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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
74,949
shares
|
$4.39 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
74,418
shares
|
$4.36 Million
5.84% of portfolio
|
Q4 2022
Reduced 48.62%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
74,240
shares
|
$4.35 Million
2.15% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
73,730
shares
|
$4.32 Million
0.23% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
71,839
shares
|
$4.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Aug 12, 2025 Q2 2025 |
71,167
shares
|
$4.17 Million
1.29% of portfolio
|
Q2 2025
Reduced 43.11%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
70,433
shares
|
$4.12 Million
1.18% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
70,365
shares
|
$4.12 Million
0.44% of portfolio
|
Q4 2023
Reduced 5.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
67,502
shares
|
$3.95 Million
0.15% of portfolio
|
Q3 2025
Added 8.42%
|
|
|
Windsor Capital Management, LLC
|
Oct 06, 2025 Q3 2025 |
64,784
shares
|
$3.79 Million
1.07% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
Envision Financial LLC
Brookfield, WI |
Oct 10, 2025 Q3 2025 |
63,302
shares
|
$3.71 Million
2.13% of portfolio
|
Q3 2025
Added 25.81%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
60,938
shares
|
$3.57 Million
0.0% of portfolio
|
Q2 2025
Added 42.26%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
59,748
shares
|
$3.5 Million
0.0% of portfolio
|
Q3 2025
Added 26.13%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
59,044
shares
|
$3.46 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
54,670
shares
|
$3.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.05%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
52,436
shares
|
$3.07 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
50,787
shares
|
$2.97 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
50,000
shares
|
$2.93 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
49,312
shares
|
$2.89 Million
1.37% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
49,180
shares
|
$2.88 Million
0.52% of portfolio
|
Q2 2025
Added 63.88%
|
|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
48,000
shares
|
$2.81 Million
0.21% of portfolio
|
Q2 2025
Reduced 35.4%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
47,871
shares
|
$2.8 Million
0.96% of portfolio
|
Q3 2025
Added 8.24%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
45,709
shares
|
$2.68 Million
0.44% of portfolio
|
Q3 2025
Added 31.08%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
44,484
shares
|
$2.6 Million
0.87% of portfolio
|
Q3 2025
Added 70.89%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
44,388
shares
|
$2.6 Million
0.19% of portfolio
|
Q2 2025
Added 7.54%
|