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 | $107M | -3% | Jun 2024 |
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Jpmorgan Chase & Co | 1.7M | $99M | 11% | Jun 2024 |
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Morgan Stanley | 1.6M | $91M | 1% | Jun 2024 |
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BlackRock | 1.5M | $88M | 4% | Jun 2024 |
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Bank of America Corporation | 828k | $47M | -16% | Jun 2024 |
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Kestra Advisory Services | 562k | $31M | 4% | Jun 2024 |
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M^T Bank Corporation | 518k | $30M | -15% | Jun 2024 |
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Raymond James Financial Services Advisors | 466k | $27M | 5% | Jun 2024 |
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Cullen Frost Bankers | 443k | $25M | -27% | Jun 2024 |
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Cetera Investment Advisers | 423k | $24M | 6% | Jun 2024 |
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Envestnet Asset Management | 408k | $23M | 2% | Jun 2024 |
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Royal Bank of Canada | 403k | $23M | 10% | Jun 2024 |
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Foundations Investment Advisors | 392k | $23M | 13% | Jun 2024 |
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Connecticut Wealth Management | 390k | $22M | 1% | Jun 2024 |
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Creative Planning | 364k | $21M | -2% | Jun 2024 |
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LBMC Investment Advisors | 318k | $18M | -6% | Jun 2024 |
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Amg National Trust Bank | 316k | $18M | -2% | Jun 2024 |
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Wells Fargo & Company | 303k | $17M | -7% | Jun 2024 |
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LPL Financial | 283k | $16M | 1% | Jun 2024 |
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Koss-Olinger Consulting | 235k | $14M | 100% | Jun 2024 |
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Fifth Third Bancorp | 225k | $13M | -6% | Jun 2024 |
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Pathstone Holdings | 224k | $13M | -4% | Jun 2024 |
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IFG Advisors | 212k | $12M | 6% | Jun 2024 |
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Bank of New York Mellon | 203k | $12M | 56% | Jun 2024 |
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Awm Capital | 188k | $11M | 10% | Jun 2024 |
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Commonwealth Equity Services | 187k | $11M | 76% | Jun 2024 |
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Keybank National Association | 186k | $11M | -4% | Jun 2024 |
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Fukoku Mutual Life Insurance | 174k | $10M | 0% | Jun 2024 |
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William Howard & Co Financial Advisors | 157k | $9.0M | 1% | Jun 2024 |
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Pnc Financial Services | 152k | $8.7M | -7% | Jun 2024 |
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Mariner Wealth Advisors | 149k | $8.5M | 2% | Jun 2024 |
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Brewster Financial Planning | 144k | $8.3M | 4% | Jun 2024 |
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HighTower Advisors | 141k | $8.1M | -1% | Jun 2024 |
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Ballentine Partners | 132k | $7.6M | -1% | Jun 2024 |
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Us Bancorp | 129k | $7.4M | -6% | Jun 2024 |
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HPM Partners | 127k | $7.3M | -11% | Jun 2024 |
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CI Private Wealth | 125k | $7.1M | -1% | Jun 2024 |
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McNaughton Wealth Management | 117k | $6.7M | 4% | Jun 2024 |
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Tiaa Trust, National Association | 117k | $6.7M | -19% | Jun 2024 |
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Moneta Group Investment Advisors | 113k | $6.5M | -4% | Jun 2024 |
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Gyl Financial Synergies | 111k | $6.4M | -25% | Jun 2024 |
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Asset Managment | 102k | $5.8M | -1% | Jun 2024 |
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Garde Capital | 100k | $5.7M | -40% | Jun 2024 |
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Cornerstone Wealth Group | 91k | $5.2M | -1% | Jun 2024 |
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Ifrah Financial Services | 89k | $5.1M | 0% | Jun 2024 |
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Atria Wealth Solutions | 83k | $4.7M | -4% | Jun 2024 |
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H D Vest Advisory Services | 79k | $4.6M | 73% | Jun 2024 |
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Family Firm | 78k | $4.5M | 8% | Jun 2024 |
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Private Advisor | 75k | $4.3M | 1% | Jun 2024 |
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Fiduciary Trust Company | 72k | $4.1M | -3% | Jun 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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Goldman Sachs Group | 49k | $2.8M | -5% | Jun 2024 |
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SOA Wealth Advisors | 47k | $2.7M | 62% | Jun 2024 |
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D.A. Davidson & Co. | 46k | $2.6M | 0% | Jun 2024 |
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Envestnet Portfolio Solutions | 46k | $2.6M | 4% | Jun 2024 |
