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 416 institutions that hold shares in the stock, with a total of 33.7 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 |
|---|---|---|---|---|---|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
8,863
shares
|
$506,874
0.22% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
8,858
shares
|
$506,589
0.01% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,822
shares
|
$504,530
0.0% of portfolio
|
Q3 2023
Reduced 4.07%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
8,504
shares
|
$486,343
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
8,472
shares
|
$484,513
0.03% of portfolio
|
Q2 2024
Reduced 28.78%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
8,417
shares
|
$481,368
0.1% of portfolio
|
Q1 2025
Added 6.87%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Apr 16, 2025 Q1 2025 |
8,349
shares
|
$477,479
0.22% of portfolio
|
Q1 2025
Added 123.83%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
8,332
shares
|
$476,507
0.05% of portfolio
|
Q4 2022
Reduced 0.18%
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
8,315
shares
|
$475,534
0.07% of portfolio
|
Q1 2025
Reduced 58.72%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
7,890
shares
|
$451,229
0.23% of portfolio
|
Q1 2025
Added 108.51%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
7,795
shares
|
$445,796
0.0% of portfolio
|
Q2 2023
Reduced 3.72%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
7,738
shares
|
$442,536
0.0% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Brown Financial Advisory
|
Apr 29, 2025 Q1 2025 |
7,720
shares
|
$441,506
0.31% of portfolio
|
Q1 2025
Reduced 12.83%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
7,676
shares
|
$438,990
0.0% of portfolio
|
Q1 2025
Reduced 25.21%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
7,547
shares
|
$431,612
0.37% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
7,495
shares
|
$428,639
0.22% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
7,469
shares
|
$427,152
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,427
shares
|
$424,750
0.01% of portfolio
|
Q3 2023
Reduced 2.55%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
7,424
shares
|
$424,578
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
7,388
shares
|
$422,519
0.0% of portfolio
|
Q1 2025
Added 73.39%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
7,342
shares
|
$419,888
0.04% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,991
shares
|
$399,815
0.01% of portfolio
|
Q4 2023
Added 0.3%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
6,919
shares
|
$395,697
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
6,825
shares
|
$390,321
0.17% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
6,715
shares
|
$384,030
0.01% of portfolio
|
Q1 2025
Reduced 61.05%
|