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

iShares Select U.S. REIT ETF logo
$67.64 -0.55 (-0.81%)
As of 05/29/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
165
Total
Institutional Inflows
(last 12 months)
$158.34M
Number of
Institutional Sellers
(last 12 months)
137
Total
Institutional Outflows
(last 12 months)
$157.28M
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ICF Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/26/2026 Glenmede Trust Co. NA4,848$300K0.0%-37.0%0.015%
5/20/2026 SOA Wealth Advisors LLC.58,738$3.64M0.4%+2.4%0.186%
5/19/2026 Bank of America Corp DE773,812$47.89M0.0%+0.7%2.453%
5/19/2026 Arkadios Wealth Advisors20,272$1.26M0.0%-16.6%0.064%
5/18/2026 Royal Bank of Canada556,029$34.41M0.0%+7.6%1.762%
5/16/2026 Quantinno Capital Management LP5,058$313K0.0%N/A0.016%
5/15/2026 Asset Management Group Inc.90,834$5.62M0.9%-2.8%0.288%
5/14/2026 Modern Wealth Management LLC60,666$3.78M0.1%-10.1%0.192%
5/13/2026 Cetera Investment Advisers681,007$42.15M0.0%+0.1%2.159%
5/13/2026 Wealthspire Retirement LLC78,787$4.88M0.3%+15.7%0.250%
5/8/2026 PNC Financial Services Group Inc.106,043$6.56M0.0%-6.3%0.336%
5/8/2026 Cassaday & Co Wealth Management LLC37,860$2.34M0.0%-1.0%0.120%
5/7/2026 Cornerstone Advisors Asset Management LLC63,720$3.94M0.6%+21.3%0.202%
5/7/2026 Koss Olinger Consulting LLC110,420$6.83M0.6%-41.8%0.350%
5/6/2026 Dorsey Wright & Associates10,439$646K0.1%N/A0.033%
5/6/2026 Audent Global Asset Management LLC10,731$664K0.7%-28.7%0.034%
5/6/2026 Bartlett & CO. Wealth Management LLC8,940$602K0.0%+7.1%0.028%
5/6/2026 Modera Wealth Management LLC13,779$853K0.0%-1.6%0.044%
5/5/2026 D.A. Davidson & CO.39,320$2.43M0.0%-12.5%0.125%
5/5/2026 Bank of New York Mellon Corp366,811$22.70M0.0%+27.2%1.163%
5/5/2026 Good Harbor Advisors Inc.3,307$205K0.2%N/A0.010%
5/5/2026 Sanctuary 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%
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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%
3/17/2026 Rockefeller 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%
3/10/2026 Audent Global Asset Management LLC15,058$899K0.4%-2.0%0.048%
3/2/2026 Amicus Financial Advisors LLC4,648$277K0.1%N/A0.015%
2/20/2026 Sunbelt Securities Inc.4,293$256K0.0%-9.2%0.014%
2/19/2026 Axxcess Wealth Management LLC8,524$509K0.0%+5.4%0.027%
2/18/2026 Note Advisors LLC3,612$221K0.1%N/A0.011%
2/18/2026 Ameriflex Group Inc.930$55K0.0%-52.2%0.003%
2/18/2026 Mercer Global Advisors Inc. ADV60,688$3.62M0.0%-1.8%0.192%
2/18/2026 Wealthspire Retirement LLC68,119$4.07M0.2%+9.6%0.216%
2/18/2026 Beacon Pointe Advisors LLC76,297$4.55M0.0%+727.5%0.242%
2/18/2026 EP Wealth Advisors LLC4,934$294K0.0%N/A0.016%
2/18/2026 NewEdge Advisors LLC16,260$970K0.0%+2.3%0.052%
2/18/2026 Prostatis Group LLC8,214$490K0.1%+8.7%0.026%
2/18/2026 IHT 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%
2/17/2026 Cetera Investment Advisers680,250$40.59M0.0%+5.5%2.156%
2/17/2026 Equitable Holdings Inc.64,292$3.84M0.0%-0.8%0.204%
2/17/2026 AWM Capital LLC146,626$8.75M0.8%-2.7%0.465%
2/17/2026 Osaic Holdings Inc.311,899$18.63M0.0%-23.9%0.989%
2/17/2026 Russell Investments Group Ltd.1,704$102K0.0%+43.7%0.005%
2/17/2026 Asset Management Group Inc.93,428$5.58M0.9%+0.5%0.296%
2/17/2026 Clark Capital Management Group Inc.3,817$228K0.0%N/A0.012%
2/17/2026 Captrust Financial Advisors58,317$3.48M0.0%+36.6%0.185%
2/17/2026 Royal 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%
2/16/2026 Mariner LLC151,863$9.06M0.0%-4.5%0.481%
2/16/2026 Focus Partners Wealth168,678$10.07M0.0%+0.4%0.535%
2/16/2026 Arax Advisory Partners3,452$206K0.0%N/A0.011%
2/16/2026 Aptus Capital Advisors LLC7,464$445K0.0%-2.1%0.024%
2/13/2026 CreativeOne Wealth LLC9,756$582K0.0%-8.0%0.031%
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2/13/2026 Kestra Advisory Services LLC333,911$19.92M0.1%-2.9%1.058%
2/13/2026 Parkside Financial Bank & Trust29,327$1.75M0.1%+13.3%0.093%
2/13/2026 Stifel Financial Corp10,543$629K0.0%+9.5%0.033%
2/13/2026 Morgan Stanley1,367,217$81.58M0.0%+1.0%4.333%
2/13/2026 Arkadios Wealth Advisors24,302$1.45M0.0%+127.6%0.077%
2/13/2026 Charles Schwab Investment Management Inc.7,449$444K0.0%N/A0.024%
2/13/2026 Alvarez & Marsal Private Wealth Partners LLC3,712$221K0.0%N/A0.012%
2/13/2026 Wells Fargo & Company MN240,875$14.37M0.0%+10.0%0.763%
2/13/2026 Cohen & Steers Inc.11,318$675K0.0%+1,327.2%0.036%
2/13/2026 Wealthspire Advisors LLC10,516$627K0.0%-50.0%0.033%


ICF Institutional Ownership - Frequently Asked Questions

During the previous two years, 308 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 ($47.89M), Cetera Investment Advisers ($42.15M), 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.

Of the 243 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), Northwestern Mutual Wealth Management Co. ($159.79K), and Bank of New York Mellon Corp ($142.21K).

Institutional investors have bought a total of 2,615,613 shares in the last 24 months. This purchase volume represents approximately $158.34M in transactions.

Of the 137 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), Koss Olinger Consulting LLC ($116.71K), Envestnet Asset Management Inc. ($103.15K), and Osaic Holdings Inc. ($98.05K).

Institutional investors have sold a total of 2,596,196 shares in the last 24 months. This volume of shares sold represents approximately $157.28M in transactions.



This page (BATS:ICF) was last updated on 5/31/2026 by MarketBeat.com Staff.
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