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 409 institutions that hold shares in the stock, with a total of 37 Million shares, which have been reported (via 13F filing form) to have a value of $2.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
13,822
shares
|
$799,326
0.31% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
13,708
shares
|
$792,733
0.09% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
13,621
shares
|
$787,702
0.0% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
13,606
shares
|
$786,834
0.0% of portfolio
|
Q3 2025
Reduced 31.14%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
13,297
shares
|
$768,965
0.01% of portfolio
|
Q3 2025
Added 40.81%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
13,232
shares
|
$765,206
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
13,155
shares
|
$760,753
0.0% of portfolio
|
Q3 2025
Added 12.3%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
13,066
shares
|
$755,606
0.0% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
13,032
shares
|
$753,640
0.26% of portfolio
|
Q3 2025
Added 34.86%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
12,954
shares
|
$749,129
0.05% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
12,672
shares
|
$732,821
0.13% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
12,369
shares
|
$715,299
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
11,692
shares
|
$676,148
0.07% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
11,663
shares
|
$674,471
0.31% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
11,515
shares
|
$665,912
0.0% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
11,474
shares
|
$663,541
0.05% of portfolio
|
Q3 2025
Reduced 16.94%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
11,417
shares
|
$660,245
0.15% of portfolio
|
Q3 2025
Added 96.34%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
11,145
shares
|
$644,515
0.51% of portfolio
|
Q3 2025
Reduced 9.26%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
11,071
shares
|
$640,235
0.0% of portfolio
|
Q3 2025
Added 31.27%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
11,052
shares
|
$639,137
0.02% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
11,042
shares
|
$638,558
0.07% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
10,802
shares
|
$624,679
0.19% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
10,662
shares
|
$616,583
0.15% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 21, 2025 Q3 2025 |
10,635
shares
|
$615,022
0.12% of portfolio
|
Q3 2025
Added 12.9%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
10,538
shares
|
$609,412
0.0% of portfolio
|
Q2 2025
Reduced 0.4%
|
|