Institutional Ownership Ishares Core U.S. Reit ETF (USRT)
Currently, there are no institutions holding Ishares Core U.S. Reit ETF (USRT). This information is based on the latest data available and is subject to change as new information becomes available.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
1,480
shares
|
$84,641
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,408
shares
|
$80,523
0.0% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
1,366
shares
|
$78,121
0.0% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
1,247
shares
|
$71,315
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,238
shares
|
$70,801
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
1,214
shares
|
$69,428
0.01% of portfolio
|
Q3 2024
Reduced 25.93%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
1,042
shares
|
$59,591
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
1,016
shares
|
$58,105
0.02% of portfolio
|
Q1 2025
Reduced 24.01%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
912
shares
|
$52,157
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
906
shares
|
$51,814
0.01% of portfolio
|
Q1 2025
Reduced 27.92%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
906
shares
|
$51,814
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
904
shares
|
$51,699
0.0% of portfolio
|
Q2 2024
Reduced 55.27%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
900
shares
|
$51,471
0.0% of portfolio
|
Q4 2024
Added 30.25%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
808
shares
|
$46,209
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
798
shares
|
$45,637
0.02% of portfolio
|
Q3 2023
Reduced 20.04%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
792
shares
|
$45,294
0.01% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
700
shares
|
$40,033
0.0% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
692
shares
|
$39,575
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
644
shares
|
$36,830
0.0% of portfolio
|
Q4 2024
Reduced 38.61%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
620
shares
|
$35,457
0.01% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
575
shares
|
$32,884
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
569
shares
|
$32,541
0.01% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
521
shares
|
$29,795
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
521
shares
|
$29,795
0.0% of portfolio
|
Q1 2020
Reduced 69.29%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
512
shares
|
$29,281
0.02% of portfolio
|
Q1 2025
Added 0.39%
|