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 32.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
4,392
shares
|
$244,326
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
4,380
shares
|
$243,659
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
4,324
shares
|
$240,544
0.0% of portfolio
|
Q4 2024
Added 26.4%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,320
shares
|
$240,321
0.0% of portfolio
|
Q2 2024
Added 0.33%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
4,312
shares
|
$239,876
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
4,285
shares
|
$238,374
0.02% of portfolio
|
Q4 2024
Reduced 17.2%
|
|
|
Mas Advisors LLC
Miami, FL |
Jan 27, 2025 Q4 2024 |
4,269
shares
|
$237,484
0.42% of portfolio
|
Q4 2024
Reduced 48.94%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
4,261
shares
|
$237,039
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
4,199
shares
|
$233,590
0.09% of portfolio
|
Q3 2024
Reduced 15.02%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,136
shares
|
$230,085
0.01% of portfolio
|
Q1 2025
Reduced 24.04%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
4,060
shares
|
$225,857
0.04% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Aletheian Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
4,051
shares
|
$225,357
0.14% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Epiq Partners, LLC
|
Apr 11, 2025 Q1 2025 |
4,000
shares
|
$222,520
0.14% of portfolio
|
Q4 2024
Added 9.32%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
3,990
shares
|
$221,963
0.09% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
3,972
shares
|
$220,962
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Apr 10, 2025 Q1 2025 |
3,923
shares
|
$218,236
0.22% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,838
shares
|
$213,507
0.02% of portfolio
|
Q1 2024
Reduced 3.52%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
3,684
shares
|
$204,940
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
3,683
shares
|
$204,885
0.12% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
3,575
shares
|
$198,877
0.03% of portfolio
|
Q1 2025
Reduced 66.69%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
3,570
shares
|
$198,599
0.08% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,542
shares
|
$197,041
0.02% of portfolio
|
Q4 2024
Reduced 96.22%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
3,540
shares
|
$196,930
0.0% of portfolio
|
Q1 2025
Reduced 57.6%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
3,499
shares
|
$194,649
0.01% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,308
shares
|
$184,024
0.0% of portfolio
|
Q2 2024
Reduced 8.44%
|