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 |
|---|---|---|---|---|---|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
18,024
shares
|
$1.05 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
17,741
shares
|
$1.04 Million
0.68% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Strategic Financial Planning, Inc.
|
Aug 13, 2025 Q2 2025 |
17,737
shares
|
$1.04 Million
0.65% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
17,536
shares
|
$1.02 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
17,400
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 53.85%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
17,308
shares
|
$1.01 Million
0.94% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
16,459
shares
|
$960,876
0.37% of portfolio
|
Q2 2025
Added 97.14%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
16,162
shares
|
$943,537
0.18% of portfolio
|
Q2 2025
Added 92.02%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
15,990
shares
|
$933,496
0.16% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
15,969
shares
|
$932,270
0.17% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
15,966
shares
|
$932,095
0.01% of portfolio
|
Q3 2025
Added 9.72%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 06, 2025 Q2 2025 |
15,758
shares
|
$919,952
0.54% of portfolio
|
Q2 2025
Added 20.69%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
15,255
shares
|
$890,586
0.11% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
15,223
shares
|
$888,718
0.28% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
15,222
shares
|
$888,660
0.36% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
14,878
shares
|
$868,577
0.11% of portfolio
|
Q2 2024
Reduced 11.5%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
14,660
shares
|
$855,850
0.02% of portfolio
|
Q3 2022
Added 5.01%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
14,380
shares
|
$839,504
0.56% of portfolio
|
Q2 2022
Reduced 6.77%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
14,251
shares
|
$831,973
0.19% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
14,226
shares
|
$830,513
0.01% of portfolio
|
Q1 2025
Reduced 8.6%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
14,151
shares
|
$826,135
0.04% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
13,894
shares
|
$811,131
0.34% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
13,814
shares
|
$806,461
0.07% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
13,693
shares
|
$799,397
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
13,692
shares
|
$799,338
0.09% of portfolio
|
Q4 2024
Reduced 24.29%
|