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Get Institutions for : 
iShares Tr Cohen & Steers (ICF)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 354    9
Total shares held : 
 19,898,219  
% of shares held : 
 11.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -27  
Amount of shares held : 
 -371,256  
% of shares held change : 
   -0.21%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 69,054
 0.35%
 
Increased Positions :
100
 1,053,430
 5.29%
 
Unchanged Positions :
119
 716,882
 3.6%
 
Decreased Positions :
118
-1,229,226
-6.18%
 
Closed Positions :
26
-264,514
-1.33%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for period: 3-31-2024 View holdings for period: 6-30-2024 View holdings for period: 9-30-2024 View holdings for period: 12-31-2024 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 89 - 2025-03-31 2,147,157 $132,115,000 68,086
   BANK OF AMERICA CORP /DE/ 1269 - 2025-03-31 977,577 $60,150,000 168,796
   RAYMOND JAMES FINANCIAL INC 857 - 2025-03-31 626,390 $38,542,000 39,622
   Connecticut Wealth Management LLC 15 - 2025-03-31 480,915 $29,591,000 30,542
   M&T BANK CORP 162 - 2025-03-31 479,547 $29,506,000 7,301
   Cetera Investment Advisers 346 - 2025-03-31 475,880 $29,281,000 50,905
   Foundations Investment Advisors LLC 45 - 2025-03-31 466,758 $28,720,000 25,080
   ROYAL BANK OF CANADA 987 - 2025-03-31 465,141 $28,620,000 69,295
   LPL FINANCIAL CORP 1092 - 2025-03-31 354,996 $21,843,000 1,374
   ENVESTNET ASSET MANAGEMENT INC 1153 - 2025-03-31 338,189 $20,809,000 15,078
   BANK OF NEW YORK MELLON CORP 1609 - 2025-03-31 262,173 $16,132,000 56,065
   CI Private Wealth LLC 428 - 2025-03-31 251,014 $15,445,000 127,952
   KEYBANK NATIONAL ASSOCIATION/OH 196 - 2025-03-31 243,154 $14,961,000 3,247
   IFG Advisors LLC 11 - 2025-03-31 231,777 $14,261,000 4,378
   Pathstone Holdings LLC 244 - 2025-03-31 223,227 $13,735,000 1,544
   COMMONWEALTH EQUITY SERVICES LLC. 749 - 2025-03-31 203,069 $12,495,000 9,708
   MARINER WEALTH ADVISORS, LLC 556 - 2025-03-31 162,808 $10,018,000 11,093
   William Howard & Co Financial Advisors Inc 3 - 2025-03-31 158,720 $9,766,000 1,779
   Brewster Financial Planning LLC 6 - 2025-03-31 154,379 $9,499,000 3,735
   CWM LLC 435 - 2025-03-31 111,615 $6,868,000 93,208
   NORTHERN TRUST CORP 2282 - 2025-03-31 105,035 $6,463,000 860
   Alexis Investment Partners LLC 9 - 2025-03-31 105,278 $6,409,000 5,310
   H D Vest Advisory Services 379 - 2025-03-31 93,024 $5,724,000 18,405
   Cresset Asset Management LLC 331 - 2025-03-31 88,835 $5,466,000 7,405
   Family Firm Inc. 21 - 2025-03-31 79,330 $4,881,000 1,286
   Atria Wealth Solutions Inc. 350 - 2025-03-31 76,744 $4,722,000 3,752
   ARBOR TRUST WEALTH ADVISORS LLC 22 - 2025-03-31 67,137 $4,131,000 7,708
   COMERICA BANK 943 - 2025-03-31 45,023 $2,770,000 3,386
   CITADEL ADVISORS LLC 2247 - 2025-03-31 43,865 $2,699,000 41,631
   MERCER GLOBAL ADVISORS INC /ADV 741 - 2025-03-31 42,750 $2,630,000 3,667
   Mine & Arao Wealth Creation & Management LLC. 13 - 2025-03-31 39,971 $2,459,000 67
   CORNERSTONE ADVISORS ASSET MANAGEMENT INC 40 - 2025-03-31 37,604 $2,314,000 3,721
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2185 - 2025-03-31 34,802 $2,141,000 7,716
   Elios Financial Group Inc. 23 - 2025-03-31 33,914 $2,087,000 172
   FIRST NATIONAL CORP /MA/ /ADV 50 - 2025-03-31 32,795 $2,018,000 885
   PRINCIPAL SECURITIES INC. 391 - 2025-03-31 29,894 $1,801,000 46
   PEDDOCK CAPITAL ADVISORS LLC 57 - 2025-03-31 27,081 $1,666,000 1,473
   Mosley Wealth Management 24 - 2024-12-31 27,111 $1,626,000 2,506
   MML INVESTORS SERVICES LLC 1359 - 2025-03-31 22,994 $1,415,000 5,251
   COMMERCE BANK N A/MO 549 - 2025-03-31 21,804 $1,342,000 10
   JANNEY MONTGOMERY SCOTT LLC 1353 - 2025-03-31 21,696 $1,335,000 172
