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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
2,049
shares
|
$119,927
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,896
shares
|
$110,972
0.0% of portfolio
|
Q3 2025
Reduced 86.67%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
1,877
shares
|
$109,860
0.04% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,837
shares
|
$107,519
0.0% of portfolio
|
Q2 2025
Reduced 48.09%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,703
shares
|
$99,676
0.0% of portfolio
|
Q2 2025
Reduced 89.48%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
1,649
shares
|
$96,515
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,622
shares
|
$94,935
0.01% of portfolio
|
Q3 2025
Reduced 15.34%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
1,366
shares
|
$79,951
0.0% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,295
shares
|
$75,796
0.0% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
1,247
shares
|
$72,986
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,238
shares
|
$72,460
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
1,176
shares
|
$68,831
0.0% of portfolio
|
Q2 2025
Reduced 75.99%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
1,116
shares
|
$65,319
0.02% of portfolio
|
Q2 2025
Added 9.84%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,057
shares
|
$61,866
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
1,042
shares
|
$60,988
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
912
shares
|
$53,379
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
906
shares
|
$53,028
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
904
shares
|
$52,911
0.0% of portfolio
|
Q2 2024
Reduced 55.27%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
900
shares
|
$52,677
0.0% of portfolio
|
Q4 2024
Added 30.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
820
shares
|
$47,994
0.0% of portfolio
|
Q2 2025
Added 150.76%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
808
shares
|
$47,292
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
803
shares
|
$46,999
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
798
shares
|
$46,706
0.02% of portfolio
|
Q3 2023
Reduced 20.04%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
740
shares
|
$43,312
0.01% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
692
shares
|
$40,502
0.01% of portfolio
|
Q4 2018
New holding
|