Who owns iShares Cohen & Steers Realty Maj.?
- Ticker: ICF
- CUSIP Number: 464287564
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Analyze quarterly positions in iShares Cohen & Steers Realty Maj. with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold iShares Cohen & Steers Realty Maj. this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Northwestern Mutual Wealth Management Company | 1.9M | $128M | 4% | Sep 2024 |
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Morgan Stanley | 1.6M | $91M | 1% | Jun 2024 |
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Jpmorgan Chase & Co | 1.6M | $103M | -9% | Sep 2024 |
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BlackRock | 1.5M | $88M | 4% | Jun 2024 |
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BlackRock | 1.4M | $94M | 100% | Sep 2024 |
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Bank of America Corporation | 805k | $53M | -3% | Sep 2024 |
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Kestra Advisory Services | 542k | $36M | -4% | Sep 2024 |
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Raymond James Financial Services Advisors | 493k | $33M | 6% | Sep 2024 |
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M^T Bank Corporation | 467k | $31M | -10% | Sep 2024 |
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Cetera Investment Advisers | 423k | $24M | 6% | Jun 2024 |
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Connecticut Wealth Management | 420k | $28M | 8% | Sep 2024 |
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Foundations Investment Advisors | 387k | $26M | -1% | Sep 2024 |
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Royal Bank of Canada | 384k | $25M | -5% | Sep 2024 |
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Creative Planning | 353k | $23M | -3% | Sep 2024 |
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Advisor Group Holdings | 345k | $23M | 84% | Sep 2024 |
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Envestnet Asset Management | 336k | $22M | -18% | Sep 2024 |
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Amg National Trust Bank | 319k | $21M | 1% | Sep 2024 |
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LPL Financial | 318k | $21M | 12% | Sep 2024 |
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Wells Fargo & Company | 315k | $21M | 4% | Sep 2024 |
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LBMC Investment Advisors | 286k | $19M | -10% | Sep 2024 |
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Koss-Olinger Consulting | 233k | $15M | -1% | Sep 2024 |
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Pathstone Holdings | 229k | $15M | 2% | Sep 2024 |
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Keybank National Association | 228k | $15M | 22% | Sep 2024 |
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IFG Advisors | 225k | $15M | 6% | Sep 2024 |
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Fifth Third Bancorp | 220k | $15M | -2% | Sep 2024 |
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Cullen Frost Bankers | 212k | $14M | -52% | Sep 2024 |
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National Bank Of Canada /fi/ | 202k | $13M | 100% | Sep 2024 |
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Bank of New York Mellon | 198k | $13M | -2% | Sep 2024 |
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Awm Capital | 188k | $11M | 10% | Jun 2024 |
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Commonwealth Equity Services | 184k | $12M | -1% | Sep 2024 |
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Fukoku Mutual Life Insurance | 174k | $12M | 0% | Sep 2024 |
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William Howard & Co Financial Advisors | 159k | $11M | 1% | Sep 2024 |
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Mariner Wealth Advisors | 151k | $10M | 1% | Sep 2024 |
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Brewster Financial Planning | 145k | $9.5M | 0% | Sep 2024 |
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Cambridge Associates | 141k | $9.3M | 100% | Sep 2024 |
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HighTower Advisors | 141k | $8.1M | -1% | Jun 2024 |
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Pnc Financial Services | 139k | $9.2M | -8% | Sep 2024 |
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Ballentine Partners | 132k | $8.7M | 0% | Sep 2024 |
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Us Bancorp | 128k | $8.4M | -1% | Sep 2024 |
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CI Private Wealth | 125k | $6.6M | 0% | Sep 2024 |
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McNaughton Wealth Management | 120k | $7.9M | 3% | Sep 2024 |
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Tiaa Trust, National Association | 117k | $6.7M | -19% | Jun 2024 |
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Moneta Group Investment Advisors | 112k | $7.4M | -2% | Sep 2024 |
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Gyl Financial Synergies | 111k | $7.3M | 0% | Sep 2024 |
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School Employees Retirement Board Of Ohio | 106k | $7.0M | 100% | Sep 2024 |
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Northern Trust | 104k | $6.9M | -5% | Sep 2024 |
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HPM Partners | 100k | $6.6M | -21% | Sep 2024 |
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Asset Managment | 99k | $6.5M | -3% | Sep 2024 |
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Garde Capital | 93k | $6.1M | -7% | Sep 2024 |
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Cornerstone Wealth Group | 89k | $5.8M | -2% | Sep 2024 |
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Ifrah Financial Services | 87k | $5.7M | -2% | Sep 2024 |
