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 402 institutions that hold shares in the stock, with a total of 32.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
4,312
shares
|
$245,913
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
4,285
shares
|
$244,373
0.02% of portfolio
|
Q4 2024
Reduced 17.2%
|
|
|
Mas Advisors LLC
Miami, FL |
Jan 27, 2025 Q4 2024 |
4,269
shares
|
$243,461
0.42% of portfolio
|
Q4 2024
Reduced 48.94%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
4,261
shares
|
$243,004
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
4,199
shares
|
$239,468
0.09% of portfolio
|
Q3 2024
Reduced 15.02%
|
|
|
Aletheian Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
4,051
shares
|
$231,028
0.14% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Epiq Partners, LLC
|
Jan 22, 2025 Q4 2024 |
4,000
shares
|
$228,120
0.15% of portfolio
|
Q4 2024
Added 9.32%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
3,990
shares
|
$227,549
0.09% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
3,972
shares
|
$226,523
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
3,957
shares
|
$225,667
0.04% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Apr 10, 2025 Q1 2025 |
3,923
shares
|
$223,728
0.22% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,838
shares
|
$218,881
0.02% of portfolio
|
Q1 2024
Reduced 3.52%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
3,784
shares
|
$215,801
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 14, 2025 Q4 2024 |
3,730
shares
|
$212,721
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
3,684
shares
|
$210,098
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
3,677
shares
|
$209,699
0.03% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
3,667
shares
|
$209,129
0.12% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
3,570
shares
|
$203,597
0.08% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,542
shares
|
$202,000
0.02% of portfolio
|
Q4 2024
Reduced 96.22%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
3,499
shares
|
$199,547
0.01% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
3,491
shares
|
$199,091
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,308
shares
|
$188,655
0.0% of portfolio
|
Q2 2024
Reduced 8.44%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
3,200
shares
|
$182,496
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
3,120
shares
|
$177,933
0.05% of portfolio
|
Q4 2024
Added 29.14%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
2,949
shares
|
$168,181
0.01% of portfolio
|
Q4 2024
Reduced 2.32%
|