iShares Select U.S. REIT ETFICFETF

13F holders, Q1 2026 (March 31)
361holders +4
26new positions
18sold out
2famous investors
$61.85avg. 13F price*

At the end of Q1 2026, 361 institutions reported holding iShares Select U.S. REIT ETF (ICF) in their 13F filings, up 4 from Q4 2025. 26 opened new positions and 18 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($134.7M), JPMorgan Chase & Co. ($92.7M) and Morgan Stanley ($84.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions26$8.1M
Exits18$16.3M

All 13F filers, Q4 2025 → Q1 2026: 941,932 shares bought and 983,343 shares sold, net −41,411 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 361 holders

Northwestern Mutual Wealth Management Co. 0.08% Add +1.2% 2,175,756 $134.7M
JPMorgan Chase & Co. 0.01% Add +2.6% 1,522,970 $92.7M
Morgan Stanley 0.01% Add +0.1% 1,368,140 $84.7M
Bank of America Corp. 0.00% Add +0.7% 773,812 $47.9M
Raymond James Financial Inc. 0.01% Add +3.5% 732,408 $45.3M
Foundations Investment Advisors, LLC 0.54% Add +11.9% 700,801 $43.4M
Cetera Investment Advisers 0.04% Add +0.1% 681,007 $42.1M
Royal Bank of Canada 0.01% Add +7.6% 556,029 $34.4M
M&T Bank Corp 0.10% Add +0.8% 476,036 $29.5M
National Philanthropic Trust 0.30% Add +5.0% 450,569 $27.9M
Osaic Holdings, Inc. 0.04% Add +42.7% 445,216 $27.6M
LPL Financial LLC 0.01% Reduce -0.0% 444,386 $27.5M
Bank of New York Mellon Corp 0.00% Add +27.2% 366,811 $22.7M
Kestra Advisory Services, LLC 0.08% Add +7.2% 357,977 $22.2M
AMG National Trust Bank 0.45% Add +1.4% 333,721 $20.7M
Keybank National Association 0.07% Reduce -0.9% 317,704 $19.7M
Connecticut Wealth Management, LLC 0.80% Reduce -21.9% 308,896 $19.1M
Creative Planning 0.01% Reduce -2.1% 293,228 $18.1M
LBMC Investment Advisors, LLC 0.90% Reduce -5.7% 239,252 $14.8M
Wells Fargo & Company 0.00% Reduce -0.8% 239,041 $14.8M
IFG Advisors, LLC 2.38% Reduce -0.5% 234,984 $14.5M
Fifth Third Bancorp 0.03% Add +17.1% 230,613 $14.3M
Two Sigma Investments, LP 0.01% Reduce -0.3% 230,417 $14.3M
Envestnet Asset Management Inc. 0.00% Add +5.7% 227,485 $14.1M
Pathstone Holdings, LLC 0.05% Reduce -1.8% 208,784 $12.9M
Mariner, LLC 0.01% Add +32.5% 201,180 $12.5M
Brewster Financial Planning LLC 6.62% Add +4.5% 176,916 $10.9M
Commonwealth Equity Services, LLC 0.02% Add +1.2% 176,061 $10.9M
Focus Partners Wealth 0.01% Reduce -1.5% 166,202 $10.3M
William Howard & Co Financial Advisors Inc 8.60% Add +0.3% 160,831 $10.0M
UBS Group AG 0.00% Add +8.0% 148,793 $9.2M
Awm Capital, LLC 0.79% Reduce -3.5% 141,490 $8.8M
Corient Private Wealth LP 0.01% Reduce -1.1% 139,725 $8.6M
HighTower Advisors, LLC 0.01% Reduce -6.1% 134,433 $8.3M
Cwm, LLC 0.02% Add +13.3% 125,738 $7.8M
Cresset Asset Management, LLC 0.03% Add +14.2% 125,142 $7.7M
Ballentine Partners, LLC 0.10% Reduce -0.0% 115,497 $7.1M
US Bancorp \de 0.01% Reduce -1.8% 113,106 $7.0M
Cullen/Frost Bankers, Inc. 0.08% Reduce -4.4% 113,095 $7.0M
Moneta Group Investment Advisors LLC 0.05% Add +3.7% 111,176 $6.9M
Koss-Olinger Consulting, LLC 0.57% Reduce -41.8% 110,420 $6.8M
PNC Financial Services Group, Inc. 0.00% Reduce -6.3% 106,043 $6.6M
Ameriprise Financial Inc. 0.00% Reduce -23.4% 92,316 $5.7M
Asset Management Group, Inc. 0.91% Reduce -2.8% 90,834 $5.6M
Ifrah Financial Services, Inc. 1.47% Add +0.3% 89,767 $5.6M
