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 388 institutions that hold shares in the stock, with a total of 30.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
567
shares
|
$32,795
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
544
shares
|
$31,464
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
526
shares
|
$30,423
0.01% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
521
shares
|
$30,134
0.0% of portfolio
|
Q1 2020
Reduced 69.29%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
521
shares
|
$30,134
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
510
shares
|
$29,498
0.02% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
500
shares
|
$28,920
0.0% of portfolio
|
Q1 2018
Closed
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
444
shares
|
$25,680
0.0% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
428
shares
|
$24,755
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
427
shares
|
$24,697
0.0% of portfolio
|
Q4 2023
Reduced 4.47%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
425
shares
|
$24,582
0.01% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
400
shares
|
$23,136
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
395
shares
|
$22,846
0.0% of portfolio
|
Q3 2024
Added 16.86%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
346
shares
|
$20,012
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
331
shares
|
$19,145
0.0% of portfolio
|
Q4 2024
Reduced 16.2%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
325
shares
|
$18,798
0.0% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
324
shares
|
$18,740
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
317
shares
|
$18,335
0.01% of portfolio
|
Q3 2024
Added 3862.5%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
305
shares
|
$17,641
0.0% of portfolio
|
Q3 2021
Reduced 24.69%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
279
shares
|
$16,137
0.0% of portfolio
|
Q3 2023
Reduced 50.09%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
261
shares
|
$15,096
0.0% of portfolio
|
Q3 2024
Added 81.25%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
247
shares
|
$14,286
0.0% of portfolio
|
Q2 2024
Added 21.08%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
207
shares
|
$11,972
0.0% of portfolio
|
Q3 2024
Added 39.86%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
205
shares
|
$11,857
0.01% of portfolio
|
Q4 2024
Added 57.69%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
203
shares
|
$11,741
0.0% of portfolio
|
Q3 2024
Added 25.31%
|