ICF · iShares Select U.S. REIT ETF ETF
$66.94
-0.50 (-0.74%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 4
Total Value: $13,613,578
Total Shares: 201,295
Institutional Ownership Trend
17 quarters
Holder Concentration
Across 4 13F filers · Δ vs Mar 31, 2026Top Holder
65.6%
−31.1 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
4,889
Highly concentrated−4,478
Quarterly Activity
vs Mar 31, 2026
New
4
Increased
0
Decreased
0
Sold Out
2
Unchanged
0
Holder count:
+2
Institutional value:
-55.3%
Shares held:
-59.1%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 132,061 | $8,931,285 | |
| Mid Parkside Financial Bank & Trust | 36,129 | $2,443,403 | |
| Mega CITADEL ADVISORS LLC | 32,630 | $2,206,766 | |
| Small BROWN, LISLE/CUMMINGS, INC. | 475 | $32,124 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 476,036 | $29,461,864 | |
| Mid Dakota Wealth Management | 16,112 | $997,171 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC ICF | $8,931,285 | 65.61% | 132,061 | Shares | 2026-08-27 | |
| Mid Parkside Financial Bank & Trust Bank ICF | $2,443,403 | 17.95% | 36,129 | Shares | 2026-09-04 | |
| Mega CITADEL ADVISORS LLC ICF | $2,206,766 | 16.21% | 32,630 | Shares | 2026-09-02 | |
| Small BROWN, LISLE/CUMMINGS, INC. ICF | $32,124 | 0.24% | 475 | Shares | 2026-09-02 |