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 403 institutions that hold shares in the stock, with a total of 35.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
73,730
shares
|
$4.3 Million
0.23% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
71,839
shares
|
$4.19 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Aug 07, 2025 Q2 2025 |
71,352
shares
|
$4.17 Million
2.12% of portfolio
|
Q2 2025
Reduced 12.92%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Aug 12, 2025 Q2 2025 |
71,167
shares
|
$4.15 Million
1.29% of portfolio
|
Q2 2025
Reduced 43.11%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
70,433
shares
|
$4.11 Million
1.18% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
70,365
shares
|
$4.11 Million
0.44% of portfolio
|
Q4 2023
Reduced 5.0%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
68,507
shares
|
$4 Million
0.77% of portfolio
|
Q2 2025
Added 15.84%
|
|
|
Windsor Capital Management, LLC
|
Oct 06, 2025 Q3 2025 |
64,784
shares
|
$3.78 Million
1.07% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
Envision Financial LLC
Brookfield, WI |
Oct 10, 2025 Q3 2025 |
63,302
shares
|
$3.7 Million
2.13% of portfolio
|
Q3 2025
Added 25.81%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
62,258
shares
|
$3.63 Million
0.15% of portfolio
|
Q2 2025
Reduced 36.15%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
60,938
shares
|
$3.56 Million
0.0% of portfolio
|
Q2 2025
Added 42.26%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
59,044
shares
|
$3.45 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
54,670
shares
|
$3.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.05%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
52,436
shares
|
$3.06 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
50,787
shares
|
$2.96 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
50,000
shares
|
$2.92 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
49,180
shares
|
$2.87 Million
0.52% of portfolio
|
Q2 2025
Added 63.88%
|
|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
48,000
shares
|
$2.8 Million
0.21% of portfolio
|
Q2 2025
Reduced 35.4%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
47,871
shares
|
$2.79 Million
0.96% of portfolio
|
Q3 2025
Added 8.24%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
47,370
shares
|
$2.77 Million
0.0% of portfolio
|
Q2 2025
Added 18.25%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
46,387
shares
|
$2.71 Million
1.36% of portfolio
|
Q2 2025
Added 61.91%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
44,484
shares
|
$2.6 Million
0.87% of portfolio
|
Q3 2025
Added 70.89%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
44,388
shares
|
$2.59 Million
0.19% of portfolio
|
Q2 2025
Added 7.54%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
43,255
shares
|
$2.53 Million
1.49% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
43,172
shares
|
$2.52 Million
0.11% of portfolio
|
Q2 2025
Added 99.22%
|