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 |
|---|---|---|---|---|---|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
70,365
shares
|
$4.01 Million
0.44% of portfolio
|
Q4 2023
Reduced 5.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
67,465
shares
|
$3.85 Million
0.0% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
66,928
shares
|
$3.82 Million
3.63% of portfolio
|
Q4 2024
Reduced 40.85%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
66,475
shares
|
$3.79 Million
1.26% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 17, 2025 Q4 2024 |
66,025
shares
|
$3.77 Million
1.03% of portfolio
|
Q4 2024
Reduced 50.08%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
63,475
shares
|
$3.62 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
62,840
shares
|
$3.58 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
61,417
shares
|
$3.5 Million
0.12% of portfolio
|
Q2 2020
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
61,055
shares
|
$3.48 Million
0.0% of portfolio
|
Q4 2024
Added 1569.54%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
60,049
shares
|
$3.43 Million
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
57,670
shares
|
$3.29 Million
1.01% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
54,374
shares
|
$3.1 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Congress Asset Management CO
|
Jan 30, 2025 Q4 2024 |
53,630
shares
|
$3.06 Million
0.02% of portfolio
|
Q4 2024
Reduced 16.76%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
50,098
shares
|
$2.86 Million
0.01% of portfolio
|
Q4 2024
Reduced 26.12%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
49,507
shares
|
$2.82 Million
0.09% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
49,268
shares
|
$2.81 Million
0.3% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
46,437
shares
|
$2.65 Million
0.13% of portfolio
|
Q4 2024
Reduced 17.64%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
45,654
shares
|
$2.6 Million
1.38% of portfolio
|
Q4 2024
Reduced 10.45%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Feb 05, 2025 Q4 2024 |
42,967
shares
|
$2.45 Million
1.67% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
42,749
shares
|
$2.44 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.7%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
42,439
shares
|
$2.42 Million
1.04% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
41,900
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2024
Added 27.74%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
40,294
shares
|
$2.3 Million
0.53% of portfolio
|
Q3 2022
Reduced 3.92%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
39,911
shares
|
$2.28 Million
1.93% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
39,492
shares
|
$2.25 Million
0.19% of portfolio
|
Q4 2024
New holding
|