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 376 institutions that hold shares in the stock, with a total of 30.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
1,430
shares
|
$86,643
0.0% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
1,259
shares
|
$76,282
0.05% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
1,228
shares
|
$74,404
0.04% of portfolio
|
Q3 2024
Added 101.97%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
1,214
shares
|
$73,556
0.01% of portfolio
|
Q3 2024
Reduced 25.93%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
1,190
shares
|
$72,102
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,049
shares
|
$63,558
0.01% of portfolio
|
Q3 2024
Added 496.02%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
912
shares
|
$55,258
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
906
shares
|
$54,894
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
904
shares
|
$54,773
0.0% of portfolio
|
Q2 2024
Reduced 55.27%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
808
shares
|
$48,956
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
798
shares
|
$48,350
0.02% of portfolio
|
Q3 2023
Reduced 20.04%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
789
shares
|
$47,805
0.01% of portfolio
|
Q3 2024
Added 34.18%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
784
shares
|
$47,502
0.01% of portfolio
|
Q3 2024
Reduced 37.73%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
744
shares
|
$45,078
0.0% of portfolio
|
Q3 2024
Added 495.2%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
692
shares
|
$41,928
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
691
shares
|
$41,867
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
670
shares
|
$40,595
0.0% of portfolio
|
Q3 2024
Added 71.79%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
620
shares
|
$37,565
0.02% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
544
shares
|
$32,960
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
526
shares
|
$31,870
0.01% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
521
shares
|
$31,567
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
521
shares
|
$31,567
0.0% of portfolio
|
Q1 2020
Reduced 69.29%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
505
shares
|
$30,597
0.02% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
500
shares
|
$30,295
0.0% of portfolio
|
Q1 2018
Closed
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
485
shares
|
$29,386
0.0% of portfolio
|
Q3 2024
New holding
|