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 |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
145,072
shares
|
$8.3 Million
0.38% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
144,456
shares
|
$8.26 Million
0.01% of portfolio
|
Q1 2025
Added 59.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
138,517
shares
|
$7.92 Million
0.01% of portfolio
|
Q3 2024
Added 212.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
135,091
shares
|
$7.73 Million
0.02% of portfolio
|
Q1 2025
Reduced 19.84%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
May 12, 2025 Q1 2025 |
125,099
shares
|
$7.15 Million
3.91% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Apr 21, 2025 Q1 2025 |
123,754
shares
|
$7.08 Million
1.33% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
122,150
shares
|
$6.99 Million
0.0% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
122,093
shares
|
$6.98 Million
0.16% of portfolio
|
Q1 2025
Reduced 21.52%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
121,034
shares
|
$6.92 Million
1.08% of portfolio
|
Q1 2023
Reduced 15.68%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
119,083
shares
|
$6.81 Million
0.27% of portfolio
|
Q1 2025
Added 5077.52%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
116,643
shares
|
$6.67 Million
1.17% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
113,002
shares
|
$6.46 Million
0.0% of portfolio
|
Q1 2025
Added 85.08%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
108,767
shares
|
$6.22 Million
0.01% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
108,029
shares
|
$6.18 Million
1.72% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
101,401
shares
|
$5.8 Million
0.01% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
99,019
shares
|
$5.66 Million
0.83% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
97,765
shares
|
$5.59 Million
0.0% of portfolio
|
Q1 2025
Added 12.91%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
97,501
shares
|
$5.58 Million
0.26% of portfolio
|
Q1 2025
Added 109.96%
|
|
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
Apr 22, 2025 Q1 2025 |
97,080
shares
|
$5.55 Million
11.65% of portfolio
|
Q1 2023
Reduced 43.99%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
95,182
shares
|
$5.44 Million
2.41% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
93,278
shares
|
$5.33 Million
1.63% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
85,584
shares
|
$4.89 Million
0.16% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
84,951
shares
|
$4.86 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
81,940
shares
|
$4.69 Million
2.2% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
81,623
shares
|
$4.67 Million
0.0% of portfolio
|
Q1 2025
Added 20.99%
|