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iShares Select U.S. REIT ETF (ICF) Institutional Ownership

iShares Select U.S. REIT ETF logo
$67.48 +0.11 (+0.16%)
As of 05/5/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Select U.S. REIT ETF (BATS:ICF)

Number of
Institutional Buyers
(last 12 months)
170
Total
Institutional Inflows
(last 12 months)
$175.56M
Number of
Institutional Sellers
(last 12 months)
143
Total
Institutional Outflows
(last 12 months)
$166.38M
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Skip Chart & View Institutional Buying and Selling Data

ICF Institutional Buying and Selling by Quarter

iShares Select U.S. REIT ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026D.A. Davidson & CO.39,320$2.43M0.0%-12.5%0.125%
5/5/2026Bank of New York Mellon Corp366,811$22.70M0.0%+27.2%1.163%
5/5/2026Good Harbor Advisors Inc.3,307$205K0.2%N/A0.010%
5/5/2026Sanctuary Advisors LLC12,405$768K0.0%-10.7%0.039%
5/5/2026 Sterling Investment Advisors Ltd.7,210$446K0.1%-2.2%0.023%
5/5/2026 1ST Source Bank4,724$292K0.0%-12.0%0.015%
5/4/2026 AMG National Trust Bank333,721$20.65M0.4%+1.4%1.058%
5/4/2026 Sfam LLC20,793$1.29M1.2%-2.0%0.066%
5/4/2026 Chicago Partners Investment Group LLC26,929$1.78M0.0%+133.1%0.085%
5/2/2026 Diversify Wealth Management LLC8,682$579K0.0%-2.4%0.028%
5/1/2026 Castle Wealth Management LLC3,350$207K0.1%N/A0.011%
5/1/2026 Citizens Financial Group Inc. RI9,888$612K0.0%N/A0.031%
5/1/2026 Midwest Trust Co3,851$238K0.0%-5.7%0.012%
5/1/2026 Fifth Third Bancorp230,613$14.27M0.0%+17.1%0.731%
5/1/2026 William Howard & Co Financial Advisors Inc160,831$9.95M8.6%+0.4%0.510%
4/30/2026 Hsbc Holdings PLC7,180$444K0.0%-12.9%0.023%
4/30/2026 Range Financial Group LLC8,022$496K0.2%-3.8%0.025%
4/30/2026 Kestra Advisory Services LLC357,977$22.16M0.1%+7.2%1.135%
4/29/2026 Arbor Trust Wealth Advisors LLC59,711$3.70M1.6%-3.6%0.189%
4/29/2026 American Wealth Advisors LLC6,527$404K0.4%-6.9%0.021%
4/29/2026 Orin Green Financial LLC3,276$203K0.1%N/A0.010%
4/29/2026 Bank of Stockton8,888$550K0.2%-32.0%0.028%
4/29/2026 Strata Wealth Advisors LLC18,150$1.12M0.3%+28.9%0.058%
4/28/2026 Steigerwald Gordon & Koch Inc.5,739$355K0.0%-3.5%0.018%
4/28/2026 Meramec Financial Planners LLC13,419$909K0.4%-6.7%0.043%
4/27/2026 World Investment Advisors4,962$307K0.0%+13.7%0.016%
4/27/2026 Bedminster LLC4,693$290K0.3%-22.7%0.015%
4/27/2026 Private Advisor Group LLC27,385$1.70M0.0%-7.0%0.087%
4/27/2026 Elevation Point Wealth Partners LLC16,757$1.04M0.0%N/A0.053%
4/27/2026 Sound Income Strategies LLC7,327$456K0.0%+3.8%0.023%
4/25/2026 Keybank National Association OH317,704$19.66M0.1%-0.9%1.007%
4/25/2026 Physician Wealth Advisors Inc.2,845$176K0.0%-18.4%0.009%
4/25/2026 Innova Wealth Partners73,824$4.57M2.2%+1,084.8%0.234%
4/24/2026 Harbor Investment Advisory LLC38,751$2.40M0.2%+2.6%0.123%
4/22/2026 Ifrah Financial Services Inc.89,767$5.56M1.5%+0.3%0.285%
4/22/2026 Financial Futures Ltd Liability Co.21,883$1.35M0.6%-5.5%0.069%
4/22/2026 Janney Montgomery Scott LLC20,838$1.29M0.0%-1.5%0.066%
4/22/2026 Cornerstone Wealth Group LLC40,807$2.72M0.2%-20.6%0.129%
4/21/2026 OLD National Bancorp IN7,590$470K0.0%-3.2%0.024%
4/18/2026 CENTRAL TRUST Co4,949$306K0.0%-19.4%0.016%
3/20/2026 Hsbc Holdings PLC8,244$492K0.0%N/A0.026%
3/17/2026Rockefeller Capital Management L.P.22,409$1.34M0.0%+149.3%0.071%
3/13/2026 World Investment Advisors4,364$260K0.0%N/A0.014%
3/10/2026Audent Global Asset Management LLC15,058$899K0.4%-2.0%0.048%
