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 |
|---|---|---|---|---|---|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
18,987
shares
|
$1.06 Million
0.73% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jul 15, 2025 Q2 2025 |
18,297
shares
|
$1.02 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
18,024
shares
|
$1.01 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
17,877
shares
|
$1 Million
1.12% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
17,741
shares
|
$992,786
0.68% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Strategic Financial Planning, Inc.
|
Aug 13, 2025 Q2 2025 |
17,737
shares
|
$992,562
0.65% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
17,536
shares
|
$981,314
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
17,400
shares
|
$973,704
0.0% of portfolio
|
Q2 2025
Reduced 53.85%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
16,676
shares
|
$933,188
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
16,459
shares
|
$921,045
0.37% of portfolio
|
Q2 2025
Added 97.14%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
16,324
shares
|
$913,491
0.56% of portfolio
|
Q2 2025
Added 26.28%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
16,162
shares
|
$904,425
0.18% of portfolio
|
Q2 2025
Added 92.02%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
16,009
shares
|
$895,863
0.17% of portfolio
|
Q2 2025
Added 58.69%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
15,969
shares
|
$893,625
0.17% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 06, 2025 Q2 2025 |
15,758
shares
|
$881,817
0.54% of portfolio
|
Q2 2025
Added 20.69%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
15,255
shares
|
$853,669
0.11% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
15,050
shares
|
$842,198
0.36% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
14,967
shares
|
$837,553
0.29% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
14,878
shares
|
$832,572
0.11% of portfolio
|
Q2 2024
Reduced 11.5%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
14,828
shares
|
$829,774
0.21% of portfolio
|
Q2 2025
Added 30.45%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
14,679
shares
|
$821,436
0.04% of portfolio
|
Q2 2025
Reduced 27.59%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
14,660
shares
|
$820,373
0.02% of portfolio
|
Q3 2022
Added 5.01%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
14,552
shares
|
$814,329
0.02% of portfolio
|
Q2 2025
Added 44.18%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
14,380
shares
|
$804,704
0.56% of portfolio
|
Q2 2022
Reduced 6.77%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
14,226
shares
|
$796,086
0.01% of portfolio
|
Q1 2025
Reduced 8.6%
|