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 |
|---|---|---|---|---|---|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
26,666
shares
|
$1.49 Million
0.49% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
26,031
shares
|
$1.46 Million
0.57% of portfolio
|
Q2 2025
Added 50.29%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
25,661
shares
|
$1.44 Million
0.19% of portfolio
|
Q2 2025
Reduced 18.45%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Aug 07, 2025 Q2 2025 |
24,660
shares
|
$1.38 Million
1.46% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jul 30, 2025 Q2 2025 |
24,541
shares
|
$1.37 Million
0.53% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
24,401
shares
|
$1.37 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
23,922
shares
|
$1.34 Million
0.28% of portfolio
|
Q2 2025
Added 13.29%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
23,722
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
23,716
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
23,585
shares
|
$1.32 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
23,400
shares
|
$1.31 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
23,279
shares
|
$1.3 Million
1.18% of portfolio
|
Q2 2025
Reduced 61.26%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
23,243
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2025
Added 58.76%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
23,066
shares
|
$1.29 Million
0.01% of portfolio
|
Q2 2025
Added 13.55%
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
22,800
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 36.78%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
22,082
shares
|
$1.24 Million
1.1% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
21,685
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
20,523
shares
|
$1.15 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
20,333
shares
|
$1.14 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
20,000
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
19,759
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
19,403
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2025
Reduced 49.87%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
19,382
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 29.18%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
19,380
shares
|
$1.08 Million
0.26% of portfolio
|
Q2 2025
Reduced 9.71%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
19,174
shares
|
$1.07 Million
0.15% of portfolio
|
Q2 2025
Added 0.86%
|