iShares Select U.S. REIT ETFICFETF

13F holders, Q2 2026 (June 30)
372holders +11
34new positions
21sold out
3famous investors
$67.74avg. 13F price*

At the end of Q2 2026, 372 institutions reported holding iShares Select U.S. REIT ETF (ICF) in their 13F filings, up 11 from Q1 2026. 34 opened new positions and 21 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($144.6M), JPMorgan Chase & Co. ($112.8M) and Morgan Stanley ($98.8M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 2026 → Q2 2026

InstitutionsTotal Value
New Positions34$11.0M
Exits21$19.0M

All 13F filers, Q1 2026 → Q2 2026: 959,770 shares bought and 1,103,314 shares sold, net −143,544 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 372 holders

Northwestern Mutual Wealth Management Co. 0.08% Reduce -1.8% 2,137,543 $144.6M
JPMorgan Chase & Co. 0.01% Add +7.4% 1,635,981 $112.8M
Morgan Stanley 0.01% Add +6.8% 1,461,529 $98.8M
Bank of America Corp. 0.00% Add +0.8% 780,062 $52.8M
Foundations Investment Advisors, LLC 0.53% Add +8.9% 763,220 $51.6M
Cetera Investment Advisers 0.04% Add +1.3% 689,531 $46.6M
Royal Bank of Canada 0.01% Add +9.2% 606,966 $41.0M
Osaic Holdings, Inc. 0.05% Add +30.4% 580,359 $39.3M
M&T Bank Corp 0.10% Add +1.5% 483,292 $32.7M
Raymond James Financial Inc. 0.01% Reduce -35.0% 476,297 $32.2M
National Philanthropic Trust 0.44% Reduce -0.7% 447,284 $30.2M
LPL Financial LLC 0.01% Reduce -3.1% 430,799 $29.1M
Bank of New York Mellon Corp 0.00% Add +1.2% 371,340 $25.1M
AMG National Trust Bank 0.50% Add +7.9% 359,980 $24.3M
Kestra Advisory Services, LLC 0.08% Reduce -3.4% 345,990 $23.4M
Keybank National Association 0.07% Add +2.1% 324,314 $21.9M
Creative Planning 0.01% Reduce -2.6% 285,621 $19.3M
Connecticut Wealth Management, LLC 0.68% Reduce -12.3% 270,820 $18.3M
Wells Fargo & Company 0.00% Add +2.4% 244,827 $16.6M
LBMC Investment Advisors, LLC 0.88% Reduce -0.4% 238,394 $16.1M
IFG Advisors, LLC 2.16% Reduce -1.5% 231,471 $15.7M
Envestnet Asset Management Inc. 0.00% Reduce -1.9% 223,256 $15.1M
Fifth Third Bancorp 0.02% Reduce -4.1% 221,203 $15.0M
Pathstone Holdings, LLC 0.04% Reduce -0.6% 207,546 $14.0M
Brewster Financial Planning LLC 6.75% Add +2.7% 181,727 $12.3M
Commonwealth Equity Services, LLC 0.01% Add +0.1% 176,144 $11.9M
Focus Partners Wealth 0.01% Add +2.2% 169,852 $11.5M
Mariner, LLC 0.01% Reduce -16.6% 167,866 $11.4M
William Howard & Co Financial Advisors Inc 8.46% Add +0.1% 160,922 $10.9M
Cresset Asset Management, LLC 0.03% Add +7.8% 134,878 $9.1M
Corient Private Wealth LP 0.01% Reduce -5.5% 132,061 $8.9M
HighTower Advisors, LLC 0.01% Reduce -3.4% 129,832 $8.8M
UBS Group AG 0.00% Reduce -16.8% 123,804 $8.4M
Ballentine Partners, LLC 0.10% Reduce -0.1% 115,440 $7.8M
Innova Wealth Partners 3.13% Add +51.5% 111,813 $7.6M
Moneta Group Investment Advisors LLC 0.06% Reduce -0.3% 110,832 $7.5M
Awm Capital, LLC 0.60% Reduce -21.8% 110,638 $7.5M
US Bancorp \de 0.01% Reduce -5.5% 106,920 $7.2M
Cullen/Frost Bankers, Inc. 0.07% Reduce -6.1% 106,208 $7.2M
PNC Financial Services Group, Inc. 0.00% Reduce -6.8% 98,879 $6.7M
Equitable Holdings, Inc. 0.04% Add +38.9% 94,676 $6.4M
