ICF Institutional Ownership
iShares Select U.S. REIT ETF
1W: -1.5%
1M: -5.4%
3M: -7.7%
YTD: +5.2%
1Y: +3.0%
3Y: +35.1%
5Y: +4.4%
$62.75
+0.24 (+0.38%)
Weekly Expected Move ±1.4%
$61
$62
$63
$64
$65
Overview
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Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
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Weather
Institutional Ownership — ICF
394
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
39
New Positions
96
Increased
138
Reduced
21
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (412 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 2,137,543 | 134M | -38,213 | -1.8% | 75Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO | 1,635,981 | 103M | +113,011 | +7.4% | 91Q | SEC ↗ |
| 3 | MORGAN STANLEY | 1,461,529 | 92M | +93,389 | +6.8% | 60Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 780,062 | 49M | +6,250 | +0.8% | 15Q | SEC ↗ |
| 5 | Foundations Investment Advisors, LLC | 763,220 | 48M | +62,419 | +8.9% | 25Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 689,531 | 43M | +8,524 | +1.3% | 39Q | SEC ↗ |
| 7 | ROYAL BANK OF CANADA | 606,966 | 38M | +50,940 | +9.2% | 71Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 580,359 | 36M | +135,143 | +30.4% | 26Q | SEC ↗ |
| 9 | M&T Bank Corp | 483,292 | 30M | +7,256 | +1.5% | 20Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 476,297 | 30M | -256,111 | -35.0% | 7Q | SEC ↗ |
| 11 | National Philanthropic Trust | 447,284 | 28M | -3,285 | -0.7% | 11Q | SEC ↗ |
| 12 | LPL Financial LLC | 430,799 | 27M | -13,587 | -3.1% | 64Q | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 371,340 | 23M | +4,529 | +1.2% | 76Q | SEC ↗ |
| 14 | AMG National Trust Bank | 359,980 | 23M | +26,259 | +7.9% | 79Q | SEC ↗ |
| 15 | Kestra Advisory Services, LLC | 345,990 | 22M | -11,987 | -3.3% | 24Q | SEC ↗ |
| 16 | KEYBANK NATIONAL ASSOCIATION/OH | 324,314 | 20M | +6,610 | +2.1% | 85Q | SEC ↗ |
| 17 | HUNTINGTON NATIONAL BANK | 315,746 | 20M | +8,812 | +2.9% | 19Q | SEC ↗ |
| 18 | Creative Planning | 285,621 | 18M | -7,607 | -2.6% | 59Q | SEC ↗ |
| 19 | Connecticut Wealth Management, LLC | 270,820 | 17M | -38,076 | -12.3% | 23Q | SEC ↗ |
| 20 | WELLS FARGO & COMPANY/MN | 244,827 | 15M | +5,786 | +2.4% | 97Q | SEC ↗ |
| 21 | LBMC INVESTMENT ADVISORS, LLC | 238,394 | 15M | -858 | -0.4% | 45Q | SEC ↗ |
| 22 | IFG Advisors, LLC | 231,471 | 15M | -3,513 | -1.5% | 28Q | SEC ↗ |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 223,256 | 14M | -4,229 | -1.9% | 79Q | SEC ↗ |
| 24 | FIFTH THIRD BANCORP | 221,203 | 14M | -9,410 | -4.1% | 26Q | SEC ↗ |
| 25 | Pathstone Holdings, LLC | 207,546 | 13M | -1,238 | -0.6% | 11Q | SEC ↗ |
| 26 | Brewster Financial Planning LLC | 181,727 | 11M | +4,811 | +2.7% | 19Q | SEC ↗ |
| 27 | COMMONWEALTH EQUITY SERVICES, LLC | 176,144 | 11M | +83 | +0.0% | 35Q | SEC ↗ |
| 28 | Focus Partners Wealth | 169,852 | 11M | +3,650 | +2.2% | 8Q | SEC ↗ |
| 29 | Mariner, LLC | 167,866 | 11M | -33,314 | -16.6% | 45Q | SEC ↗ |
