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 410 institutions that hold shares in the stock, with a total of 37.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
4,771
shares
|
$275,906
0.12% of portfolio
|
Q1 2025
Reduced 16.68%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
4,762
shares
|
$275,386
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 04, 2025 Q3 2025 |
4,725
shares
|
$273,246
0.3% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,600
shares
|
$266,018
0.02% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
4,598
shares
|
$265,902
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
4,544
shares
|
$262,779
0.04% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
4,500
shares
|
$260,235
0.0% of portfolio
|
Q2 2025
Reduced 10.86%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
4,424
shares
|
$255,839
0.01% of portfolio
|
Q3 2025
Added 8.03%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
4,380
shares
|
$253,295
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,351
shares
|
$251,618
0.0% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,320
shares
|
$249,825
0.0% of portfolio
|
Q2 2024
Added 0.33%
|
|
|
Brown Financial Advisory
|
Oct 27, 2025 Q3 2025 |
4,270
shares
|
$246,934
0.15% of portfolio
|
Q3 2025
Reduced 37.66%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
4,270
shares
|
$246,934
0.0% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
4,260
shares
|
$246,355
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
4,158
shares
|
$240,457
0.17% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,065
shares
|
$235,078
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
4,054
shares
|
$234,442
0.03% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Aletheian Wealth Advisors LLC
|
Nov 12, 2025 Q3 2025 |
4,048
shares
|
$234,095
0.12% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
4,043
shares
|
$233,806
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
4,017
shares
|
$232,303
0.01% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Epiq Partners, LLC
|
Nov 12, 2025 Q3 2025 |
4,009
shares
|
$231,840
0.13% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
4,003
shares
|
$231,493
0.08% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
3,939
shares
|
$227,792
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
3,932
shares
|
$227,387
0.02% of portfolio
|
Q2 2025
Reduced 25.5%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,918
shares
|
$226,577
0.0% of portfolio
|
Q3 2025
New holding
|