Garde Capital, Inc. 0.27% Add +1.0% 88,739 $6.0M
Ifrah Financial Services, Inc. 1.47% Reduce -1.2% 88,702 $6.0M
Northern Trust Corp. 0.00% Reduce -0.1% 86,383 $5.8M
Asset Management Group, Inc. 0.84% Reduce -6.3% 85,137 $5.8M
Ameriprise Financial Inc. 0.00% Reduce -9.6% 83,418 $5.6M
Tiaa-Cref Individual & Institutional Services, LLC 0.02% Reduce -3.7% 81,347 $5.5M
Wealthspire Retirement, LLC 0.29% Reduce -2.4% 76,904 $5.2M
Baird Financial Group, Inc. 0.01% Reduce -4.6% 69,443 $4.7M
SOA Wealth Advisors, LLC. 0.78% Add +17.4% 68,979 $4.7M
Arbor Trust Wealth Advisors, LLC 1.73% Add +6.1% 63,332 $4.3M
Per Stirling Capital Management, LLC. 0.40% Add +1.8% 62,055 $4.2M
Cornerstone Advisors Asset Management, LLC 0.53% Reduce -6.8% 59,419 $4.0M
Captrust Financial Advisors 0.01% Add +0.0% 58,089 $3.9M
Belpointe Asset Management LLC 0.13% Reduce -0.4% 58,033 $3.9M
Modern Wealth Management, LLC 0.04% Reduce -8.7% 55,402 $3.7M
Fiduciary Trust Co 0.04% Reduce -10.8% 49,300 $3.3M
Beacon Pointe Advisors, LLC 0.02% Reduce -23.7% 48,087 $3.3M
Goldman Sachs Group Inc. 0.00% Add +49.0% 46,797 $3.2M
Mercer Global Advisors Inc. 0.00% Reduce -30.3% 44,591 $3.0M
Susquehanna International Group, LLP 0.00% Add +228.8% 40,467 $2.7M
D.A. Davidson & Co. 0.02% Add +2.4% 40,251 $2.7M
Mine & Arao Wealth Creation & Management, LLC. 0.99% Add +0.3% 40,250 $2.7M
Koss-Olinger Consulting, LLC 0.20% Reduce -64.8% 38,831 $2.6M
Cassaday & Co Wealth Management LLC 0.05% Reduce -0.1% 37,831 $2.6M
Harbor Investment Advisory, LLC 0.18% Reduce -3.2% 37,495 $2.5M
Parkside Financial Bank & Trust 0.17% Add +13.6% 36,129 $2.4M
Cornerstone Wealth Group, LLC 0.14% Reduce -12.2% 35,844 $2.4M
PW Nova Financial Services LLC 0.51% Add +0.1% 35,134 $2.4M
Bleakley Financial Group, LLC 0.03% New 34,632 $2.3M
Citadel Advisors 0.00% Add +63.2% 32,630 $2.2M
Frank, Rimerman Advisors LLC 0.12% Reduce -2.8% 32,368 $2.2M
Steward Partners Investment Advisory, LLC 0.01% Add +1185.1% 31,948 $2.2M
Westside Investment Management, Inc. 0.28% Add +3.6% 31,352 $2.1M
CIBC Bancorp USA Inc. 0.00% Reduce -0.3% 30,827 $2.1M
Capital Analysts, LLC 0.04% Reduce -0.4% 28,523 $1.9M
Kingswood Wealth Advisors, LLC 0.08% Reduce -4.6% 27,900 $1.9M
Mutual Advisors, LLC 0.04% Add +5.4% 27,859 $1.9M
Chicago Partners Investment Group LLC 0.04% Add +1.3% 27,278 $1.9M
Trustmark Bank Trust Department 0.11% No change 27,700 $1.9M
Greykasell Wealth Strategies, Inc. 0.66% Add +19.6% 26,838 $1.8M
MML Investors Services, LLC 0.00% Add +14.1% 26,339 $1.8M
D. E. Shaw & Co. 0.00% Add +654.2% 25,499 $1.7M
Wealth Enhancement Advisory Services, LLC 0.00% Add +6.9% 24,047 $1.6M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -5.0% 24,166 $1.6M
Sfam, LLC 1.32% Add +14.7% 23,852 $1.6M
Avior Wealth Management, LLC 0.04% Reduce -5.8% 23,344 $1.6M
Private Advisor Group, LLC 0.01% Reduce -17.5% 22,586 $1.5M
Capital Investment Advisors, LLC 0.02% Reduce -2.7% 22,417 $1.5M
jvl associates llc 0.42% No change 21,796 $1.5M
Bailard, Inc. 0.03% No change 21,590 $1.5M
Savant Capital, LLC 0.00% No change 21,346 $1.4M
