ICF Institutional Ownership & Shareholders
ISHARES COHEN & STEERS REIT (ICF) is currently held by 362 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.18B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of ICF tracked by InsiderSet, reporting ownership valued at approximately $112.82M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $108.99M, representing an estimated loss of -3.39% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed ICF value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in ISHARES COHEN & STEERS REIT (ICF).
This page ranks the largest institutional ICF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
362
Total Reported Value
$1.18B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$112.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.01% | 1,635,981 | $112,817,308 | $108,989,054 | -$3,828,254 | -3.39% | |
| Morgan Stanley | 0.01% | 1,461,529 | $98,843,345 | $97,367,062 | -$1,476,283 | -1.49% | |
| Bank Of America Corp | 0.00% | 780,062 | $52,755,568 | $51,967,730 | -$787,838 | -1.49% | |
| Foundations Investment Advisors, Llc | 0.53% | 763,220 | $51,616,539 | $50,845,716 | -$770,823 | -1.49% | |
| Cetera Investment Advisers | 0.04% | 689,531 | $46,632,946 | $45,936,555 | -$696,391 | -1.49% | |
| Royal Bank Of Canada | 0.01% | 606,966 | $41,049,000 | $40,436,075 | -$612,925 | -1.49% | |
| Osaic Holdings, Inc. | 0.05% | 580,359 | $39,270,550 | $38,663,517 | -$607,033 | -1.55% | |
| Raymond James Financial Inc | 0.01% | 476,297 | $32,211,978 | $31,730,906 | -$481,072 | -1.49% | |
| National Philanthropic Trust | 0.44% | 447,284 | $30,249,817 | $29,798,060 | -$451,757 | -1.49% | |
| M&T Bank Corp | 0.10% | 476,036 | $29,461,469 | $31,713,518 | +$2,252,049 | +7.64% | |
| Lpl Financial Llc | 0.01% | 430,799 | $29,134,909 | $28,699,829 | -$435,080 | -1.49% | |
| Bank Of New York Mellon Corp | 0.00% | 371,340 | $25,113,732 | $24,738,671 | -$375,061 | -1.49% | |
| Amg National Trust Bank | 0.50% | 359,980 | $24,345,465 | $23,981,868 | -$363,597 | -1.49% | |
| Keybank National Association/Oh | 0.07% | 324,314 | $21,933,367 | $21,605,799 | -$327,568 | -1.49% | |
| Huntington National Bank | 0.10% | 315,746 | $21,353,946 | $21,034,999 | -$318,947 | -1.49% | |
| Kestra Advisory Services, Llc | 0.06% | 336,062 | $21,138,293 | $22,388,450 | +$1,250,157 | +5.91% | |
| Creative Planning | 0.01% | 277,561 | $17,458,597 | $18,491,114 | +$1,032,517 | +5.91% | |
| Wells Fargo & Company/Mn | 0.00% | 244,827 | $16,557,651 | $16,310,375 | -$247,276 | -1.49% | |
| Lbmc Investment Advisors, Llc | 0.87% | 238,394 | $16,122,581 | $15,881,808 | -$240,773 | -1.49% | |
| Connecticut Wealth Management, Llc | 0.56% | 243,852 | $15,338,260 | $16,245,420 | +$907,160 | +5.91% | |
| Envestnet Asset Management Inc | 0.00% | 223,256 | $15,098,832 | $14,873,315 | -$225,517 | -1.49% | |
| Fifth Third Bancorp | 0.02% | 221,203 | $14,959,965 | $14,736,544 | -$223,421 | -1.49% | |
| Ifg Advisors, Llc | 2.00% | 231,583 | $14,566,583 | $15,428,059 | +$861,476 | +5.91% | |
| Pathstone Holdings, Llc | 0.05% | 208,784 | $12,921,642 | $13,909,190 | +$987,548 | +7.64% | |
| Brewster Financial Planning Llc | 6.37% | 183,905 | $11,567,645 | $12,251,751 | +$684,106 | +5.91% | |
| Focus Partners Wealth | 0.01% | 169,852 | $11,487,129 | $11,315,540 | -$171,589 | -1.49% | |
| Mariner, Llc | 0.01% | 167,866 | $11,353,389 | $11,183,233 | -$170,156 | -1.50% | |
| Commonwealth Equity Services, Llc | 0.01% | 178,782 | $11,245,387 | $11,910,457 | +$665,070 | +5.91% | |
