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 |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,445
shares
|
$310,528
0.02% of portfolio
|
Q4 2024
Added 7.59%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
5,344
shares
|
$304,768
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
5,343
shares
|
$304,711
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
5,290
shares
|
$301,688
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
5,113
shares
|
$291,594
0.1% of portfolio
|
Q4 2024
Reduced 28.1%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
5,100
shares
|
$290,853
0.03% of portfolio
|
Q2 2022
Added 6.25%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
5,000
shares
|
$285,150
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
4,962
shares
|
$282,982
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
4,890
shares
|
$278,876
0.0% of portfolio
|
Q4 2024
Added 11.77%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
4,838
shares
|
$275,911
0.01% of portfolio
|
Q4 2024
Reduced 18.46%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
4,820
shares
|
$274,884
0.14% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
4,800
shares
|
$273,744
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
4,795
shares
|
$273,458
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Upper Left Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
4,786
shares
|
$272,945
0.25% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
4,780
shares
|
$272,603
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
4,696
shares
|
$267,812
0.15% of portfolio
|
Q4 2024
Added 26.03%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 29, 2025 Q4 2024 |
4,668
shares
|
$266,216
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
4,570
shares
|
$260,627
0.15% of portfolio
|
Q4 2024
Reduced 14.72%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
4,536
shares
|
$258,688
0.09% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
4,448
shares
|
$253,669
0.09% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
4,392
shares
|
$250,475
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
4,380
shares
|
$249,791
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
4,366
shares
|
$248,992
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
4,324
shares
|
$246,597
0.0% of portfolio
|
Q4 2024
Added 26.4%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,320
shares
|
$246,369
0.0% of portfolio
|
Q2 2024
Added 0.33%
|