Citigroup Inc. 0.00% Reduce -0.0% 21,093 $1.4M
McNaughton Wealth Management, LLC 0.50% Reduce -0.4% 20,925 $1.4M
Wealthspire Advisors, LLC 0.01% Add +95.6% 20,634 $1.4M
Arkadios Wealth Advisors 0.02% Add +0.3% 20,324 $1.4M
Janney Montgomery Scott LLC 0.00% Reduce -4.2% 19,972 $1.4M
Cerity Partners LLC 0.00% Reduce -9.7% 19,750 $1.3M
Financial Futures Ltd Liability Co. 0.51% Reduce -9.9% 19,709 $1.3M
Avidian Wealth Enterprises, LLC 0.04% Reduce -1.4% 19,068 $1.3M
Peapack Gladstone Financial Corp. 0.01% Reduce -0.1% 18,778 $1.3M
Jones Financial Companies LLLP 0.00% Add +30.5% 18,265 $1.3M
Rockefeller Capital Management L.P. 0.00% Reduce -15.8% 18,475 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.0% 18,129 $1.2M
Tower Research Capital LLC (TRC) 0.03% Add +14.7% 17,139 $1.2M
PCA Investment Advisory Services Inc. 0.32% Add +0.2% 17,018 $1.2M
Strata Wealth Advisors, LLC 0.28% Reduce -6.3% 17,004 $1.1M
NewEdge Advisors, LLC 0.00% Add +0.3% 16,841 $1.1M
Elevation Point Wealth Partners, LLC 0.02% No change 16,757 $1.1M
Spire Wealth Management 0.03% No change 16,308 $1.1M
HB Wealth Management, LLC 0.01% Add +3.5% 16,092 $1.1M
ARK & TLK Investments, LLC 0.26% No change 15,854 $1.1M
Greenspring Advisors, LLC 0.06% No change 15,730 $1.1M
AE Wealth Management LLC 0.00% Add +246.5% 15,609 $1.1M
TCV Trust & Wealth Management, Inc. 0.08% No change 15,409 $1.0M
Sonata Capital Group Inc. 0.33% Reduce -6.4% 15,130 $1.0M
Evanson Financial, LLC 0.05% — 14,507 $981K
Farther Finance Advisors, LLC 0.01% Add +0.6% 14,412 $975K
Audent Global Asset Management, LLC 1.08% Add +33.7% 14,346 $970K
Dakota Wealth Management 0.02% Reduce -11.6% 14,240 $963K
Meramec Financial Planners, LLC 0.35% Add +1.8% 13,657 $956K
Sanctuary Advisors, LLC 0.00% Add +13.8% 14,111 $954K
SCS Capital Management LLC 0.01% No change 13,927 $942K
Whitegate Investment Counselors, Inc. 0.27% Add +7.8% 13,825 $935K
Tiaa Trust, National Association 0.05% Reduce -2.1% 13,610 $920K
Modera Wealth Management, LLC 0.01% Reduce -1.4% 13,587 $919K
Family Office Research LLC 0.34% Add +9.7% 13,569 $918K
James J. Burns & Company, LLC 0.10% Reduce -0.1% 13,333 $902K
VERITY Wealth Advisors 0.54% Add +0.3% 13,323 $901K
BTC Capital Management, Inc. 0.05% No change 13,308 $900K
Intergy Private Wealth, LLC 0.19% No change 12,470 $843K
J.W. Cole Advisors, Inc. 0.01% New 12,312 $833K
Stifel Financial Corp. 0.00% Add +15.7% 12,290 $831K
White Lighthouse Investment Management Inc. 0.10% Reduce -21.8% 12,084 $817K
Coldstream Capital Management Inc. 0.01% No change 11,416 $772K
Delta Capital Management LLC 0.36% No change 11,400 $771K
Fund Evaluation Group, LLC 0.02% No change 11,127 $753K
Ashton Thomas Private Wealth, LLC 0.02% Reduce -5.3% 10,981 $743K
White Knight Strategic Wealth Advisors, LLC 0.51% Add +15.5% 10,845 $733K
Citizens Financial Group Inc. 0.01% Add +8.6% 10,736 $726K
Wealthcare Advisory Partners LLC 0.01% Add +7.3% 10,495 $710K
Integrated Advisors Network LLC 0.03% Add +2.4% 10,241 $693K
Sound Income Strategies, LLC 0.03% Add +35.0% 9,892 $669K
FMR LLC 0.00% Add +16.9% 9,720 $657K