Garde Capital, Inc. 0.33% Add +1.2% 87,898 $5.4M
Northern Trust Corp. 0.00% Reduce -6.0% 86,456 $5.4M
Tiaa-Cref Individual & Institutional Services, LLC 0.02% — 84,449 $5.2M
Wealthspire Retirement, LLC 0.29% Add +15.7% 78,787 $4.9M
Innova Wealth Partners 2.17% Add +1084.8% 73,824 $4.6M
Baird Financial Group, Inc. 0.01% Reduce -6.9% 72,823 $4.5M
Equitable Holdings, Inc. 0.03% Add +6.0% 68,180 $4.1M
Mercer Global Advisors Inc. 0.01% Add +5.3% 63,933 $4.0M
Cornerstone Advisors Asset Management, LLC 0.61% Add +21.3% 63,720 $3.9M
Beacon Pointe Advisors, LLC 0.02% Reduce -17.4% 63,034 $3.9M
Modern Wealth Management, LLC 0.06% Reduce -10.1% 60,666 $3.8M
Per Stirling Capital Management, LLC. 0.42% Reduce -0.4% 60,935 $3.8M
Arbor Trust Wealth Advisors, LLC 1.62% Reduce -3.6% 59,711 $3.7M
SOA Wealth Advisors, LLC. 0.68% Add +2.4% 58,738 $3.6M
Belpointe Asset Management LLC 0.13% Add +8.2% 58,276 $3.6M
Captrust Financial Advisors 0.01% Reduce -0.4% 58,066 $3.6M
Fiduciary Trust Co 0.04% Reduce -5.2% 55,241 $3.4M
Cornerstone Wealth Group, LLC 0.18% Reduce -20.6% 40,807 $2.7M
Mine & Arao Wealth Creation & Management, LLC. 1.04% Reduce -0.3% 40,144 $2.5M
D.A. Davidson & Co. 0.01% Reduce -12.5% 39,320 $2.4M
Harbor Investment Advisory, LLC 0.19% Add +2.6% 38,751 $2.4M
Cassaday & Co Wealth Management LLC 0.05% Reduce -1.0% 37,860 $2.3M
Principal Securities, Inc. 0.03% Add +0.8% 36,769 $2.3M
PW Nova Financial Services LLC 0.59% Add +1.9% 35,091 $2.2M
Frank, Rimerman Advisors LLC 0.14% No change 33,282 $2.1M
Parkside Financial Bank & Trust 0.15% Add +8.5% 31,808 $2.0M
Goldman Sachs Group Inc. 0.00% Add +21.6% 31,408 $1.9M
CIBC Bancorp USA Inc. 0.00% — 30,927 $1.9M
Westside Investment Management, Inc. 0.29% Add +30.3% 30,257 $1.9M
Mosley Wealth Management 0.84% Add +0.7% 30,071 $1.9M
Kingswood Wealth Advisors, LLC 0.09% New 29,243 $1.8M
Chicago Partners Investment Group LLC 0.04% Add +133.1% 26,929 $1.8M
Capital Analysts, LLC 0.05% Add +4.9% 28,635 $1.8M
Trustmark Bank Trust Department 0.11% No change 27,700 $1.7M
Private Advisor Group, LLC 0.01% Reduce -7.0% 27,385 $1.7M
IHT Wealth Management, LLC 0.04% Add +1.6% 26,955 $1.7M
Mutual Advisors, LLC 0.04% Add +16.1% 26,424 $1.6M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -7.1% 25,440 $1.6M
Avior Wealth Management, LLC 0.04% Reduce -5.0% 24,781 $1.5M
MML Investors Services, LLC 0.00% Reduce -9.9% 23,095 $1.4M
Capital Investment Advisors, LLC 0.02% Reduce -2.4% 23,031 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -34.6% 22,498 $1.4M
Greykasell Wealth Strategies, Inc. 0.56% Reduce -3.1% 22,442 $1.4M
Rockefeller Capital Management L.P. 0.00% Reduce -2.1% 21,935 $1.4M
Financial Futures Ltd Liability Co. 0.59% Reduce -5.5% 21,883 $1.4M
Cerity Partners LLC 0.00% Reduce -13.2% 21,880 $1.4M
jvl associates llc 0.45% Reduce -0.5% 21,796 $1.3M
Bailard, Inc. 0.03% Add +2.3% 21,590 $1.3M
Commerce Bank 0.01% No change 21,403 $1.3M
Savant Capital, LLC 0.01% Reduce -1.8% 21,346 $1.3M
Citigroup Inc. 0.00% Add +3.6% 21,096 $1.3M
McNaughton Wealth Management, LLC 0.54% Reduce -2.1% 21,006 $1.3M
Janney Montgomery Scott LLC 0.00% Reduce -1.6% 20,838 $1.3M
Sfam, LLC 1.19% Reduce -2.0% 20,793 $1.3M
Arkadios Wealth Advisors 0.02% Reduce -16.6% 20,272 $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 361 holders