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 403 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 $2.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
13,232
shares
|
$772,484
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
13,143
shares
|
$767,288
0.0% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
13,045
shares
|
$761,567
0.0% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
12,921
shares
|
$754,327
0.05% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,580
shares
|
$734,420
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
12,560
shares
|
$733,252
0.14% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
12,369
shares
|
$722,102
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
12,124
shares
|
$707,799
0.03% of portfolio
|
Q1 2025
Added 26.63%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
12,085
shares
|
$705,522
0.06% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
11,975
shares
|
$699,100
0.03% of portfolio
|
Q2 2025
Reduced 30.6%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
11,791
shares
|
$688,358
0.13% of portfolio
|
Q2 2025
Added 13.8%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
11,714
shares
|
$683,863
0.0% of portfolio
|
Q2 2025
Added 15.83%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
11,692
shares
|
$682,578
0.07% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
11,663
shares
|
$680,885
0.37% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
11,513
shares
|
$672,128
0.0% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
11,145
shares
|
$650,645
0.51% of portfolio
|
Q3 2025
Reduced 9.26%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
11,052
shares
|
$645,215
0.02% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
11,013
shares
|
$642,938
0.07% of portfolio
|
Q2 2025
Added 244.16%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
10,929
shares
|
$638,035
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
10,709
shares
|
$625,191
0.19% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
10,672
shares
|
$623,031
0.16% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
10,538
shares
|
$615,208
0.0% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,505
shares
|
$613,281
0.0% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
10,299
shares
|
$601,255
0.33% of portfolio
|
Q2 2025
Reduced 53.72%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
10,201
shares
|
$595,534
0.01% of portfolio
|
Q2 2025
New holding
|