iShares Select U.S. REIT ETFICFETF

13F holders, Q3 2025 (September 30)
338holders −10
20new positions
23sold out
$61.61avg. 13F price*

At the end of Q3 2025, 338 institutions reported holding iShares Select U.S. REIT ETF (ICF) in their 13F filings, down 10 from Q2 2025. 20 opened new positions and 23 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($132.2M), Morgan Stanley ($83.4M) and JPMorgan Chase & Co. ($66.9M).

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions20$4.3M
Exits23$8.2M

All 13F filers, Q2 2025 → Q3 2025: 683,679 shares bought and 777,777 shares sold, net −94,098 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 338 holders

Northwestern Mutual Wealth Management Co. 0.09% Reduce -4.0% 2,145,351 $132.2M
Morgan Stanley 0.01% Reduce -5.5% 1,353,402 $83.4M
JPMorgan Chase & Co. 0.00% Reduce -10.7% 1,084,951 $66.9M
Bank of America Corp. 0.00% Reduce -1.8% 776,694 $47.9M
Raymond James Financial Inc. 0.01% Add +4.8% 654,640 $40.3M
Cetera Investment Advisers 0.05% Add +27.3% 644,793 $39.7M
Foundations Investment Advisors, LLC 0.51% Add +5.4% 567,249 $35.0M
Royal Bank of Canada 0.01% Add +6.8% 499,946 $30.8M
M&T Bank Corp 0.10% Add +4.7% 488,428 $30.1M
LPL Financial LLC 0.01% Add +12.5% 440,194 $27.1M
National Philanthropic Trust 0.28% Add +24.7% 412,247 $25.4M
Osaic Holdings, Inc. 0.04% Add +5.6% 409,953 $25.2M
Connecticut Wealth Management, LLC 1.11% Reduce -14.7% 407,069 $25.1M
Kestra Advisory Services, LLC 0.10% Reduce -4.7% 343,992 $21.2M
AMG National Trust Bank 0.50% Add +4.7% 330,217 $20.3M
Creative Planning 0.01% Reduce -3.6% 305,910 $18.9M
Bank of New York Mellon Corp 0.00% Add +5.4% 274,642 $16.9M
LBMC Investment Advisors, LLC 1.00% Reduce -0.8% 253,930 $15.6M
Envestnet Asset Management Inc. 0.00% Reduce -0.3% 235,042 $14.5M
Keybank National Association 0.05% Reduce -0.8% 234,808 $14.5M
IFG Advisors, LLC 2.31% Reduce -1.5% 229,604 $14.1M
Pathstone Holdings, LLC 0.05% No change 219,217 $13.5M
Wells Fargo & Company 0.00% Reduce -3.1% 219,075 $13.5M
Koss-Olinger Consulting, LLC 1.05% Reduce -0.2% 208,420 $12.7M
Fifth Third Bancorp 0.04% Reduce -1.3% 200,156 $12.3M
BlackRock, Inc. 0.00% Add +2.8% 180,865 $11.1M
Commonwealth Equity Services, LLC 0.01% Reduce -10.4% 176,627 $10.9M
FUKOKU MUTUAL LIFE INSURANCE Co 0.66% No change 174,000 $10.7M
Focus Partners Wealth 0.02% Add +20.5% 168,084 $10.4M
Brewster Financial Planning LLC 6.34% Add +3.5% 163,512 $10.1M
William Howard & Co Financial Advisors Inc 8.38% Reduce -0.3% 159,756 $9.8M
Mariner, LLC 0.01% Add +0.6% 158,972 $9.8M
HighTower Advisors, LLC 0.01% Reduce -1.0% 152,062 $9.4M
Awm Capital, LLC 0.84% Reduce -9.0% 150,682 $9.3M
UBS Group AG 0.00% Reduce -1.4% 144,742 $8.9M
Corient Private Wealth LP 0.01% Add +12.1% 141,367 $8.7M
Cwm, LLC 0.02% Add +6.9% 125,240 $7.7M
Ballentine Partners, LLC 0.10% Add +0.1% 120,475 $7.4M
Cullen/Frost Bankers, Inc. 0.09% Reduce -9.0% 119,346 $7.4M
PNC Financial Services Group, Inc. 0.00% Reduce -2.5% 118,643 $7.3M
Ameriprise Financial Inc. 0.00% Add +16.4% 118,535 $7.3M
US Bancorp \de 0.01% Reduce -1.5% 117,030 $7.2M
Moneta Group Investment Advisors LLC 0.05% Reduce -3.7% 106,050 $6.5M
Cresset Asset Management, LLC 0.03% Add +9.9% 99,269 $6.1M
Tiaa Trust, National Association 0.01% Reduce -3.8% 99,124 $6.1M
