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 |
|---|---|---|---|---|---|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
40,606
shares
|
$2.32 Million
2.02% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
40,346
shares
|
$2.31 Million
0.29% of portfolio
|
Q1 2025
Added 26.49%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
40,294
shares
|
$2.3 Million
0.53% of portfolio
|
Q3 2022
Reduced 3.92%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
40,059
shares
|
$2.29 Million
0.0% of portfolio
|
Q1 2025
Added 90.52%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
38,703
shares
|
$2.21 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
37,919
shares
|
$2.17 Million
0.01% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
37,700
shares
|
$2.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.02%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
36,973
shares
|
$2.11 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
36,833
shares
|
$2.11 Million
0.36% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
36,067
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
35,974
shares
|
$2.06 Million
1.67% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Apr 22, 2025 Q1 2025 |
34,870
shares
|
$1.99 Million
2.03% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
34,792
shares
|
$1.99 Million
0.45% of portfolio
|
Q1 2025
Reduced 45.19%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
33,334
shares
|
$1.91 Million
1.32% of portfolio
|
Q1 2025
Added 11.72%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
33,086
shares
|
$1.89 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
33,002
shares
|
$1.89 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
32,005
shares
|
$1.83 Million
0.01% of portfolio
|
Q1 2025
Added 18.15%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
31,468
shares
|
$1.8 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
31,335
shares
|
$1.79 Million
1.08% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
31,274
shares
|
$1.79 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
30,575
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.84%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
30,489
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
30,392
shares
|
$1.74 Million
0.14% of portfolio
|
Q4 2023
Reduced 8.07%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
30,009
shares
|
$1.72 Million
0.47% of portfolio
|
Q1 2025
Reduced 14.48%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
28,809
shares
|
$1.65 Million
0.01% of portfolio
|
Q1 2025
Added 0.45%
|