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 416 institutions that hold shares in the stock, with a total of 33.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covenant Partners, LLC
|
May 13, 2025 Q1 2025 |
505
shares
|
$28,663
0.01% of portfolio
|
Q1 2025
Added 26.25%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
493
shares
|
$27,982
0.01% of portfolio
|
Q1 2025
Reduced 32.37%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
490
shares
|
$27,812
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
467
shares
|
$26,506
0.01% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
451
shares
|
$25,598
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
427
shares
|
$24,236
0.0% of portfolio
|
Q4 2023
Reduced 4.47%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
405
shares
|
$22,987
0.0% of portfolio
|
Q1 2025
Reduced 8.78%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
400
shares
|
$22,704
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
368
shares
|
$20,887
0.0% of portfolio
|
Q1 2025
Added 13.58%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
364
shares
|
$20,660
0.0% of portfolio
|
Q1 2025
Reduced 14.95%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
330
shares
|
$18,730
0.0% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
327
shares
|
$18,560
0.0% of portfolio
|
Q1 2025
Reduced 19.85%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
305
shares
|
$17,311
0.0% of portfolio
|
Q3 2021
Reduced 24.69%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
303
shares
|
$17,198
0.0% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
300
shares
|
$17,028
0.01% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
275
shares
|
$15,609
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
266
shares
|
$15,098
0.01% of portfolio
|
Q1 2025
Added 29.76%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
262
shares
|
$14,871
0.0% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
251
shares
|
$14,246
0.0% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
215
shares
|
$12,203
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
210
shares
|
$11,919
0.0% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
204
shares
|
$11,579
0.0% of portfolio
|
Q1 2025
Reduced 17.41%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
197
shares
|
$11,181
0.0% of portfolio
|
Q1 2025
Added 97.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
194
shares
|
$11,011
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
166
shares
|
$9,422
0.0% of portfolio
|
Q4 2024
New holding
|