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 35.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
8,430
shares
|
$492,143
0.05% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
8,332
shares
|
$486,422
0.05% of portfolio
|
Q4 2022
Reduced 0.18%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
8,297
shares
|
$484,378
0.01% of portfolio
|
Q2 2025
Reduced 32.68%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
7,993
shares
|
$466,631
0.01% of portfolio
|
Q2 2025
Reduced 10.6%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
7,892
shares
|
$460,734
0.0% of portfolio
|
Q2 2025
Reduced 40.58%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
7,805
shares
|
$455,655
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
7,795
shares
|
$455,072
0.0% of portfolio
|
Q2 2023
Reduced 3.72%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Aug 13, 2025 Q2 2025 |
7,709
shares
|
$450,051
0.2% of portfolio
|
Q2 2025
Added 55.71%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
7,638
shares
|
$445,906
0.0% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
7,481
shares
|
$436,740
0.19% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,427
shares
|
$433,588
0.01% of portfolio
|
Q3 2023
Reduced 2.55%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
7,426
shares
|
$433,529
0.0% of portfolio
|
Q2 2025
Added 20.24%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
7,379
shares
|
$430,786
0.04% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
7,066
shares
|
$412,513
0.01% of portfolio
|
Q2 2025
Reduced 31.57%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,991
shares
|
$408,134
0.01% of portfolio
|
Q4 2023
Added 0.3%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
6,926
shares
|
$404,339
0.28% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
6,850
shares
|
$399,903
0.06% of portfolio
|
Q2 2025
Added 47.22%
|
|
|
Brown Financial Advisory
|
Jul 28, 2025 Q2 2025 |
6,850
shares
|
$399,903
0.24% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
Landmark Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
6,774
shares
|
$395,466
0.16% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
6,772
shares
|
$395,349
0.29% of portfolio
|
Q2 2025
Reduced 10.27%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
6,748
shares
|
$393,948
0.12% of portfolio
|
Q2 2025
Added 48.57%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
6,689
shares
|
$390,503
0.1% of portfolio
|
Q3 2025
Reduced 12.66%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Jul 25, 2025 Q2 2025 |
6,687
shares
|
$390,387
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
6,597
shares
|
$385,132
0.05% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
6,415
shares
|
$374,507
0.0% of portfolio
|
Q2 2025
Reduced 17.1%
|