Reduce -4.0% | 12,896 | $789K |
| Intergy Private Wealth, LLC | 0.26% | Reduce -3.2% | 12,596 | $770K |
| James J. Burns & Company, LLC | 0.12% | Reduce -1.0% | 12,124 | $741K |
| Coldstream Capital Management Inc. | 0.01% | No change | 11,416 | $698K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -71.0% | 11,406 | $698K |
| Delta Capital Management LLC | 0.39% | No change | 11,400 | $697K |
| Sanctuary Advisors, LLC | 0.00% | Add +9.0% | 10,745 | $657K |
| Stifel Financial Corp. | 0.00% | Add +10.9% | 10,688 | $654K |
| Arkadios Wealth Advisors | 0.02% | Add +0.0% | 10,677 | $653K |
| One Capital Management, LLC | 0.02% | Reduce -4.3% | 10,224 | $625K |
| PCA Investment Advisory Services Inc. | 0.26% | New | 10,106 | $618K |
| Strata Wealth Advisors, LLC | 0.17% | Add +5.2% | 10,047 | $614K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -3.4% | 9,652 | $590K |
| Glenview Trust Co | 0.01% | No change | 9,502 | $581K |
| CW Advisors, LLC | 0.01% | No change | 9,480 | $580K |
| Integrated Advisors Network LLC | 0.03% | No change | 9,426 | $576K |
| Accel Wealth Management | 0.19% | Reduce -13.8% | 9,397 | $575K |
| James Investment Research, Inc. | 0.07% | No change | 9,000 | $550K |
| Tolleson Wealth Management, Inc. | 0.09% | Reduce -0.9% | 8,998 | $550K |
| Affinity Capital Advisors, LLC | 0.09% | Reduce -5.7% | 8,924 | $546K |
| HSBC Holdings PLC | 0.00% | Reduce -3.5% | 8,914 | $545K |
| Range Financial Group LLC | 0.21% | Reduce -4.3% | 8,881 | $543K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 8,862 | $542K |
| Fairway Wealth LLC | 0.17% | Add +43.2% | 8,799 | $538K |
| Diversify Wealth Management, LLC | 0.03% | No change | 8,892 | $532K |
| SJS Investment Consulting Inc. | 0.08% | No change | 8,550 | $523K |
| Waters Parkerson & Co., LLC | 0.03% | No change | 8,549 | $523K |
| Susquehanna International Group, LLP | 0.00% | Reduce -76.1% | 8,319 | $509K |
| Westshore Wealth, LLC | 0.19% | Add +8.7% | 8,121 | $497K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 8,109 | $496K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +2.4% | 8,060 | $493K |
| AlphaStar Capital Management, LLC | 0.03% | New | 7,973 | $488K |
| Capital Asset Advisory Services LLC | 0.02% | Add +5.1% | 7,711 | $475K |
| Axxcess Wealth Management, LLC | 0.01% | Add +5.2% | 7,694 | $471K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -1.9% | 7,678 | $470K |
| Glenmede Investment Management, LP | 0.00% | — | 7,658 | $468K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.8% | 7,615 | $466K |
| Wambolt & Associates, LLC | 0.15% | Reduce -31.6% | 7,433 | $457K |
| Prostatis Group LLC | 0.13% | New | 7,292 | $446K |
| Old National Bancorp | 0.01% | New | 7,282 | $445K |
| InvesTrust | 0.17% | No change | 7,040 | $431K |
| Sachetta, LLC | 0.17% | No change | 7,000 | $428K |
| Truist Financial Corp. | 0.00% | Reduce -29.2% | 6,981 | $427K |
| Quadrature Capital Ltd | 0.01% | Reduce -3.0% | 6,910 | $423K |
| Pitcairn Co. | 0.03% | No change | 6,897 | $422K |
| Argent Trust Co | 0.02% | No change | 6,760 | $413K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -20.4% | 6,730 | $412K |
| Nicolet Bankshares Inc. | 0.07% | No change | 6,680 | $409K |
| Oak Wealth Advisors LLC | 0.26% | Add +2.6% | 6,674 | $408K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -3.5% | 6,642 | $406K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -1.9% | 6,421 | $393K |
| Medallion Wealth Advisors, LLC | 0.15% | Reduce -4.3% | 6,362 | $391K |