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Atria Wealth Solutions | 81k | $5.4M | -1% | Sep 2024 |
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H D Vest Advisory Services | 79k | $4.6M | 73% | Jun 2024 |
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Private Advisor | 79k | $5.2M | 5% | Sep 2024 |
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Family Firm | 74k | $4.8M | -5% | Sep 2024 |
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Fiduciary Trust Company | 72k | $4.1M | -3% | Jun 2024 |
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Per Stirling Capital Management | 62k | $4.1M | 24% | Sep 2024 |
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Equitable Holdings | 54k | $3.1M | 8% | Jun 2024 |
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Belpointe Asset Management | 53k | $3.0M | 2% | Jun 2024 |
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Wealth Enhancement Advisory Services | 50k | $2.9M | -10% | Jun 2024 |
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SOA Wealth Advisors | 50k | $3.3M | 6% | Sep 2024 |
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Goldman Sachs Group | 49k | $2.8M | -5% | Jun 2024 |
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Envestnet Portfolio Solutions | 48k | $3.2M | 4% | Sep 2024 |
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D.A. Davidson & Co. | 46k | $2.6M | 0% | Jun 2024 |
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Mine & Arao Wealth Creation & Management | 42k | $2.8M | -3% | Sep 2024 |
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Evermay Wealth Management | 42k | $2.8M | -2% | Sep 2024 |
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Captrust Financial Advisors | 41k | $2.7M | 2% | Sep 2024 |
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Brian McDonald | 41k | $2.7M | -5% | Sep 2024 |
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Arbor Trust Wealth Advisors | 41k | $2.3M | 0% | Sep 2024 |
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Susquehanna International | 41k | $2.7M | 5% | Sep 2024 |
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Cassaday & Co Wealth Management | 38k | $2.5M | 0% | Sep 2024 |
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Bank of Stockton Trust & Investment | 37k | $2.1M | -16% | Jun 2024 |
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Harbor Investment Advisory | 37k | $2.4M | 0% | Sep 2024 |
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Spire Wealth Management | 34k | $2.3M | -2% | Sep 2024 |
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Kayne Anderson Rudnick Investment Management | 34k | $2.3M | 0% | Sep 2024 |
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Frank, Rimerman Advisors | 34k | $2.2M | 0% | Sep 2024 |
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Jmac Enterprises | 33k | $2.2M | 0% | Sep 2024 |
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Mutual Advisors | 33k | $2.1M | -2% | Sep 2024 |
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Citadel Advisors | 32k | $2.1M | -13% | Sep 2024 |
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Cambridge Investment Research Advisors | 32k | $2.1M | 8% | Sep 2024 |
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Trustmark National Bank - Trust Department | 31k | $2.0M | 0% | Sep 2024 |
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First National Corp | 31k | $2.0M | -8% | Sep 2024 |
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Savant Capital Management | 29k | $1.9M | 25% | Sep 2024 |
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Peddock Capital Advisors | 28k | $1.9M | 40% | Sep 2024 |
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Principal Securities | 28k | $1.8M | 9% | Sep 2024 |
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Buckingham Asset Management | 27k | $1.5M | -5% | Jun 2024 |
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Raymond James & Associates | 27k | $1.8M | 19% | Sep 2024 |
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Citigroup | 27k | $1.8M | 29% | Sep 2024 |
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Colony | 26k | $1.7M | 100% | Sep 2024 |
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Lake Street Advisors Group | 26k | $1.7M | 0% | Sep 2024 |
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Cornerstone Advisors Asset Management | 26k | $1.7M | -3% | Sep 2024 |
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Capital Investment Advisors | 26k | $1.7M | -2% | Sep 2024 |
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Bailard | 25k | $1.7M | -1% | Sep 2024 |
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Streettalk Advisors | 25k | $1.7M | -5% | Sep 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 25k | $1.7M | -7% | Sep 2024 |
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Valeo Financial Advisors | 25k | $1.6M | 248% | Sep 2024 |
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Mosley Wealth Management | 25k | $1.6M | 3% | Sep 2024 |
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jvl associates | 22k | $1.4M | 0% | Sep 2024 |
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Janney Montgomery Scott | 22k | $1.4M | -1% | Sep 2024 |
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Commerce Bank N A | 22k | $1.4M | 5% | Sep 2024 |
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White Lighthouse Investment Management | 22k | $1.4M | 0% | Sep 2024 |
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Choate Investment Advisors | 21k | $1.4M | -10% | Sep 2024 |
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Trust Company of Virginia | 21k | $1.4M | -11% | Sep 2024 |
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Regis Management Company | 21k | $1.2M | 0% | Jun 2024 |
