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 377 institutions that hold shares in the stock, with a total of 30.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
6,072
shares
|
$363,834
0.2% of portfolio
|
Q2 2024
Reduced 13.22%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
6,059
shares
|
$363,055
0.04% of portfolio
|
Q3 2022
Reduced 49.63%
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
5,996
shares
|
$359,280
0.26% of portfolio
|
Q1 2024
Added 57.91%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
5,933
shares
|
$355,505
0.01% of portfolio
|
Q3 2024
Reduced 84.45%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
5,867
shares
|
$351,550
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
5,726
shares
|
$343,101
0.22% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
5,658
shares
|
$339,027
0.25% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
5,613
shares
|
$336,330
0.04% of portfolio
|
Q2 2024
Reduced 7.6%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
5,542
shares
|
$332,076
0.01% of portfolio
|
Q3 2024
Added 16.99%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
5,531
shares
|
$331,417
3.92% of portfolio
|
Q4 2022
Reduced 90.47%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
5,513
shares
|
$330,338
0.0% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
5,359
shares
|
$321,111
0.2% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
5,344
shares
|
$320,212
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,290
shares
|
$316,976
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
5,175
shares
|
$310,086
0.02% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
5,169
shares
|
$309,726
0.16% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
5,100
shares
|
$305,592
0.03% of portfolio
|
Q2 2022
Added 6.25%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,061
shares
|
$303,255
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
5,000
shares
|
$299,600
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
4,990
shares
|
$299,000
0.01% of portfolio
|
Q3 2024
Added 6297.44%
|
|
|
Upper Left Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,838
shares
|
$289,892
0.26% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
4,800
shares
|
$287,616
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
4,665
shares
|
$279,526
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
4,569
shares
|
$273,774
0.1% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
4,569
shares
|
$273,774
0.0% of portfolio
|
Q3 2024
Added 56.05%
|