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 403 institutions that hold shares in the stock, with a total of 35.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,921,438
shares
|
$163 Million
0.0% of portfolio
|
Q2 2024
Added 8.92%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
2,852,126
shares
|
$160 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,602,846
shares
|
$89.7 Million
0.07% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
1,597,293
shares
|
$89.4 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
1,573,608
shares
|
$88.1 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,068,738
shares
|
$59.8 Million
0.0% of portfolio
|
Q2 2025
Added 12.2%
|
|
|
Trust CO Of Tennessee
Knoxville, TN |
Jul 24, 2025 Q2 2025 |
996,933
shares
|
$55.8 Million
13.14% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Johns Hopkins University
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
868,007
shares
|
$48.6 Million
2.59% of portfolio
|
Q1 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
839,331
shares
|
$47 Million
0.09% of portfolio
|
Q2 2025
Added 152.04%
|
|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
744,472
shares
|
$41.7 Million
7.62% of portfolio
|
Q3 2022
Reduced 3.23%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
738,880
shares
|
$41.3 Million
4.11% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Aug 14, 2025 Q2 2025 |
665,918
shares
|
$37.3 Million
4.76% of portfolio
|
Q2 2025
Added 572.52%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
659,175
shares
|
$36.9 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
631,332
shares
|
$35.3 Million
0.01% of portfolio
|
Q2 2025
Added 15.68%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
578,431
shares
|
$32.4 Million
0.15% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
512,429
shares
|
$28.7 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
511,089
shares
|
$28.6 Million
0.6% of portfolio
|
Q2 2025
Reduced 11.66%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
510,497
shares
|
$28.6 Million
0.4% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
495,503
shares
|
$27.7 Million
0.05% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
462,463
shares
|
$25.9 Million
0.0% of portfolio
|
Q2 2025
Added 26.64%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
459,255
shares
|
$25.7 Million
0.01% of portfolio
|
Q2 2025
Added 15.52%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
429,265
shares
|
$24 Million
0.03% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
426,521
shares
|
$23.9 Million
1.85% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
403,909
shares
|
$22.6 Million
2.81% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Aug 08, 2025 Q2 2025 |
368,099
shares
|
$20.6 Million
2.23% of portfolio
|
Q2 2025
Added 11.84%
|