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iShares Cohen & Steers REIT ETF (ICF) Institutional Ownership

iShares Cohen & Steers REIT ETF logo
$59.84 +1.04 (+1.77%)
(As of 12/20/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Cohen & Steers REIT ETF (BATS:ICF)

Number of
Institutional Buyers
(last 12 months)
119
Total
Institutional Inflows
(last 12 months)
$139.02M
Number of
Institutional Sellers
(last 12 months)
99
Total
Institutional Outflows
(last 12 months)
$76.22M
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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
12/3/2024 Garde Capital Inc.92,692$6.11M0.4%-7.3%0.256%
11/26/2024 Peapack Gladstone Financial Corp3,462$228K0.0%N/A0.010%
11/25/2024 Sanctuary Advisors LLC9,785$635K0.0%+4.2%0.027%
11/20/2024 SOA 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%
11/19/2024 M&T Bank Corp466,591$30.75M0.1%-9.9%1.287%
11/18/2024 Sunbelt Securities Inc.5,987$395K0.0%+7.2%0.017%
11/15/2024 M&T Bank Corp466,591$30.75M0.1%-9.9%1.287%
11/15/2024 National Bank of Canada FI201,458$13.28M0.0%N/A0.556%
11/15/2024 EP Wealth Advisors LLC7,701$508K0.0%-7.7%0.021%
11/15/2024 Stifel Financial Corp15,404$1.02M0.0%+25.1%0.042%
11/15/2024 Pinnacle Family Advisors LLC45,295$2.99M1.5%N/A0.125%
11/15/2024 IHT Wealth Management LLC25,236$1.66M0.0%-1.2%0.070%
11/15/2024 HighTower Advisors LLC184,043$12.14M0.0%+30.9%0.508%
11/14/2024 Cobblestone Capital Advisors LLC NY15,907$1.05M0.1%-5.5%0.044%
11/14/2024 Flow Traders U.S. LLC15,779$1.04M0.1%N/A0.044%
11/14/2024 Captrust Financial Advisors41,281$2.72M0.0%+1.9%0.114%
11/14/2024 Fiduciary Trust Co70,844$4.67M0.1%-1.5%0.195%
11/14/2024 CreativeOne Wealth LLC11,217$739K0.0%-2.6%0.031%
11/13/2024 Cadence Bank4,060$268K0.0%N/A0.011%
11/13/2024 D.A. Davidson & CO.46,659$3.08M0.0%+1.5%0.129%
11/13/2024 Elios Financial Group Inc.33,719$2.22M1.0%N/A0.093%
11/12/2024 Cahill Financial Advisors Inc.3,133$207K0.0%N/A0.009%
11/12/2024 Cerity Partners LLC100,410$6.62M0.0%-21.1%0.277%
11/12/2024 Asset Management Group Inc.98,936$6.52M1.1%-3.1%0.273%
11/8/2024 Commerce Bank21,744$1.43M0.0%+4.6%0.060%
11/8/2024 Avior Wealth Management LLC25,076$1.65M0.1%-7.4%0.069%
11/8/2024 PNC Financial Services Group Inc.138,945$9.16M0.0%-8.4%0.383%
11/7/2024 AMG National Trust Bank318,719$21.01M0.6%+0.8%0.879%
11/4/2024 Axxcess Wealth Management LLC6,283$414K0.0%+3.2%0.017%
11/1/2024 Fairway Wealth LLC7,433$490K0.2%-4.7%0.021%
11/1/2024 Klingman & Associates LLC3,120$206K0.0%N/A0.009%
11/1/2024 Sonata Capital Group Inc.16,699$1.10M0.5%-2.3%0.046%
10/30/2024 Avidian Wealth Enterprises LLC25,117$1.66M0.1%-5.3%0.069%
10/29/2024 Nvwm LLC13,688$902K0.2%N/A0.038%
10/29/2024 Janney Montgomery Scott LLC21,803$1.44M0.0%-1.0%0.060%
10/29/2024 Chicago Partners Investment Group LLC3,387$222K0.0%N/A0.009%
10/29/2024 Farther Finance Advisors LLC941$62K0.0%+841.0%0.003%
10/25/2024 Cornerstone Wealth Group LLC88,490$5.83M0.5%-2.3%0.244%
10/25/2024 JFS Wealth Advisors LLC6,635$437K0.0%-6.0%0.018%
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10/25/2024 Diversify Wealth Management LLC10,944$718K0.1%N/A0.030%
10/25/2024 Evermay 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%
10/24/2024 Bristlecone Advisors LLC379$25K0.0%N/A0.001%
10/24/2024 Modera 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%
10/23/2024 Sigma Investment Counselors Inc.15,121$997K0.0%-4.4%0.042%
10/23/2024 Bank of Stockton37,572$2.48M0.7%+1.4%0.104%
10/23/2024 CENTRAL TRUST Co7,044$464K0.0%-17.8%0.019%
10/22/2024 School Employees Retirement Board of Ohio105,689$6.97M4.0%N/A0.292%
10/22/2024 Private Advisor Group LLC78,573$5.18M0.0%+5.4%0.217%
10/22/2024 Waldron Private Wealth LLC7,733$510K0.0%-11.6%0.021%
10/22/2024 Sequoia Financial Advisors LLC5,532$365K0.0%+4.9%0.015%
10/21/2024 Foundations Investment Advisors LLC386,985$25.51M0.5%-1.3%1.068%
10/21/2024 Sharkey Howes & Javer3,510$231K0.0%-25.8%0.010%
10/18/2024Capital 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%
8/16/2024 Northwestern Mutual Wealth Management Co.1,871,463$107.22M0.1%-2.8%5.163%
8/16/2024 Creative Planning364,295$20.87M0.0%-1.6%1.005%
8/15/2024 Affinity Capital Advisors LLC10,222$586K0.1%-10.0%0.028%
8/14/2024 American Investment Services Inc.6,261$359K0.1%-4.2%0.017%
8/13/2024 Asset Management Group Inc.102,091$5.85M1.1%-0.5%0.282%
8/12/2024 Glass Jacobson Investment Advisors llc4,030$231K0.1%-29.6%0.011%
8/12/2024 Blair William & Co. IL3,256$187K0.0%-10.0%0.009%
8/9/2024 Citizens Financial Group Inc. RI3,562$204K0.0%N/A0.010%
8/9/2024 One Capital Management LLC11,859$679K0.0%-21.1%0.033%
8/8/2024 J.W. Cole Advisors Inc.12,895$739K0.0%-5.1%0.036%
8/8/2024 Wambolt & Associates LLC12,497$709K0.2%-4.3%0.034%
8/7/2024 Ashton Thomas Private Wealth LLC14,302$819K0.0%-1.4%0.039%
8/6/2024 Koss Olinger Consulting LLC235,320$13.48M1.2%N/A0.649%
8/6/2024 Cullen Frost Bankers Inc.442,787$25.37M0.4%-26.7%1.221%
8/2/2024 Belpointe Asset Management LLC53,059$3.04M0.2%+1.8%0.146%
8/2/2024 Foundations Investment Advisors LLC392,177$22.47M0.5%+12.5%1.082%
7/29/2024 Modera Wealth Management LLC17,361$995K0.0%-3.9%0.048%
7/29/2024 Sonata Capital Group Inc.17,100$980K0.5%+2.0%0.047%
7/29/2024 Ridgewood Investments LLC581$33K0.0%N/A0.002%
7/29/2024 Arkadios Wealth Advisors10,184$583K0.0%+118.0%0.028%
7/26/2024 Bailard Inc.25,386$1.45M0.0%-5.4%0.070%
7/25/2024 AMG National Trust Bank316,125$18.11M0.5%-1.9%0.872%
7/25/2024 Bank of Stockton37,042$2.12M0.7%-15.6%0.102%
7/24/2024Family Firm Inc.77,720$4.45M0.5%+7.9%0.214%
7/24/2024 Transcendent Capital Group LLC16,043$919K0.5%-6.0%0.044%
7/23/2024 GYL Financial Synergies LLC110,915$6.35M0.5%-25.0%0.306%
7/19/2024Raymond James & Associates22,415$1.28M0.0%-13.4%0.062%
7/19/2024 Brewster Financial Planning LLC144,314$8.27M7.0%+3.9%0.398%
7/19/2024 Peddock Capital Advisors LLC20,029$1.15M0.3%+1.0%0.055%
7/17/2024 Physician Wealth Advisors Inc.3,351$202K0.0%N/A0.009%
Vladimir Lenin was right… (Ad)

