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 |
|---|---|---|---|---|---|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
337,807
shares
|
$18.9 Million
2.1% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
318,723
shares
|
$17.8 Million
0.26% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
310,212
shares
|
$17.4 Million
0.36% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Jul 02, 2025 Q2 2025 |
284,106
shares
|
$15.9 Million
11.87% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
279,741
shares
|
$15.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 34.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
271,503
shares
|
$15.2 Million
0.03% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
264,940
shares
|
$14.8 Million
1.61% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Mps Loria Financial Planners, LLC
|
Jul 29, 2025 Q2 2025 |
240,396
shares
|
$13.5 Million
4.06% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
235,741
shares
|
$13.2 Million
0.24% of portfolio
|
Q2 2025
Added 14.42%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
229,649
shares
|
$12.9 Million
0.05% of portfolio
|
Q2 2025
Added 10.16%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
226,036
shares
|
$12.6 Million
0.41% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
221,362
shares
|
$12.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.13%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
218,410
shares
|
$12.2 Million
0.0% of portfolio
|
Q2 2025
Added 24.93%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
208,591
shares
|
$11.7 Million
0.03% of portfolio
|
Q2 2025
Added 18.82%
|
|
|
Biltmore Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
198,789
shares
|
$11.1 Million
4.58% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
197,182
shares
|
$11 Million
0.2% of portfolio
|
Q2 2025
Reduced 9.48%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
196,088
shares
|
$11 Million
2.67% of portfolio
|
Q2 2024
Added 131.09%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
195,306
shares
|
$10.9 Million
0.66% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
181,580
shares
|
$10.2 Million
0.97% of portfolio
|
Q2 2025
Added 138.91%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
181,435
shares
|
$10.2 Million
1.62% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
169,245
shares
|
$9.47 Million
0.73% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
158,978
shares
|
$8.9 Million
0.06% of portfolio
|
Q2 2025
Reduced 12.02%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
158,520
shares
|
$8.87 Million
1.96% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
154,836
shares
|
$8.66 Million
0.32% of portfolio
|
Q2 2025
Added 30.02%
|
|
|
Freedom Day Solutions, LLC
|
Jul 24, 2025 Q2 2025 |
151,094
shares
|
$8.46 Million
2.22% of portfolio
|
Q2 2025
Reduced 1.85%
|