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iShares Cohen & Steers REIT ETF (ICF) Institutional Ownership

iShares Cohen & Steers REIT ETF logo
$60.42 +1.25 (+2.11%)
As of 01/22/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Cohen & Steers REIT ETF (BATS:ICF)

Number of
Institutional Buyers
(last 12 months)
113
Total
Institutional Inflows
(last 12 months)
$144.91M
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$84.91M
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ICF Institutional Buying and Selling by Quarter

iShares Cohen & Steers REIT ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/22/2025Fortress Wealth Management Inc.16,231$978K0.5%-2.7%0.045%
1/22/2025Foundations Investment Advisors LLC441,678$26.62M0.5%+14.1%1.218%
1/22/2025Cornerstone Wealth Group LLC87,768$5.29M0.4%-0.8%0.242%
1/22/2025Capital Asset Advisory Services LLC6,902$417K0.0%+8.9%0.019%
1/21/2025 Fifth Third Bancorp213,097$12.84M0.0%-3.2%0.588%
1/17/2025 Capital Planning Advisors LLC13,123$791K0.1%-29.5%0.036%
1/17/2025 Mutual Advisors LLC23,221$1.41M0.0%-28.7%0.064%
1/17/2025 Janney Montgomery Scott LLC21,524$1.30M0.0%-1.3%0.059%
1/17/2025 Westside Investment Management Inc.10,859$654K0.1%+11.4%0.030%
1/17/2025 Dakota Wealth Management16,853$1.02M0.0%-1.7%0.046%
1/17/2025 Fort Washington Investment Advisors Inc. OH7,876$475K0.0%-22.8%0.022%
1/16/2025 Ballentine Partners LLC131,141$7.90M0.1%-0.6%0.362%
1/16/2025 Harbor Investment Advisory LLC36,473$2.20M0.2%-0.7%0.101%
1/16/2025 Diversify Wealth Management LLC9,556$554K0.0%-12.7%0.026%
1/16/2025 Delta Capital Management LLC11,400$687K0.3%N/A0.031%
1/16/2025 Lbmc Investment Advisors LLC273,271$16.47M1.3%-4.4%0.754%
1/16/2025 Arbor Trust Wealth Advisors LLC59,429$3.58M1.7%+45.5%0.164%
1/15/2025 Ameritas Advisory Services LLC4,667$281K0.0%+10.9%0.013%
1/15/2025 Arkadios Wealth Advisors9,937$599K0.0%-2.5%0.027%
1/15/2025 Merit Financial Group LLC3,406$205K0.0%-12.5%0.009%
1/15/2025 Tallon Kerry Patrick5,045$301K0.3%N/A0.014%
1/14/2025 Park Avenue Securities LLC4,622$279K0.0%+7.8%0.013%
1/14/2025 SeaCrest Wealth Management LLC3,342$201K0.0%N/A0.009%
1/14/2025 McNaughton Wealth Management LLC120,974$7.29M3.5%+0.6%0.334%
1/13/2025 Peddock Capital Advisors LLC25,608$1.54M0.4%-8.8%0.071%
1/13/2025 Capital Investment Advisors LLC25,134$1.52M0.0%-2.4%0.069%
1/8/2025 InvesTrust7,040$420K0.1%N/A0.019%
1/8/2025 Innova Wealth Partners45,277$2.73M1.7%N/A0.125%
1/7/2025 Horizons Wealth Management14,181$855K0.7%-5.2%0.039%
12/26/2024JPMorgan Chase & Co.1,568,738$103.40M0.0%-9.2%4.328%
12/3/2024Garde Capital Inc.92,692$6.11M0.4%-7.3%0.256%
11/26/2024Peapack Gladstone Financial Corp3,462$228K0.0%N/A0.010%
11/25/2024Sanctuary Advisors LLC9,785$635K0.0%+4.2%0.027%
11/20/2024SOA Wealth Advisors LLC.50,190$3.31M0.6%+6.0%0.138%
11/20/2024 Westside Investment Management Inc.9,748$643K0.1%+9.1%0.027%
11/19/2024M&T Bank Corp466,591$30.75M0.1%-9.9%1.287%
11/18/2024Sunbelt Securities Inc.5,987$395K0.0%+7.2%0.017%
11/15/2024M&T Bank Corp466,591$30.75M0.1%-9.9%1.287%
11/15/2024National Bank of Canada FI201,458$13.28M0.0%N/A0.556%
11/15/2024EP Wealth Advisors LLC7,701$508K0.0%-7.7%0.021%
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11/15/2024Stifel Financial Corp15,404$1.02M0.0%+25.1%0.042%
11/15/2024Pinnacle Family Advisors LLC45,295$2.99M1.5%N/A0.125%
11/15/2024IHT Wealth Management LLC25,236$1.66M0.0%-1.2%0.070%
11/15/2024HighTower Advisors LLC184,043$12.14M0.0%+30.9%0.508%
11/14/2024Cobblestone Capital Advisors LLC NY15,907$1.05M0.1%-5.5%0.044%
