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
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -25.9% 18,407 $1.1M
Bank of Stockton 0.31% Reduce -13.0% 17,714 $1.1M
White Lighthouse Investment Management Inc. 0.15% Reduce -16.9% 16,459 $1.0M
Sonata Capital Group Inc. 0.37% Reduce -5.6% 16,277 $1.0M
Dakota Wealth Management 0.02% Reduce -0.4% 16,209 $999K
ARK & TLK Investments, LLC 0.31% Reduce -8.8% 16,001 $986K
Westside Investment Management, Inc. 0.16% Add +11.8% 15,933 $982K
NewEdge Advisors, LLC 0.00% Reduce -2.1% 15,887 $979K
Cobblestone Capital Advisors LLC 0.05% No change 15,557 $959K
HB Wealth Management, LLC 0.01% Add +209.5% 15,548 $958K
Wealthstream Advisors, Inc. 0.14% No change 15,531 $957K
Audent Global Asset Management, LLC 0.69% Add +0.4% 15,369 $947K
Private Advisor Group, LLC 0.00% Add +0.8% 15,249 $940K
Evanson Asset Management, LLC 0.05% Add +2.8% 14,753 $909K
Fortress Wealth Management, Inc. 0.40% Reduce -6.6% 14,527 $895K
Horizons Wealth Management 0.61% Reduce -2.1% 14,406 $888K
Sanctuary Advisors, LLC 0.01% Add +30.6% 14,036 $865K
Modera Wealth Management, LLC 0.01% Reduce -9.6% 13,975 $861K
J.W. Cole Advisors, Inc. 0.02% Reduce -0.3% 13,712 $845K
BTC Capital Management, Inc. 0.06% No change 13,519 $833K
VERITY Wealth Advisors 0.51% Add +0.3% 13,179 $812K
Ashton Thomas Private Wealth, LLC 0.02% New 13,156 $811K
Capital Planning Advisors, LLC 0.11% No change 13,123 $809K
SCS Capital Management LLC 0.01% No change 12,952 $798K
Whitegate Investment Counselors, Inc. 0.26% Reduce -4.4% 12,825 $790K
James J. Burns & Company, LLC 0.12% Add +4.0% 12,614 $777K
Intergy Private Wealth, LLC 0.24% Reduce -0.1% 12,587 $776K
Family Office Research LLC 0.32% Reduce -15.7% 11,752 $724K
Sigma Investment Counselors Inc. 0.04% Reduce -17.8% 11,745 $724K
Coldstream Capital Management Inc. 0.01% No change 11,416 $703K
Delta Capital Management LLC 0.37% No change 11,400 $702K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -0.3% 11,369 $701K
PCA Investment Advisory Services Inc. 0.26% Add +12.1% 11,328 $698K
White Knight Strategic Wealth Advisors, LLC 0.54% Reduce -14.0% 11,088 $683K
Arkadios Wealth Advisors 0.02% No change 10,677 $658K
CreativeOne Wealth, LLC 0.02% Add +9.9% 10,608 $654K
One Capital Management, LLC 0.02% Add +0.3% 10,258 $632K
Stifel Financial Corp. 0.00% Reduce -9.9% 9,626 $593K
Integrated Advisors Network LLC 0.02% Add +1.8% 9,597 $591K
Glenview Trust Co 0.01% No change 9,502 $586K
Strata Wealth Advisors, LLC 0.15% Reduce -6.5% 9,394 $579K
Beacon Pointe Advisors, LLC 0.00% Reduce -40.5% 9,220 $568K
James Investment Research, Inc. 0.06% No change 9,000 $555K
Vanguard Group Inc. 0.00% New 9,000 $555K
Rockefeller Capital Management L.P. 0.00% New 8,988 $554K
Affinity Capital Advisors, LLC 0.08% No change 8,924 $547K
Tolleson Wealth Management, Inc. 0.08% Reduce -1.7% 8,848 $545K
Fairway Wealth LLC 0.15% Reduce -0.1% 8,787 $541K
Diversify Wealth Management, LLC 0.03% No change 8,892 $538K
Chicago Partners Investment Group LLC 0.01% Add +136.0% 8,709 $535K
Range Financial Group LLC 0.19% Reduce -3.3% 8,589 $529K
Waters Parkerson & Co., LLC 0.03% Add +0.4% 8,582 $529K
SJS Investment Consulting Inc. 0.07% No change 8,550 $527K