| American Investment Services, Inc. | 0.10% | No change | 6,384 | $390K |
| AE Wealth Management LLC | 0.00% | Reduce -0.9% | 6,351 | $388K |
| FMR LLC | 0.00% | Reduce -19.5% | 6,265 | $383K |
| American Trust | 0.04% | New | 6,235 | $381K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -5.0% | 6,150 | $376K |
| Steigerwald, Gordon & Koch Inc. | 0.04% | Reduce -5.1% | 6,084 | $372K |
| CENTRAL TRUST Co | 0.01% | Reduce -4.2% | 6,066 | $371K |
| Waldron Private Wealth LLC | 0.02% | No change | 6,048 | $370K |
| Post Resch Tallon Group Inc. | 0.36% | Add +2.9% | 6,045 | $370K |
| Level Four Advisory Services, LLC | 0.01% | No change | 5,811 | $355K |
| Mather Group, Llc. | 0.00% | Reduce -33.1% | 5,702 | $349K |
| Sunbelt Securities, Inc. | 0.03% | No change | 5,737 | $346K |
| Texas Yale Capital Corp. | 0.01% | No change | 5,600 | $342K |
| Cozad Asset Management Inc. | 0.03% | No change | 5,573 | $341K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -4.4% | 5,532 | $338K |
| TD Private Client Wealth LLC | 0.01% | Add +6.9% | 5,393 | $330K |
| Holderness Investments Co. | 0.07% | No change | 5,300 | $324K |
| Sterling Investment Advisors, Ltd. | 0.07% | Add +3.2% | 5,220 | $319K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 5,186 | $317K |
| National Bank of Canada | 0.00% | Reduce -97.5% | 5,099 | $312K |
| Opulen Financial Group LLC | 0.26% | Add +0.3% | 5,098 | $312K |
| HB Wealth Management, LLC | 0.00% | Reduce -67.7% | 5,023 | $307K |
| GWN Securities Inc. | 0.06% | Reduce -45.1% | 4,919 | $301K |
| Sowell Financial Services LLC | 0.01% | Reduce -1.1% | 4,833 | $296K |
| Ellis Investment Partners, LLC | 0.06% | Add +0.2% | 4,700 | $287K |
| Atlantic Union Bankshares Corp | 0.01% | New | 4,689 | $287K |
| Titleist Asset Management, LLC | 0.03% | No change | 4,634 | $283K |
| Fortress Financial Solutions, LLC | 0.35% | Add +4.2% | 4,586 | $280K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.0% | 4,559 | $279K |
| Diversified Portfolios, Inc. | 0.03% | No change | 4,522 | $277K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -5.3% | 4,510 | $276K |
| Courage Miller Partners, LLC | 0.09% | No change | 4,440 | $272K |
| Parallel Advisors, LLC | 0.01% | Add +1.4% | 4,415 | $270K |
| Linscomb Wealth, Inc. | 0.01% | No change | 4,410 | $270K |
| Cordant, Inc. | 0.12% | No change | 4,163 | $255K |
| Jordan Park Group LLC | 0.02% | No change | 4,140 | $253K |
| Gradient Capital Advisors, LLC | 0.07% | No change | 4,120 | $252K |
| Evercore Wealth Management, LLC | 0.00% | No change | 4,101 | $251K |
| Bessemer Group Inc. | 0.00% | Reduce -4.8% | 4,000 | $245K |
| Cadence Bank | 0.02% | No change | 4,000 | $245K |
| Choreo, LLC | 0.00% | Reduce -1.2% | 3,977 | $243K |
| Midwest Trust Co | 0.00% | — | 3,946 | $241K |
| Brown Advisory Inc. | 0.00% | No change | 3,919 | $240K |
| Sage Capital Advisors,llc | 0.06% | Add +0.1% | 3,830 | $234K |
| High Net Worth Advisory Group LLC | 0.06% | No change | 3,800 | $232K |
| Relyea Zuckerberg Hanson LLC | 0.03% | No change | 3,800 | $232K |
| Allworth Financial LP | 0.00% | Add +152.3% | 3,794 | $232K |
| Chicago Partners Investment Group LLC | 0.01% | New | 3,690 | $232K |
| Glass Jacobson Investment Advisors llc | 0.09% | No change | 3,772 | $231K |
| Droms Strauss Advisors Inc. /Mo/ | 0.07% | No change | 3,720 | $228K |
| Breakwater Capital Group | 0.04% | New | 3,690 | $226K |
| MAI Capital Management | 0.00% | Reduce -1.3% | 3,677 | $225K |