Northern Trust Corp. 0.00% Reduce -8.6% 94,849 $5.8M
Asset Management Group, Inc. 0.94% Reduce -1.4% 92,919 $5.7M
Ifrah Financial Services, Inc. 1.41% Add +1.3% 88,052 $5.4M
Garde Capital, Inc. 0.27% Add +1.4% 87,292 $5.4M
Baird Financial Group, Inc. 0.01% Reduce -5.0% 85,175 $5.2M
Merit Financial Group, LLC 0.04% Reduce -28.0% 74,886 $4.6M
Modern Wealth Management, LLC 0.09% Add +0.1% 70,395 $4.3M
Cornerstone Wealth Group, LLC 0.27% Reduce -11.5% 65,201 $4.0M
Equitable Holdings, Inc. 0.03% Add +7.5% 64,803 $4.0M
Wealthspire Retirement, LLC 0.24% Add +14.3% 62,137 $3.8M
Arbor Trust Wealth Advisors, LLC 1.72% Add +3.1% 61,891 $3.8M
Mercer Global Advisors Inc. 0.01% Reduce -2.6% 61,789 $3.8M
Per Stirling Capital Management, LLC. 0.44% Add +0.8% 60,305 $3.7M
Fiduciary Trust Co 0.04% Reduce -6.0% 59,947 $3.7M
SOA Wealth Advisors, LLC. 0.55% Add +0.2% 55,041 $3.4M
Belpointe Asset Management LLC 0.13% Add +6.6% 53,162 $3.3M
Avior Wealth Management, LLC 0.10% Reduce -2.9% 49,134 $3.0M
D.A. Davidson & Co. 0.02% Reduce -1.5% 47,098 $2.9M
Captrust Financial Advisors 0.01% Add +0.1% 42,679 $2.6M
Cornerstone Advisors Asset Management, LLC 0.45% Add +0.1% 41,657 $2.6M
Mine & Arao Wealth Creation & Management, LLC. 1.01% Add +0.6% 40,177 $2.5M
Comerica Bank 0.01% Reduce -0.0% 38,656 $2.4M
First National Corp. /Ma/ 0.45% Add +10.7% 38,374 $2.4M
Cassaday & Co Wealth Management LLC 0.05% No change 38,268 $2.4M
Harbor Investment Advisory, LLC 0.19% Add +0.1% 36,547 $2.3M
Principal Securities, Inc. 0.04% Add +9.4% 35,554 $2.2M
MML Investors Services, LLC 0.01% Add +7.0% 34,615 $2.1M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -15.0% 34,117 $2.1M
Frank, Rimerman Advisors LLC 0.13% No change 33,699 $2.1M
Cerity Partners LLC 0.00% Add +1.0% 33,662 $2.1M
CIBC Private Wealth Group LLC 0.00% Reduce -0.3% 31,127 $1.9M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -9.7% 28,632 $1.8M
Capital Analysts, LLC 0.05% Add +27.1% 27,738 $1.7M
Trustmark Bank Trust Department 0.11% No change 27,700 $1.7M
Goldman Sachs Group Inc. 0.00% Reduce -1.2% 27,585 $1.7M
Financial Futures Ltd Liability Co. 0.80% New 26,695 $1.6M
Parkside Financial Bank & Trust 0.12% Add +12.4% 25,874 $1.6M
Savant Capital, LLC 0.01% Add +5.9% 25,870 $1.6M
IHT Wealth Management, LLC 0.04% Add +2.6% 25,826 $1.6M
Spire Wealth Management 0.05% No change 25,428 $1.6M
Capital Investment Advisors, LLC 0.03% Add +1.9% 24,767 $1.5M
McNaughton Wealth Management, LLC 0.63% Reduce -2.1% 24,362 $1.5M
Greykasell Wealth Strategies, Inc. 0.60% Add +6.4% 23,145 $1.4M
Citigroup Inc. 0.00% Add +0.8% 22,964 $1.4M
Mutual Advisors, LLC 0.03% Add +0.7% 22,420 $1.4M
Susquehanna International Group, LLP 0.00% Add +165.3% 22,070 $1.4M
jvl associates llc 0.45% No change 21,912 $1.4M
Janney Montgomery Scott LLC 0.00% Reduce -0.8% 21,556 $1.3M
Commerce Bank 0.01% Reduce -1.2% 21,539 $1.3M
Bailard, Inc. 0.03% Reduce -1.1% 21,271 $1.3M
Avidian Wealth Enterprises, LLC 0.05% Reduce -2.1% 21,250 $1.3M
Peapack Gladstone Financial Corp. 0.02% Reduce -14.7% 21,104 $1.3M
Wealthspire Advisors, LLC 0.01% Add +0.0% 21,016 $1.3M
Blair William & Co. 0.00% No change 18,645 $1.1M
TCV Trust & Wealth Management, Inc. 0.10% Reduce -4.3% 18,504 $1.1M

"% 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 338 holders