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 376 institutions that hold shares in the stock, with a total of 30.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
11,692
shares
|
$708,418
0.07% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
11,466
shares
|
$694,724
0.0% of portfolio
|
Q3 2024
Added 75.46%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
11,388
shares
|
$689,998
0.22% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
10,943
shares
|
$663,036
0.0% of portfolio
|
Q3 2024
Reduced 14.08%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
10,600
shares
|
$642,254
0.43% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
10,592
shares
|
$641,769
0.0% of portfolio
|
Q3 2024
Reduced 17.99%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
10,506
shares
|
$636,558
0.04% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
10,462
shares
|
$633,892
0.02% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Nov 06, 2024 Q3 2024 |
10,460
shares
|
$633,771
0.39% of portfolio
|
Q3 2024
Added 48.47%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
10,429
shares
|
$631,893
0.25% of portfolio
|
Q3 2024
Added 35.25%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
10,337
shares
|
$626,318
0.09% of portfolio
|
Q3 2024
Reduced 76.48%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
10,023
shares
|
$607,293
0.02% of portfolio
|
Q2 2024
Reduced 3.1%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,647
shares
|
$584,511
0.0% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
9,594
shares
|
$581,300
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
9,581
shares
|
$580,512
0.02% of portfolio
|
Q4 2023
Reduced 3.04%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
9,505
shares
|
$575,907
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
9,470
shares
|
$573,787
0.27% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
9,322
shares
|
$564,819
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Financial Advisory
|
Oct 24, 2024 Q3 2024 |
9,276
shares
|
$562,032
0.4% of portfolio
|
Q3 2024
Reduced 13.72%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
9,153
shares
|
$554,580
0.4% of portfolio
|
Q2 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
9,051
shares
|
$548,400
0.01% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
8,923
shares
|
$540,644
0.12% of portfolio
|
Q3 2024
Added 31.65%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,822
shares
|
$534,524
0.0% of portfolio
|
Q3 2023
Reduced 4.07%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
8,600
shares
|
$521,074
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
8,522
shares
|
$516,347
0.44% of portfolio
|
Q3 2024
Reduced 3.42%
|