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 377 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 $1.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
72,308
shares
|
$4.52 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
70,365
shares
|
$4.39 Million
0.44% of portfolio
|
Q4 2023
Reduced 5.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
67,813
shares
|
$4.24 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.92%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
65,768
shares
|
$4.11 Million
1.31% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Congress Asset Management CO
|
Oct 28, 2024 Q3 2024 |
64,427
shares
|
$4.02 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.99%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
63,713
shares
|
$3.98 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 03, 2024 Q3 2024 |
63,526
shares
|
$3.97 Million
0.9% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
62,136
shares
|
$3.88 Million
0.0% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
61,417
shares
|
$3.84 Million
0.12% of portfolio
|
Q2 2020
New holding
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
60,829
shares
|
$3.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.25%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
58,498
shares
|
$3.65 Million
1.08% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
57,322
shares
|
$3.58 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
56,383
shares
|
$3.52 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
51,829
shares
|
$3.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
49,535
shares
|
$3.09 Million
0.0% of portfolio
|
Q3 2024
Added 17.35%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
48,808
shares
|
$3.05 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
47,890
shares
|
$2.99 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
47,225
shares
|
$2.95 Million
0.23% of portfolio
|
Q3 2024
Added 7.85%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
42,336
shares
|
$2.64 Million
0.06% of portfolio
|
Q3 2024
Reduced 75.34%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
42,079
shares
|
$2.63 Million
0.03% of portfolio
|
Q3 2024
Reduced 13.65%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
41,900
shares
|
$2.62 Million
0.0% of portfolio
|
Q3 2024
Added 27.74%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
41,734
shares
|
$2.61 Million
1.18% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
40,503
shares
|
$2.53 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
40,294
shares
|
$2.52 Million
0.53% of portfolio
|
Q3 2022
Reduced 3.92%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
40,231
shares
|
$2.51 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.05%
|