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 410 institutions that hold shares in the stock, with a total of 37.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
593
shares
|
$34,708
0.0% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
591
shares
|
$34,591
0.0% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
559
shares
|
$32,718
0.01% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
521
shares
|
$30,494
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
521
shares
|
$30,494
0.0% of portfolio
|
Q1 2020
Reduced 69.29%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
519
shares
|
$30,377
0.02% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
491
shares
|
$28,738
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
427
shares
|
$24,992
0.0% of portfolio
|
Q4 2023
Reduced 4.47%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
404
shares
|
$23,646
0.0% of portfolio
|
Q3 2025
Reduced 55.31%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
400
shares
|
$23,412
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
364
shares
|
$21,304
0.0% of portfolio
|
Q1 2025
Reduced 14.95%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
331
shares
|
$19,373
0.0% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
328
shares
|
$19,197
0.0% of portfolio
|
Q2 2025
Reduced 63.8%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
314
shares
|
$18,378
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
305
shares
|
$17,851
0.0% of portfolio
|
Q3 2021
Reduced 24.69%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
305
shares
|
$17,851
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
295
shares
|
$17,266
0.0% of portfolio
|
Q3 2025
Added 67.61%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
279
shares
|
$16,329
0.01% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
263
shares
|
$15,393
0.0% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
260
shares
|
$15,217
0.0% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
231
shares
|
$13,520
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
213
shares
|
$12,466
0.0% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
204
shares
|
$11,940
0.0% of portfolio
|
Q1 2025
Reduced 17.41%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
165
shares
|
$9,657
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
158
shares
|
$9,247
0.0% of portfolio
|
Q2 2025
Reduced 4.82%
|