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 |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
154,836
shares
|
$9.06 Million
0.32% of portfolio
|
Q2 2025
Added 30.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
147,716
shares
|
$8.65 Million
0.01% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 10, 2025 Q3 2025 |
147,076
shares
|
$8.61 Million
1.43% of portfolio
|
Q3 2025
Added 16.15%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
145,460
shares
|
$8.51 Million
0.31% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
138,517
shares
|
$8.11 Million
0.01% of portfolio
|
Q3 2024
Added 212.55%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
134,552
shares
|
$7.88 Million
1.56% of portfolio
|
Q2 2025
Reduced 57.52%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
129,551
shares
|
$7.58 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
126,521
shares
|
$7.41 Million
1.52% of portfolio
|
Q3 2025
Reduced 20.19%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
122,150
shares
|
$7.15 Million
0.0% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
121,034
shares
|
$7.08 Million
1.08% of portfolio
|
Q1 2023
Reduced 15.68%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
118,102
shares
|
$6.91 Million
1.13% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
108,029
shares
|
$6.32 Million
1.72% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 04, 2025 Q3 2025 |
107,415
shares
|
$6.29 Million
2.9% of portfolio
|
Q3 2025
Added 8.5%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
104,203
shares
|
$6.1 Million
2.46% of portfolio
|
Q2 2025
Added 9.48%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
103,934
shares
|
$6.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
99,849
shares
|
$5.84 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
Oct 17, 2025 Q3 2025 |
97,080
shares
|
$5.68 Million
16.6% of portfolio
|
Q1 2023
Reduced 43.99%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
97,038
shares
|
$5.68 Million
1.59% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
89,420
shares
|
$5.23 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
88,898
shares
|
$5.2 Million
1.44% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
87,666
shares
|
$5.13 Million
0.01% of portfolio
|
Q2 2025
Added 615.12%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
82,189
shares
|
$4.81 Million
0.81% of portfolio
|
Q3 2025
Added 19.97%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
81,332
shares
|
$4.76 Million
0.18% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
80,754
shares
|
$4.73 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
78,865
shares
|
$4.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.38%
|