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 |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
158
shares
|
$9,247
0.0% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
158
shares
|
$9,247
0.0% of portfolio
|
Q3 2025
Reduced 26.17%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
155
shares
|
$9,072
0.0% of portfolio
|
Q2 2025
Added 146.03%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
136
shares
|
$7,960
0.01% of portfolio
|
Q3 2022
Added 0.74%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
114
shares
|
$6,672
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
103
shares
|
$6,028
0.0% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
100
shares
|
$5,853
0.0% of portfolio
|
Q2 2025
Reduced 49.24%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
100
shares
|
$5,853
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
96
shares
|
$5,618
0.0% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
86
shares
|
$5,033
0.0% of portfolio
|
Q3 2023
Reduced 1.15%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
80
shares
|
$4,682
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
76
shares
|
$4,448
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
58
shares
|
$3,394
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
55
shares
|
$3,219
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
54
shares
|
$3,160
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
48
shares
|
$2,809
0.0% of portfolio
|
Q3 2025
Reduced 70.73%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
47
shares
|
$2,750
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
45
shares
|
$2,633
0.0% of portfolio
|
Q3 2025
Reduced 67.39%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
37
shares
|
$2,165
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
33
shares
|
$1,931
0.0% of portfolio
|
Q4 2024
Added 120.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
31
shares
|
$1,814
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
28
shares
|
$1,638
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
21
shares
|
$1,229
0.0% of portfolio
|
Q3 2024
Reduced 19.23%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
20
shares
|
$1,170
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
20
shares
|
$1,170
0.0% of portfolio
|
Q1 2024
New holding
|