The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold $3 billion of Amazon… it’s why Nvidia’s CEO just sold $713 million... and it’s why Zuckerberg just sold $1.3 billion in Meta stock. The financial establishment doesn’t want you to know about this… but a controversial new documentary just pulled back the curtain and exposed what’s really going on. It’s called The Final Frontier.

Including the name of the #1 company to buy.
7/17/2024 Westside Investment Management Inc.8,934$512K0.1%+19.5%0.025%
7/17/2024 SOA Wealth Advisors LLC.47,334$2.71M0.5%+62.0%0.131%
7/16/2024 Envestnet Portfolio Solutions Inc.45,824$2.63M0.0%+4.1%0.126%
7/16/2024 Wealth Enhancement Advisory Services LLC50,285$2.88M0.0%-9.6%0.139%
7/15/2024 Fifth Third Securities Inc.8,799$504K0.0%-2.8%0.024%
7/12/2024 First National Corp MA ADV33,083$1.90M0.5%+13.9%0.091%
7/12/2024Capital Investment Advisors LLC26,311$1.51M0.0%-6.5%0.073%
7/12/2024 Accel Wealth Management5,191$297K0.1%+41.4%0.014%
7/11/2024 Lbmc Investment Advisors LLC317,578$18.19M1.6%-6.2%0.876%
7/10/2024 CWM LLC1,576$90K0.0%-27.7%0.004%
(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), Cassaday & Co Wealth Management LLC ($87.39M), Bank of America Corp DE ($64.53M), JPMorgan Chase & Co. ($42.13M), 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 210 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 13,160,779 shares in the last 24 months. This purchase volume represents approximately $736.86M in transactions.

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

Of the 183 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), Envestnet Asset Management Inc. ($208.26K), Cullen Frost Bankers Inc. ($202.01K), Capital Planning Advisors LLC ($193.36K), AMG National Trust Bank ($180.46K), and LPL Financial LLC ($135.50K).

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

Institutional investors have sold a total of 4,393,846 shares in the last 24 months. This volume of shares sold represents approximately $246.33M in transactions.



This page (BATS:ICF) was last updated on 12/22/2024 by MarketBeat.com Staff
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