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 416 institutions that hold shares in the stock, with a total of 33.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
166
shares
|
$9,493
0.0% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
165
shares
|
$9,436
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
163
shares
|
$9,321
0.0% of portfolio
|
Q1 2025
Reduced 82.88%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
163
shares
|
$9,321
0.0% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
162
shares
|
$9,264
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
136
shares
|
$7,777
0.01% of portfolio
|
Q3 2022
Added 0.74%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
123
shares
|
$7,034
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
103
shares
|
$5,890
0.0% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
94
shares
|
$5,375
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
93
shares
|
$5,318
0.0% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
86
shares
|
$4,918
0.0% of portfolio
|
Q3 2023
Reduced 1.15%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
76
shares
|
$4,346
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
75
shares
|
$4,289
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
63
shares
|
$3,602
0.0% of portfolio
|
Q3 2024
Added 43.18%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
58
shares
|
$3,317
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
56
shares
|
$3,202
0.0% of portfolio
|
Q1 2025
Reduced 99.7%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
54
shares
|
$3,088
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
46
shares
|
$2,630
0.0% of portfolio
|
Q1 2025
Reduced 68.92%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
40
shares
|
$2,287
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
33
shares
|
$1,887
0.0% of portfolio
|
Q4 2024
Added 120.0%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
25
shares
|
$1,429
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
24
shares
|
$1,372
0.0% of portfolio
|
Q4 2024
Reduced 46.67%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
21
shares
|
$1,200
0.0% of portfolio
|
Q3 2024
Reduced 19.23%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
20
shares
|
$1,143
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
8
shares
|
$457
0.0% of portfolio
|
Q4 2022
New holding
|