| William Howard & Co Financial Advisors Inc | 8.46% | 160,922 | $10,883,155 | $10,720,624 | -$162,531 | -1.49% | |
| Cresset Asset Management, Llc | 0.03% | 134,878 | $9,121,816 | $8,985,572 | -$136,244 | -1.49% | |
| Corient Private Wealth Llc | 0.01% | 132,061 | $8,931,309 | $8,797,904 | -$133,405 | -1.49% | |
| Ubs Group Ag | 0.00% | 123,804 | $8,372,865 | $8,247,822 | -$125,043 | -1.49% | |
| Ballentine Partners, Llc | 0.10% | 115,440 | $7,807,198 | $7,690,613 | -$116,585 | -1.49% | |
| Cwm, Llc | 0.02% | 125,738 | $7,781,901 | $8,376,666 | +$594,765 | +7.64% | |
| Moneta Group Investment Advisors Llc | 0.06% | 110,832 | $7,495,571 | $7,383,628 | -$111,943 | -1.49% | |
| Us Bancorp \De\ | 0.01% | 106,920 | $7,231,000 | $7,123,010 | -$107,990 | -1.49% | |
| Awm Capital, Llc | 0.47% | 105,607 | $6,642,693 | $7,035,538 | +$392,845 | +5.91% | |
| Equitable Holdings, Inc. | 0.04% | 94,676 | $6,402,946 | $6,307,315 | -$95,631 | -1.49% | |
| Cullen/Frost Bankers, Inc. | 0.06% | 97,188 | $6,113,119 | $6,474,665 | +$361,546 | +5.91% | |
| Northern Trust Corp | 0.00% | 86,383 | $5,842,083 | $5,754,835 | -$87,248 | -1.49% | |
| Asset Management Group, Inc. | 0.84% | 85,137 | $5,757,788 | $5,671,827 | -$85,961 | -1.49% | |
| Ameriprise Financial Inc | 0.00% | 83,418 | $5,641,554 | $5,557,307 | -$84,247 | -1.49% | |
| Ifrah Financial Services, Inc. | 1.42% | 89,136 | $5,606,654 | $5,938,240 | +$331,586 | +5.91% | |
| Garde Capital, Inc. | 0.31% | 87,758 | $5,519,986 | $5,846,438 | +$326,452 | +5.91% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.02% | 81,347 | $5,501,498 | $5,419,337 | -$82,161 | -1.49% | |
| Wealthspire Retirement, Llc | 0.29% | 76,904 | $5,219,004 | $5,123,344 | -$95,660 | -1.83% | |
| Pnc Financial Services Group, Inc. | 0.00% | 73,658 | $4,981,490 | $4,907,096 | -$74,394 | -1.49% | |
| Baird Financial Group, Inc. | 0.01% | 69,443 | $4,696,430 | $4,626,293 | -$70,137 | -1.49% | |
| Soa Wealth Advisors, Llc. | 0.78% | 68,979 | $4,665,067 | $4,595,381 | -$69,686 | -1.49% | |
| Arbor Trust Wealth Advisors, Llc | 1.73% | 63,332 | $4,283,134 | $4,219,178 | -$63,956 | -1.49% |
Frequently asked questions about ICF
Who are the largest institutional holders of ICF?
The largest institutional holders of ICF reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, Morgan Stanley, Bank Of America Corp, Foundations Investment Advisors, Llc, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported ICF position.
What is ICF institutional ownership?
This page tracks ICF positions reported by institutional investment managers through SEC Form 13F. ISHARES COHEN & STEERS REIT (ICF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ICF?
InsiderSet currently tracks 362 institutional managers reporting ICF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ICF shareholders.
How much ICF stock do institutions own?
Institutional investment managers disclosed approximately $1.18B in ICF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ICF institutional ownership last updated?
The latest ICF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ICF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ICF position after the reporting date.
Are institutions buying or selling ICF?
Institutional buying and selling can be analyzed by comparing ICF positions across consecutive 13F reporting periods. InsiderSet's ICF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ICF ownership changes.
How has ICF institutional ownership changed over time?
InsiderSet tracks ICF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.