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 37 Million shares, which have been reported (via 13F filing form) to have a value of $2.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
8,472
shares
|
$495,866
0.03% of portfolio
|
Q2 2024
Reduced 28.78%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
8,434
shares
|
$493,642
0.0% of portfolio
|
Q2 2025
Reduced 38.61%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
8,332
shares
|
$487,671
0.05% of portfolio
|
Q4 2022
Reduced 0.18%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
8,297
shares
|
$485,623
0.01% of portfolio
|
Q2 2025
Reduced 32.68%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
7,899
shares
|
$462,328
0.07% of portfolio
|
Q3 2025
Reduced 6.3%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
7,892
shares
|
$461,918
0.0% of portfolio
|
Q2 2025
Reduced 40.58%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
7,805
shares
|
$456,826
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
7,795
shares
|
$456,241
0.0% of portfolio
|
Q2 2023
Reduced 3.72%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
7,638
shares
|
$447,052
0.0% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Nov 10, 2025 Q3 2025 |
7,500
shares
|
$438,975
0.22% of portfolio
|
Q3 2025
Added 31.58%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
7,481
shares
|
$437,862
0.19% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,427
shares
|
$434,702
0.01% of portfolio
|
Q3 2023
Reduced 2.55%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
7,426
shares
|
$434,643
0.0% of portfolio
|
Q2 2025
Added 20.24%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
7,379
shares
|
$431,892
0.04% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
7,327
shares
|
$428,849
0.01% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
7,128
shares
|
$417,201
0.18% of portfolio
|
Q3 2025
Added 15.3%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
7,021
shares
|
$410,939
0.19% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,991
shares
|
$409,183
0.01% of portfolio
|
Q4 2023
Added 0.3%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
6,926
shares
|
$405,378
0.28% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
6,867
shares
|
$401,925
0.06% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
6,793
shares
|
$397,594
0.01% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
6,765
shares
|
$395,955
0.0% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
6,748
shares
|
$394,960
0.12% of portfolio
|
Q2 2025
Added 48.57%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
6,689
shares
|
$391,507
0.1% of portfolio
|
Q3 2025
Reduced 12.66%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
6,597
shares
|
$386,122
0.05% of portfolio
|
Q4 2024
Reduced 0.98%
|