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 405 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 $1.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
6,415
shares
|
$358,983
0.0% of portfolio
|
Q2 2025
Reduced 17.1%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
6,414
shares
|
$358,927
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
6,204
shares
|
$347,175
0.01% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
6,182
shares
|
$345,944
0.15% of portfolio
|
Q2 2025
Added 52.12%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
6,172
shares
|
$345,385
0.03% of portfolio
|
Q2 2025
Reduced 36.56%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
6,059
shares
|
$339,061
0.04% of portfolio
|
Q3 2022
Reduced 49.63%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
6,043
shares
|
$338,166
0.12% of portfolio
|
Q2 2025
Reduced 44.56%
|
|
|
Verity Wealth Advisors
|
Aug 07, 2025 Q2 2025 |
5,996
shares
|
$335,536
0.23% of portfolio
|
Q1 2024
Added 57.91%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
5,867
shares
|
$328,317
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
5,815
shares
|
$325,407
0.08% of portfolio
|
Q2 2025
Added 28.2%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
5,782
shares
|
$323,560
0.17% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
5,717
shares
|
$319,923
0.03% of portfolio
|
Q4 2024
Reduced 52.0%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jul 18, 2025 Q2 2025 |
5,700
shares
|
$318,972
0.17% of portfolio
|
Q1 2025
Reduced 60.96%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
5,561
shares
|
$311,193
0.0% of portfolio
|
Q2 2025
Added 45.61%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
5,531
shares
|
$309,514
3.92% of portfolio
|
Q4 2022
Reduced 90.47%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
5,514
shares
|
$308,563
0.12% of portfolio
|
Q2 2025
Added 10.48%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
5,465
shares
|
$305,821
0.28% of portfolio
|
Q2 2025
Added 12.38%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
5,201
shares
|
$291,047
0.01% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
5,048
shares
|
$282,486
0.01% of portfolio
|
Q1 2025
Reduced 21.86%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,000
shares
|
$279,800
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
4,962
shares
|
$277,673
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
4,800
shares
|
$268,608
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
4,786
shares
|
$267,824
0.19% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
4,780
shares
|
$267,488
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
4,771
shares
|
$266,985
0.13% of portfolio
|
Q1 2025
Reduced 16.68%
|