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 409 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 $2.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
353,977
shares
|
$20.7 Million
2.15% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 05, 2025 Q3 2025 |
347,503
shares
|
$20.3 Million
4.5% of portfolio
|
Q3 2025
New holding
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
325,328
shares
|
$19 Million
0.26% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Oct 27, 2025 Q3 2025 |
321,387
shares
|
$18.8 Million
1.94% of portfolio
|
Q3 2025
Reduced 12.69%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
310,212
shares
|
$18.2 Million
0.36% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Jul 02, 2025 Q2 2025 |
284,106
shares
|
$16.6 Million
11.87% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
279,741
shares
|
$16.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 34.9%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
264,940
shares
|
$15.5 Million
1.61% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
264,058
shares
|
$15.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 17, 2025 Q3 2025 |
246,711
shares
|
$14.4 Million
3.95% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
235,923
shares
|
$13.8 Million
0.23% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
229,649
shares
|
$13.4 Million
0.05% of portfolio
|
Q2 2025
Added 10.16%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
226,036
shares
|
$13.2 Million
0.41% of portfolio
|
Q2 2025
Added 9.94%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
218,410
shares
|
$12.8 Million
0.0% of portfolio
|
Q2 2025
Added 24.93%
|
|
|
Biltmore Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
209,326
shares
|
$12.3 Million
4.71% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
208,591
shares
|
$12.2 Million
0.03% of portfolio
|
Q2 2025
Added 18.82%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
203,860
shares
|
$11.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.91%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
199,172
shares
|
$11.7 Million
0.19% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
196,088
shares
|
$11.5 Million
2.67% of portfolio
|
Q2 2024
Added 131.09%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
195,306
shares
|
$11.4 Million
0.7% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
193,464
shares
|
$11.3 Million
1.63% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
Moody National Bank Trust Division
|
Oct 06, 2025 Q3 2025 |
180,843
shares
|
$10.6 Million
0.93% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
165,394
shares
|
$9.68 Million
0.67% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
158,978
shares
|
$9.3 Million
0.06% of portfolio
|
Q2 2025
Reduced 12.02%
|
|
|
Freedom Day Solutions, LLC
|
Oct 24, 2025 Q3 2025 |
158,796
shares
|
$9.29 Million
2.57% of portfolio
|
Q3 2025
Added 5.1%
|