| Fortitude Advisory Group L.L.C. | 0.13% | No change | 3,627 | $222K |
| Jones Financial Companies LLLP | 0.00% | Add +129.2% | 3,639 | $221K |
| Arax Advisory Partners | 0.01% | No change | 278 | $211K |
| 1ST Source Bank | 0.01% | New | 3,433 | $210K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 3,400 | $208K |
| North Star Investment Management Corp. | 0.01% | No change | 3,400 | $208K |
| Castle Wealth Management LLC | 0.07% | No change | 3,350 | $205K |
| Physician Wealth Advisors, Inc. | 0.03% | Add +0.5% | 3,315 | $203K |
| Orin Green Financial, LLC | 0.08% | Reduce -10.1% | 3,276 | $200K |
| Evermay Wealth Management LLC | 0.02% | Reduce -64.8% | 2,873 | $176K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.2% | 2,811 | $172K |
| Private Wealth Management Group, LLC | 0.06% | No change | 2,775 | $170K |
| Global Retirement Partners, LLC | 0.00% | — | 2,766 | $169K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +136.4% | 2,581 | $158K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -46.9% | 2,513 | $154K |
| IMG Wealth Management, Inc. | 0.12% | No change | 2,501 | $153K |
| Franklin Resources Inc. | 0.00% | No change | 2,500 | $153K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -3.7% | 2,415 | $148K |
| Lanark Financial, Inc. | 0.01% | Add +0.1% | 2,136 | $130K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 2,062 | $126K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -6.3% | 1,872 | $114K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 1,805 | $110K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -31.7% | 1,658 | $101K |
| Ascentis Wealth Management, LLC | 0.03% | No change | 1,636 | $101K |
| Whittier Trust Co. | 0.00% | No change | 1,586 | $97K |
| DT Investment Partners, LLC | 0.01% | No change | 1,500 | $92K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -86.1% | 1,476 | $90K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 1,400 | $86K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 1,394 | $85K |
| CVA Family Office, LLC | 0.01% | Add +0.1% | 1,348 | $82K |
| NBT Bank, N.A. | 0.01% | No change | 1,335 | $82K |
| Larson Financial Group LLC | 0.00% | Reduce -0.1% | 1,284 | $79K |
| Bokf, NA | 0.00% | No change | 1,278 | $78K |
| Bank of New Hampshire | 0.02% | No change | 1,150 | $70K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.7% | 1,069 | $65K |
| Biltmore Family Office, LLC | 0.01% | No change | 1,000 | $61K |
| Manchester Capital Management LLC | 0.01% | No change | 1,000 | $61K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 992 | $61K |
| JDM Financial Group LLC | 0.03% | No change | 980 | $60K |
| Ameriflex Group, Inc. | 0.03% | Reduce -57.8% | 966 | $58K |
| Tompkins Financial Corp. | 0.01% | Add +161.3% | 951 | $58K |
| Farther Finance Advisors, LLC | 0.00% | No change | 841 | $51K |
| Cohen & Steers, Inc. | 0.00% | Add +30.0% | 810 | $50K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 800 | $49K |
| Avion Wealth | 0.01% | No change | 760 | $46K |
| CX Institutional | 0.00% | Add +360.3% | 718 | $44K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -16.3% | 718 | $44K |
| Harbour Investments, Inc. | 0.00% | No change | 714 | $44K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -82.3% | 685 | $42K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -13.1% | 645 | $39K |
| Nemes Rush Group LLC | 0.00% | Reduce -0.7% | 602 | $37K |
| Howe & Rusling Inc. | 0.00% | Add +98.0% | 594 | $36K |
