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 36.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,921,438
shares
|
$169 Million
0.0% of portfolio
|
Q2 2024
Added 8.92%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
2,852,126
shares
|
$165 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,602,846
shares
|
$92.5 Million
0.07% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
1,597,293
shares
|
$92.2 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
1,573,608
shares
|
$90.9 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Trust CO Of Tennessee
Knoxville, TN |
Oct 17, 2025 Q3 2025 |
1,084,369
shares
|
$62.6 Million
13.43% of portfolio
|
Q3 2025
Added 8.77%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,068,738
shares
|
$61.7 Million
0.0% of portfolio
|
Q2 2025
Added 12.2%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
870,659
shares
|
$50.3 Million
0.08% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Johns Hopkins University
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
868,007
shares
|
$50.1 Million
2.59% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
778,350
shares
|
$44.9 Million
4.2% of portfolio
|
Q3 2025
Added 5.34%
|
|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
744,472
shares
|
$43 Million
7.62% of portfolio
|
Q3 2022
Reduced 3.23%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
741,871
shares
|
$42.8 Million
0.14% of portfolio
|
Q3 2025
Added 28.26%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Aug 14, 2025 Q2 2025 |
665,918
shares
|
$38.5 Million
4.76% of portfolio
|
Q2 2025
Added 572.52%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
659,176
shares
|
$38.1 Million
0.05% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
631,332
shares
|
$36.5 Million
0.01% of portfolio
|
Q2 2025
Added 15.68%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
524,692
shares
|
$30.3 Million
0.62% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
523,132
shares
|
$30.2 Million
0.04% of portfolio
|
Q3 2025
Added 21.87%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
518,809
shares
|
$30 Million
0.58% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
510,497
shares
|
$29.5 Million
0.4% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
468,884
shares
|
$27.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
467,182
shares
|
$27 Million
0.05% of portfolio
|
Q3 2025
Added 351.38%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
462,463
shares
|
$26.7 Million
0.0% of portfolio
|
Q2 2025
Added 26.64%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
441,541
shares
|
$25.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
425,024
shares
|
$24.5 Million
1.74% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
397,893
shares
|
$23 Million
2.77% of portfolio
|
Q3 2025
Reduced 1.49%
|