11/14/2024Flow Traders U.S. LLC15,779$1.04M0.1%N/A0.044%
11/14/2024Captrust Financial Advisors41,281$2.72M0.0%+1.9%0.114%
11/14/2024Fiduciary Trust Co70,844$4.67M0.1%-1.5%0.195%
11/14/2024CreativeOne Wealth LLC11,217$739K0.0%-2.6%0.031%
11/13/2024Cadence Bank4,060$268K0.0%N/A0.011%
11/13/2024D.A. Davidson & CO.46,659$3.08M0.0%+1.5%0.129%
11/13/2024Elios Financial Group Inc.33,719$2.22M1.0%N/A0.093%
11/12/2024Cahill Financial Advisors Inc.3,133$207K0.0%N/A0.009%
11/12/2024Cerity Partners LLC100,410$6.62M0.0%-21.1%0.277%
11/12/2024Asset Management Group Inc.98,936$6.52M1.1%-3.1%0.273%
11/8/2024Commerce Bank21,744$1.43M0.0%+4.6%0.060%
11/8/2024 Avior Wealth Management LLC25,076$1.65M0.1%-7.4%0.069%
11/8/2024PNC Financial Services Group Inc.138,945$9.16M0.0%-8.4%0.383%
11/7/2024AMG National Trust Bank318,719$21.01M0.6%+0.8%0.879%
11/4/2024Axxcess Wealth Management LLC6,283$414K0.0%+3.2%0.017%
11/1/2024Fairway Wealth LLC7,433$490K0.2%-4.7%0.021%
11/1/2024Klingman & Associates LLC3,120$206K0.0%N/A0.009%
11/1/2024Sonata Capital Group Inc.16,699$1.10M0.5%-2.3%0.046%
10/30/2024Avidian Wealth Enterprises LLC25,117$1.66M0.1%-5.3%0.069%
10/29/2024Nvwm LLC13,688$902K0.2%N/A0.038%
10/29/2024 Janney Montgomery Scott LLC21,803$1.44M0.0%-1.0%0.060%
10/29/2024Chicago Partners Investment Group LLC3,387$222K0.0%N/A0.009%
10/29/2024Farther Finance Advisors LLC941$62K0.0%+841.0%0.003%
10/25/2024Cornerstone Wealth Group LLC88,490$5.83M0.5%-2.3%0.244%
10/25/2024JFS Wealth Advisors LLC6,635$437K0.0%-6.0%0.018%
10/25/2024 Diversify Wealth Management LLC10,944$718K0.1%N/A0.030%
10/25/2024Evermay Wealth Management LLC41,984$2.77M0.4%-1.7%0.116%
10/25/2024 Mutual Advisors LLC32,587$2.14M0.1%-1.8%0.090%
10/24/2024Bristlecone Advisors LLC379$25K0.0%N/A0.001%
10/24/2024Modera Wealth Management LLC16,905$1.11M0.0%-2.6%0.047%
10/24/2024 Wealth Enhancement Advisory Services LLC52,006$3.43M0.0%+3.4%0.143%
10/23/2024Sigma Investment Counselors Inc.15,121$997K0.0%-4.4%0.042%
10/23/2024Bank of Stockton37,572$2.48M0.7%+1.4%0.104%
10/23/2024CENTRAL TRUST Co7,044$464K0.0%-17.8%0.019%
10/22/2024School Employees Retirement Board of Ohio105,689$6.97M4.0%N/A0.292%
10/22/2024Private Advisor Group LLC78,573$5.18M0.0%+5.4%0.217%
10/22/2024Waldron Private Wealth LLC7,733$510K0.0%-11.6%0.021%
10/22/2024Sequoia Financial Advisors LLC5,532$365K0.0%+4.9%0.015%
10/21/2024Foundations Investment Advisors LLC386,985$25.51M0.5%-1.3%1.068%
10/21/2024Sharkey Howes & Javer3,510$231K0.0%-25.8%0.010%
10/18/2024 Capital Investment Advisors LLC25,754$1.70M0.0%-2.1%0.071%
10/18/2024IFG Advisors LLC224,724$14.81M3.2%+5.8%0.620%
10/17/2024Intergy Private Wealth LLC13,211$871K0.3%-1.5%0.036%
10/11/2024 ORG Wealth Partners LLC1,636$108K0.0%N/A0.005%
10/3/2024 Park Avenue Securities LLC4,289$283K0.0%N/A0.012%
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8/16/2024Northwestern Mutual Wealth Management Co.1,871,463$107.22M0.1%-2.8%5.163%
8/16/2024Creative Planning364,295$20.87M0.0%-1.6%1.005%
8/15/2024 Affinity Capital Advisors LLC10,222$586K0.1%-10.0%0.028%
8/14/2024American Investment Services Inc.6,261$359K0.1%-4.2%0.017%
8/13/2024Asset Management Group Inc.102,091$5.85M1.1%-0.5%0.282%
8/12/2024Glass Jacobson Investment Advisors llc4,030$231K0.1%-29.6%0.011%
8/12/2024Blair William & Co. IL3,256$187K0.0%-10.0%0.009%
8/9/2024Citizens Financial Group Inc. RI3,562$204K0.0%N/A0.010%
8/9/2024One Capital Management LLC11,859$679K0.0%-21.1%0.033%
8/8/2024J.W. Cole Advisors Inc.12,895$739K0.0%-5.1%0.036%
(Data available from 1/1/2016 forward)

