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 377 institutions that hold shares in the stock, with a total of 30.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shum Financial Group, Inc.
Alameda, CA |
Nov 13, 2024 Q3 2024 |
22,271
shares
|
$1.39 Million
1.13% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
22,249
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Added 65.54%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
22,074
shares
|
$1.38 Million
0.37% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
21,553
shares
|
$1.35 Million
0.17% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
20,887
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
20,532
shares
|
$1.28 Million
0.16% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
20,180
shares
|
$1.26 Million
0.3% of portfolio
|
Q3 2024
Reduced 15.17%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
20,102
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
19,941
shares
|
$1.25 Million
0.39% of portfolio
|
Q3 2024
Reduced 18.62%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
19,848
shares
|
$1.24 Million
0.02% of portfolio
|
Q4 2022
Added 0.03%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
19,551
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
19,244
shares
|
$1.2 Million
0.11% of portfolio
|
Q3 2024
Added 77.99%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
18,666
shares
|
$1.17 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
18,561
shares
|
$1.16 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
18,103
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
18,085
shares
|
$1.13 Million
0.14% of portfolio
|
Q2 2023
Added 0.03%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
17,877
shares
|
$1.12 Million
0.23% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Strategic Financial Planning, Inc.
|
Oct 25, 2024 Q3 2024 |
17,774
shares
|
$1.11 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
17,740
shares
|
$1.11 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
16,924
shares
|
$1.06 Million
0.83% of portfolio
|
Q3 2024
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
16,751
shares
|
$1.05 Million
0.32% of portfolio
|
Q3 2024
Added 11.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
16,443
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 43.36%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
15,969
shares
|
$997,423
0.02% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
15,877
shares
|
$991,677
0.53% of portfolio
|
Q3 2024
Added 15.12%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Oct 18, 2024 Q3 2024 |
15,800
shares
|
$986,868
0.51% of portfolio
|
Q3 2024
Added 8.22%
|