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 |
|---|---|---|---|---|---|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
798
shares
|
$44,392
0.02% of portfolio
|
Q3 2023
Reduced 20.04%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
792
shares
|
$44,058
0.01% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
700
shares
|
$38,941
0.0% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
692
shares
|
$38,495
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
644
shares
|
$35,825
0.0% of portfolio
|
Q4 2024
Reduced 38.61%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
643
shares
|
$35,770
0.0% of portfolio
|
Q4 2024
Reduced 13.58%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
620
shares
|
$34,490
0.01% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
575
shares
|
$31,987
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
569
shares
|
$31,653
0.01% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
521
shares
|
$28,983
0.0% of portfolio
|
Q1 2020
Reduced 69.29%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
521
shares
|
$28,983
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
512
shares
|
$28,482
0.02% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
510
shares
|
$28,371
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
493
shares
|
$27,425
0.01% of portfolio
|
Q1 2025
Reduced 32.37%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
492
shares
|
$27,369
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
490
shares
|
$27,258
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
467
shares
|
$25,979
0.01% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
451
shares
|
$25,089
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
427
shares
|
$23,754
0.0% of portfolio
|
Q4 2023
Reduced 4.47%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
408
shares
|
$22,697
0.0% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
405
shares
|
$22,530
0.0% of portfolio
|
Q1 2025
Reduced 8.78%
|
|
|
Covenant Partners, LLC
|
Feb 13, 2025 Q4 2024 |
400
shares
|
$22,252
0.01% of portfolio
|
Q4 2024
Added 26.18%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
400
shares
|
$22,252
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
364
shares
|
$20,249
0.0% of portfolio
|
Q1 2025
Reduced 14.95%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
347
shares
|
$19,303
0.01% of portfolio
|
Q4 2024
New holding
|