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 405 institutions that hold shares in the stock, with a total of 35.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
138
shares
|
$7,722
0.0% of portfolio
|
Q2 2025
Reduced 62.5%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
136
shares
|
$7,610
0.01% of portfolio
|
Q3 2022
Added 0.74%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
114
shares
|
$6,379
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
105
shares
|
$5,875
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
103
shares
|
$5,763
0.0% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
100
shares
|
$5,596
0.0% of portfolio
|
Q2 2025
Reduced 49.24%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
100
shares
|
$5,596
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
95
shares
|
$5,316
0.0% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
86
shares
|
$4,812
0.0% of portfolio
|
Q3 2023
Reduced 1.15%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
80
shares
|
$4,476
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
76
shares
|
$4,252
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
58
shares
|
$3,245
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
54
shares
|
$3,021
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
33
shares
|
$1,846
0.0% of portfolio
|
Q4 2024
Added 120.0%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
21
shares
|
$1,175
0.0% of portfolio
|
Q3 2024
Reduced 19.23%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
20
shares
|
$1,119
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
20
shares
|
$1,119
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
8
shares
|
$447
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
7
shares
|
$391
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
7
shares
|
$391
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
7
shares
|
$391
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
2
shares
|
$111
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
2
shares
|
$111
0.0% of portfolio
|
Q4 2024
Reduced 90.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
2
shares
|
$111
0.0% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
2
shares
|
$111
0.0% of portfolio
|
Q1 2025
New holding
|