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Brian McDonald | 43k | $2.5M | -4% | Jun 2024 |
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Mine & Arao Wealth Creation & Management | 43k | $2.5M | 2% | Jun 2024 |
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Evermay Wealth Management | 43k | $2.4M | -6% | Jun 2024 |
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Arbor Trust Wealth Advisors | 41k | $2.3M | 0% | Jun 2024 |
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Captrust Financial Advisors | 41k | $2.3M | 0% | Jun 2024 |
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Susquehanna International | 39k | $2.2M | 53% | Jun 2024 |
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Cassaday & Co Wealth Management | 38k | $2.2M | -5% | Jun 2024 |
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Citadel Advisors | 37k | $2.1M | 365% | Jun 2024 |
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Bank of Stockton Trust & Investment | 37k | $2.1M | -16% | Jun 2024 |
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Harbor Investment Advisory | 37k | $2.1M | 0% | Jun 2024 |
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Spire Wealth Management | 35k | $2.0M | 0% | Jun 2024 |
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Kayne Anderson Rudnick Investment Management | 34k | $2.0M | 0% | Jun 2024 |
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Frank, Rimerman Advisors | 34k | $1.9M | 0% | Jun 2024 |
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Mutual Advisors | 33k | $2.0M | 33% | Jun 2024 |
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First National Corp | 33k | $1.9M | 14% | Jun 2024 |
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Jmac Enterprises | 33k | $1.9M | 1% | Jun 2024 |
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Cambridge Investment Research Advisors | 29k | $1.7M | -20% | Jun 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 27k | $1.6M | -17% | Jun 2024 |
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Buckingham Asset Management | 27k | $1.5M | -5% | Jun 2024 |
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Streettalk Advisors | 27k | $1.5M | -31% | Jun 2024 |
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Capital Investment Advisors | 26k | $1.5M | -7% | Jun 2024 |
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Lake Street Advisors Group | 26k | $1.5M | 0% | Jun 2024 |
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Principal Securities | 26k | $1.5M | -1% | Jun 2024 |
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Bailard | 25k | $1.5M | -5% | Jun 2024 |
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Mosley Wealth Management | 24k | $1.4M | 9% | Jun 2024 |
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Trust Company of Virginia | 24k | $1.4M | 0% | Jun 2024 |
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Choate Investment Advisors | 24k | $1.3M | -48% | Jun 2024 |
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Savant Capital Management | 23k | $1.3M | 100% | Jun 2024 |
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Raymond James & Associates | 22k | $1.3M | -13% | Jun 2024 |
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Janney Montgomery Scott | 22k | $1.3M | 0% | Jun 2024 |
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jvl associates | 22k | $1.3M | 0% | Jun 2024 |
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White Lighthouse Investment Management | 22k | $1.2M | 4% | Jun 2024 |
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Regis Management Company | 21k | $1.2M | 0% | Jun 2024 |
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Commerce Bank N A | 21k | $1.2M | 0% | Jun 2024 |
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Citigroup | 21k | $1.2M | 3% | Jun 2024 |
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Clayton Financial Group | 21k | $1.2M | 13% | Jun 2024 |
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Peddock Capital Advisors | 20k | $1.1M | 1% | Jun 2024 |
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Taylor, Cottrill, Erickson & Associates | 20k | $1.1M | 0% | Jun 2024 |
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Hsbc Holdings | 19k | $1.1M | 77% | Jun 2024 |
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Capital Planning Advisors | 19k | $1.1M | 0% | Jun 2024 |
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Mml Investors Services | 19k | $1.1M | -6% | Jun 2024 |
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Parkside Financial Bank & Trust | 18k | $1.0M | 0% | Jun 2024 |
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Ark & Tlk Investments | 18k | $1.0M | 0% | Jun 2024 |
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Modera Wealth Management | 17k | $995k | -4% | Jun 2024 |
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Fortress Wealth Management | 17k | $993k | 0% | Jun 2024 |
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Oakmont Partners | 17k | $983k | 0% | Jun 2024 |
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Sonata Capital | 17k | $980k | 2% | Jun 2024 |
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Cobblestone Capital Advisors | 17k | $964k | 0% | Jun 2024 |
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Mount Yale Investment Advisors | 17k | $948k | 0% | Jun 2024 |
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Transcendent Capital Group | 16k | $919k | -6% | Jun 2024 |
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Sigma Investment Counselors | 16k | $906k | 5% | Jun 2024 |
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Wealthstream Advisors | 16k | $895k | 0% | Jun 2024 |
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HB Wealth Management | 16k | $891k | 0% | Jun 2024 |
