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Disclosery

ICF ISHARES TR

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SELECT US REIT (fund)

368 managers (371 13F filers) reported a position in ICF shares at 2024-12-31, 20,580,346 shares in all. 26 filers opened a position and 23 filers sold out during the quarter.

Managers
368
13F filers
371
New
26
Added
106
Reduced
110
Sold out
23
Shares held by filers
20,580,346

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Sequoia Financial Advisors, LLC5,532$333K<0.01%013F-HR/ATimeline
Sterling Investment Advisors, Ltd.5,335$321K0.08%+31013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5,325$321K0.01%+1,29013F-HRTimeline
HOLDERNESS INVESTMENTS CO5,300$319K0.07%013F-HRTimeline
ARS Investment Partners, LLC5,250$316K0.03%013F-HRTimeline
Robertson Stephens Wealth Management, L…5,196$313K0.01%-10513F-HRTimeline
Opulen Financial Group LLC5,077$306K0.28%13F-HRTimeline
Post Resch Tallon Group Inc.5,045$301K0.29%13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,978$300K<0.01%-37613F-HRTimelineGroup
Strata Wealth Advisors, LLC4,872$294K0.09%+1,81213F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC4,760$287K<0.01%-20013F-HRTimeline
SP Asset Management LLC4,744$286K0.02%+4013F-HRTimeline
Ellis Investment Partners, LLC4,685$282K0.06%+1313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,667$281K0.01%+46013F-HRTimelineGroup
Integrated Wealth Concepts LLC4,646$280K<0.01%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC4,634$279K0.03%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,622$279K<0.01%+33313F-HRTimelineGroup
Diversified Portfolios, Inc.4,522$272K0.03%-1,44013F-HRTimeline
Courage Miller Partners, LLC4,440$268K0.09%-213F-HRTimeline
Linscomb Wealth, Inc.4,410$266K0.01%013F-HRTimeline
CHOREO, LLC4,342$262K<0.01%+413F-HRTimeline
Fortress Financial Solutions, LLC4,301$259K0.37%13F-HRTimeline
MAI Capital Management4,237$255K<0.01%-13213F-HRTimeline
Cordant, Inc.4,163$251K0.13%013F-HRTimeline
Jordan Park Group LLC4,140$249K0.02%013F-HRTimeline
Gradient Capital Advisors, LLC4,120$248K0.08%013F-HRTimeline
Evercore Wealth Management, LLC4,101$247K<0.01%013F-HRTimeline
Cadence Bank4,000$241K0.02%-6013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,974$239K<0.01%+57313F-HRTimelineGroup
Wilmington Savings Fund Society, FSB3,869$233K<0.01%-5413F-HRTimeline
Relyea Zuckerberg Hanson LLC3,800$229K0.03%013F-HRTimeline
High Net Worth Advisory Group LLC3,800$229K0.06%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,793$229K<0.01%+5213F-HRTimelineGroup
Glass Jacobson Investment Advisors llc3,772$227K0.07%-25813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DROMS STRAUSS ADVISORS INC /MO/ /ADV3,720$224K0.07%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,703$223K<0.01%new13F-HRTimelineGroup
Fortitude Advisory Group L.L.C.3,627$219K0.13%013F-HRTimeline
Windsor Capital Management, LLC3,551$214K0.06%+413F-HRTimeline
Transcendent Capital Group LLC3,520$212K0.11%-1,26813F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co3,513$212K<0.01%new13F-HRTimelineGroup
Sharkey, Howes & Javer3,510$212K0.03%013F-HRTimeline
PFG Advisors3,504$211K0.01%+6513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP3,462$209K<0.01%013F-HRTimeline
Partners in Financial Planning3,446$208K0.04%013F-HRTimeline
Topel & Distasi Wealth Management, LLC3,441$207K0.09%013F-HRTimeline
Merit Financial Group, LLC3,406$205K<0.01%-48813F-HRTimeline
North Star Investment Management Corp.3,400$205K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,400$205K0.02%013F-HRTimeline
Physician Wealth Advisors, Inc.3,351$202K0.03%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC3,350$202K0.08%013F-HRTimeline
SeaCrest Wealth Management, LLC3,342$201K0.02%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,000$180K<0.01%-1,90013F-HRTimelineGroup
Geneos Wealth Management Inc.2,806$169K0.01%013F-HRTimeline
Private Wealth Management Group, LLC2,775$167K0.06%013F-HRTimeline
Capital Advisors, Ltd. LLC2,530$152K0.02%013F-HRTimeline
IMG Wealth Management, Inc.2,501$151K0.14%13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,500$151K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC2,281$137K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.2,264$137K0.06%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,234$135K<0.01%+1,06013F-HRTimelineGroup
Parallel Advisors, LLC2,166$131K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,135$129K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL2,016$121K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,805$109K0.02%013F-HRTimeline
OARSMAN CAPITAL, INC.1,800$108K0.02%-10513F-HRTimeline
AdvisorNet Financial, Inc1,656$99.8K0.01%+513F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…1,636$98.6K0.03%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA1,678$97.3K<0.01%013F-HRTimelineGroup
Castleview Partners, LLC1,631$97.3K0.05%+1313F-HR/ATimeline
Laurel Wealth Advisors LLC1,593$96K0.02%+113F-HRTimeline
WHITTIER TRUST CO1,586$95.6K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,576$95.5K<0.01%013F-HRTimelineGroup
Allworth Financial LP1,504$90.9K<0.01%013F-HRTimeline
DT Investment Partners, LLC1,500$90.4K0.01%-4,15413F-HRTimeline
Provenance Wealth Advisors, LLC1,400$84.4K0.01%013F-HRTimeline
CVA Family Office, LLC1,344$81K0.01%+313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,335$80.4K0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,332$80.3K<0.01%013F-HRTimeline
