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 403 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 $2.08 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
|
$1.56 Million
0.49% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
25,661
shares
|
$1.5 Million
0.19% of portfolio
|
Q2 2025
Reduced 18.45%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Aug 07, 2025 Q2 2025 |
24,660
shares
|
$1.44 Million
1.46% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
24,572
shares
|
$1.43 Million
0.23% of portfolio
|
Q3 2025
Reduced 21.27%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Oct 14, 2025 Q3 2025 |
24,458
shares
|
$1.43 Million
1.17% of portfolio
|
Q3 2025
Added 5.06%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
24,401
shares
|
$1.42 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
23,948
shares
|
$1.4 Million
0.06% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
23,722
shares
|
$1.38 Million
0.01% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
23,716
shares
|
$1.38 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
|
$1.38 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
23,243
shares
|
$1.36 Million
0.02% of portfolio
|
Q2 2025
Added 58.76%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
23,066
shares
|
$1.35 Million
0.01% of portfolio
|
Q2 2025
Added 13.55%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
22,800
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 36.78%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Oct 20, 2025 Q3 2025 |
22,283
shares
|
$1.3 Million
0.98% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
21,685
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
20,333
shares
|
$1.19 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
20,062
shares
|
$1.17 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
20,000
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
19,866
shares
|
$1.16 Million
0.15% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
19,759
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 20, 2025 Q3 2025 |
19,625
shares
|
$1.15 Million
0.26% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
19,403
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2025
Reduced 49.87%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
19,382
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 29.18%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
18,987
shares
|
$1.11 Million
0.73% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jul 15, 2025 Q2 2025 |
18,297
shares
|
$1.07 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.16%
|