3/2/2026 Amicus Financial Advisors LLC4,648$277K0.1%N/A0.015%
2/20/2026Sunbelt Securities Inc.4,293$256K0.0%-9.2%0.014%
2/19/2026 Axxcess Wealth Management LLC8,524$509K0.0%+5.4%0.027%
2/18/2026Note Advisors LLC3,612$221K0.1%N/A0.011%
2/18/2026Ameriflex Group Inc.930$55K0.0%-52.2%0.003%
2/18/2026Mercer Global Advisors Inc. ADV60,688$3.62M0.0%-1.8%0.192%
2/18/2026Wealthspire Retirement LLC68,119$4.07M0.2%+9.6%0.216%
2/18/2026Beacon Pointe Advisors LLC76,297$4.55M0.0%+727.5%0.242%
2/18/2026EP Wealth Advisors LLC4,934$294K0.0%N/A0.016%
2/18/2026NewEdge Advisors LLC16,260$970K0.0%+2.3%0.052%
2/18/2026Prostatis Group LLC8,214$490K0.1%+8.7%0.026%
2/18/2026IHT Wealth Management LLC26,523$1.59M0.0%+2.7%0.084%
2/17/2026 Integrated Advisors Network LLC10,105$603K0.0%+5.3%0.032%
2/17/2026Cetera Investment Advisers680,250$40.59M0.0%+5.5%2.156%
2/17/2026Equitable Holdings Inc.64,292$3.84M0.0%-0.8%0.204%
2/17/2026AWM Capital LLC146,626$8.75M0.8%-2.7%0.465%
2/17/2026Osaic Holdings Inc.311,899$18.63M0.0%-23.9%0.989%
2/17/2026Russell Investments Group Ltd.1,704$102K0.0%+43.7%0.005%
2/17/2026Asset Management Group Inc.93,428$5.58M0.9%+0.5%0.296%
2/17/2026Clark Capital Management Group Inc.3,817$228K0.0%N/A0.012%
2/17/2026Captrust Financial Advisors58,317$3.48M0.0%+36.6%0.185%
2/17/2026Royal Bank of Canada516,712$30.83M0.0%+3.4%1.638%
2/16/2026 MML Investors Services LLC25,645$1.53M0.0%-25.9%0.081%
2/16/2026Mariner LLC151,863$9.06M0.0%-4.5%0.481%
2/16/2026Focus Partners Wealth168,678$10.07M0.0%+0.4%0.535%
2/16/2026Arax Advisory Partners3,452$206K0.0%N/A0.011%
2/16/2026Aptus Capital Advisors LLC7,464$445K0.0%-2.1%0.024%
2/13/2026CreativeOne Wealth LLC9,756$582K0.0%-8.0%0.031%
2/13/2026 Kestra Advisory Services LLC333,911$19.92M0.1%-2.9%1.058%
2/13/2026Parkside Financial Bank & Trust29,327$1.75M0.1%+13.3%0.093%
2/13/2026Stifel Financial Corp10,543$629K0.0%+9.5%0.033%
2/13/2026Morgan Stanley1,367,217$81.58M0.0%+1.0%4.333%
2/13/2026Arkadios Wealth Advisors24,302$1.45M0.0%+127.6%0.077%
2/13/2026Charles Schwab Investment Management Inc.7,449$444K0.0%N/A0.024%
2/13/2026Alvarez & Marsal Private Wealth Partners LLC3,712$221K0.0%N/A0.012%
2/13/2026Wells Fargo & Company MN240,875$14.37M0.0%+10.0%0.763%
2/13/2026Cohen & Steers Inc.11,318$675K0.0%+1,327.2%0.036%
2/13/2026 Wealthspire Advisors LLC10,516$627K0.0%-50.0%0.033%
2/13/2026Quadrant Capital Group LLC1,418$85K0.0%N/A0.004%
2/12/2026 Commonwealth Equity Services LLC173,921$10.38M0.0%-1.5%0.551%
2/12/2026Lbmc Investment Advisors LLC253,776$15.14M0.9%-0.1%0.804%
2/12/2026 Sfam LLC21,208$1.27M1.2%N/A0.067%
2/12/2026Steward Partners Investment Advisory LLC3,882$232K0.0%+46.2%0.012%
2/12/2026 Strata Wealth Advisors LLC14,077$840K0.2%+49.9%0.045%
2/12/2026Bank of Montreal Can7,888$475K0.0%N/A0.025%
2/12/2026Moneta Group Investment Advisors LLC107,186$6.40M0.0%+1.1%0.340%
2/12/2026Principal Securities Inc.36,480$2.18M0.0%+2.6%0.116%
2/12/2026 Connecticut Wealth Management LLC395,743$23.61M1.0%-2.8%1.254%
2/12/2026 Mosley Wealth Management29,872$1.81M0.8%N/A0.095%
2/11/2026Cornerstone Advisors Asset Management LLC52,534$3.14M0.5%+26.1%0.167%
2/11/2026Fund Evaluation Group LLC11,127$664K0.0%N/A0.035%
2/11/2026 Gilpin Wealth Management LLC3,140$187K0.1%N/A0.010%
2/11/2026 Janney Montgomery Scott LLC21,165$1.26M0.0%-1.8%0.067%
2/11/2026GWN Securities Inc.5,534$330K0.1%+8.1%0.018%
2/11/2026Capital Analysts LLC13,974$834K0.0%-49.6%0.044%
2/11/2026 Oak Wealth Advisors LLC7,221$431K0.2%+6.4%0.023%


