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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
28,453
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2025
Added 205.88%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
26,666
shares
|
$1.54 Million
0.49% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
25,704
shares
|
$1.49 Million
0.19% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
25,608
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2025
Reduced 26.67%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Nov 06, 2025 Q3 2025 |
25,164
shares
|
$1.46 Million
1.44% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Nov 12, 2025 Q3 2025 |
25,149
shares
|
$1.45 Million
0.55% of portfolio
|
Q3 2025
Added 52.8%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
24,572
shares
|
$1.42 Million
0.23% of portfolio
|
Q3 2025
Reduced 21.27%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Oct 14, 2025 Q3 2025 |
24,458
shares
|
$1.41 Million
1.17% of portfolio
|
Q3 2025
Added 5.06%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
23,716
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
23,655
shares
|
$1.37 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
23,333
shares
|
$1.35 Million
0.05% of portfolio
|
Q3 2025
Reduced 45.95%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
23,208
shares
|
$1.34 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
22,800
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 36.78%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
22,599
shares
|
$1.31 Million
0.05% of portfolio
|
Q3 2025
Added 264.26%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Oct 20, 2025 Q3 2025 |
22,283
shares
|
$1.29 Million
0.98% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
21,524
shares
|
$1.24 Million
0.05% of portfolio
|
Q3 2025
Reduced 10.12%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
21,246
shares
|
$1.23 Million
0.05% of portfolio
|
Q3 2025
Added 75.24%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
21,058
shares
|
$1.22 Million
0.22% of portfolio
|
Q3 2025
Added 30.29%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
20,948
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.18%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
20,062
shares
|
$1.16 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
20,000
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Oct 31, 2025 Q3 2025 |
19,955
shares
|
$1.15 Million
0.64% of portfolio
|
Q3 2025
Added 26.63%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
19,866
shares
|
$1.15 Million
0.15% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 20, 2025 Q3 2025 |
19,625
shares
|
$1.13 Million
0.26% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
19,403
shares
|
$1.12 Million
0.03% of portfolio
|
Q2 2025
Reduced 49.87%
|
|