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 412 institutions that hold shares in the stock, with a total of 36.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
6,452
shares
|
$377,635
0.25% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
6,414
shares
|
$375,411
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
6,205
shares
|
$363,178
0.0% of portfolio
|
Q3 2025
Added 31.21%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
6,200
shares
|
$362,886
0.0% of portfolio
|
Q3 2025
Reduced 34.15%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
6,059
shares
|
$354,633
0.04% of portfolio
|
Q3 2022
Reduced 49.63%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
6,043
shares
|
$353,696
0.12% of portfolio
|
Q2 2025
Reduced 44.56%
|
|
|
Verity Wealth Advisors
|
Oct 17, 2025 Q3 2025 |
5,996
shares
|
$350,945
0.22% of portfolio
|
Q1 2024
Added 57.91%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Oct 14, 2025 Q3 2025 |
5,974
shares
|
$349,658
0.28% of portfolio
|
Q3 2025
Added 9.31%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
5,867
shares
|
$343,395
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Nov 05, 2025 Q3 2025 |
5,794
shares
|
$339,122
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
5,782
shares
|
$338,420
0.17% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
5,717
shares
|
$334,616
0.03% of portfolio
|
Q4 2024
Reduced 52.0%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
5,561
shares
|
$325,485
0.0% of portfolio
|
Q2 2025
Added 45.61%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
5,531
shares
|
$323,729
3.92% of portfolio
|
Q4 2022
Reduced 90.47%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
5,516
shares
|
$322,851
0.12% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
5,116
shares
|
$299,439
0.1% of portfolio
|
Q3 2025
Added 11.22%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
5,010
shares
|
$293,235
0.01% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
5,003
shares
|
$292,825
0.02% of portfolio
|
Q3 2025
Reduced 18.94%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
5,000
shares
|
$292,650
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
4,997
shares
|
$292,474
0.07% of portfolio
|
Q3 2025
Reduced 63.51%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
4,974
shares
|
$291,128
0.1% of portfolio
|
Q3 2025
Added 84.22%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
4,851
shares
|
$283,929
0.14% of portfolio
|
Q3 2025
Added 1955.51%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
4,800
shares
|
$280,944
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
4,780
shares
|
$279,773
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Upper Left Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
4,779
shares
|
$279,714
0.19% of portfolio
|
Q3 2025
Reduced 0.15%
|