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 |
|---|---|---|---|---|---|
|
Epiq Partners, LLC
|
Apr 11, 2025 Q1 2025 |
4,000
shares
|
$228,760
0.14% of portfolio
|
Q4 2024
Added 9.32%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
3,993
shares
|
$228,359
0.09% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Apr 10, 2025 Q1 2025 |
3,923
shares
|
$224,356
0.22% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,838
shares
|
$219,495
0.02% of portfolio
|
Q1 2024
Reduced 3.52%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
3,819
shares
|
$218,408
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
3,684
shares
|
$210,687
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
3,683
shares
|
$210,630
0.12% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
3,585
shares
|
$205,026
0.08% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
3,575
shares
|
$204,454
0.03% of portfolio
|
Q1 2025
Reduced 66.69%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,542
shares
|
$202,566
0.02% of portfolio
|
Q4 2024
Reduced 96.22%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
3,540
shares
|
$202,452
0.0% of portfolio
|
Q1 2025
Reduced 57.6%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,539
shares
|
$202,395
0.01% of portfolio
|
Q1 2025
Added 593.92%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
3,512
shares
|
$200,851
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,308
shares
|
$189,184
0.0% of portfolio
|
Q2 2024
Reduced 8.44%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
3,200
shares
|
$183,008
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
3,060
shares
|
$175,001
0.05% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,756
shares
|
$157,615
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
2,328
shares
|
$133,138
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
2,306
shares
|
$131,880
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
2,070
shares
|
$118,383
0.01% of portfolio
|
Q2 2023
Added 61.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,038
shares
|
$116,553
0.0% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,915
shares
|
$109,518
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
1,854
shares
|
$106,030
0.05% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,677
shares
|
$95,907
0.0% of portfolio
|
Q1 2025
Added 160.81%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
1,567
shares
|
$89,616
0.03% of portfolio
|
Q1 2025
Added 218.5%
|