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 |
|---|---|---|---|---|---|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
13,894
shares
|
$777,508
0.34% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
13,814
shares
|
$773,031
0.07% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
13,692
shares
|
$766,204
0.09% of portfolio
|
Q4 2024
Reduced 24.29%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
13,232
shares
|
$740,462
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
13,143
shares
|
$735,482
0.0% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
13,045
shares
|
$729,998
0.0% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
12,921
shares
|
$723,059
0.05% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,580
shares
|
$703,976
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
12,560
shares
|
$702,857
0.14% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
12,369
shares
|
$692,169
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
12,283
shares
|
$687,356
0.58% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
12,282
shares
|
$687,300
0.06% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
12,124
shares
|
$678,459
0.03% of portfolio
|
Q1 2025
Added 26.63%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
12,085
shares
|
$676,276
0.06% of portfolio
|
Q2 2025
Added 7.38%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
11,975
shares
|
$670,121
0.03% of portfolio
|
Q2 2025
Reduced 30.6%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
11,791
shares
|
$659,824
0.13% of portfolio
|
Q2 2025
Added 13.8%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
11,714
shares
|
$655,515
0.0% of portfolio
|
Q2 2025
Added 15.83%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
11,692
shares
|
$654,284
0.07% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
11,663
shares
|
$652,661
0.37% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
11,513
shares
|
$644,267
0.0% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
11,095
shares
|
$620,876
0.02% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
11,013
shares
|
$616,287
0.07% of portfolio
|
Q2 2025
Added 244.16%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
10,929
shares
|
$611,586
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
10,709
shares
|
$599,275
0.19% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
10,672
shares
|
$597,205
0.16% of portfolio
|
Q2 2025
Reduced 3.81%
|