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 376 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 $1.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 25, 2024 Q3 2024 |
4,473
shares
|
$271,019
0.1% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
4,397
shares
|
$266,414
0.12% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
4,392
shares
|
$266,111
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
4,380
shares
|
$265,384
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,375
shares
|
$265,081
0.0% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,320
shares
|
$261,748
0.0% of portfolio
|
Q2 2024
Added 0.33%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
4,199
shares
|
$254,417
0.14% of portfolio
|
Q3 2024
Reduced 15.02%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
4,050
shares
|
$245,389
0.15% of portfolio
|
Q3 2024
Reduced 41.91%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,043
shares
|
$244,965
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
3,990
shares
|
$241,754
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
3,983
shares
|
$241,329
0.09% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
3,946
shares
|
$239,088
0.05% of portfolio
|
Q3 2024
Reduced 19.27%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,927
shares
|
$237,936
0.01% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
3,850
shares
|
$233,271
0.09% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,838
shares
|
$232,544
0.02% of portfolio
|
Q1 2024
Reduced 3.52%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
3,726
shares
|
$225,758
0.13% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
3,684
shares
|
$223,213
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Epiq Partners, LLC
|
Oct 15, 2024 Q3 2024 |
3,659
shares
|
$221,698
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
3,657
shares
|
$221,577
0.0% of portfolio
|
Q3 2024
Reduced 84.59%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
3,645
shares
|
$220,850
0.01% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Iron Financial, LLC
|
Oct 28, 2024 Q3 2024 |
3,634
shares
|
$220,184
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,581
shares
|
$216,972
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
3,523
shares
|
$213,458
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
3,487
shares
|
$211,277
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
3,444
shares
|
$208,671
0.01% of portfolio
|
Q3 2024
New holding
|