CreativeOne Wealth, LLC 0.01% Add +1.7% 9,562 $647K
Glenview Trust Co 0.01% No change 9,318 $630K
James Investment Research, Inc. 0.06% No change 9,000 $609K
Vanguard National Trust Co 0.03% No change 9,000 $609K
One Capital Management, LLC 0.02% No change 9,805 $607K
Mather Group, Llc. 0.01% No change 8,966 $606K
Affinity Capital Advisors, LLC 0.07% No change 8,904 $605K
Fairway Wealth LLC 0.14% Add +1.5% 8,884 $601K
MCF Advisors LLC 0.02% New 8,604 $582K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -4.2% 8,568 $579K
Capital Asset Advisory Services LLC 0.02% Reduce -1.1% 8,482 $574K
Axxcess Wealth Management, LLC 0.01% New 8,482 $574K
Jane Street Group, LLC 0.00% New 8,417 $569K
Aptus Capital Advisors, LLC 0.00% Reduce -0.0% 8,267 $559K
Fifth Third Securities, Inc. 0.03% Add +0.4% 8,024 $543K
SJS Investment Consulting Inc. 0.06% Reduce -7.5% 8,000 $541K
Sigma Investment Counselors Inc. 0.03% Reduce -1.8% 7,814 $528K
Prostatis Group LLC 0.12% Reduce -1.1% 7,795 $527K
Adirondack Capital Advisors, LLC 0.28% Add +1.9% 7,716 $522K
Old National Bancorp 0.01% Reduce -0.7% 7,541 $510K
Commerce Bank 0.00% Reduce -64.8% 7,538 $510K
Bank of Stockton 0.14% Reduce -17.1% 7,368 $498K
Diversify Advisory Services, LLC 0.01% New 7,100 $497K
Diversify Wealth Management, LLC 0.01% Reduce -18.2% 7,100 $497K
Sterling Investment Advisors, Ltd. 0.08% No change 7,210 $488K
HSBC Holdings PLC 0.00% No change 7,180 $486K
Medallion Wealth Advisors, LLC 0.15% Reduce -1.8% 7,178 $485K
Range Financial Group LLC 0.13% Reduce -11.2% 7,120 $482K
Pitcairn Wealth Advisors LLC 0.05% No change 6,897 $466K
Oak Wealth Advisors LLC 0.22% Reduce -8.3% 6,879 $465K
Waters Parkerson & Co., LLC 0.02% Reduce -19.0% 6,847 $463K
Flow Traders U.S. LLC 0.02% New 6,850 $463K
Mission Wealth Management, LP 0.01% New 6,659 $450K
Tolleson Wealth Management, Inc. 0.06% Reduce -0.8% 6,576 $445K
Performance Wealth Partners, LLC 0.01% New 6,438 $435K
Post Resch Tallon Group Inc. 0.30% Add +2.4% 6,400 $433K
American Wealth Advisors, LLC 0.41% Reduce -2.0% 6,399 $433K
American Investment Services, Inc. 0.09% No change 6,384 $432K
Bluespring Wealth Management, LLC 0.01% New 6,369 $431K
Sapient Capital LLC 0.01% Reduce -9.9% 6,286 $425K
GWN Securities Inc. 0.07% Add +10.2% 6,275 $424K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0.33% Add +2.7% 6,205 $420K
JFS Wealth Advisors, LLC 0.02% No change 6,118 $414K
Waldron Private Wealth LLC 0.01% No change 6,048 $409K
Mosley Wealth Management 0.12% Reduce -80.8% 5,771 $390K
Level Four Advisory Services, LLC 0.01% No change 5,731 $388K
EP Wealth Advisors, LLC 0.00% Add +6.8% 5,704 $386K
Texas Yale Capital Corp. 0.01% No change 5,600 $379K
Integrated Wealth Concepts LLC 0.00% Add +24.6% 5,593 $378K
American Trust 0.03% Reduce -14.6% 5,471 $370K
Sequoia Financial Advisors, LLC 0.00% Reduce -0.4% 5,397 $365K
Steigerwald, Gordon & Koch Inc. 0.04% Reduce -7.1% 5,334 $361K
CENTRAL TRUST Co 0.01% No change 4,949 $335K
Nicolet Bankshares Inc. 0.01% No change 4,942 $334K
Marshall Wace, LLP 0.00% New 4,920 $333K
Quantinno Capital Management LP 0.00% Reduce -3.3% 4,892 $331K
