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 |
|---|---|---|---|---|---|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
798
shares
|
$45,509
0.02% of portfolio
|
Q3 2023
Reduced 20.04%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
792
shares
|
$45,167
0.01% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
729
shares
|
$41,574
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
700
shares
|
$39,921
0.0% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
692
shares
|
$39,464
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
644
shares
|
$36,727
0.0% of portfolio
|
Q4 2024
Reduced 38.61%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
643
shares
|
$36,670
0.0% of portfolio
|
Q4 2024
Reduced 13.58%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
620
shares
|
$35,358
0.01% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
575
shares
|
$32,792
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
567
shares
|
$32,336
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
521
shares
|
$29,712
0.0% of portfolio
|
Q1 2020
Reduced 69.29%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
521
shares
|
$29,712
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
510
shares
|
$29,085
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
510
shares
|
$29,085
0.02% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
492
shares
|
$28,058
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
467
shares
|
$26,633
0.01% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
444
shares
|
$25,321
0.0% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
428
shares
|
$24,408
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
427
shares
|
$24,351
0.0% of portfolio
|
Q4 2023
Reduced 4.47%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
408
shares
|
$23,268
0.0% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
400
shares
|
$22,812
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Covenant Partners, LLC
|
Feb 13, 2025 Q4 2024 |
400
shares
|
$22,812
0.01% of portfolio
|
Q4 2024
Added 26.18%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
347
shares
|
$19,789
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
331
shares
|
$18,876
0.0% of portfolio
|
Q4 2024
Reduced 16.2%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
330
shares
|
$18,819
0.0% of portfolio
|
Q4 2024
Added 1.54%
|