Axxcess Wealth Management, LLC 0.01% Add +5.1% 8,085 $498K
Capital Asset Advisory Services LLC 0.02% Add +4.7% 8,073 $497K
Stratos Wealth Partners, LTD. 0.01% Reduce -1.7% 7,926 $488K
Old National Bancorp 0.01% Add +7.4% 7,819 $482K
Fifth Third Securities, Inc. 0.03% Add +0.8% 7,739 $477K
Glenmede Investment Management, LP 0.00% No change 7,658 $472K
Aptus Capital Advisors, LLC 0.00% Add +0.1% 7,622 $470K
Prostatis Group LLC 0.12% Add +3.6% 7,554 $465K
Valeo Financial Advisors, LLC 0.01% Reduce -61.9% 7,389 $455K
InvesTrust 0.16% No change 7,040 $434K
Sachetta, LLC 0.16% No change 7,000 $431K
American Wealth Advisors, LLC 0.42% — 6,929 $427K
Oak Wealth Advisors LLC 0.24% Add +1.6% 6,784 $418K
Wealthcare Advisory Partners LLC 0.01% Reduce -17.4% 6,702 $413K
Nicolet Bankshares Inc. 0.07% No change 6,680 $412K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -1.5% 6,630 $409K
Medallion Wealth Advisors, LLC 0.14% Add +3.3% 6,574 $405K
American Trust 0.03% Add +3.5% 6,450 $397K
American Investment Services, Inc. 0.09% No change 6,384 $393K
Westshore Wealth, LLC 0.13% Reduce -22.2% 6,315 $389K
JFS Wealth Advisors, LLC 0.02% No change 6,150 $379K
CENTRAL TRUST Co 0.01% Add +1.2% 6,137 $378K
Steigerwald, Gordon & Koch Inc. 0.04% Reduce -0.6% 6,049 $373K
Waldron Private Wealth LLC 0.02% No change 6,048 $373K
Post Resch Tallon Group Inc. 0.33% No change 6,045 $372K
AE Wealth Management LLC 0.00% Reduce -6.7% 5,926 $365K
Fort Washington Investment Advisors Inc. 0.00% Reduce -7.8% 5,921 $365K
Jones Financial Companies LLLP 0.00% Add +63.3% 5,942 $364K
Level Four Advisory Services, LLC 0.01% Reduce -1.4% 5,731 $353K
Mather Group, Llc. 0.00% No change 5,702 $351K
FMR LLC 0.00% Reduce -10.1% 5,632 $347K
Texas Yale Capital Corp. 0.01% No change 5,600 $345K
TD Private Client Wealth LLC 0.01% Add +3.0% 5,557 $342K
1ST Source Bank 0.02% Add +56.4% 5,369 $331K
Holderness Investments Co. 0.07% No change 5,300 $327K
Sequoia Financial Advisors, LLC 0.00% Reduce -4.7% 5,272 $325K
Opulen Financial Group LLC 0.24% Add +2.8% 5,238 $323K
Sterling Investment Advisors, Ltd. 0.06% No change 5,220 $322K
GWN Securities Inc. 0.07% Add +4.1% 5,120 $316K
Sowell Financial Services LLC 0.01% Add +0.1% 4,838 $298K
Sunbelt Securities, Inc. 0.02% Reduce -17.6% 4,727 $291K
Titleist Asset Management, LLC 0.03% No change 4,634 $286K
Atlantic Union Bankshares Corp 0.01% Reduce -1.9% 4,600 $283K
Cozad Asset Management Inc. 0.02% Reduce -17.6% 4,591 $283K
Integrated Wealth Concepts LLC 0.00% Add +0.0% 4,561 $281K
Ellis Investment Partners, LLC 0.05% Reduce -4.5% 4,490 $277K
Diversified Portfolios, Inc. 0.02% Reduce -1.1% 4,472 $276K
Courage Miller Partners, LLC 0.08% Reduce -0.0% 4,439 $274K
Linscomb Wealth, Inc. 0.01% No change 4,410 $272K
Silvercrest Asset Management Group LLC 0.00% Reduce -2.2% 4,410 $272K
HRT Financial LP 0.00% New 4,178 $257K
Cordant, Inc. 0.12% No change 4,163 $257K
Jordan Park Group LLC 0.01% No change 4,140 $255K
Gradient Capital Advisors, LLC 0.07% No change 4,120 $254K
MAI Capital Management 0.00% Add +9.1% 4,013 $247K
Cadence Bank 0.01% No change 4,000 $246K
Choreo, LLC 0.00% Add +0.1% 3,980 $245K
Truist Financial Corp. 0.00% Reduce -43.0% 3,979 $245K
Midwest Trust Co 0.00% No change 3,946 $243K
