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 |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,861
shares
|
$225,984
0.01% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
3,852
shares
|
$225,457
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,838
shares
|
$224,638
0.02% of portfolio
|
Q1 2024
Reduced 3.52%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
3,829
shares
|
$224,111
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
3,792
shares
|
$221,945
0.0% of portfolio
|
Q2 2025
Reduced 16.81%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
3,732
shares
|
$218,433
0.11% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
3,731
shares
|
$218,375
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
3,697
shares
|
$216,385
0.0% of portfolio
|
Q2 2025
Reduced 14.26%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
3,625
shares
|
$212,171
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
3,597
shares
|
$210,532
0.01% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
3,566
shares
|
$208,717
0.0% of portfolio
|
Q2 2025
Reduced 64.3%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,542
shares
|
$207,313
0.02% of portfolio
|
Q4 2024
Reduced 96.22%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
3,531
shares
|
$206,669
0.05% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 09, 2025 Q3 2025 |
3,529
shares
|
$206,552
0.09% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
3,477
shares
|
$203,508
0.12% of portfolio
|
Q3 2025
Reduced 78.7%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
3,462
shares
|
$202,630
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,308
shares
|
$193,617
0.0% of portfolio
|
Q2 2024
Reduced 8.44%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
2,989
shares
|
$174,946
0.04% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,756
shares
|
$161,308
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
2,755
shares
|
$161,250
0.01% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
2,328
shares
|
$136,257
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
2,306
shares
|
$134,970
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
2,220
shares
|
$129,936
0.01% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,070
shares
|
$121,157
0.01% of portfolio
|
Q2 2023
Added 61.72%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,052
shares
|
$120,103
0.0% of portfolio
|
Q3 2025
Reduced 8.84%
|