| 30 | William Howard & Co Financial Advisors | 160,922 | 10M | +91 | +0.1% | 10Q | SEC ↗ |
| 31 | Cresset Asset Management, LLC | 134,878 | 8M | +9,736 | +7.8% | 22Q | SEC ↗ |
| 32 | Corient Private Wealth LP | 132,061 | 8M | -7,664 | -5.5% | 15Q | SEC ↗ |
| 33 | HighTower Advisors, LLC | 129,832 | 8M | -4,601 | -3.4% | 61Q | SEC ↗ |
| 34 | CWM, LLC | 125,738 | 8M | +14,773 | +13.3% | 18Q | SEC ↗ |
| 35 | UBS Group AG | 123,804 | 8M | -24,989 | -16.8% | 47Q | SEC ↗ |
| 36 | Ballentine Partners, LLC | 115,440 | 7M | -57 | -0.0% | 38Q | SEC ↗ |
| 37 | Innova Wealth Partners | 111,813 | 7M | +37,989 | +51.5% | 3Q | SEC ↗ |
| 38 | MONETA GROUP INVESTMENT ADVISORS LLC | 110,832 | 7M | -344 | -0.3% | 45Q | SEC ↗ |
| 39 | AWM CAPITAL, LLC | 110,638 | 7M | -30,852 | -21.8% | 18Q | SEC ↗ |
| 40 | US BANCORP \DE | 106,920 | 7M | -6,186 | -5.5% | 98Q | SEC ↗ |
| 41 | Cullen/Frost Bankers, Inc. | 106,208 | 7M | -6,887 | -6.1% | 51Q | SEC ↗ |
| 42 | PNC Financial Services Group, Inc. | 98,879 | 6M | -7,164 | -6.8% | 15Q | SEC ↗ |
| 43 | Equitable Holdings, Inc. | 94,676 | 6M | +26,496 | +38.9% | 27Q | SEC ↗ |
| 44 | Garde Capital, Inc. | 88,739 | 6M | +841 | +1.0% | 23Q | SEC ↗ |
| 45 | Ifrah Financial Services, Inc. | 88,702 | 6M | -1,065 | -1.2% | 70Q | SEC ↗ |
| 46 | NORTHERN TRUST CORP | 86,383 | 5M | -73 | -0.1% | 88Q | SEC ↗ |
| 47 | Asset Management Group, Inc. | 85,137 | 5M | -5,697 | -6.3% | 59Q | SEC ↗ |
| 48 | AMERIPRISE FINANCIAL INC | 83,418 | 5M | -8,898 | -9.6% | 16Q | SEC ↗ |
| 49 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 81,347 | 5M | -3,102 | -3.7% | 2Q | SEC ↗ |
| 50 | Wealthspire Retirement, LLC | 76,904 | 5M | -1,883 | -2.4% | 6Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Bleakley Financial Group, LLC | 34,632 | 2M |
| Evanson Financial, LLC | 14,507 | 910K |
| J.W. COLE ADVISORS, INC. | 12,312 | 773K |
| MCF Advisors LLC | 8,604 | 540K |
| AXXCESS WEALTH MANAGEMENT, LLC | 8,482 | 532K |
| JANE STREET GROUP, LLC | 8,417 | 528K |
| Diversify Advisory Services, LLC | 7,100 | 446K |
| FLOW TRADERS U.S. LLC | 6,850 | 430K |
| MISSION WEALTH MANAGEMENT, LP | 6,659 | 418K |
| Performance Wealth Partners, LLC | 6,438 | 404K |
| Bluespring Wealth Management, LLC | 6,369 | 400K |
| MARSHALL WACE, LLP | 4,920 | 309K |
| XTX Topco Ltd | 4,839 | 304K |
| Waterloo Capital, L.P. | 4,120 | 259K |
| GAINLINE FINANCIAL PARTNERS, LLC | 3,946 | 248K |
| Ameritas Advisory Services, LLC | 3,823 | 240K |
| Net Worth Advisory Group | 3,228 | 203K |
| AQR CAPITAL MANAGEMENT LLC | 3,209 | 201K |
| Argent Advisors, Inc. | 3,200 | 201K |
| Atria Investments, Inc | 3,171 | 199K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 230,417 | 14M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 174,000 | 11M |
| PRINCIPAL SECURITIES, INC. | 36,769 | 2M |
| PRINCIPAL FINANCIAL GROUP INC | 27,461 | 2M |
| Envestnet Portfolio Solutions, Inc. | 11,333 | 711K |
| Dorsey Wright & Associates | 10,439 | 655K |
