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 $1.89 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
|
$182 Million
0.0% of portfolio
|
Q2 2024
Added 8.92%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,687,948
shares
|
$168 Million
0.21% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
1,598,115
shares
|
$99.6 Million
0.48% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,211,616
shares
|
$75.5 Million
0.07% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
Trust CO Of Tennessee
Knoxville, TN |
Nov 04, 2024 Q3 2024 |
1,141,011
shares
|
$71.1 Million
23.43% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
891,137
shares
|
$55.5 Million
0.0% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
781,871
shares
|
$48.7 Million
0.02% of portfolio
|
Q3 2024
Added 201.95%
|
|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
744,472
shares
|
$46.4 Million
7.62% of portfolio
|
Q3 2022
Reduced 3.23%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
734,016
shares
|
$45.7 Million
6.18% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
668,092
shares
|
$41.6 Million
0.06% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
616,236
shares
|
$38.4 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
565,913
shares
|
$35.3 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
548,867
shares
|
$34.2 Million
1.45% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
512,945
shares
|
$32 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
502,364
shares
|
$31.3 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
409,504
shares
|
$25.5 Million
0.04% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
390,734
shares
|
$24.4 Million
2.11% of portfolio
|
Q3 2024
Reduced 16.16%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
381,823
shares
|
$23.8 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
380,665
shares
|
$23.7 Million
5.12% of portfolio
|
Q3 2024
Added 101.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
357,841
shares
|
$22.3 Million
0.05% of portfolio
|
Q3 2024
Added 24.34%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
346,018
shares
|
$21.6 Million
15.11% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
336,442
shares
|
$21 Million
0.42% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
311,841
shares
|
$19.4 Million
2.49% of portfolio
|
Q3 2024
Reduced 30.65%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
311,045
shares
|
$19.4 Million
0.28% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
299,373
shares
|
$18.7 Million
0.0% of portfolio
|
Q3 2024
Added 1.03%
|