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 410 institutions that hold shares in the stock, with a total of 33.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.88 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
|
$166 Million
0.0% of portfolio
|
Q2 2024
Added 8.92%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
2,852,126
shares
|
$162 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
1,573,608
shares
|
$89.3 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,533,330
shares
|
$87 Million
0.07% of portfolio
|
Q1 2025
Added 16.18%
|
|
|
Trust CO Of Tennessee
Knoxville, TN |
Jul 24, 2025 Q2 2025 |
996,933
shares
|
$56.6 Million
13.14% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
952,568
shares
|
$54.1 Million
0.0% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Johns Hopkins University
Baltimore, MD |
May 06, 2025 Q1 2025 |
868,007
shares
|
$49.3 Million
1.89% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
744,472
shares
|
$42.3 Million
7.62% of portfolio
|
Q3 2022
Reduced 3.23%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
738,880
shares
|
$41.9 Million
4.11% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
668,683
shares
|
$38 Million
0.06% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
578,431
shares
|
$32.8 Million
0.15% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
562,673
shares
|
$31.9 Million
0.12% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
552,523
shares
|
$31.4 Million
0.49% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
545,736
shares
|
$31 Million
0.01% of portfolio
|
Q1 2025
Reduced 30.17%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
512,429
shares
|
$29.1 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
511,089
shares
|
$29 Million
0.6% of portfolio
|
Q2 2025
Reduced 11.66%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
495,503
shares
|
$28.1 Million
0.05% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
459,255
shares
|
$26.1 Million
0.01% of portfolio
|
Q2 2025
Added 15.52%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
429,742
shares
|
$24.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 56.35%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
426,521
shares
|
$24.2 Million
1.85% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
413,510
shares
|
$23.5 Million
2.98% of portfolio
|
Q1 2025
Added 12.17%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
410,696
shares
|
$23.3 Million
0.03% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
365,180
shares
|
$20.7 Million
0.0% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
337,807
shares
|
$19.2 Million
2.1% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
333,017
shares
|
$18.9 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.17%
|