Institutional Ownership Ishares Core U.S. Reit ETF (USRT)
This table provides information about the institutional ownership of Ishares Core U.S. Reit ETF (USRT). We have compiled data on the 350 institutions that hold shares in the stock, with a total of 28 Million shares, which have been reported (via 13F filing form) to have a value of $1.47 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
2,682,277
shares
|
$141 Million
0.0% of portfolio
|
Q1 2024
Added 3.8%
|
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
May 08, 2024 Q1 2024 |
2,596,716
shares
|
$136 Million
0.19% of portfolio
|
Q1 2024
Reduced 3.39%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
2,345,856
shares
|
$123 Million
0.18% of portfolio
|
Q1 2024
Reduced 0.96%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
1,034,973
shares
|
$54.2 Million
0.06% of portfolio
|
Q1 2024
Added 12.55%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
843,371
shares
|
$44.2 Million
0.0% of portfolio
|
Q1 2024
Added 15.11%
|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
744,472
shares
|
$39 Million
7.62% of portfolio
|
Q3 2022
Reduced 3.23%
|
|
Heritage Financial Services, LLC
|
May 14, 2024 Q1 2024 |
664,356
shares
|
$34.8 Million
5.47% of portfolio
|
Q1 2024
Added 50.08%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
656,140
shares
|
$34.4 Million
0.06% of portfolio
|
Q1 2024
Reduced 11.94%
|
|
Choreo, LLC
Minneapolis, MN |
May 02, 2024 Q1 2024 |
562,143
shares
|
$29.5 Million
0.78% of portfolio
|
Q1 2024
Reduced 5.26%
|
|
Mission Wealth Management, LP
|
Apr 30, 2024 Q1 2024 |
522,438
shares
|
$27.4 Million
0.74% of portfolio
|
Q1 2024
Added 13.5%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
517,753
shares
|
$27.1 Million
0.08% of portfolio
|
Q1 2024
Reduced 24.73%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
492,687
shares
|
$25.8 Million
0.05% of portfolio
|
Q1 2024
Reduced 23.88%
|
|
Charles Schwab Trust CO
|
Apr 12, 2024 Q1 2024 |
452,213
shares
|
$23.7 Million
2.34% of portfolio
|
Q1 2024
Added 8.76%
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 15, 2024 Q1 2024 |
442,528
shares
|
$23.2 Million
3.49% of portfolio
|
Q3 2023
Added 3.59%
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 13, 2024 Q1 2024 |
411,820
shares
|
$21.6 Million
5.95% of portfolio
|
Q1 2024
Added 24.37%
|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 08, 2024 Q1 2024 |
334,306
shares
|
$17.5 Million
4.95% of portfolio
|
Q1 2024
Added 0.17%
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
309,646
shares
|
$16.2 Million
0.27% of portfolio
|
Q1 2024
Added 5.4%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
306,532
shares
|
$16.1 Million
0.0% of portfolio
|
Q1 2024
Added 19.34%
|
|
S. R. Schill & Associates
Mercer Island, WA |
Apr 04, 2024 Q1 2024 |
303,311
shares
|
$15.9 Million
7.1% of portfolio
|
Q1 2024
Added 0.67%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
288,605
shares
|
$15.1 Million
0.04% of portfolio
|
Q1 2024
Added 74.96%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
284,947
shares
|
$14.9 Million
0.01% of portfolio
|
Q1 2024
Reduced 43.41%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2024 Q1 2024 |
283,131
shares
|
$14.8 Million
0.08% of portfolio
|
Q1 2024
Added 242.71%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
281,989
shares
|
$14.8 Million
0.0% of portfolio
|
Q1 2024
Added 0.42%
|
|
Forvis Wealth Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
270,822
shares
|
$14.2 Million
0.37% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
Legacy Financial Group LLC
|
Apr 10, 2024 Q1 2024 |
253,774
shares
|
$13.3 Million
2.76% of portfolio
|
Q1 2024
Added 2019.91%
|