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iShares Cohen & Steers REIT ETF (ICF) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
133
Total
Institutional Inflows
(last 12 months)
$517.05M
Number of
Institutional Sellers
(last 12 months)
115
Total
Institutional Outflows
(last 12 months)
$103.68M
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ICF Institutional Buying and Selling by Quarter

iShares Cohen & Steers REIT ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024Axxcess Wealth Management LLC5,425$313K0.0%+15.7%0.015%
5/14/2024EP Wealth Advisors LLC9,560$552K0.0%-11.8%0.026%
5/14/2024CreativeOne Wealth LLC12,239$706K0.0%-10.6%0.034%
5/14/2024Evermay Wealth Management LLC45,538$2.63M0.4%N/A0.126%
5/10/2024 Osaic Holdings Inc.187,562$10.83M0.0%-34.0%0.517%
5/10/2024 TIAA Trust National Association143,872$8.30M0.0%-23.6%0.397%
5/8/2024 Avantax Advisory Services Inc.46,027$2.66M0.0%+3.3%0.127%
5/3/2024 Avidian Wealth Solutions LLC38,289$2.21M0.1%-12.5%0.106%
5/2/2024 Lincoln National Corp69,775$4.03M0.1%+1.6%0.193%
5/2/2024 Family Firm Inc.72,045$4.16M1.0%+7.0%0.199%
5/1/2024 Connecticut Wealth Management LLC385,706$22.26M1.2%+12.5%1.065%
5/1/2024 1834 Investment Advisors Co.11,285$651K0.1%-32.5%0.031%
5/1/2024 Janney Montgomery Scott LLC22,042$1.27M0.0%-39.2%0.061%
5/1/2024 Wambolt & Associates LLC13,054$740K0.2%-14.7%0.036%
4/30/2024 Private Advisor Group LLC73,707$4.25M0.0%+519.9%0.204%
4/30/2024 J.W. Cole Advisors Inc.13,592$784K0.0%+2.6%0.038%
4/26/2024 Sigma Investment Counselors Inc.15,115$872K0.0%-6.7%0.042%
4/25/2024 Cambridge Investment Research Advisors Inc.36,623$2.11M0.0%-10.4%0.101%
4/25/2024 Intergy Private Wealth LLC118,683$6.85M2.8%-31.1%0.328%
4/24/2024 CENTRAL TRUST Co9,404$543K0.0%-4.1%0.026%
4/23/2024 Wetzel Investment Advisors Inc.941$50K0.0%+32.0%0.003%
4/23/2024 James J. Burns & Company LLC13,706$768K0.3%-41.5%0.038%
4/23/2024 Fifth Third Bancorp238,054$13.74M0.1%-4.2%0.658%
4/23/2024 Bank of Stockton43,865$2.53M0.8%-5.9%0.121%
4/23/2024 Raymond James Financial Services Advisors Inc.444,049$25.62M0.0%+5.6%1.227%
4/19/2024 FORVIS Wealth Advisors LLC11,101$641K0.0%-11.3%0.028%
4/19/2024 ZRC Wealth Management LLC523$30K0.0%N/A0.001%
4/19/2024 Westside Investment Management Inc.7,479$432K0.1%+3.2%0.019%
4/19/2024 KFG Wealth Management LLC87,761$5.06M2.1%-10.2%0.219%
4/19/2024 AWM Capital LLC170,797$9.86M1.6%+19.9%0.427%
4/18/2024 Capital Advisors Ltd. LLC2,530$146K0.0%-33.9%0.006%
4/16/2024 Trust Co. of Virginia VA23,887$1.38M0.1%-2.5%0.060%
4/13/2024 Affinity Capital Advisors LLC11,355$655K0.1%-2.5%0.028%
4/13/2024 Evanson Asset Management LLC14,275$824K0.1%-3.5%0.036%
4/12/2024 Lbmc Investment Advisors LLC338,595$19.54M1.7%-1.7%0.846%
3/22/2024 PNC Financial Services Group Inc.176,111$10.34M0.0%-5.2%0.440%
3/1/2024Creekmur Asset Management LLC729$43K0.0%N/A0.002%
