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 405 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 $1.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
41,037
shares
|
$2.3 Million
1.13% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
40,606
shares
|
$2.27 Million
2.02% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
40,294
shares
|
$2.25 Million
0.53% of portfolio
|
Q3 2022
Reduced 3.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
38,829
shares
|
$2.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 60.28%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
38,061
shares
|
$2.13 Million
0.01% of portfolio
|
Q2 2025
Added 18.92%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
37,919
shares
|
$2.12 Million
0.01% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
37,758
shares
|
$2.11 Million
0.02% of portfolio
|
Q2 2025
Added 14.12%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
37,708
shares
|
$2.11 Million
1.37% of portfolio
|
Q2 2025
Added 13.12%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
36,840
shares
|
$2.06 Million
1.58% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
36,170
shares
|
$2.02 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
35,257
shares
|
$1.97 Million
1.92% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
34,921
shares
|
$1.95 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
34,872
shares
|
$1.95 Million
0.37% of portfolio
|
Q2 2025
Added 22.5%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
34,215
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.24%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
33,607
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2025
Added 9.92%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
33,232
shares
|
$1.86 Million
0.27% of portfolio
|
Q2 2025
Added 22.01%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
31,605
shares
|
$1.77 Million
0.2% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
31,274
shares
|
$1.75 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
31,210
shares
|
$1.75 Million
0.3% of portfolio
|
Q2 2025
Reduced 25.66%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Aug 07, 2025 Q2 2025 |
30,489
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
30,446
shares
|
$1.7 Million
0.22% of portfolio
|
Q2 2025
Reduced 24.54%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
30,392
shares
|
$1.7 Million
0.14% of portfolio
|
Q4 2023
Reduced 8.07%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
29,797
shares
|
$1.67 Million
0.94% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
28,809
shares
|
$1.61 Million
0.01% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
28,721
shares
|
$1.61 Million
0.01% of portfolio
|
Q2 2025
Added 2.77%
|