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 376 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 $1.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
15,601
shares
|
$957,121
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
15,501
shares
|
$950,986
0.01% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
15,340
shares
|
$941,109
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
15,222
shares
|
$933,869
0.37% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
15,096
shares
|
$926,139
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
15,029
shares
|
$922,029
0.03% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Nov 05, 2024 Q3 2024 |
14,961
shares
|
$917,857
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
14,878
shares
|
$912,765
0.11% of portfolio
|
Q2 2024
Reduced 11.5%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
14,660
shares
|
$899,391
0.02% of portfolio
|
Q3 2022
Added 5.01%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
14,497
shares
|
$889,390
0.56% of portfolio
|
Q3 2024
Added 11.15%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
14,380
shares
|
$882,213
0.56% of portfolio
|
Q2 2022
Reduced 6.77%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
13,808
shares
|
$847,120
0.09% of portfolio
|
Q3 2024
Added 260.99%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
13,786
shares
|
$845,771
0.03% of portfolio
|
Q3 2024
Added 19.93%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
13,354
shares
|
$819,267
0.01% of portfolio
|
Q3 2024
Added 45.36%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
13,337
shares
|
$818,224
0.06% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
13,303
shares
|
$816,139
0.44% of portfolio
|
Q3 2024
Added 9.95%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
12,861
shares
|
$789,022
0.0% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
12,852
shares
|
$788,470
0.16% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
12,719
shares
|
$780,310
0.08% of portfolio
|
Q3 2024
Reduced 16.55%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
12,369
shares
|
$758,838
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
12,324
shares
|
$756,077
0.02% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
12,097
shares
|
$742,150
0.23% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
12,092
shares
|
$741,844
0.0% of portfolio
|
Q3 2024
Reduced 33.55%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
11,911
shares
|
$730,739
0.07% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
11,714
shares
|
$718,653
0.19% of portfolio
|
Q3 2024
Added 1.69%
|