3/1/2024 Transcendent Capital Group LLC71,614$4.21M2.8%N/A0.179%
2/28/2024EP Wealth Advisors LLC10,843$637K0.0%-11.7%0.027%
2/26/2024 Integrated Advisors Network LLC8,403$494K0.0%+2.7%0.021%
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2/22/2024 Proathlete Wealth Management LLC57,731$3.39M2.0%N/A0.144%
2/21/2024Garde Capital Inc.164,218$9.65M0.7%+83.7%0.411%
2/16/2024 PCA Investment Advisory Services Inc.4,416$259K0.2%-10.7%0.011%
2/14/2024Kestra Advisory Services LLC513,864$30.18M0.2%+4.7%1.285%
2/14/2024 Mosley Wealth Management21,878$1.29M1.3%N/A0.055%
2/14/2024 Regis Management CO LLC20,999$1.23M0.4%-44.1%0.052%
2/14/2024White Knight Strategic Wealth Advisors LLC14,237$836K1.0%+19.4%0.036%
2/14/2024 Frank Rimerman Advisors LLC31,295$1.84M0.4%+1.6%0.078%
2/13/2024Cetera Advisor Networks LLC134,219$7.88M0.0%+28.8%0.336%
2/13/2024Per Stirling Capital Management LLC.52,996$3.11M0.6%+5.1%0.132%
2/13/2024 Laurel Wealth Advisors LLC4,441$261K0.0%-9.2%0.011%
2/13/2024 Peapack Gladstone Financial Corp3,462$203K0.0%N/A0.009%
2/13/2024 James J. Burns & Company LLC23,420$1.38M0.3%+7.1%0.059%
2/12/2024 Fortress Wealth Management Inc.20,569$1.21M0.7%-59.8%0.051%
2/12/2024Hsbc Holdings PLC11,997$705K0.0%-7.9%0.030%
2/10/2024Linscomb & Williams Inc.4,410$259K0.0%N/A0.011%
2/9/2024 Cambridge Investment Research Advisors Inc.40,857$2.40M0.0%-6.8%0.102%
2/9/2024 AWM Capital LLC142,444$8.37M1.5%-33.1%0.356%
2/9/2024CreativeOne Wealth LLC13,696$804K0.1%-3.1%0.034%
2/9/2024 Corient Private Wealth LLC132,510$7.78M0.0%-5.0%0.331%
2/9/2024 Sachetta LLC7,000$411K0.2%N/A0.018%
2/9/2024 Wells Fargo & Company MN364,459$21.41M0.0%-9.6%0.911%
2/9/2024 UBS Group AG155,359$9.12M0.0%-6.2%0.388%
2/9/2024 PNC Financial Services Group Inc.176,111$10.34M0.0%-5.2%0.440%
2/8/2024 AMG National Trust Bank320,632$18.83M0.6%-9.4%0.802%
2/8/2024 Summit X LLC5,999$352K0.1%+14.2%0.015%
2/8/2024 Private Wealth Management Group LLC1,675$98K0.0%N/A0.004%
2/8/2024Beacon Pointe Advisors LLC13,170$773K0.0%-2.6%0.033%
2/8/2024 Foundations Investment Advisors LLC317,365$18.10M0.5%+22.9%0.793%
2/8/2024 Eudaimonia Partners LLC12,219$718K0.2%-12.6%0.031%
2/8/2024 Janney Montgomery Scott LLC36,267$2.13M0.0%+8.7%0.091%
2/7/2024 Avantax Advisory Services Inc.44,556$2.62M0.0%-35.4%0.111%
2/7/2024 Wambolt & Associates LLC15,301$899K0.2%-23.3%0.038%
2/7/2024 Almanack Investment Partners LLC.3,756$221K0.0%N/A0.009%
2/7/2024 Envestnet Portfolio Solutions Inc.34,340$2.02M0.0%-0.9%0.086%
2/7/2024 One Capital Management LLC17,883$1.05M0.0%-24.0%0.045%
2/7/2024 JFS Wealth Advisors LLC6,397$376K0.0%-21.1%0.016%
2/7/2024 NBC Securities Inc.2,254$132K0.0%-9.7%0.006%
2/7/2024 Northwest Financial Advisors844$50K0.0%N/A0.002%
2/7/2024 Sonata Capital Group Inc.16,401$963K0.5%+2.5%0.041%
2/7/2024 Principal Securities Inc.23,751$1.40M0.1%N/A0.059%
