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 |
|---|---|---|---|---|---|
|
Goodwin Investment Advisory
Woodstock, GA |
Aug 13, 2025 Q2 2025 |
4,742
shares
|
$265,362
0.31% of portfolio
|
Q1 2025
Reduced 81.72%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
4,729
shares
|
$264,634
0.0% of portfolio
|
Q2 2025
Added 33.59%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,600
shares
|
$257,416
0.02% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
4,600
shares
|
$257,416
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
4,598
shares
|
$257,304
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
4,502
shares
|
$251,931
0.0% of portfolio
|
Q2 2025
Reduced 75.98%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
4,459
shares
|
$249,525
0.05% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Allstate Corp
Northbrook, IL |
Aug 05, 2025 Q2 2025 |
4,392
shares
|
$245,776
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
4,380
shares
|
$245,104
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,351
shares
|
$243,481
0.0% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,320
shares
|
$241,747
0.0% of portfolio
|
Q2 2024
Added 0.33%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
4,232
shares
|
$236,822
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
4,160
shares
|
$232,793
0.03% of portfolio
|
Q2 2025
Reduced 32.83%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
4,095
shares
|
$229,156
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
4,057
shares
|
$227,029
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
4,048
shares
|
$226,526
0.12% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
4,006
shares
|
$224,175
0.01% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
4,000
shares
|
$223,840
0.14% of portfolio
|
Q4 2024
Added 9.32%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
3,998
shares
|
$223,728
0.08% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
3,932
shares
|
$220,034
0.02% of portfolio
|
Q2 2025
Reduced 25.5%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,909
shares
|
$218,747
0.01% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
3,886
shares
|
$217,460
0.08% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
3,865
shares
|
$216,285
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,838
shares
|
$214,774
0.02% of portfolio
|
Q1 2024
Reduced 3.52%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
3,792
shares
|
$212,200
0.0% of portfolio
|
Q2 2025
Reduced 16.81%
|