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 |
|---|---|---|---|---|---|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
4,800
shares
|
$274,512
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Upper Left Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
4,786
shares
|
$273,711
0.2% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
May 13, 2025 Q1 2025 |
4,780
shares
|
$273,368
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
4,771
shares
|
$272,853
0.15% of portfolio
|
Q1 2025
Reduced 16.68%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
May 06, 2025 Q1 2025 |
4,742
shares
|
$271,194
0.42% of portfolio
|
Q1 2025
Reduced 81.72%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
4,665
shares
|
$266,791
0.14% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
4,653
shares
|
$266,105
0.04% of portfolio
|
Q1 2025
Added 26.54%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,600
shares
|
$263,074
0.02% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
4,598
shares
|
$262,959
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
4,558
shares
|
$260,672
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
4,558
shares
|
$260,672
0.06% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
4,542
shares
|
$259,756
0.09% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
4,536
shares
|
$259,413
0.08% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
4,392
shares
|
$251,178
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
4,380
shares
|
$250,492
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,320
shares
|
$247,060
0.0% of portfolio
|
Q2 2024
Added 0.33%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
4,312
shares
|
$246,603
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
4,280
shares
|
$244,773
0.0% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
4,231
shares
|
$241,970
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,136
shares
|
$236,537
0.01% of portfolio
|
Q1 2025
Reduced 24.04%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
4,064
shares
|
$232,420
0.11% of portfolio
|
Q1 2025
Added 63.61%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
4,060
shares
|
$232,191
0.04% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
4,057
shares
|
$232,019
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Aletheian Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
4,051
shares
|
$231,676
0.14% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
4,043
shares
|
$231,219
0.0% of portfolio
|
Q1 2025
New holding
|