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 403 institutions that hold shares in the stock, with a total of 32.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
39,492
shares
|
$2.27 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
39,118
shares
|
$2.25 Million
0.0% of portfolio
|
Q4 2024
Added 223.5%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
38,906
shares
|
$2.24 Million
0.36% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
38,703
shares
|
$2.22 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
38,268
shares
|
$2.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.06%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
37,919
shares
|
$2.18 Million
0.01% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
37,009
shares
|
$2.13 Million
0.0% of portfolio
|
Q4 2024
Added 66.34%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
36,067
shares
|
$2.07 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Mar 04, 2025 Q4 2024 |
35,577
shares
|
$2.04 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
35,328
shares
|
$2.03 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Feb 13, 2025 Q4 2024 |
35,090
shares
|
$2.02 Million
0.49% of portfolio
|
Q4 2024
Added 73.89%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
34,355
shares
|
$1.97 Million
0.24% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
32,918
shares
|
$1.89 Million
1.11% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
31,896
shares
|
$1.83 Million
0.22% of portfolio
|
Q4 2024
Added 208.56%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
31,871
shares
|
$1.83 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
31,274
shares
|
$1.8 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Feb 03, 2025 Q4 2024 |
31,274
shares
|
$1.8 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Feb 07, 2025 Q4 2024 |
30,489
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
30,392
shares
|
$1.75 Million
0.14% of portfolio
|
Q4 2023
Reduced 8.07%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
30,290
shares
|
$1.74 Million
0.0% of portfolio
|
Q4 2024
Added 135.52%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
29,836
shares
|
$1.71 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
28,681
shares
|
$1.65 Million
0.01% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jan 28, 2025 Q4 2024 |
28,644
shares
|
$1.65 Million
0.0% of portfolio
|
Q4 2024
Added 91.46%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
28,298
shares
|
$1.63 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
28,266
shares
|
$1.62 Million
0.26% of portfolio
|
Q4 2024
Added 0.06%
|