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 402 institutions that hold shares in the stock, with a total of 32.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
19,018
shares
|
$1.08 Million
0.17% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
18,986
shares
|
$1.08 Million
0.03% of portfolio
|
Q4 2024
Reduced 55.15%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
18,868
shares
|
$1.08 Million
0.08% of portfolio
|
Q4 2024
Added 11198.2%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
18,555
shares
|
$1.06 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
18,054
shares
|
$1.03 Million
0.31% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
17,903
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Strategic Financial Planning, Inc.
|
Feb 13, 2025 Q4 2024 |
17,734
shares
|
$1.01 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jan 27, 2025 Q4 2024 |
17,555
shares
|
$1 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
17,462
shares
|
$996,032
0.0% of portfolio
|
Q4 2024
Added 59.57%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
17,400
shares
|
$992,496
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
17,242
shares
|
$983,483
0.03% of portfolio
|
Q4 2024
Added 25.07%
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
15,969
shares
|
$910,871
0.11% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
15,656
shares
|
$893,018
0.13% of portfolio
|
Q4 2024
Reduced 11.75%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
15,565
shares
|
$887,827
0.01% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
15,333
shares
|
$874,594
0.01% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Fi3 Financial Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
15,266
shares
|
$870,772
0.33% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
14,878
shares
|
$848,641
0.11% of portfolio
|
Q2 2024
Reduced 11.5%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
14,877
shares
|
$848,584
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
14,867
shares
|
$848,013
0.18% of portfolio
|
Q4 2024
Reduced 16.84%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
14,660
shares
|
$836,206
0.02% of portfolio
|
Q3 2022
Added 5.01%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jan 17, 2025 Q4 2024 |
14,600
shares
|
$832,784
0.37% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
14,380
shares
|
$820,235
0.56% of portfolio
|
Q2 2022
Reduced 6.77%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
14,298
shares
|
$815,557
0.0% of portfolio
|
Q4 2024
Added 34.99%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
13,838
shares
|
$789,319
0.0% of portfolio
|
Q4 2024
Reduced 9.79%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
13,814
shares
|
$787,950
0.4% of portfolio
|
Q4 2024
Added 3.84%
|