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 |
|---|---|---|---|---|---|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
323,477
shares
|
$18.5 Million
2.28% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
318,091
shares
|
$18.2 Million
0.28% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
316,758
shares
|
$18.1 Million
3.94% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
308,737
shares
|
$17.7 Million
4.46% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
308,185
shares
|
$17.6 Million
0.43% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
277,738
shares
|
$15.9 Million
1.89% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Apr 18, 2025 Q1 2025 |
275,414
shares
|
$15.8 Million
12.68% of portfolio
|
Q1 2025
Reduced 11.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
262,259
shares
|
$15 Million
0.04% of portfolio
|
Q4 2024
Added 44.94%
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
247,795
shares
|
$14.2 Million
4.25% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
225,619
shares
|
$12.9 Million
0.5% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
221,362
shares
|
$12.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.13%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
217,828
shares
|
$12.5 Million
0.25% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
208,465
shares
|
$11.9 Million
0.05% of portfolio
|
Q1 2025
Added 48.68%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
206,023
shares
|
$11.8 Million
0.26% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
196,088
shares
|
$11.2 Million
2.67% of portfolio
|
Q2 2024
Added 131.09%
|
|
|
Biltmore Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
195,338
shares
|
$11.2 Million
4.75% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
195,216
shares
|
$11.2 Million
0.72% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
182,345
shares
|
$10.4 Million
1.8% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
180,699
shares
|
$10.3 Million
0.09% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
175,549
shares
|
$10 Million
0.03% of portfolio
|
Q1 2025
Added 29.58%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
174,823
shares
|
$10 Million
0.0% of portfolio
|
Q1 2025
Added 14.55%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
172,791
shares
|
$9.88 Million
0.8% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
170,919
shares
|
$9.77 Million
1.59% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Axs Investments LLC
Port Chester, NY |
May 09, 2025 Q1 2025 |
158,291
shares
|
$9.05 Million
2.73% of portfolio
|
Q1 2025
New holding
|
|
|
Freedom Day Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
153,939
shares
|
$8.8 Million
2.76% of portfolio
|
Q1 2025
Added 4.79%
|