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Horizons Wealth Management | 15k | $921k | 0% | Jun 2024 |
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Goss Wealth Management | 15k | $862k | 2% | Jun 2024 |
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Ashton Thomas Private Wealth | 14k | $819k | -1% | Jun 2024 |
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Evanson Asset Management | 14k | $818k | 0% | Jun 2024 |
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White Knight Strategic Wealth Advisors | 14k | $797k | -2% | Jun 2024 |
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BTC Capital Management | 14k | $794k | 0% | Jun 2024 |
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Intergy Private Wealth | 13k | $768k | -89% | Jun 2024 |
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Audent Global Asset Management | 13k | $760k | 2% | Jun 2024 |
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Mercer Global Advisors | 13k | $759k | -3% | Jun 2024 |
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Beacon Pointe Advisors | 13k | $755k | 0% | Jun 2024 |
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James J. Burns & Company | 13k | $754k | -4% | Jun 2024 |
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J.w. Cole Advisors | 13k | $739k | -5% | Jun 2024 |
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VERITY Wealth Advisors | 13k | $736k | 0% | Jun 2024 |
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Stifel Financial | 12k | $706k | -55% | Jun 2024 |
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One Capital Management | 12k | $679k | -21% | Jun 2024 |
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Change Path | 12k | $660k | -6% | Jun 2024 |
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Northern Oak Capital Management | 11k | $653k | 1% | Jun 2024 |
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Coldstream Capital Management | 11k | $640k | 0% | Jun 2024 |
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Innova Wealth Partners | 10k | $595k | -66% | Jun 2024 |
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Fort Washington Investment Advisors | 10k | $590k | -1% | Jun 2024 |
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Jane Street | 10k | $586k | 148% | Jun 2024 |
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Arkadios Wealth Advisors | 10k | $584k | 118% | Jun 2024 |
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Range Financial Group | 10k | $571k | -1% | Jun 2024 |
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Atlantic Trust | 9.8k | $563k | 8% | Jun 2024 |
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Branch Banking & Trust Company | 9.6k | $550k | -10% | Jun 2024 |
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Integrated Advisors Network | 9.6k | $549k | 6% | Jun 2024 |
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Glenview Trust | 9.5k | $544k | 0% | Jun 2024 |
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SJS Investment Consulting | 9.5k | $544k | -12% | Jun 2024 |
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Sanctuary Advisors | 9.4k | $503k | 100% | Jun 2024 |
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BKD Wealth Advisors | 9.2k | $526k | -17% | Jun 2024 |
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James Investment Research | 9.0k | $516k | 0% | Jun 2024 |
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Vanguard Group | 9.0k | $516k | 0% | Jun 2024 |
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Westside Investment Management | 8.9k | $512k | 19% | Jun 2024 |
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Mather Group | 8.9k | $511k | 84% | Jun 2024 |
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Fifth Third Securities | 8.8k | $504k | -3% | Jun 2024 |
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Waldron | 8.7k | $501k | 0% | Jun 2024 |
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Central Trust & Investment | 8.6k | $491k | -9% | Jun 2024 |
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EP Wealth Advisors | 8.3k | $478k | -13% | Jun 2024 |
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Huntington National Bank | 8.2k | $468k | 7% | Jun 2024 |
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Fairway Wealth | 7.8k | $447k | 0% | Jun 2024 |
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Cozad Asset Management | 7.3k | $417k | -10% | Jun 2024 |
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Raymond James Trust | 7.1k | $406k | -18% | Jun 2024 |
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Sharkey, Howes & Javer | 4.7k | $271k | -40% | Jun 2024 |
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Who sold out of iShares Cohen & Steers Realty Maj.?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Advisor Group Holdings | Dec 2023 | 284k | $17M |
UBS Group | Dec 2023 | 155k | $9.1M |
Capital Analysts | Dec 2023 | 119k | $7.0M |
Cresset Asset Management | Dec 2023 | 89k | $5.2M |
Kfg Wealth Management | Mar 2024 | 88k | $5.1M |
Baird Financial | Dec 2023 | 85k | $5.0M |
Lincoln National | Mar 2024 | 70k | $4.0M |
Proathlete Wealth Management | Mar 2024 | 64k | $3.7M |
Per Stirling Capital Management | Dec 2023 | 53k | $3.1M |
Windham Capital Management | Dec 2023 | 44k | $2.6M |
Gunma Bank | Mar 2024 | 32k | $1.8M |
IHT Wealth Management | Dec 2023 | 25k | $1.4M |
Wambolt & Associates | Dec 2023 | 15k | $899k |
Eudaimonia Advisors | Dec 2023 | 14k | $846k |
Prudential Financial | Dec 2023 | 13k | $771k |
Sowa Financial Group | Mar 2024 | 13k | $761k |
Eudaimonia Partners | Dec 2023 | 12k | $718k |
Affinity Capital Advisors | Dec 2023 | 12k | $684k |
Flow Traders US | Mar 2024 | 10k | $593k |
Tolleson Wealth Management | Dec 2023 | 9.4k | $552k |
Waters, Parkerson & Co | Dec 2023 | 8.6k | $507k |
Mission Wealth Management | Mar 2024 | 8.6k | $496k |