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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
63
shares
|
$3,489
0.0% of portfolio
|
Q3 2024
Added 43.18%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
58
shares
|
$3,212
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
56
shares
|
$3,101
0.0% of portfolio
|
Q1 2025
Reduced 99.7%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
54
shares
|
$2,991
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
50
shares
|
$2,769
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
42
shares
|
$2,326
0.0% of portfolio
|
Q4 2024
Reduced 97.17%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
33
shares
|
$1,827
0.0% of portfolio
|
Q4 2024
Added 120.0%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
30
shares
|
$1,661
0.0% of portfolio
|
Q4 2024
Reduced 99.99%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
28
shares
|
$1,550
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
25
shares
|
$1,384
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
24
shares
|
$1,329
0.0% of portfolio
|
Q4 2024
Reduced 46.67%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
21
shares
|
$1,163
0.0% of portfolio
|
Q3 2024
Reduced 19.23%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
20
shares
|
$1,107
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
13
shares
|
$720
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
8
shares
|
$443
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
6
shares
|
$332
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
4
shares
|
$221
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
2
shares
|
$110
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
2
shares
|
$110
0.0% of portfolio
|
Q4 2024
Reduced 90.0%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
2
shares
|
$110
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1
shares
|
$55
0.0% of portfolio
|
Q1 2024
Reduced 99.89%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
1
shares
|
$55
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Horizon Financial Services, LLC
|
Apr 28, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|