2/6/2024 Cullen Frost Bankers Inc.598,528$35.15M0.6%+3.6%1.496%
2/6/2024 Peddock Capital Advisors LLC16,621$976K0.3%-5.2%0.042%
2/6/2024 Lincoln National Corp68,660$4.03M0.1%+5.5%0.172%
2/6/2024 Spire Wealth Management33,150$1.89M0.1%+154.5%0.083%
2/6/2024 Connecticut Wealth Management LLC342,932$20.14M1.2%-6.8%0.857%
2/6/2024 Avidian Wealth Solutions LLC43,770$2.57M0.2%-32.4%0.109%
2/6/2024 National Bank of Canada FI227,902$13.52M0.0%+17,774.7%0.570%
2/6/2024 Whitegate Investment Counselors Inc.19,875$1.17M0.4%+30.1%0.050%
2/6/2024 Ifrah Financial Services Inc.85,637$5.03M1.5%+2.8%0.214%
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2/6/2024 Merit Financial Group LLC4,278$251K0.0%-14.0%0.011%
2/6/2024 M&T Bank Corp597,477$35.09M0.1%+5.6%1.494%
2/6/2024 Fortitude Advisory Group L.L.C.3,807$224K0.1%N/A0.010%
2/5/2024 Cozad Asset Management Inc.8,062$473K0.1%+58.3%0.020%
2/5/2024 Kestra Private Wealth Services LLC3,878$228K0.0%N/A0.010%
2/5/2024 Avaii Wealth Management LLC3,478$204K0.1%N/A0.009%
2/2/2024 Truist Financial Corp10,861$638K0.0%-20.3%0.027%
2/2/2024 McClarren Financial Advisors Inc.1,121$66K0.1%+103.8%0.003%
2/2/2024 Bailard Inc.26,056$1.53M0.0%-6.6%0.065%
2/2/2024 Atria Wealth Solutions Inc.80,067$4.70M0.1%+0.9%0.200%
(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, 324 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. ($113.75M), Cassaday & Co Wealth Management LLC ($87.39M), Bank of America Corp DE ($64.53M), JPMorgan Chase & Co. ($42.13M), and Cullen Frost Bankers Inc. ($35.15M).Learn more on ICF's institutional investors.

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

Of the 256 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), Bank of America Corp DE ($523.62K), Northwestern Mutual Wealth Management Co. ($410.82K), Raymond James Financial Services Advisors Inc. ($278.60K), CWM LLC ($275.68K), and Pathstone Family Office LLC ($244.52K).

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

Institutional investors have bought a total of 14,383,459 shares in the last 24 months. This purchase volume represents approximately $812.41M in transactions.

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

Of the 194 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 ($315.21K), National Bank of Canada FI ($231.95K), Envestnet Asset Management Inc. ($218.10K), Capital Planning Advisors LLC ($209.67K), AMG National Trust Bank ($174.18K), and Fifth Third Bancorp ($139.57K).

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

Institutional investors have sold a total of 4,567,754 shares in the last 24 months. This volume of shares sold represents approximately $255.64M in transactions.


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This page (BATS:ICF) was last updated on 5/15/2024 by MarketBeat.com Staff

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