| IFP Advisors, Inc | 0.00% | No change | 582 | $36K |
| Breakwater Investment Management | 0.01% | No change | 570 | $35K |
| Elevation Wealth Partners, LLC | 0.01% | Add +0.6% | 526 | $32K |
| Millstone Evans Group, LLC | 0.02% | No change | 520 | $32K |
| Coastline Trust Co | 0.00% | No change | 520 | $32K |
| CNB Bank | 0.01% | No change | 500 | $31K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Add +0.7% | 463 | $28K |
| HM Payson & Co. | 0.00% | No change | 450 | $28K |
| HBW Advisory Services LLC | 0.00% | New | 429 | $26K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 427 | $26K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +4.0% | 412 | $25K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 405 | $25K |
| Dunhill Financial, LLC | 0.01% | Add +0.5% | 404 | $25K |
| Bristlecone Advisors, LLC | 0.00% | Add +0.5% | 386 | $24K |
| Redwood Park Advisors LLC | 0.02% | Add +0.5% | 385 | $24K |
| Assetmark, Inc. | 0.00% | Reduce -27.9% | 380 | $23K |
| Ancora Advisors LLC | 0.00% | No change | 352 | $22K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | Add +1.1% | 351 | $21K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -24.6% | 338 | $21K |
| Piscataqua Savings Bank | 0.02% | No change | 300 | $18K |
| Anchor Investment Management, LLC | 0.00% | Reduce -20.3% | 295 | $18K |
| Ridgewood Investments LLC | 0.01% | No change | 291 | $18K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 290 | $18K |
| Trust Co. of Toledo NA | 0.00% | New | 270 | $17K |
| GAMMA Investing LLC | 0.00% | Reduce -17.2% | 246 | $15K |
| Motco | 0.00% | No change | 245 | $15K |
| WealthShield Partners, LLC | 0.00% | No change | 228 | $14K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 220 | $13K |
| Mascoma Wealth Management LLC | 0.00% | New | 200 | $12K |
| AllSquare Wealth Management LLC | 0.01% | Add +0.5% | 199 | $12K |
| Curat Global, LLC | 0.01% | No change | 192 | $12K |
| Smartleaf Asset Management LLC | 0.00% | New | 190 | $12K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 182 | $11K |
| McIlrath & Eck, LLC | 0.00% | No change | 180 | $11K |
| Morling Financial Advisors, LLC | 0.00% | No change | 150 | $9K |
| Front Row Advisors LLC | 0.00% | Add +0.7% | 142 | $9K |
| Blue Trust, Inc. | 0.00% | No change | 130 | $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 |
| American National Bank & Trust | 0.00% | No change | 95 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +109.1% | 92 | $6K |
| Centricity Wealth Management, LLC | 0.00% | No change | 88 | $5K |
| Archer Investment Corp | 0.00% | No change | 80 | $5K |
| Pinney & Scofield, Inc. | 0.00% | No change | 78 | $5K |
| Proathlete Wealth Management LLC | 0.00% | No change | 77 | $5K |
| Investors Research Corp | 0.00% | No change | 72 | $4K |
| Concord Wealth Partners | 0.00% | No change | 72 | $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 |
| 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% | Add +6015.0% | 1,223 | $1K |
| Total Investment Management Inc. | 0.00% | New | 15 | $948 |
| Global Trust Asset Management, LLC | 0.00% | No change | 10 | $612 |
| Sound Income Strategies, LLC | 0.00% | No change | 7 | $428 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 2 | $131 |
| Key Financial Inc | 0.00% | No change | 2 | $122 |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -50.0% | 2 | $122 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $47 |
"% 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.