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 |
|---|---|---|---|---|---|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
3,706
shares
|
$207,387
0.11% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
3,697
shares
|
$206,884
0.0% of portfolio
|
Q2 2025
Reduced 14.26%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
3,658
shares
|
$204,701
0.04% of portfolio
|
Q2 2025
Reduced 82.77%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
3,597
shares
|
$201,288
0.01% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
3,574
shares
|
$200,001
0.1% of portfolio
|
Q2 2025
Reduced 23.39%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
3,566
shares
|
$199,553
0.0% of portfolio
|
Q2 2025
Reduced 64.3%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,542
shares
|
$198,210
0.02% of portfolio
|
Q4 2024
Reduced 96.22%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,308
shares
|
$185,115
0.0% of portfolio
|
Q2 2024
Reduced 8.44%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
3,044
shares
|
$170,342
0.04% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,756
shares
|
$154,225
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
2,726
shares
|
$152,546
0.01% of portfolio
|
Q2 2025
Added 6715.0%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
2,700
shares
|
$151,092
0.05% of portfolio
|
Q2 2025
Added 72.3%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
2,328
shares
|
$130,274
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
2,306
shares
|
$129,043
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,251
shares
|
$125,965
0.0% of portfolio
|
Q2 2025
Added 17.55%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
2,220
shares
|
$124,231
0.01% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,070
shares
|
$115,837
0.01% of portfolio
|
Q2 2023
Added 61.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
2,049
shares
|
$114,662
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,916
shares
|
$107,219
0.01% of portfolio
|
Q2 2025
Added 1075.46%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
1,854
shares
|
$103,749
0.04% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,837
shares
|
$102,798
0.0% of portfolio
|
Q2 2025
Reduced 48.09%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,703
shares
|
$95,299
0.0% of portfolio
|
Q2 2025
Reduced 89.48%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
1,366
shares
|
$76,441
0.0% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,294
shares
|
$72,412
0.0% of portfolio
|
Q2 2025
Reduced 8.1%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
1,247
shares
|
$69,782
0.06% of portfolio
|
Q4 2024
New holding
|