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 |
|---|---|---|---|---|---|
|
Freedom Day Solutions, LLC
|
Oct 23, 2024 Q3 2024 |
123,964
shares
|
$7.51 Million
2.39% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
122,413
shares
|
$7.42 Million
1.45% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
122,150
shares
|
$7.4 Million
0.0% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
121,034
shares
|
$7.33 Million
1.08% of portfolio
|
Q1 2023
Reduced 15.68%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
114,678
shares
|
$6.95 Million
0.03% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
113,143
shares
|
$6.86 Million
6.85% of portfolio
|
Q4 2023
Added 332.29%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
112,956
shares
|
$6.84 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
School Employees Retirement Board Of Ohio
Columbus, OH |
Oct 22, 2024 Q3 2024 |
112,787
shares
|
$6.83 Million
3.95% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2024 Q3 2024 |
111,851
shares
|
$6.78 Million
2.08% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
109,016
shares
|
$6.61 Million
0.28% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
108,029
shares
|
$6.55 Million
1.72% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
98,895
shares
|
$5.99 Million
0.02% of portfolio
|
Q3 2024
Added 1029.97%
|
|
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
Oct 21, 2024 Q3 2024 |
97,080
shares
|
$5.88 Million
11.78% of portfolio
|
Q1 2023
Reduced 43.99%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
96,033
shares
|
$5.82 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
95,243
shares
|
$5.77 Million
0.36% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
93,759
shares
|
$5.68 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
93,005
shares
|
$5.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
92,963
shares
|
$5.63 Million
2.58% of portfolio
|
Q3 2024
Reduced 49.55%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
90,799
shares
|
$5.5 Million
1.66% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
88,315
shares
|
$5.35 Million
0.3% of portfolio
|
Q2 2024
Reduced 17.5%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
80,722
shares
|
$4.89 Million
2.06% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
80,120
shares
|
$4.85 Million
0.18% of portfolio
|
Q1 2022
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
76,594
shares
|
$4.64 Million
0.01% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
75,929
shares
|
$4.6 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
74,418
shares
|
$4.51 Million
5.84% of portfolio
|
Q4 2022
Reduced 48.62%
|