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 |
|---|---|---|---|---|---|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
81,332
shares
|
$4.65 Million
0.2% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
78,959
shares
|
$4.52 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
76,373
shares
|
$4.37 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Moody National Bank Trust Division
|
Apr 04, 2025 Q1 2025 |
76,002
shares
|
$4.35 Million
0.47% of portfolio
|
Q1 2025
Added 54.26%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
75,508
shares
|
$4.32 Million
1.4% of portfolio
|
Q1 2025
Added 25.74%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
74,418
shares
|
$4.26 Million
5.84% of portfolio
|
Q4 2022
Reduced 48.62%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
74,300
shares
|
$4.25 Million
0.15% of portfolio
|
Q1 2025
Reduced 29.44%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
73,061
shares
|
$4.18 Million
0.27% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
70,365
shares
|
$4.02 Million
0.44% of portfolio
|
Q4 2023
Reduced 5.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
67,535
shares
|
$3.86 Million
0.0% of portfolio
|
Q1 2025
Reduced 60.94%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
66,358
shares
|
$3.8 Million
1.23% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
60,961
shares
|
$3.49 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Apr 08, 2025 Q1 2025 |
60,091
shares
|
$3.44 Million
3.45% of portfolio
|
Q1 2025
Reduced 10.22%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
59,137
shares
|
$3.38 Million
0.76% of portfolio
|
Q1 2025
New holding
|
|
|
Windsor Capital Management, LLC
|
May 02, 2025 Q1 2025 |
58,386
shares
|
$3.34 Million
1.05% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Congress Asset Management CO
|
Apr 11, 2025 Q1 2025 |
52,898
shares
|
$3.03 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
52,064
shares
|
$2.98 Million
0.1% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Envision Financial LLC
Brookfield, WI |
Apr 22, 2025 Q1 2025 |
49,268
shares
|
$2.82 Million
2.14% of portfolio
|
Q1 2025
Added 98.53%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
44,260
shares
|
$2.53 Million
1.34% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
43,998
shares
|
$2.52 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.18%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
43,408
shares
|
$2.48 Million
1.06% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
42,837
shares
|
$2.45 Million
0.0% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
41,984
shares
|
$2.4 Million
0.46% of portfolio
|
Q1 2025
Reduced 64.79%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
41,510
shares
|
$2.37 Million
1.58% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
41,274
shares
|
$2.36 Million
0.2% of portfolio
|
Q1 2025
Added 4.51%
|