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 377 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 $1.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
8,522
shares
|
$532,284
0.44% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
8,506
shares
|
$531,284
0.01% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
8,504
shares
|
$531,159
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
8,472
shares
|
$529,161
0.03% of portfolio
|
Q2 2024
Reduced 28.78%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
8,411
shares
|
$525,351
0.12% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
8,387
shares
|
$523,852
0.01% of portfolio
|
Q2 2024
Added 11.32%
|
|
|
Mas Advisors LLC
Miami, FL |
Nov 08, 2024 Q3 2024 |
8,361
shares
|
$522,228
1.1% of portfolio
|
Q2 2023
Reduced 32.86%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
8,332
shares
|
$520,416
0.05% of portfolio
|
Q4 2022
Reduced 0.18%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
8,271
shares
|
$516,606
0.0% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2024 Q3 2024 |
7,825
shares
|
$488,749
0.06% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
7,795
shares
|
$486,875
0.0% of portfolio
|
Q2 2023
Reduced 3.72%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
7,535
shares
|
$470,636
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
7,443
shares
|
$464,889
0.0% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,427
shares
|
$463,890
0.01% of portfolio
|
Q3 2023
Reduced 2.55%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
7,137
shares
|
$445,777
0.0% of portfolio
|
Q3 2024
Reduced 26.35%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
7,111
shares
|
$444,153
0.11% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,991
shares
|
$436,657
0.01% of portfolio
|
Q4 2023
Added 0.3%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
6,919
shares
|
$432,160
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
6,718
shares
|
$419,606
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
6,662
shares
|
$416,108
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
6,652
shares
|
$415,483
0.01% of portfolio
|
Q3 2024
Reduced 64.59%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
6,612
shares
|
$412,985
0.06% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
6,551
shares
|
$409,175
0.21% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
6,409
shares
|
$400,306
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
6,349
shares
|
$396,558
0.03% of portfolio
|
Q3 2024
Reduced 6.02%
|