Larson Financial Group LLC1,284$77.4K<0.01%-63413F-HRTimeline
Bank of New Hampshire1,150$69.3K0.02%013F-HRTimeline
Founders Financial Alliance, LLC1,058$63.7K0.02%+913F-HRTimeline
Global Retirement Partners, LLC1,043$62.9K<0.01%+313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,028$62.1K<0.01%013F-HRTimeline
Manchester Capital Management LLC1,000$60.3K0.01%013F-HRTimeline
Biltmore Family Office, LLC1,000$60.3K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,000$60.3K<0.01%013F-HRTimeline
JDM Financial Group LLC980$59.1K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.902$54.4K<0.01%+18813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC858$51.7K<0.01%013F-HRTimeline
HM PAYSON & CO850$51.2K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC841$50.7K<0.01%-10013F-HRTimeline
Avion Wealth760$45K0.01%013F-HRTimeline
First Horizon Advisors, Inc.739$44.6K<0.01%+613F-HRTimeline
LEE DANNER & BASS INC680$41K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP677$40.8K<0.01%+39813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC614$37K<0.01%new13F-HRTimelineGroup
Nemes Rush Group LLC606$36.5K<0.01%+60013F-HRTimeline
Breakwater Investment Management570$34.3K0.01%013F-HR/ATimeline
IFP Advisors, Inc558$33.6K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC521$31.4K0.01%+513F-HRTimeline
Coastline Trust Co520$31.3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CNB Bank500$30.1K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.458$27.6K0.01%+413F-HRTimeline
Plante Moran Financial Advisors, LLC448$27K<0.01%013F-HRTimeline
Running Point Capital Advisors, LLC427$25.7K0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…405$24.4K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC400$24.1K0.01%+313F-HRTimeline
Federation des caisses Desjardins du Qu…396$23.9K<0.01%new13F-HRTimeline
Bristlecone Advisors, LLC382$23K<0.01%+313F-HRTimeline
Redwood Park Advisors LLC382$23K0.02%13F-HRTimeline
Anchor Investment Management, LLC370$22.3K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC352$21.2K<0.01%013F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.346$20.8K0.01%13F-HRTimeline
HOWE & RUSLING INC300$18.1K<0.01%013F-HRTimeline
Piscataqua Savings Bank300$18.1K0.02%013F-HRTimeline
Ridgewood Investments LLC291$17.5K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.290$17.5K0.01%013F-HRTimeline
Synergy Investment Management, LLC288$17.3K0.01%13F-HRTimeline
Arax Advisory Partners278$16.8K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC267$16.1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cetera Trust Company, N.A250$15.1K0.01%013F-HRTimeline
MOTCO245$14.8K<0.01%013F-HRTimeline
NorthRock Partners, LLC242$14.6K<0.01%new13F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC236$14.2K<0.01%013F-HRTimeline
Bullock Wealth Management Group232$14K0.01%013F-HRTimeline
WealthShield Partners, LLC228$13.7K<0.01%-11113F-HRTimeline
Blue Trust, Inc.227$13.7K<0.01%new13F-HR/ATimeline
Hamilton Point Investment Advisors, LLC220$13.3K<0.01%013F-HRTimeline
WR Wealth Planners, LLC200$12.1K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC197$11.9K0.01%+213F-HRTimeline
HHM Wealth Advisors, LLC182$11K<0.01%+8013F-HRTimeline
McIlrath & Eck, LLC180$10.8K<0.01%013F-HRTimeline
Newton One Investments LLC178$10.7K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC159$9.58K<0.01%new13F-HRTimeline
Morling Financial Advisors, LLC150$9.04K<0.01%013F-HRTimeline
Front Row Advisors LLC141$8.49K<0.01%+113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC132$7.95K<0.01%new13F-HRTimeline
Noble Wealth Management PBC130$7.83K0.01%13F-HRTimeline
EASTERN BANK126$7.59K<0.01%-2413F-HRTimeline
SIMPLEX TRADING, LLC121$7K<0.01%-16413F-HRTimeline
Cape Investment Advisory, Inc.116$6.99K<0.01%013F-HRTimeline
MGB Wealth Management, LLC114$6.87K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD102$6.15K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST100$6.03K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC96$5.79K<0.01%13F-HRTimeline
Centricity Wealth Management, LLC88$5.3K<0.01%13F-HRTimeline
Archer Investment Corp80$4.82K<0.01%-3613F-HRTimeline
PINNEY & SCOFIELD, INC.78$4.7K<0.01%13F-HRTimeline
Investors Research Corp72$4.34K<0.01%+413F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners72$4.34K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO69$4.16K<0.01%new13F-HRTimelineGroup
Rialto Wealth Management, LLC59$3.56K<0.01%13F-HRTimeline
Register Financial Advisors LLC52$3.13K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.52$3.13K<0.01%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…44$2.65K<0.01%new13F-HRTimelineGroup
Brooklyn Investment Group44$2.6K<0.01%new13F-HRTimeline
GeoWealth Management, LLC41$2.47K<0.01%-2413F-HRTimeline
Capital Investment Advisory Services, L…40$2.41K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC39$2.33K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC35$2.11K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…34$2.05K<0.01%-1,35313F-HRTimelineGroup
BROADWATER CAPITAL MANAGEMENT LLC20$1.21K<0.01%013F-HR/ATimeline
Global Trust Asset Management, LLC10$603<0.01%013F-HRTimeline
Sound Income Strategies, LLC7$422<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.2$1280.01%-2,14513F-HRTimeline
Frazier Financial Advisors, LLC2$126<0.01%013F-HRTimeline
Key Financial Inc2$121<0.01%013F-HRTimeline
Creekmur Asset Management LLC1$52<0.01%013F-HRTimeline