Who Owns ISHARES FTSE EPRA/NAREIT (IFGL)? -- Institutional Holders (2026-06-30)

56 institutions reported holding $31.2M of ISHARES FTSE EPRA/NAREIT (IFGL) in SEC 13F filings for 2026-06-30. Largest institutional holders: COURIER CAPITAL LLC ($4.2M), BANK OF AMERICA CORP /DE/ ($4.1M), MORGAN STANLEY ($2.9M), Cerity Partners LLC ($2.2M), Payne Capital Management, LLC ($1.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1COURIER CAPITAL LLC$4.2M187,055Added
2BANK OF AMERICA CORP /DE/$4.1M185,107Added
3MORGAN STANLEY$2.9M127,974Trimmed
4Cerity Partners LLC$2.2M98,070Trimmed
5Payne Capital Management, LLC$1.7M77,709Added
6Gallagher Fiduciary Advisors, LLC$1.4M62,316Trimmed
7Old Port Advisors$1.2M52,151Trimmed
8Beacon Pointe Advisors, LLC$1.1M50,859Trimmed
9Lido Advisors, LLC$1.0M46,220Added
10SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.0M45,047Added
11AE Wealth Management LLC$955,56742,851Added
12OSAIC HOLDINGS, INC.$893,53640,069Added
13WELLS FARGO & COMPANY/MN$734,56932,940Trimmed
14Wealthfront Advisers LLC$594,18426,645Trimmed
15Dunhill Financial, LLC$543,00024,349Trimmed
16MARYLAND CAPITAL ADVISORS INC.$480,69921,556Trimmed
17CITADEL ADVISORS LLC$448,52020,113Trimmed
18Creative Planning$413,31118,534Added
19LPL Financial LLC$379,34817,011Trimmed
20Invesco Ltd.$376,87016,900Trimmed
21JANE STREET GROUP, LLC$359,90016,139Trimmed
22Financial Alternatives, Inc$345,86515,510Added
23NATIXIS ADVISORS, LLC$344,00015,452Added
24Prosperity Planning, Inc.$319,87114,344Trimmed
25AWM CAPITAL, LLC$318,86514,299Added

Source: SEC Form 13F filings · as of 2026-06-30