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 |
|---|---|---|---|---|---|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
10,104
shares
|
$589,871
0.27% of portfolio
|
Q2 2025
Reduced 18.69%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
9,999
shares
|
$583,741
0.02% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
9,908
shares
|
$578,429
0.04% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
9,815
shares
|
$572,999
0.04% of portfolio
|
Q2 2025
Reduced 20.09%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
9,663
shares
|
$564,125
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
9,581
shares
|
$559,338
0.02% of portfolio
|
Q4 2023
Reduced 3.04%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
9,536
shares
|
$556,711
0.02% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
9,510
shares
|
$555,193
0.01% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
9,443
shares
|
$551,282
0.01% of portfolio
|
Q2 2025
Added 69.29%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jul 25, 2025 Q2 2025 |
9,420
shares
|
$549,939
0.11% of portfolio
|
Q2 2025
Reduced 72.92%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
9,416
shares
|
$549,706
0.01% of portfolio
|
Q2 2025
Reduced 44.8%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
9,402
shares
|
$548,888
0.05% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
9,302
shares
|
$543,050
0.0% of portfolio
|
Q2 2025
Added 53.78%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
9,243
shares
|
$539,606
0.2% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
9,153
shares
|
$534,352
0.4% of portfolio
|
Q2 2022
New holding
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
9,120
shares
|
$532,425
0.19% of portfolio
|
Q3 2025
Reduced 62.84%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
9,067
shares
|
$529,331
0.01% of portfolio
|
Q3 2025
Reduced 13.95%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
8,966
shares
|
$523,435
0.0% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,822
shares
|
$515,028
0.0% of portfolio
|
Q3 2023
Reduced 4.07%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
8,791
shares
|
$513,218
0.01% of portfolio
|
Q2 2025
Reduced 92.8%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Aug 07, 2025 Q2 2025 |
8,685
shares
|
$507,030
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
8,582
shares
|
$501,017
0.0% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
8,504
shares
|
$496,463
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
8,472
shares
|
$494,595
0.03% of portfolio
|
Q2 2024
Reduced 28.78%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
8,434
shares
|
$492,376
0.0% of portfolio
|
Q2 2025
Reduced 38.61%
|