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 |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
2,949
shares
|
$168,181
0.01% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,754
shares
|
$157,060
0.0% of portfolio
|
Q4 2024
Added 19.9%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
2,484
shares
|
$141,662
0.07% of portfolio
|
Q4 2024
Added 102.28%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
2,306
shares
|
$131,511
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
2,300
shares
|
$131,169
0.0% of portfolio
|
Q4 2024
Added 47.06%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
2,070
shares
|
$118,052
0.01% of portfolio
|
Q2 2023
Added 61.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,972
shares
|
$112,463
0.0% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,915
shares
|
$109,212
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
1,854
shares
|
$105,733
0.05% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
1,648
shares
|
$93,985
0.05% of portfolio
|
Q1 2024
Reduced 15.05%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,508
shares
|
$86,001
0.0% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,443
shares
|
$82,294
0.0% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
1,337
shares
|
$76,249
0.03% of portfolio
|
Q4 2024
Added 154.18%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
1,314
shares
|
$74,937
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
1,257
shares
|
$71,686
0.01% of portfolio
|
Q4 2024
Reduced 23.07%
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
1,247
shares
|
$71,116
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
1,214
shares
|
$69,234
0.01% of portfolio
|
Q3 2024
Reduced 25.93%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
966
shares
|
$55,090
0.04% of portfolio
|
Q4 2024
Reduced 23.27%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
952
shares
|
$54,292
0.01% of portfolio
|
Q4 2024
Added 21.43%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
912
shares
|
$52,011
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
906
shares
|
$51,669
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
904
shares
|
$51,555
0.0% of portfolio
|
Q2 2024
Reduced 55.27%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
900
shares
|
$51,327
0.0% of portfolio
|
Q4 2024
Added 30.25%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
883
shares
|
$50,357
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
808
shares
|
$46,080
0.03% of portfolio
|
Q3 2024
New holding
|