ICF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ICF shares?

During the previous two years, 294 institutional investors and hedge funds held shares of iShares Cohen & Steers REIT ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($15.44B), Bank Julius Baer & Co. Ltd Zurich ($373.10M), Northwestern Mutual Wealth Management Co. ($107.22M), JPMorgan Chase & Co. ($103.40M), Cassaday & Co Wealth Management LLC ($87.39M), Bank of America Corp DE ($64.53M), and Kestra Advisory Services LLC ($31.24M).Learn more on ICF's institutional investors.

Which institutional investors have been buying iShares Cohen & Steers REIT ETF stock?

Of the 208 institutional investors that purchased iShares Cohen & Steers REIT ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($6.73M), Cassaday & Co Wealth Management LLC ($1.57M), National Bank of Canada FI ($428.09K), Northwestern Mutual Wealth Management Co. ($319.53K), Raymond James Financial Services Advisors Inc. ($278.60K), Pathstone Family Office LLC ($244.52K), and Koss Olinger Consulting LLC ($236.16K).

How much institutional buying is happening at iShares Cohen & Steers REIT ETF?

Institutional investors have bought a total of 13,232,863 shares in the last 24 months. This purchase volume represents approximately $741.53M in transactions.

Which iShares Cohen & Steers REIT ETF major shareholders have been selling company stock?

Of the 180 institutional investors that sold iShares Cohen & Steers REIT ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($515.86K), M&T Bank Corp ($417.64K), JPMorgan Chase & Co. ($215.27K), Envestnet Asset Management Inc. ($208.26K), Cullen Frost Bankers Inc. ($202.01K), Capital Planning Advisors LLC ($198.86K), and AMG National Trust Bank ($180.46K).

How much institutional selling is happening at iShares Cohen & Steers REIT ETF?

Institutional investors have sold a total of 4,532,363 shares in the last 24 months. This volume of shares sold represents approximately $255.89M in transactions.



This page (BATS:ICF) was last updated on 1/23/2025 by MarketBeat.com Staff
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