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 415 institutions that hold shares in the stock, with a total of 37.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
160,543
shares
|
$9.28 Million
0.01% of portfolio
|
Q3 2025
Added 8.68%
|
|
|
Freedom Day Solutions, LLC
|
Oct 24, 2025 Q3 2025 |
158,796
shares
|
$9.18 Million
2.57% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
152,591
shares
|
$8.82 Million
0.29% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
148,450
shares
|
$8.58 Million
1.43% of portfolio
|
Q3 2025
Added 10.33%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 10, 2025 Q3 2025 |
147,076
shares
|
$8.51 Million
1.43% of portfolio
|
Q3 2025
Added 16.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
138,517
shares
|
$8.01 Million
0.01% of portfolio
|
Q3 2024
Added 212.55%
|
|
|
E Rn Financial, LLC
|
Jan 15, 2026 Q4 2025 |
128,841
shares
|
$7.45 Million
1.49% of portfolio
|
Q4 2025
Added 1.83%
|
|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
128,759
shares
|
$7.45 Million
0.76% of portfolio
|
Q4 2025
Reduced 28.8%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
124,168
shares
|
$7.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
122,150
shares
|
$7.06 Million
0.0% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
121,034
shares
|
$7 Million
1.08% of portfolio
|
Q1 2023
Reduced 15.68%
|
|
|
Legacy Financial Group LLC
|
Jan 06, 2026 Q3 2025 |
120,173
shares
|
$6.95 Million
1.15% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
112,703
shares
|
$6.52 Million
0.22% of portfolio
|
Q4 2025
Reduced 16.56%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
108,029
shares
|
$6.25 Million
1.72% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 04, 2025 Q3 2025 |
107,415
shares
|
$6.21 Million
2.9% of portfolio
|
Q3 2025
Added 8.5%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
103,934
shares
|
$6.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Tpg Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
103,736
shares
|
$6 Million
2.37% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
102,602
shares
|
$5.93 Million
0.01% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
100,663
shares
|
$5.82 Million
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Peak Financial Management, Inc.
|
Jan 22, 2026 Q4 2025 |
98,791
shares
|
$5.71 Million
1.58% of portfolio
|
Q4 2025
Added 1.81%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
98,521
shares
|
$5.7 Million
1.48% of portfolio
|
Q4 2025
Added 10.82%
|
|
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
Oct 17, 2025 Q3 2025 |
97,080
shares
|
$5.61 Million
16.6% of portfolio
|
Q1 2023
Reduced 43.99%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
84,094
shares
|
$4.86 Million
1.07% of portfolio
|
Q3 2025
Added 18.16%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
78,444
shares
|
$4.54 Million
0.23% of portfolio
|
Q3 2025
Added 6.39%
|
|
|
Prosperity Planning, Inc.
|
Jan 14, 2026 Q4 2025 |
75,117
shares
|
$4.34 Million
1.22% of portfolio
|
Q4 2025
Added 6.65%
|
|