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

iShares Select U.S. REIT ETF logo
$68.47 -0.49 (-0.71%)
As of 08/6/2026 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)
150
Total
Institutional Inflows
(last 12 months)
$142.76M
Number of
Institutional Sellers
(last 12 months)
128
Total
Institutional Outflows
(last 12 months)
$137.93M
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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
7/10/2026 Wealthcare Advisory Partners LLC10,495$710K0.0%+7.3%0.033%
7/9/2026 Sapient Capital LLC6,286$425K0.0%-9.9%0.020%
7/9/2026 Breakwater Capital Group4,812$325K0.0%-3.4%0.015%
7/8/2026 Evanson Financial LLC14,507$981K0.0%N/A0.046%
7/7/2026 Post Resch Tallon Group Inc.6,400$433K0.3%+2.4%0.020%
7/7/2026 Avior Wealth Management LLC23,344$1.58M0.0%-5.8%0.074%
7/7/2026 Harbor 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%
5/20/2026 SOA 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%
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%
5/6/2026 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%
5/5/2026Bank 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%
5/5/2026Sanctuary Advisors LLC12,405$768K0.0%-10.7%0.039%
5/5/2026 Sterling Investment Advisors Ltd.7,210$446K0.1%-2.2%0.023%
5/5/20261ST 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%
5/4/2026 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%
5/1/2026Citizens Financial Group Inc. RI9,888$612K0.0%N/A0.031%
5/1/2026 Midwest Trust Co3,851$238K0.0%-5.7%0.012%
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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%
4/30/2026Hsbc 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%
4/29/2026Arbor 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%
4/29/2026 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%
4/27/2026World 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%
4/27/2026Elevation 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%
3/20/2026Hsbc Holdings PLC8,244$492K0.0%N/A0.026%
3/17/2026Rockefeller Capital Management L.P.22,409$1.34M0.0%+149.3%0.071%
3/13/2026World 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%
2/20/2026Sunbelt 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%
2/17/2026Integrated 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%
2/17/2026 AWM 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%
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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%
2/16/2026MML 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%


ICF Institutional Ownership - Frequently Asked Questions

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 ($47.89M), 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 239 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 2,356,354 shares in the last 24 months. This purchase volume represents approximately $142.76M in transactions.

Of the 128 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 ($98.39K), Osaic Holdings Inc. ($98.05K), and Northwestern Mutual Wealth Management Co. ($89.69K).

Institutional investors have sold a total of 2,275,937 shares in the last 24 months. This volume of shares sold represents approximately $137.93M 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 7/10/2026. New 13F filings are added each quarter as they're published.
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