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

iShares Select U.S. REIT ETF logo
$64.08 +1.30 (+2.07%)
Closing price 10/9/2026 04:10 PM Eastern
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$64.08 0.00 (0.00%)
As of 10/9/2026 07:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Select U.S. REIT ETF (BATS:ICF)

Number of
Institutional Buyers
(last 12 months)
148
Total
Institutional Inflows
(last 12 months)
$115.02M
Number of
Institutional Sellers
(last 12 months)
123
Total
Institutional Outflows
(last 12 months)
$93.99M
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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
10/10/2026Adirondack Capital Advisors LLC7,446$468K0.2%-3.5%0.024%
10/9/2026Sound Income Strategies LLC13,152$826K0.0%+33.0%0.042%
10/9/2026McNaughton Wealth Management LLC18,988$1.19M0.4%-9.3%0.060%
10/9/2026Post Resch Tallon Group Inc.8,040$506K0.4%+25.6%0.025%
10/8/2026Farther Finance Advisors LLC14,045$883K0.0%-2.5%0.045%
10/8/2026Avidian Wealth Enterprises LLC19,682$1.24M0.0%N/A0.062%
10/5/2026Horizons Wealth Management11,813$743K0.5%N/A0.037%
9/23/2026Envestnet Asset Management Inc.223,256$15.10M0.0%-1.9%0.708%
9/9/2026Cahill Financial Advisors Inc.3,046$206K0.0%N/A0.010%
9/9/2026MCF Advisors LLC8,604$582K0.0%N/A0.027%
9/9/2026Integrated Wealth Concepts LLC5,593$378K0.0%+24.6%0.018%
9/9/2026Baird Financial Group Inc.69,443$4.70M0.0%-4.6%0.220%
9/4/2026Parkside Financial Bank & Trust36,129$2.44M0.2%+13.6%0.115%
9/2/2026Citadel Advisors LLC32,630$2.21M0.0%+63.2%0.103%
8/27/2026Corient Private Wealth LP132,061$8.93M0.0%-5.5%0.419%
8/23/2026Ameritas Advisory Services LLC3,823$259K0.0%N/A0.012%
8/23/2026HB Wealth Management LLC16,092$1.09M0.0%+3.5%0.051%
8/22/2026Gainline Financial Partners LLC3,946$267K0.2%N/A0.013%
8/22/2026Cornerstone Advisors Asset Management LLC59,419$4.02M0.5%-6.7%0.188%
8/22/2026Sapient Capital LLC6,286$425K0.0%-9.9%0.020%
8/21/2026Continuum Advisory LLC2,369$160K0.0%N/A0.008%
7/10/2026Wealthcare Advisory Partners LLC10,495$710K0.0%+7.3%0.033%
7/9/2026Sapient Capital LLC6,286$425K0.0%-9.9%0.020%
7/9/2026Breakwater Capital Group4,812$325K0.0%-3.4%0.015%
7/8/2026Evanson Financial LLC14,507$981K0.0%N/A0.046%
7/7/2026Post Resch Tallon Group Inc.6,400$433K0.3%+2.4%0.020%
7/7/2026Avior Wealth Management LLC23,344$1.58M0.0%-5.8%0.074%
7/7/2026Harbor Investment Advisory LLC37,495$2.54M0.2%-3.2%0.119%
7/2/2026 CX Institutional745$50K0.0%-49.8%0.002%
6/3/2026NewEdge Advisors LLC16,782$1.04M0.0%+3.2%0.053%
5/26/2026Glenmede Trust Co. NA4,848$300K0.0%-37.0%0.015%
5/20/2026SOA Wealth Advisors LLC.58,738$3.64M0.4%+2.4%0.186%
5/19/2026Bank of America Corp DE773,812$47.89M0.0%+0.7%2.453%
5/19/2026Arkadios Wealth Advisors20,272$1.26M0.0%-16.6%0.064%
5/18/2026Royal Bank of Canada556,029$34.41M0.0%+7.6%1.762%
5/16/2026Quantinno Capital Management LP5,058$313K0.0%N/A0.016%
5/15/2026Asset Management Group Inc.90,834$5.62M0.9%-2.8%0.288%
5/14/2026Modern Wealth Management LLC60,666$3.78M0.1%-10.1%0.192%
5/13/2026Cetera Investment Advisers681,007$42.15M0.0%+0.1%2.159%
5/13/2026Wealthspire Retirement LLC78,787$4.88M0.3%+15.7%0.250%
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5/8/2026PNC Financial Services Group Inc.106,043$6.56M0.0%-6.3%0.336%
5/8/2026Cassaday & Co Wealth Management LLC37,860$2.34M0.0%-1.0%0.120%
5/7/2026Cornerstone Advisors Asset Management LLC63,720$3.94M0.6%+21.3%0.202%
5/7/2026Koss Olinger Consulting LLC110,420$6.83M0.6%-41.8%0.350%
5/6/2026Dorsey Wright & Associates10,439$646K0.1%N/A0.033%
5/6/2026Audent Global Asset Management LLC10,731$664K0.7%-28.7%0.034%
5/6/2026Bartlett & CO. Wealth Management LLC8,940$602K0.0%+7.1%0.028%
5/6/2026Modera Wealth Management LLC13,779$853K0.0%-1.6%0.044%
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%
5/5/2026Sterling Investment Advisors Ltd.7,210$446K0.1%-2.2%0.023%
5/5/20261ST Source Bank4,724$292K0.0%-12.0%0.015%