Brown Advisory Inc. 0.00% No change 3,919 $241K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -24.5% 3,916 $241K
Sage Capital Advisors,llc 0.06% Add +0.1% 3,835 $236K
High Net Worth Advisory Group LLC 0.06% No change 3,800 $234K
Relyea Zuckerberg Hanson LLC 0.02% No change 3,800 $234K
Allworth Financial LP 0.00% No change 3,794 $234K
Glass Jacobson Investment Advisors llc 0.08% No change 3,772 $232K
Tower Research Capital LLC (TRC) 0.01% Add +154.3% 3,754 $231K
Droms Strauss Advisors Inc. /Mo/ 0.07% No change 3,720 $229K
Breakwater Capital Group 0.03% No change 3,690 $227K
Fortitude Advisory Group L.L.C. 0.12% No change 3,627 $223K
Bessemer Group Inc. 0.00% Reduce -12.5% 3,500 $215K
Accel Wealth Management 0.06% Reduce -62.9% 3,485 $215K
Physician Wealth Advisors, Inc. 0.03% Add +3.8% 3,442 $212K
Evercore Wealth Management, LLC 0.00% Reduce -17.1% 3,401 $210K
Cardiff Park Advisors, LLC 0.02% No change 3,400 $210K
North Star Investment Management Corp. 0.01% No change 3,400 $210K
Castle Wealth Management LLC 0.07% No change 3,350 $206K
Orin Green Financial, LLC 0.08% No change 3,276 $202K
Geneos Wealth Management Inc. 0.00% Add +0.2% 2,816 $174K
Private Wealth Management Group, LLC 0.05% No change 2,775 $171K
Global Retirement Partners, LLC 0.00% Add +0.1% 2,768 $171K
Steward Partners Investment Advisory, LLC 0.00% Add +2.9% 2,655 $164K
O'shaughnessy Asset Management, LLC 0.00% Add +7.0% 2,584 $159K
Parallel Advisors, LLC 0.00% Reduce -41.7% 2,575 $159K
IMG Wealth Management, Inc. 0.10% No change 2,501 $154K
Franklin Resources Inc. 0.00% No change 2,500 $154K
Evermay Wealth Management LLC 0.02% Reduce -14.1% 2,468 $152K
Advisory Services Network, LLC 0.00% New 2,423 $149K
Lanark Financial, Inc. 0.01% Add +1.3% 2,163 $133K
Capital Advisors, Ltd. LLC 0.01% No change 2,062 $127K
Ameriflex Group, Inc. 0.04% Add +101.3% 1,945 $120K
AdvisorNet Financial, Inc 0.01% Add +0.7% 1,885 $116K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 1,805 $111K
Johnson Financial Group, Inc. 0.00% New 1,738 $107K
Ascentis Wealth Management, LLC 0.02% No change 1,636 $101K
DT Investment Partners, LLC 0.01% No change 1,500 $92K
Provenance Wealth Advisors, LLC 0.01% No change 1,400 $86K
CVA Family Office, LLC 0.01% Add +0.1% 1,350 $83K
NBT Bank, N.A. 0.01% No change 1,335 $82K
Larson Financial Group LLC 0.00% Add +0.2% 1,287 $79K
Cornerstone Planning Group LLC 0.01% New 1,274 $77K
Russell Investments Group, Ltd. 0.00% Reduce -28.5% 1,186 $73K
Bank of New Hampshire 0.02% No change 1,150 $71K
Founders Financial Alliance, LLC 0.01% Add +0.7% 1,076 $66K
Whittier Trust Co. 0.00% Reduce -33.9% 1,048 $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 0.01% No change 992 $61K
JDM Financial Group LLC 0.03% No change 980 $60K
Farther Finance Advisors, LLC 0.00% No change 841 $52K
Whittier Trust Co. of Nevada Inc. 0.00% No change 800 $49K
Cohen & Steers, Inc. 0.00% Reduce -2.1% 793 $49K
Allspring Global Investments Holdings, LLC 0.00% New 765 $47K
Avion Wealth 0.01% No change 760 $46K
Harbour Investments, Inc. 0.00% No change 714 $44K
Assetmark, Inc. 0.00% Add +85.5% 705 $43K
National Bank of Canada 0.00% Reduce -87.8% 623 $38K
Nemes Rush Group LLC 0.00% No change 602 $37K
