iShares Trust - iShares Select U.S. REIT ETF
US ˙ BATS ˙ US4642875649

SecurityICF / iShares Trust - iShares Select U.S. REIT ETF
InstitutionWestside Investment Management, Inc.
Latest Disclosed Ownership30,257 shares
Latest Disclosed Value $ 1,873,219
Westside Investment Management, Inc. reports 30.32% increase in ownership of ICF / iShares Trust - iShares Select U.S. REIT ETF

On May 4, 2026 - Westside Investment Management, Inc. filed a 13F-HR form disclosing ownership of 30,257 shares of iShares Trust - iShares Select U.S. REIT ETF (US:ICF) valued at $1,872,606 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 23,218 shares of iShares Trust - iShares Select U.S. REIT ETF. This represents a change in shares of 30.32% during the quarter. The current value of the position is $2,075,025 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F ISHARES SELECT ETF 464287564 30,257 7,039 30.32 1,873 35.23 0.1396
2026-01-23 2025-12-31 13F ISHARES SELECT ETF 464287564 23,218 7,285 45.72 1,385 41.18 0.2216
2025-11-04 2025-09-30 13F ISHARES SELECT ETF 464287564 15,933 1,678 11.77 982 12.63 0.1569
2025-08-05 2025-06-30 13F ISHARES SELECT ETF 464287564 14,255 2,127 17.54 872 16.76 0.1617
2025-04-25 2025-03-31 13F ISHARES COHEN ETF 464287564 12,128 1,269 11.69 746 14.07 0.1590
2025-01-17 2024-12-31 13F ISHACOM COHEN ETF 464287564 10,859 1,111 11.40 654 1.87 0.1379
2024-11-20 2024-09-30 13F ISHARES COHEN ETF 464287564 9,748 814 9.11 643 25.64 0.1368
2024-07-17 2024-06-30 13F ISHARES COHEN ETF 464287564 8,934 1,455 19.45 512 18.56 0.1172
2024-04-19 2024-03-31 13F ISHARES COHEN ETF 464287564 7,479 230 3.17 432 1.41 0.1035
2024-01-12 2023-12-31 13F ISHARES COHEN ETF 464287564 7,249 -303 -4.01 426 12.43 0.1089
2023-11-15 2023-09-30 13F ISHARES COHEN ETF 464287564 7,552 -458 -5.72 379 -15.06 0.1091
2023-07-14 2023-06-30 13F ISHARES COHEN ETF 464287564 8,010 26 0.33 445 0.45 0.1257
2023-05-17 2023-03-31 13F ISHARES COHEN ETF 464287564 7,984 -816 -9.27 443 0.1302
2023-01-31 2022-12-31 13F ISHARES COHEN ETF 464287564 8,800 -721 -7.57 0 0.0012
2022-11-09 2022-09-30 13F ISHARES COHEN ETF 464287564 9,521 65 0.69 1 0.0012
2022-07-15 2022-06-30 13F ISHARES COHEN ETF 464287564 9,456 -80 -0.84 1 0.0013
2022-04-25 2022-03-31 13F ISHARES COHEN ETF 464287564 9,536 -271 -2.76 1 0.0015
2022-02-15 2021-12-31 13F ISHARES COHEN ETF 464287564 9,807 -162 -1.63 1 0.0017
2021-10-27 2021-09-30 13F ISHARES COHEN ETF 464287564 9,969 20 0.20 1 0.0015
2021-07-28 2021-06-30 13F ISHARES COHEN ETF 464287564 9,949 349 3.64 1 0.0015
2021-04-14 2021-03-31 13F ISHARES COHEN COM 464287564 9,600 190 2.02 1 0.0015
2021-01-15 2020-12-31 13F ISHARES COHEN ETF 464287564 9,410 4,825 105.23 1 0.0014
2020-10-14 2020-09-30 13F ISHARES COHEN ETF 464287564 4,585 845 22.59 0 0.0002
2020-07-21 2020-06-30 13F ISHARES COHEN ETF 464287564 3,740 1,415 60.86 0 77.83 0.0002
2020-04-16 2020-03-31 13F ISHARES COHEN ETF 464287564 2,325 1,500 181.82 0 130.43 0.0001
2019-07-24 2019-06-30 13F ISHARES COHEN ETF 464287564 825 -44 -5.06 0 -100.00 0.0002
2019-02-05 2018-12-31 13F ISHARES COHEN ETF 464287564 869 426 96.16 83 88.64 0.0305
2018-11-08 2018-09-30 13F ISHARES COHEN ETF 464287564 443 -1 -0.23 44 0.00 0.0141
2018-08-13 2018-06-30 13F ISHARES COHEN ETF 464287564 444 -49 -9.94 44 -2.22 0.0155
2018-04-16 2018-03-31 13F ISHARES COHEN & STEERS REIT ETF 464287564 493 -34 -6.45 45 -13.46 0.0249
2018-02-15 2017-12-31 13F ISHARES COHEN ETF 464287564 527 0 0.00 53 -1.89 0.0285
2017-11-13 2017-09-30 13F ISHARES COHEN ETF 464287564 527 0 0.00 53 3.92 0.0322
2017-09-14 2017-06-30 13F/A-1 ISHARES COHEN ETF 464287564 527 0 0.00 52 -1.92 0.0339
2017-08-15 2017-06-30 13F ISHARES COHEN ETF 464287564 527 0 52
2017-05-11 2017-03-31 13F ISHARES COHEN ETF 464287564 527 201 61.66 53 62.50 0.0252
2017-05-11 2016-12-31 13F ISHARES COHEN ETF 464287564 326 326 32 0.0221
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.