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Hsbc Holdings | 19k | $1.1M | 77% | Jun 2024 |
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Capital Planning Advisors | 19k | $1.2M | 0% | Sep 2024 |
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Mml Investors Services | 19k | $1.2M | 0% | Sep 2024 |
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Taylor, Cottrill, Erickson & Associates | 18k | $1.2M | -11% | Sep 2024 |
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Ark & Tlk Investments | 18k | $1.2M | 0% | Sep 2024 |
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Parkside Financial Bank & Trust | 18k | $1.2M | -1% | Sep 2024 |
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Oakmont Partners | 17k | $1.1M | 0% | Sep 2024 |
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Modera Wealth Management | 17k | $1.1M | -3% | Sep 2024 |
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Sonata Capital | 17k | $1.1M | -2% | Sep 2024 |
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Fortress Wealth Management | 17k | $1.1M | -4% | Sep 2024 |
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Mount Yale Investment Advisors | 17k | $1.1M | 0% | Sep 2024 |
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CWM | 17k | $1.1M | 950% | Sep 2024 |
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Cobblestone Capital Advisors | 16k | $1.0M | -5% | Sep 2024 |
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Sigma Investment Counselors | 16k | $906k | 5% | Jun 2024 |
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Flow Traders US | 16k | $1.0M | 100% | Sep 2024 |
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Wealthstream Advisors | 16k | $1.0M | 0% | Sep 2024 |
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Clayton Financial Group | 16k | $1.0M | -24% | Sep 2024 |
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HB Wealth Management | 16k | $1.0M | 0% | Sep 2024 |
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Goss Wealth Management | 15k | $862k | 2% | Jun 2024 |
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Horizons Wealth Management | 15k | $986k | -2% | Sep 2024 |
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Ashton Thomas Private Wealth | 14k | $941k | 0% | Sep 2024 |
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Evanson Asset Management | 14k | $941k | 0% | Sep 2024 |
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White Knight Strategic Wealth Advisors | 14k | $917k | 0% | Sep 2024 |
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BTC Capital Management | 14k | $908k | -1% | Sep 2024 |
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NVWM | 14k | $902k | 100% | Sep 2024 |
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Audent Global Asset Management | 13k | $874k | 0% | Sep 2024 |
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Mercer Global Advisors | 13k | $759k | -3% | Jun 2024 |
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Intergy Private Wealth | 13k | $871k | -2% | Sep 2024 |
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James J. Burns & Company | 13k | $866k | 0% | Sep 2024 |
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J.w. Cole Advisors | 13k | $858k | 1% | Sep 2024 |
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VERITY Wealth Advisors | 13k | $851k | 0% | Sep 2024 |
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Beacon Pointe Advisors | 13k | $830k | -4% | Sep 2024 |
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Stifel Financial | 12k | $706k | -55% | Jun 2024 |
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One Capital Management | 12k | $771k | -1% | Sep 2024 |
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Northern Oak Capital Management | 12k | $755k | 1% | Sep 2024 |
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Change Path | 11k | $738k | -3% | Sep 2024 |
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Coldstream Capital Management | 11k | $736k | 0% | Sep 2024 |
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Wambolt & Associates | 11k | $723k | -16% | Sep 2024 |
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Diversify Wealth Management | 11k | $718k | 100% | Sep 2024 |
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Accel Wealth Management | 11k | $720k | 110% | Sep 2024 |
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Fort Washington Investment Advisors | 10k | $673k | -1% | Sep 2024 |
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Arkadios Wealth Advisors | 10k | $672k | 0% | Sep 2024 |
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Sanctuary Advisors | 9.8k | $635k | 4% | Sep 2024 |
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Westside Investment Management | 9.7k | $643k | 9% | Sep 2024 |
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Branch Banking & Trust Company | 9.6k | $550k | -10% | Jun 2024 |
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Affinity Capital Advisors | 9.6k | $632k | -16% | Sep 2024 |
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Range Financial Group | 9.3k | $611k | -7% | Sep 2024 |
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BKD Wealth Advisors | 9.2k | $526k | -17% | Jun 2024 |
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Transcendent Capital Group | 4.8k | $316k | -70% | Sep 2024 |
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Atlantic Trust | 3.3k | $215k | -67% | Sep 2024 |
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Who sold out of iShares Cohen & Steers Realty Maj.?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Eagle Strategies | Mar 2024 | 19k | $1.1M |
Thrivent Financial for Lutherans | Mar 2024 | 11k | $649k |
Innova Wealth Partners | Jun 2024 | 10k | $595k |
Jane Street | Jun 2024 | 10k | $586k |