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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
147,716
shares
|
$8.27 Million
0.01% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
145,460
shares
|
$8.14 Million
0.31% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
138,517
shares
|
$7.75 Million
0.01% of portfolio
|
Q3 2024
Added 212.55%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
134,552
shares
|
$7.53 Million
1.56% of portfolio
|
Q2 2025
Reduced 57.52%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
129,551
shares
|
$7.25 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jul 30, 2025 Q2 2025 |
126,627
shares
|
$7.09 Million
1.24% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
122,150
shares
|
$6.84 Million
0.0% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
121,034
shares
|
$6.77 Million
1.08% of portfolio
|
Q1 2023
Reduced 15.68%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
118,102
shares
|
$6.61 Million
1.13% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
108,029
shares
|
$6.05 Million
1.72% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
106,061
shares
|
$5.94 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
104,203
shares
|
$5.83 Million
2.46% of portfolio
|
Q2 2025
Added 9.48%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
103,500
shares
|
$5.79 Million
0.07% of portfolio
|
Q2 2025
Reduced 81.61%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
99,849
shares
|
$5.59 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Axs Investments LLC
Port Chester, NY |
Aug 11, 2025 Q2 2025 |
99,000
shares
|
$5.54 Million
2.46% of portfolio
|
Q2 2025
Reduced 37.46%
|
|
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
Jul 22, 2025 Q2 2025 |
97,080
shares
|
$5.43 Million
16.51% of portfolio
|
Q1 2023
Reduced 43.99%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
94,718
shares
|
$5.3 Million
1.58% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
89,420
shares
|
$5 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
87,666
shares
|
$4.91 Million
0.01% of portfolio
|
Q2 2025
Added 615.12%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
83,314
shares
|
$4.66 Million
1.38% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
81,332
shares
|
$4.55 Million
0.18% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
80,754
shares
|
$4.52 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
78,865
shares
|
$4.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
74,949
shares
|
$4.19 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
74,418
shares
|
$4.16 Million
5.84% of portfolio
|
Q4 2022
Reduced 48.62%
|