5/4/2026AMG National Trust Bank333,721$20.65M0.4%+1.4%1.058%
5/4/2026Sfam LLC20,793$1.29M1.2%-2.0%0.066%
5/4/2026Chicago Partners Investment Group LLC26,929$1.78M0.0%+133.1%0.085%
5/2/2026Diversify Wealth Management LLC8,682$579K0.0%-2.4%0.028%
5/1/2026Castle Wealth Management LLC3,350$207K0.1%N/A0.011%
5/1/2026Citizens Financial Group Inc. RI9,888$612K0.0%N/A0.031%
5/1/2026Midwest Trust Co3,851$238K0.0%-5.7%0.012%
5/1/2026Fifth Third Bancorp230,613$14.27M0.0%+17.1%0.731%
5/1/2026William Howard & Co Financial Advisors Inc160,831$9.95M8.6%+0.4%0.510%
4/30/2026Hsbc Holdings PLC7,180$444K0.0%-12.9%0.023%
4/30/2026Range Financial Group LLC8,022$496K0.2%-3.8%0.025%
4/30/2026Kestra Advisory Services LLC357,977$22.16M0.1%+7.2%1.135%
4/29/2026Arbor Trust Wealth Advisors LLC59,711$3.70M1.6%-3.6%0.189%
4/29/2026American Wealth Advisors LLC6,527$404K0.4%-6.9%0.021%
4/29/2026Orin Green Financial LLC3,276$203K0.1%N/A0.010%
4/29/2026Bank of Stockton8,888$550K0.2%-32.0%0.028%
4/29/2026Strata Wealth Advisors LLC18,150$1.12M0.3%+28.9%0.058%
4/28/2026Steigerwald Gordon & Koch Inc.5,739$355K0.0%-3.5%0.018%
4/28/2026Meramec Financial Planners LLC13,419$909K0.4%-6.7%0.043%
4/27/2026World Investment Advisors4,962$307K0.0%+13.7%0.016%
4/27/2026Bedminster LLC4,693$290K0.3%-22.7%0.015%
4/27/2026Private Advisor Group LLC27,385$1.70M0.0%-7.0%0.087%
4/27/2026Elevation Point Wealth Partners LLC16,757$1.04M0.0%N/A0.053%
4/27/2026Sound Income Strategies LLC7,327$456K0.0%+3.8%0.023%
4/25/2026Keybank National Association OH317,704$19.66M0.1%-0.9%1.007%
4/25/2026Physician Wealth Advisors Inc.2,845$176K0.0%-18.4%0.009%
4/25/2026Innova Wealth Partners73,824$4.57M2.2%+1,084.8%0.234%
4/24/2026Harbor Investment Advisory LLC38,751$2.40M0.2%+2.6%0.123%
4/22/2026Ifrah Financial Services Inc.89,767$5.56M1.5%+0.3%0.285%
4/22/2026Financial Futures Ltd Liability Co.21,883$1.35M0.6%-5.5%0.069%
4/22/2026Janney Montgomery Scott LLC20,838$1.29M0.0%-1.5%0.066%
4/22/2026Cornerstone Wealth Group LLC40,807$2.72M0.2%-20.6%0.129%
4/21/2026OLD National Bancorp IN7,590$470K0.0%-3.2%0.024%
4/18/2026CENTRAL TRUST Co4,949$306K0.0%-19.4%0.016%
3/20/2026Hsbc Holdings PLC8,244$492K0.0%N/A0.026%
3/17/2026Rockefeller Capital Management L.P.22,409$1.34M0.0%+149.3%0.071%
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3/13/2026World Investment Advisors4,364$260K0.0%N/A0.014%
3/10/2026Audent Global Asset Management LLC15,058$899K0.4%-2.0%0.048%
3/2/2026Amicus Financial Advisors LLC4,648$277K0.1%N/A0.015%
2/20/2026Sunbelt Securities Inc.4,293$256K0.0%-9.2%0.014%
2/19/2026Axxcess 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%


ICF Institutional Ownership - Frequently Asked Questions

During the previous two years, 310 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 ($239.40K), National Bank of Canada FI ($203.76K), Northwestern Mutual Wealth Management Co. ($159.79K), Bank of New York Mellon Corp ($142.21K), and Focus Partners Wealth ($141.98K).

Institutional investors have bought a total of 1,891,743 shares in the last 24 months. This purchase volume represents approximately $115.02M in transactions.

Of the 123 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 ($495.25K), JPMorgan Chase & Co. ($259.51K), Koss Olinger Consulting LLC ($98.39K), Osaic Holdings Inc. ($98.05K), Northwestern Mutual Wealth Management Co. ($89.69K), Cornerstone Wealth Group LLC ($32.88K), and Merit Financial Group LLC ($29.06K).

Institutional investors have sold a total of 1,547,465 shares in the last 24 months. This volume of shares sold represents approximately $93.99M in transactions.


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Institutional ownership data for BATS:ICF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/10/2026. New 13F filings are added each quarter as they're published.
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