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 409 institutions that hold shares in the stock, with a total of 37 Million shares, which have been reported (via 13F filing form) to have a value of $2.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Topel & Distasi Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
74,240
shares
|
$4.29 Million
2.15% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
71,839
shares
|
$4.15 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
70,501
shares
|
$4.08 Million
0.08% of portfolio
|
Q3 2025
Reduced 12.7%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
70,433
shares
|
$4.07 Million
1.18% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
70,365
shares
|
$4.07 Million
0.44% of portfolio
|
Q4 2023
Reduced 5.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
68,315
shares
|
$3.95 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.38%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
67,502
shares
|
$3.9 Million
0.15% of portfolio
|
Q3 2025
Added 8.42%
|
|
|
Windsor Capital Management, LLC
|
Oct 06, 2025 Q3 2025 |
64,784
shares
|
$3.75 Million
1.07% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
Envision Financial LLC
Brookfield, WI |
Oct 10, 2025 Q3 2025 |
63,302
shares
|
$3.66 Million
2.13% of portfolio
|
Q3 2025
Added 25.81%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
62,293
shares
|
$3.6 Million
0.04% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
62,010
shares
|
$3.59 Million
0.13% of portfolio
|
Q3 2025
Reduced 23.76%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
59,748
shares
|
$3.46 Million
0.0% of portfolio
|
Q3 2025
Added 26.13%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
58,691
shares
|
$3.39 Million
0.04% of portfolio
|
Q3 2025
Added 152.51%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
55,624
shares
|
$3.22 Million
0.0% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
52,436
shares
|
$3.03 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
52,043
shares
|
$3.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.6%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
49,847
shares
|
$2.88 Million
0.01% of portfolio
|
Q3 2025
Reduced 43.14%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
49,312
shares
|
$2.85 Million
1.37% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
48,075
shares
|
$2.78 Million
0.0% of portfolio
|
Q2 2025
Reduced 60.28%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
47,871
shares
|
$2.77 Million
0.96% of portfolio
|
Q3 2025
Added 8.24%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
46,871
shares
|
$2.71 Million
0.2% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
45,819
shares
|
$2.65 Million
0.02% of portfolio
|
Q3 2025
Added 319.24%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
45,709
shares
|
$2.64 Million
0.44% of portfolio
|
Q3 2025
Added 31.08%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
44,484
shares
|
$2.57 Million
0.87% of portfolio
|
Q3 2025
Added 70.89%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
43,255
shares
|
$2.5 Million
1.49% of portfolio
|
Q2 2025
Added 4.2%
|
|