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 |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,238
shares
|
$69,278
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
1,214
shares
|
$67,935
0.01% of portfolio
|
Q3 2024
Reduced 25.93%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
1,176
shares
|
$65,808
0.0% of portfolio
|
Q2 2025
Reduced 75.99%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,057
shares
|
$59,149
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
1,042
shares
|
$58,310
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
1,016
shares
|
$56,855
0.02% of portfolio
|
Q1 2025
Reduced 24.01%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
912
shares
|
$51,035
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
906
shares
|
$50,699
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
904
shares
|
$50,587
0.0% of portfolio
|
Q2 2024
Reduced 55.27%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
900
shares
|
$50,364
0.0% of portfolio
|
Q4 2024
Added 30.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
820
shares
|
$45,887
0.0% of portfolio
|
Q2 2025
Added 150.76%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
808
shares
|
$45,215
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
798
shares
|
$44,656
0.02% of portfolio
|
Q3 2023
Reduced 20.04%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
692
shares
|
$38,724
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
620
shares
|
$34,695
0.01% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
614
shares
|
$34,359
0.0% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
573
shares
|
$32,065
0.01% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
569
shares
|
$31,841
0.0% of portfolio
|
Q2 2025
Reduced 66.07%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
555
shares
|
$31,057
0.01% of portfolio
|
Q2 2025
Added 101.82%
|
|
|
Covenant Partners, LLC
|
Jul 30, 2025 Q2 2025 |
551
shares
|
$30,833
0.01% of portfolio
|
Q2 2025
Added 9.11%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
521
shares
|
$29,155
0.0% of portfolio
|
Q1 2020
Reduced 69.29%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
521
shares
|
$29,155
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
515
shares
|
$28,819
0.02% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
490
shares
|
$27,420
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
427
shares
|
$23,894
0.0% of portfolio
|
Q4 2023
Reduced 4.47%
|