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 |
|---|---|---|---|---|---|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
42,803
shares
|
$2.48 Million
1.14% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Nov 14, 2025 Q3 2025 |
40,857
shares
|
$2.36 Million
1.97% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
40,373
shares
|
$2.33 Million
0.28% of portfolio
|
Q3 2025
Added 32.61%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
40,294
shares
|
$2.33 Million
0.53% of portfolio
|
Q3 2022
Reduced 3.92%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
40,060
shares
|
$2.32 Million
0.02% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
39,455
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
38,690
shares
|
$2.24 Million
1.28% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
37,933
shares
|
$2.19 Million
1.68% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
37,919
shares
|
$2.19 Million
0.01% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
36,900
shares
|
$2.13 Million
0.0% of portfolio
|
Q3 2025
Added 112.07%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Nov 04, 2025 Q3 2025 |
36,254
shares
|
$2.1 Million
1.88% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
35,981
shares
|
$2.08 Million
0.02% of portfolio
|
Q3 2025
Added 51.68%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
33,221
shares
|
$1.92 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
32,455
shares
|
$1.88 Million
0.29% of portfolio
|
Q3 2025
Reduced 10.27%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
31,785
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
31,756
shares
|
$1.84 Million
0.31% of portfolio
|
Q3 2025
Added 32.75%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
31,383
shares
|
$1.81 Million
0.36% of portfolio
|
Q3 2025
Reduced 36.19%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
31,274
shares
|
$1.81 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
30,717
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.22%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
30,392
shares
|
$1.76 Million
0.14% of portfolio
|
Q4 2023
Reduced 8.07%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
30,278
shares
|
$1.75 Million
0.19% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
29,498
shares
|
$1.71 Million
0.94% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
29,011
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2025
Added 130.61%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
28,809
shares
|
$1.67 Million
0.01% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
28,583
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.48%
|
|