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 402 institutions that hold shares in the stock, with a total of 32.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
7,641
shares
|
$435,766
0.35% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,427
shares
|
$423,561
0.01% of portfolio
|
Q3 2023
Reduced 2.55%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
7,412
shares
|
$422,706
0.0% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
7,401
shares
|
$422,079
0.21% of portfolio
|
Q4 2024
Added 12.98%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
7,303
shares
|
$416,490
0.04% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
7,178
shares
|
$409,361
0.01% of portfolio
|
Q4 2024
Added 82.79%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,991
shares
|
$398,696
0.01% of portfolio
|
Q4 2023
Added 0.3%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
6,960
shares
|
$396,928
0.01% of portfolio
|
Q4 2024
Added 25.59%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
6,919
shares
|
$394,590
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
6,659
shares
|
$379,762
0.06% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
6,620
shares
|
$377,538
0.17% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
6,597
shares
|
$376,226
0.04% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
6,561
shares
|
$374,173
0.0% of portfolio
|
Q4 2024
Added 43.6%
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
6,480
shares
|
$369,554
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
6,460
shares
|
$368,413
0.01% of portfolio
|
Q4 2024
Reduced 22.98%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
6,362
shares
|
$362,824
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
6,059
shares
|
$345,544
0.04% of portfolio
|
Q3 2022
Reduced 49.63%
|
|
|
Verity Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
5,996
shares
|
$341,951
0.25% of portfolio
|
Q1 2024
Added 57.91%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
5,897
shares
|
$336,305
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
5,867
shares
|
$334,595
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
5,782
shares
|
$329,747
0.18% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
5,726
shares
|
$326,553
0.19% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
5,717
shares
|
$326,040
0.03% of portfolio
|
Q4 2024
Reduced 52.0%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
5,531
shares
|
$315,432
3.92% of portfolio
|
Q4 2022
Reduced 90.47%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
5,513
shares
|
$314,406
0.0% of portfolio
|
Q3 2024
Added 2.36%
|