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 409 institutions that hold shares in the stock, with a total of 37 Million shares, which have been reported (via 13F filing form) to have a value of $2.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
353,977
shares
|
$20.5 Million
2.15% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Nov 13, 2025 Q3 2025 |
350,310
shares
|
$20.3 Million
14.48% of portfolio
|
Q3 2025
Added 23.3%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 05, 2025 Q3 2025 |
347,503
shares
|
$20.1 Million
4.5% of portfolio
|
Q3 2025
New holding
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
325,328
shares
|
$18.8 Million
0.26% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Oct 27, 2025 Q3 2025 |
321,387
shares
|
$18.6 Million
1.94% of portfolio
|
Q3 2025
Reduced 12.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
297,324
shares
|
$17.2 Million
0.03% of portfolio
|
Q3 2025
Added 12.6%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
291,683
shares
|
$16.9 Million
0.26% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
286,298
shares
|
$16.6 Million
0.45% of portfolio
|
Q3 2025
Added 15.21%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
282,300
shares
|
$16.3 Million
0.54% of portfolio
|
Q3 2025
Added 488.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
281,444
shares
|
$16.3 Million
0.0% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
273,034
shares
|
$15.8 Million
1.58% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
247,877
shares
|
$14.3 Million
0.05% of portfolio
|
Q3 2025
Added 7.94%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 17, 2025 Q3 2025 |
246,711
shares
|
$14.3 Million
3.95% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
235,923
shares
|
$13.6 Million
0.23% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
225,878
shares
|
$13.1 Million
0.03% of portfolio
|
Q3 2025
Added 8.29%
|
|
|
Biltmore Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
209,326
shares
|
$12.1 Million
4.71% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
208,588
shares
|
$12.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
203,860
shares
|
$11.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.91%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
199,172
shares
|
$11.5 Million
0.19% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
196,088
shares
|
$11.3 Million
2.67% of portfolio
|
Q2 2024
Added 131.09%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
195,306
shares
|
$11.3 Million
0.7% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
193,464
shares
|
$11.2 Million
1.63% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
Moody National Bank Trust Division
|
Oct 06, 2025 Q3 2025 |
180,843
shares
|
$10.5 Million
0.93% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
170,742
shares
|
$9.87 Million
0.06% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
165,394
shares
|
$9.56 Million
0.67% of portfolio
|
Q3 2025
Reduced 2.28%
|
|