Glenmede Trust Co. NA 0.00% No change 4,848 $328K
XTX Topco Ltd 0.00% New 4,839 $327K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -15.5% 4,834 $327K
Breakwater Capital Group 0.04% Reduce -3.4% 4,812 $325K
1ST Source Bank 0.01% No change 4,724 $319K
Bedminster, LLC 0.27% No change 4,693 $317K
Stratos Wealth Partners, LTD. 0.00% Reduce -43.5% 4,672 $316K
Amicus Financial Advisors, LLC 0.08% Reduce -0.9% 4,611 $312K
Holderness Investments Co. 0.05% Reduce -4.2% 4,600 $311K
TD Private Client Wealth LLC 0.01% Reduce -16.8% 4,558 $308K
World Investment Advisors 0.01% No change 4,962 $307K
Ellis Investment Partners, LLC 0.05% Add +0.2% 4,521 $306K
Cozad Asset Management Inc. 0.02% Reduce -3.2% 4,444 $301K
Courage Miller Partners, LLC 0.08% Reduce -0.4% 4,421 $299K
Linscomb Wealth, Inc. 0.01% No change 4,410 $298K
Opulen Financial Group LLC 0.19% Add +0.4% 4,384 $296K
Titleist Asset Management, LLC 0.02% No change 4,247 $287K
Atlantic Union Bankshares Corp 0.00% Reduce -8.4% 4,237 $287K
Jordan Park Group LLC 0.01% No change 4,140 $280K
Gradient Capital Advisors, LLC 0.06% No change 4,120 $279K
Waterloo Capital, L.P. 0.02% New 4,120 $279K
Huntington National Bank 0.00% Add +1.4% 4,054 $274K
Sowell Financial Services LLC 0.01% Add +0.4% 3,984 $269K
Gainline Financial Partners, LLC 0.25% — 3,946 $267K
Alvarez & Marsal Private Wealth Partners, LLC 0.04% Add +6.2% 3,942 $267K
Robertson Stephens Wealth Management, LLC 0.01% No change 3,916 $265K
Silvercrest Asset Management Group LLC 0.00% Reduce -4.9% 3,910 $264K
Sage Capital Advisors,llc 0.05% Add +0.1% 3,900 $264K
Midwest Trust Co 0.00% No change 3,851 $260K
Choreo, LLC 0.00% Reduce -4.4% 3,848 $260K
Ameritas Advisory Services, LLC 0.01% New 3,823 $259K
Clark Capital Management Group, Inc. 0.00% No change 3,817 $258K
High Net Worth Advisory Group LLC 0.05% No change 3,800 $257K
Relyea Zuckerberg Hanson LLC 0.02% No change 3,800 $257K
Glass Jacobson Investment Advisors llc 0.08% No change 3,772 $255K
Diversified Portfolios, Inc. 0.02% Reduce -3.6% 3,731 $252K
Arax Advisory Partners 0.00% Add +8.1% 3,730 $252K
Droms Strauss Advisors Inc. /Mo/ 0.06% No change 3,720 $252K
Allworth Financial LP 0.00% No change 3,674 $248K
Fortitude Advisory Group L.L.C. 0.09% No change 3,627 $245K
Merit Financial Group, LLC 0.00% Add +8.4% 3,594 $243K
Evercore Wealth Management, LLC 0.00% No change 3,401 $230K
Cardiff Park Advisors, LLC 0.02% No change 3,400 $230K
North Star Investment Management Corp. 0.01% No change 3,400 $230K
Castle Wealth Management LLC 0.07% No change 3,350 $227K
Good Harbor Advisors, Inc. 0.22% No change 3,307 $224K
Briggs Wealth Management, Inc 0.20% No change 3,296 $223K
Orin Green Financial, LLC 0.08% No change 3,276 $222K
Net Worth Advisory Group 0.06% New 3,228 $218K
AQR Capital Management 0.00% New 3,209 $217K
Argent Advisors, Inc. 0.05% New 3,200 $216K
Westshore Wealth, LLC 0.07% Reduce -50.2% 3,174 $215K
Atria Investments, Inc 0.00% New 3,171 $214K
Charles Schwab Investment Management Inc. 0.00% New 3,166 $214K
Bison Wealth, LLC 0.02% Add +0.0% 3,116 $212K