Howe & Rusling Inc. 0.00% No change 594 $37K
Ameritas Advisory Services, LLC 0.00% Reduce -77.3% 571 $35K
Breakwater Investment Management 0.01% No change 570 $35K
IFP Advisors, Inc 0.00% Reduce -4.1% 558 $34K
Elevation Wealth Partners, LLC 0.01% Add +0.6% 529 $33K
Millstone Evans Group, LLC 0.02% No change 520 $32K
CNB Bank 0.01% No change 500 $31K
Brown, Lisle/Cummings, Inc. 0.01% Add +0.7% 466 $29K
HM Payson & Co. 0.00% No change 450 $28K
CX Institutional 0.00% Reduce -39.7% 433 $27K
Quest 10 Wealth Builders, Inc. 0.02% New 427 $26K
Running Point Capital Advisors, LLC 0.01% No change 427 $26K
Federation des caisses Desjardins du Quebec 0.00% Add +0.7% 415 $26K
Dunhill Financial, LLC 0.01% Add +0.7% 407 $25K
Farmers & Merchants Investments Inc. 0.00% No change 405 $25K
Redwood Park Advisors LLC 0.02% Add +0.5% 387 $24K
Tompkins Financial Corp. 0.00% Reduce -62.3% 359 $22K
Ancora Advisors LLC 0.00% No change 352 $22K
Marshall & Sterling Wealth Advisors Inc. 0.01% Add +0.6% 353 $22K
Plante Moran Financial Advisors, LLC 0.00% No change 338 $21K
Promus Capital, LLC 0.01% New 322 $20K
Piscataqua Savings Bank 0.01% No change 300 $18K
Anchor Investment Management, LLC 0.00% Add +0.7% 297 $18K
EverSource Wealth Advisors, LLC 0.00% Add +220.7% 295 $18K
Caldwell Sutter Capital, Inc. 0.01% No change 290 $18K
Trust Co. of Toledo NA 0.00% No change 270 $17K
GAMMA Investing LLC 0.00% No change 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 $14K
AllSquare Wealth Management LLC 0.01% Add +0.5% 200 $12K
Curat Global, LLC 0.01% No change 192 $12K
Smartleaf Asset Management LLC 0.00% No change 190 $12K
Kings Path Partners LLC 0.00% New 185 $11K
HHM Wealth Advisors, LLC 0.00% No change 182 $11K
McIlrath & Eck, LLC 0.00% No change 180 $11K
Versant Capital Management, Inc 0.00% New 160 $10K
Morling Financial Advisors, LLC 0.00% No change 150 $9K
Front Row Advisors LLC 0.00% No change 142 $9K
Noble Wealth Management PBC 0.00% — 130 $8K
Blue Trust, Inc. 0.00% No change 130 $8K
Hantz Financial Services, Inc. 0.00% New 128 $8K
Strategic Wealth Partners, Ltd. 0.00% Reduce -91.0% 126 $8K
MGB Wealth Management, LLC 0.00% No change 114 $7K
Winnacle Wealth LLC 0.01% New 103 $6K
C M Bidwell & Associates Ltd. 0.00% No change 102 $6K
Wilmington Savings Fund Society, FSB 0.00% Reduce -85.4% 100 $6K
Clayton Financial Group LLC 0.00% New 96 $6K
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% Add +1.4% 73 $4K
Concord Wealth Partners 0.00% No change 72 $4K
Rialto Wealth Management, LLC 0.00% No change 59 $4K
Root Financial Partners, LLC 0.00% New 59 $4K
Reyes Financial Architecture, Inc. 0.00% No change 52 $3K
Register Financial Advisors LLC 0.00% No change 52 $3K
Morton Brown Family Wealth, LLC 0.00% New 50 $3K
Capital Investment Advisory Services, LLC 0.00% No change 40 $2K
Broadwater Capital Management LLC 0.00% Reduce -98.4% 20 $1K
Wealth Watch Advisors, INC 0.00% New 20 $1K
Chelsea Counsel Co. 0.00% New 16 $986
Global Trust Asset Management, LLC 0.00% No change 10 $616
Sound Income Strategies, LLC 0.00% No change 7 $423
Frazier Financial Advisors, LLC 0.00% No change 2 $132
Key Financial Inc 0.00% No change 2 $123
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.