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 |
|---|---|---|---|---|---|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
43,255
shares
|
$2.53 Million
1.49% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
43,172
shares
|
$2.53 Million
0.11% of portfolio
|
Q2 2025
Added 99.22%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
41,037
shares
|
$2.4 Million
1.13% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
40,606
shares
|
$2.38 Million
2.02% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
40,373
shares
|
$2.36 Million
0.28% of portfolio
|
Q3 2025
Added 32.61%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
40,294
shares
|
$2.36 Million
0.53% of portfolio
|
Q3 2022
Reduced 3.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
38,829
shares
|
$2.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 60.28%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
38,690
shares
|
$2.26 Million
1.28% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
38,061
shares
|
$2.23 Million
0.01% of portfolio
|
Q2 2025
Added 18.92%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
37,933
shares
|
$2.22 Million
1.68% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
37,919
shares
|
$2.22 Million
0.01% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
37,758
shares
|
$2.21 Million
0.02% of portfolio
|
Q2 2025
Added 14.12%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Nov 04, 2025 Q3 2025 |
36,254
shares
|
$2.12 Million
1.88% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
36,170
shares
|
$2.12 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
34,921
shares
|
$2.04 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
34,215
shares
|
$2 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.24%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
33,607
shares
|
$1.97 Million
0.0% of portfolio
|
Q2 2025
Added 9.92%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
33,221
shares
|
$1.94 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
31,756
shares
|
$1.86 Million
0.31% of portfolio
|
Q3 2025
Added 32.75%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
31,605
shares
|
$1.85 Million
0.2% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
31,274
shares
|
$1.83 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Aug 07, 2025 Q2 2025 |
30,489
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
30,392
shares
|
$1.78 Million
0.14% of portfolio
|
Q4 2023
Reduced 8.07%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
29,498
shares
|
$1.73 Million
0.94% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
28,809
shares
|
$1.69 Million
0.01% of portfolio
|
Q1 2025
Added 0.45%
|