ICF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ICF shares?

During the previous two years, 306 institutional investors and hedge funds held shares of iShares Select U.S. REIT ETF. The most heavily invested institutionals were Northwestern Mutual Wealth Management Co. ($128.24M), JPMorgan Chase & Co. ($88.56M), Morgan Stanley ($81.58M), Bank of America Corp DE ($47.86M), Cetera Investment Advisers ($40.59M), Raymond James Financial Inc. ($40.34M), and Foundations Investment Advisors LLC ($37.38M).Learn more on iShares Select U.S. REIT ETF's institutional investors.

Which institutional investors have been buying iShares Select U.S. REIT ETF's stock?

Of the 242 institutional investors that purchased iShares Select U.S. REIT ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.24M), JPMorgan Chase & Co. ($399.19K), Foundations Investment Advisors LLC ($282.98K), Koss Olinger Consulting LLC ($235.32K), National Bank of Canada FI ($203.76K), William Howard & Co Financial Advisors Inc ($160.16K), and Northwestern Mutual Wealth Management Co. ($159.79K).

How much institutional buying is happening at iShares Select U.S. REIT ETF?

Institutional investors have bought a total of 2,895,571 shares in the last 24 months. This purchase volume represents approximately $175.56M in transactions.

Which of iShares Select U.S. REIT ETF's major shareholders have been selling company stock?

Of the 141 institutional investors that sold iShares Select U.S. REIT ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: M&T Bank Corp ($508.17K), JPMorgan Chase & Co. ($500.70K), Corient Private Wealth LLC ($249.78K), Bank of America Corp DE ($200.88K), Kestra Advisory Services LLC ($136.21K), Envestnet Asset Management Inc. ($103.15K), and Osaic Holdings Inc. ($98.05K).

How much institutional selling is happening at iShares Select U.S. REIT ETF?

Institutional investors have sold a total of 2,744,445 shares in the last 24 months. This volume of shares sold represents approximately $166.38M in transactions.


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This page (BATS:ICF) was last updated on 5/6/2026 by MarketBeat.com Staff.
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