| Apollon Wealth Management, LLC | 10,202 | 640K |
| HRT FINANCIAL LP | 8,326 | 522K |
| FORT WASHINGTON INVESTMENT ADVISORS | 5,121 | 321K |
| Cetera Trust Company, N.A | 5,075 | 318K |
| Valeo Financial Advisors, LLC | 4,411 | 277K |
| Fort Sheridan Advisors LLC | 4,234 | 266K |
| NVWM, LLC | 3,507 | 220K |
| Advisory Services Network, LLC | 2,446 | 153K |
| Laurel Wealth Advisors LLC | 1,597 | 100K |
| Trust Co | 1,470 | 92K |
| QUADRANT CAPITAL GROUP LLC | 1,418 | 89K |
| MAI Capital Management | 918 | 58K |
| FLAGSHIP HARBOR ADVISORS, LLC | 787 | 49K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 696 | 44K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | +135,143 | +30.4% | 580,359 |
| JPMORGAN CHASE & CO | +113,011 | +7.4% | 1,635,981 |
| MORGAN STANLEY | +93,389 | +6.8% | 1,461,529 |
| Foundations Investment Advisors, LL | +62,419 | +8.9% | 763,220 |
| ROYAL BANK OF CANADA | +50,940 | +9.2% | 606,966 |
| Innova Wealth Partners | +37,989 | +51.5% | 111,813 |
| Steward Partners Investment Advisor | +29,462 | +1185.1% | 31,948 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +28,160 | +228.8% | 40,467 |
| Equitable Holdings, Inc. | +26,496 | +38.9% | 94,676 |
| AMG National Trust Bank | +26,259 | +7.9% | 359,980 |
| D. E. Shaw & Co., Inc. | +22,118 | +654.2% | 25,499 |
| GOLDMAN SACHS GROUP INC | +15,389 | +49.0% | 46,797 |
| CWM, LLC | +14,773 | +13.3% | 125,738 |
| CITADEL ADVISORS LLC | +12,632 | +63.2% | 32,630 |
| AE Wealth Management LLC | +11,104 | +246.5% | 15,609 |
| SOA Wealth Advisors, LLC. | +10,241 | +17.4% | 68,979 |
| Wealthspire Advisors, LLC | +10,083 | +95.6% | 20,634 |
| Cresset Asset Management, LLC | +9,736 | +7.8% | 134,878 |
| HUNTINGTON NATIONAL BANK | +8,812 | +2.9% | 315,746 |
| Cetera Investment Advisers | +8,524 | +1.3% | 689,531 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -256,111 | -35.0% | 476,297 |
| Koss-Olinger Consulting, LLC | -71,589 | -64.8% | 38,831 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -38,213 | -1.8% | 2,137,543 |
| Connecticut Wealth Management, LLC | -38,076 | -12.3% | 270,820 |
| Mariner, LLC | -33,314 | -16.6% | 167,866 |
| AWM CAPITAL, LLC | -30,852 | -21.8% | 110,638 |
| UBS Group AG | -24,989 | -16.8% | 123,804 |
| Mosley Wealth Management | -24,300 | -80.8% | 5,771 |
| IHT Wealth Management, LLC | -23,934 | -88.8% | 3,021 |
| MERCER GLOBAL ADVISORS INC /ADV | -19,342 | -30.3% | 44,591 |
| BLAIR WILLIAM & CO/IL | -15,760 | -83.9% | 3,026 |
| Beacon Pointe Advisors, LLC | -14,947 | -23.7% | 48,087 |
| COMMERCE BANK | -13,865 | -64.8% | 7,538 |
| LPL Financial LLC | -13,587 | -3.1% | 430,799 |
| Kestra Advisory Services, LLC | -11,987 | -3.3% | 345,990 |
| FIFTH THIRD BANCORP | -9,410 | -4.1% | 221,203 |
| AMERIPRISE FINANCIAL INC | -8,898 | -9.6% | 83,418 |
| Corient Private Wealth LP | -7,664 | -5.5% | 132,061 |
| Creative Planning | -7,607 | -2.6% | 285,621 |
| PNC Financial Services Group, Inc. | -7,164 | -6.8% | 98,879 |