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 |
|---|---|---|---|---|---|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 13, 2024 Q3 2024 |
291,874
shares
|
$17.7 Million
4.62% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
289,578
shares
|
$17.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
272,790
shares
|
$16.5 Million
1.94% of portfolio
|
Q3 2024
Added 15.39%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
259,338
shares
|
$15.7 Million
9.13% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
255,874
shares
|
$15.5 Million
0.04% of portfolio
|
Q3 2024
Added 28.91%
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
238,741
shares
|
$14.5 Million
1.76% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
219,203
shares
|
$13.3 Million
0.01% of portfolio
|
Q3 2024
Added 12.86%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
218,128
shares
|
$13.2 Million
1.07% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
216,913
shares
|
$13.1 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
210,511
shares
|
$12.8 Million
0.02% of portfolio
|
Q3 2024
Added 1506.1%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
204,115
shares
|
$12.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.37%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
201,519
shares
|
$12.2 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
196,088
shares
|
$11.9 Million
2.67% of portfolio
|
Q2 2024
Added 131.09%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
194,617
shares
|
$11.8 Million
0.8% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Biltmore Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
193,566
shares
|
$11.7 Million
4.93% of portfolio
|
Q3 2024
Added 24.66%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
181,723
shares
|
$11 Million
1.71% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
179,134
shares
|
$10.9 Million
2.09% of portfolio
|
Q3 2024
Reduced 13.43%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
178,116
shares
|
$10.8 Million
1.92% of portfolio
|
Q3 2024
Added 13.08%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
164,440
shares
|
$9.96 Million
0.09% of portfolio
|
Q3 2024
Added 17.43%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
143,609
shares
|
$8.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
142,166
shares
|
$8.61 Million
0.02% of portfolio
|
Q3 2024
Added 46.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
138,517
shares
|
$8.39 Million
0.01% of portfolio
|
Q3 2024
Added 212.55%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 08, 2024 Q3 2024 |
137,380
shares
|
$8.32 Million
1.77% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
132,967
shares
|
$8.06 Million
0.51% of portfolio
|
Q3 2024
Added 21.26%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 07, 2024 Q3 2024 |
132,264
shares
|
$8.01 Million
2.12% of portfolio
|
Q3 2024
Added 227.01%
|