Kestra Private Wealth Services, LLC 0.00% New 3,123 $211K
Klingman & Associates, LLC 0.01% New 3,120 $211K
Note Advisors, LLC 0.09% Reduce -15.7% 3,079 $208K
Arbor Investment Advisors, LLC 0.02% New 3,072 $208K
Gilpin Wealth Management, LLC 0.14% Reduce -2.2% 3,070 $208K
Cahill Financial Advisors Inc. 0.02% New 3,046 $206K
Partners in Financial Planning 0.03% New 3,046 $206K
Blair William & Co. 0.00% Reduce -83.9% 3,026 $205K
IHT Wealth Management, LLC 0.00% Reduce -88.8% 3,021 $204K
Transcendent Capital Group LLC 0.08% New 3,003 $203K
Global Retirement Partners, LLC 0.00% — 2,873 $194K
Geneos Wealth Management Inc. 0.00% No change 2,826 $191K
Private Wealth Management Group, LLC 0.04% No change 2,775 $188K
Physician Wealth Advisors, Inc. 0.02% Reduce -4.0% 2,730 $185K
IMG Wealth Management, Inc. 0.09% No change 2,501 $169K
Parallel Advisors, LLC 0.00% Add +16.4% 2,499 $169K
Continuum Advisory, LLC 0.01% New 2,369 $160K
Lanark Financial, Inc. 0.01% Add +1.4% 2,200 $149K
Capital Advisors, Ltd. LLC 0.01% No change 2,062 $139K
O'shaughnessy Asset Management, LLC 0.00% Reduce -36.7% 2,014 $136K
Franklin Resources Inc. 0.00% Reduce -20.0% 2,000 $135K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 1,805 $122K
Johnson Financial Group, Inc. 0.00% No change 1,738 $118K
S.A. Mason LLC 0.03% No change 1,658 $112K
Ascentis Wealth Management, LLC 0.02% No change 1,636 $111K
Strategic Wealth Advisors LLC 0.09% No change 1,826 $108K
N.E.W. Advisory Services LLC 0.01% No change 1,592 $108K
Cordant, Inc. 0.04% No change 1,553 $105K
Bessemer Group Inc. 0.00% Reduce -40.0% 1,500 $102K
DT Investment Partners, LLC 0.01% No change 1,500 $101K
AdvisorNet Financial, Inc 0.00% Reduce -20.7% 1,456 $98K
BlackRock, Inc. 0.00% Reduce -21.7% 1,452 $98K
Biltmore Family Office, LLC 0.01% No change 1,400 $95K
Provenance Wealth Advisors, LLC 0.01% No change 1,400 $95K
CVA Family Office, LLC 0.01% Add +0.1% 1,357 $92K
NBT Bank, N.A. 0.01% No change 1,335 $90K
Assetmark, Inc. 0.00% No change 1,282 $87K
Smartleaf Asset Management LLC 0.00% No change 1,234 $85K
NORTHSTAR ASSET MANAGEMENT Co 0.02% New 1,200 $84K
Harbour Investments, Inc. 0.00% Add +0.1% 1,185 $80K
Cornerstone Planning Group LLC 0.01% Add +0.5% 1,159 $80K
Bank of New Hampshire 0.02% No change 1,150 $78K
Founders Financial Alliance, LLC 0.01% Add +0.6% 1,098 $74K
Larson Financial Group LLC 0.00% Reduce -21.1% 1,082 $73K
Whittier Trust Co. 0.00% No change 1,048 $71K
Manchester Capital Management LLC 0.01% No change 1,000 $68K
JDM Financial Group LLC 0.02% No change 980 $66K
Qube Research & Technologies Ltd 0.00% New 850 $57K
Allspring Global Investments Holdings, LLC 0.00% No change 765 $52K
Avion Wealth 0.01% No change 740 $50K
CX Institutional 0.00% Reduce -49.8% 745 $50K
Breakwater Investment Management 0.01% No change 570 $39K
AlphaCore Capital LLC 0.00% Reduce -2.7% 568 $38K
IFP Advisors, Inc 0.00% Reduce -6.2% 558 $38K
Elevation Wealth Partners, LLC 0.01% Add +0.6% 540 $37K
Millstone Evans Group, LLC 0.02% No change 520 $35K
CNB Bank 0.01% No change 500 $34K
Brown, Lisle/Cummings, Inc. 0.01% Add +0.6% 475 $32K