   Capital Analysts Inc. 232 - 2025-03-31 21,212 $1,305,000 8,501
   Sontag Advisory LLC 335 - 2025-03-31 21,000 $1,292,000 10,615
   PARKSIDE FINANCIAL BANK & TRUST 107 - 2025-03-31 20,973 $1,290,000 3,282
   Greykasell Wealth Strategies Inc. 44 - 2025-03-31 18,453 $1,135,000 423
   PEAPACK GLADSTONE FINANCIAL CORP 395 - 2025-03-31 16,452 $1,012,000 12,990
   J.W. COLE ADVISORS INC. 599 - 2025-03-31 13,182 $811,000 67
   VERITY Wealth Advisors 34 - 2025-03-31 13,091 $805,000 129
   Westside Investment Management Inc. 127 - 2025-03-31 12,128 $746,000 1,269
   NFP Retirement Inc. 146 - 2025-03-31 11,658 $717,000 11,658
   Wambolt & Associates LLC 99 - 2025-03-31 10,870 $670,000 4
   Arkadios Wealth Advisors 604 - 2025-03-31 10,676 $657,000 739
   TOWER RESEARCH CAPITAL LLC 698 - 2025-03-31 10,622 $654,000 10,588
   Sanctuary Advisors LLC 1571 - 2024-12-31 9,860 $599,000 75
   STIFEL FINANCIAL CORP 2559 - 2025-03-31 9,636 $593,000 3,129
   Strata Wealth Advisors LLC 44 - 2025-03-31 9,555 $588,000 4,683
   Range Financial Group LLC 106 - 2025-03-31 9,285 $571,000 114
   MATHER GROUP, INC. 371 - 2025-03-31 8,530 $525,000 989
   BARTLETT & CO. WEALTH MANAGEMENT LLC 323 - 2025-03-31 8,460 $521,000 7,460
   Stratos Wealth Partners LTD. 888 - 2025-03-31 7,870 $484,000 37
   FMR LLC 2713 - 2025-03-31 7,784 $479,000 898
   Westshore Wealth LLC 45 - 2025-03-31 7,472 $460,000 29
   Capital Asset Advisory Services LLC 178 - 2025-03-31 7,335 $454,000 433
   AXXCESS WEALTH MANAGEMENT LLC 578 - 2025-03-31 7,317 $450,000 458
   Bremer Bank National Association 113 - 2025-03-31 7,282 $448,000 730
   Oak Wealth Advisors LLC 39 - 2025-03-31 6,507 $400,000 755
   AMERICAN INVESTMENT SERVICES INC. 123 - 2025-03-31 6,384 $393,000 123
   Fairway Wealth LLC 43 - 2025-03-31 6,143 $378,000 69
   Post Resch Tallon Group Inc. 51 - 2025-03-31 5,875 $359,000 830
   Sequoia Financial Advisors LLC 987 - 2025-03-31 5,786 $356,000 254
   Opulen Financial Group LLC 68 - 2025-03-31 5,085 $313,000 8
   Ameritas Advisory Services LLC 711 - 2025-03-31 4,730 $290,000 63
   Ellis Investment Partners LLC 188 - 2025-03-31 4,691 $289,000 6
   Fortress Financial Solutions LLC 49 - 2025-03-31 4,400 $271,000 99
   Parallel Advisors LLC 808 - 2025-03-31 4,355 $268,000 2,189
   BESSEMER GROUP INC 1028 - 2025-03-31 4,200 $258,000 1,200
   PFG Advisors 654 - 2025-03-31 3,604 $222,000 100
   Topel & Distasi Wealth Management LLC 72 - 2025-03-31 3,463 $213,000 22
   Orin Green Financial LLC 70 - 2025-03-31 3,643 $213,000 3,643
   Merit Financial Group LLC 1263 - 2025-03-31 3,442 $212,000 36
   Qube Research & Technologies Ltd 2236 - 2025-03-31 2,739 $169,000 2,739
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1822 - 2025-03-31 2,507 $154,000 372
   AMERIFLEX GROUP INC. 276 - 2025-03-31 2,290 $141,000 26
   NBC SECURITIES INC. 903 - 2025-03-31 2,133 $131,000 2,131
   AdvisorNet Financial Inc 660 - 2025-03-31 1,997 $123,000 341
   JONES FINANCIAL COMPANIES LLLP - 2025-03-31 1,588 $97,000 911
   CVA Family Office LLC 424 - 2025-03-31 1,346 $83,000 2
   Founders Financial Alliance LLC 419 - 2025-03-31 1,062 $65,000 4
   Global Retirement Partners LLC 1495 - 2024-12-31 1,043 $63,000 3
   WHITTIER TRUST CO OF NEVADA INC 771 - 2025-03-31 800 $49,000 668
   FTB Advisors Inc. 966 - 2025-03-31 742 $46,000 3
   IFP Advisors Inc 1993 - 2025-03-31 582 $36,000 24
   Millstone Evans Group LLC 376 - 2025-03-31 520 $32,000 424
   ZRC WEALTH MANAGEMENT LLC 275 - 2025-03-31 523 $32,000 2
   BROWN LISLE/CUMMINGS INC. 380 - 2025-03-31 460 $28,000 2
   Dunhill Financial LLC 263 - 2025-03-31 402 $25,000 2
   Bristlecone Advisors LLC 329 - 2025-03-31 384 $24,000 2
  97 Records found
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