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 402 institutions that hold shares in the stock, with a total of 32.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Management, Inc.
Duluth, GA |
Jan 24, 2025 Q4 2024 |
132,530
shares
|
$7.56 Million
1.47% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
122,150
shares
|
$6.97 Million
0.0% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
121,427
shares
|
$6.93 Million
0.16% of portfolio
|
Q4 2024
Added 707.95%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
121,034
shares
|
$6.9 Million
1.08% of portfolio
|
Q1 2023
Reduced 15.68%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
119,237
shares
|
$6.8 Million
1.26% of portfolio
|
Q4 2024
Reduced 33.44%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
119,071
shares
|
$6.79 Million
1.27% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
School Employees Retirement Board Of Ohio
Columbus, OH |
Feb 03, 2025 Q4 2024 |
112,787
shares
|
$6.43 Million
3.36% of portfolio
|
Q3 2024
New holding
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
108,029
shares
|
$6.16 Million
1.72% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
107,436
shares
|
$6.13 Million
1.88% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
106,761
shares
|
$6.09 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
105,300
shares
|
$6.01 Million
0.11% of portfolio
|
Q4 2024
Added 172.09%
|
|
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
Jan 27, 2025 Q4 2024 |
97,080
shares
|
$5.54 Million
11.9% of portfolio
|
Q1 2023
Reduced 43.99%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
96,353
shares
|
$5.5 Million
0.01% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
95,906
shares
|
$5.47 Million
2.39% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
95,368
shares
|
$5.44 Million
0.04% of portfolio
|
Q4 2024
Added 1236.25%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
91,607
shares
|
$5.23 Million
1.59% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
90,482
shares
|
$5.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
88,315
shares
|
$5.04 Million
0.24% of portfolio
|
Q2 2024
Reduced 17.5%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
87,488
shares
|
$4.99 Million
0.18% of portfolio
|
Q4 2024
Reduced 8.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
86,590
shares
|
$4.94 Million
0.0% of portfolio
|
Q4 2024
Added 67.07%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
81,373
shares
|
$4.64 Million
2.0% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
79,042
shares
|
$4.51 Million
0.07% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
77,782
shares
|
$4.44 Million
0.01% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
74,418
shares
|
$4.24 Million
5.84% of portfolio
|
Q4 2022
Reduced 48.62%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
71,917
shares
|
$4.1 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.54%
|