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 |
|---|---|---|---|---|---|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
6,597
shares
|
$377,282
0.05% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
6,193
shares
|
$354,177
0.05% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
6,176
shares
|
$353,205
0.0% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
6,059
shares
|
$346,514
0.04% of portfolio
|
Q3 2022
Reduced 49.63%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
6,049
shares
|
$345,942
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
5,996
shares
|
$342,911
0.26% of portfolio
|
Q1 2024
Added 57.91%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
5,867
shares
|
$335,533
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
5,782
shares
|
$330,672
0.17% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
5,717
shares
|
$326,955
0.03% of portfolio
|
Q4 2024
Reduced 52.0%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
May 13, 2025 Q1 2025 |
5,700
shares
|
$325,983
0.18% of portfolio
|
Q1 2025
Reduced 60.96%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
5,604
shares
|
$320,492
0.01% of portfolio
|
Q1 2025
Reduced 29.22%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
5,578
shares
|
$319,005
0.01% of portfolio
|
Q1 2025
Reduced 13.92%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
5,531
shares
|
$316,317
3.92% of portfolio
|
Q4 2022
Reduced 90.47%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
5,363
shares
|
$306,709
0.01% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
5,317
shares
|
$304,079
0.1% of portfolio
|
Q1 2025
Reduced 95.05%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
5,278
shares
|
$301,848
0.03% of portfolio
|
Q1 2025
Reduced 17.04%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
5,048
shares
|
$288,695
0.01% of portfolio
|
Q1 2025
Reduced 21.86%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
5,000
shares
|
$285,950
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
4,991
shares
|
$285,435
0.11% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
4,962
shares
|
$283,776
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
May 13, 2025 Q1 2025 |
4,951
shares
|
$283,147
0.15% of portfolio
|
Q1 2025
Added 8.34%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
4,898
shares
|
$280,116
0.0% of portfolio
|
Q1 2025
Reduced 25.35%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Apr 29, 2025 Q1 2025 |
4,863
shares
|
$278,114
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
4,850
shares
|
$277,371
0.0% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
4,820
shares
|
$275,655
0.14% of portfolio
|
Q4 2024
Reduced 6.75%
|