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 |
|---|---|---|---|---|---|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
95
shares
|
$5,756
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
92
shares
|
$5,574
0.0% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
86
shares
|
$5,210
0.0% of portfolio
|
Q3 2023
Reduced 1.15%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
76
shares
|
$4,604
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
63
shares
|
$3,817
0.0% of portfolio
|
Q3 2024
Added 43.18%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
62
shares
|
$3,756
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
60
shares
|
$3,635
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
58
shares
|
$3,514
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
45
shares
|
$2,726
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
40
shares
|
$2,423
0.0% of portfolio
|
Q3 2024
Reduced 91.3%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
33
shares
|
$1,999
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
31
shares
|
$1,878
0.0% of portfolio
|
Q1 2023
Reduced 44.64%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
30
shares
|
$1,817
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
28
shares
|
$1,696
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
21
shares
|
$1,272
0.0% of portfolio
|
Q3 2024
Reduced 19.23%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
20
shares
|
$1,211
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
8
shares
|
$484
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
2
shares
|
$121
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
2
shares
|
$121
0.0% of portfolio
|
Q3 2024
Reduced 98.77%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$60
0.0% of portfolio
|
Q1 2024
Reduced 99.89%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1
shares
|
$60
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|