HM Payson & Co. 0.00% No change 450 $30K
Dunhill Financial, LLC 0.01% Add +0.5% 407 $28K
Farmers & Merchants Investments Inc. 0.00% No change 405 $27K
Federation des caisses Desjardins du Quebec 0.00% No change 399 $27K
Tompkins Financial Corp. 0.00% No change 359 $24K
Marshall & Sterling Wealth Advisors Inc. 0.01% Add +0.6% 359 $24K
Ancora Advisors LLC 0.00% No change 352 $24K
SHP Wealth Management 0.00% No change 335 $23K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.02% No change 330 $22K
Cohen & Steers, Inc. 0.00% Reduce -62.4% 318 $22K
Waverly Advisors, LLC 0.00% No change 322 $22K
Redwood Park Advisors LLC 0.02% Add +0.3% 315 $21K
Evermay Wealth Management LLC 0.00% No change 310 $21K
Piscataqua Savings Bank 0.01% No change 300 $20K
Howe & Rusling Inc. 0.00% No change 300 $20K
Ameriflex Group, Inc. 0.01% Reduce -10.0% 298 $20K
Anchor Investment Management, LLC 0.00% Add +0.7% 298 $20K
Caldwell Sutter Capital, Inc. 0.01% No change 290 $20K
First Bancorp, Inc 0.01% New 272 $18K
Trust Co. of Toledo NA 0.00% No change 270 $18K
National Bank of Canada 0.00% Reduce -21.7% 260 $18K
GAMMA Investing LLC 0.00% No change 246 $17K
Motco 0.00% No change 245 $17K
Bullock Wealth Management Group 0.01% No change 232 $16K
Hamilton Point Investment Advisors, LLC 0.00% No change 220 $15K
Institute for Wealth Management, LLC. 0.00% New 213 $14K
TD Capital Management LLC 0.00% Add +0.5% 204 $14K
Napier Financial, LLC 0.00% No change 200 $14K
Rialto Wealth Management, LLC 0.00% No change 189 $13K
HHM Wealth Advisors, LLC 0.00% No change 182 $12K
Curat Global, LLC 0.01% No change 192 $12K
EverSource Wealth Advisors, LLC 0.00% Add +80.4% 166 $11K
Morling Financial Advisors, LLC 0.00% No change 150 $10K
Front Row Advisors LLC 0.00% Add +0.7% 144 $10K
Whittier Trust Co. of Nevada Inc. 0.00% No change 132 $9K
Russell Investments Group, Ltd. 0.00% Reduce -89.6% 133 $9K
Blue Trust, Inc. 0.00% No change 130 $9K
Plante Moran Financial Advisors, LLC 0.00% No change 114 $8K
C M Bidwell & Associates Ltd. 0.00% No change 102 $7K
Pinney & Scofield, Inc. 0.00% No change 78 $5K
Compass Financial Management LLC 0.00% — 73 $5K
Investors Research Corp 0.00% No change 73 $5K
Concord Wealth Partners 0.00% New 72 $5K
Hantz Financial Services, Inc. 0.00% No change 64 $4K
Register Financial Advisors LLC 0.00% No change 52 $4K
Noble Wealth Management PBC 0.00% No change 50 $3K
Strategic Wealth Partners, Ltd. 0.00% No change 50 $3K
Capital Investment Advisory Services, LLC 0.00% No change 40 $3K
Sankala Group LLC 0.00% No change 29 $2K
Key Capital Management, INC 0.00% New 28 $2K
Strive Financial Group ,LLC 0.00% No change 26 $2K
Clearstead Advisors, LLC 0.00% No change 23 $2K
Cape Investment Advisory, Inc. 0.00% New 21 $1K
Broadwater Capital Management LLC 0.00% No change 20 $1K
Chelsea Counsel Co. 0.00% No change 16 $1K
Global Trust Asset Management, LLC 0.00% No change 10 $676
Bank of Montreal 0.00% New 3 $203
Frazier Financial Advisors, LLC 0.00% No change 2 $148
Nemes Rush Group LLC 0.00% Reduce -99.7% 2 $135

"% 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.