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 |
|---|---|---|---|---|---|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
28,650
shares
|
$1.64 Million
0.93% of portfolio
|
Q1 2025
Added 17.63%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
28,468
shares
|
$1.63 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
27,947
shares
|
$1.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
27,446
shares
|
$1.57 Million
0.65% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
27,368
shares
|
$1.57 Million
0.02% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
27,238
shares
|
$1.56 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
26,666
shares
|
$1.53 Million
0.49% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
25,313
shares
|
$1.45 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
23,716
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
23,691
shares
|
$1.35 Million
0.05% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
23,400
shares
|
$1.34 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Prospect Financial Group LLC
Arlington, VA |
May 06, 2025 Q1 2025 |
23,149
shares
|
$1.32 Million
1.7% of portfolio
|
Q1 2025
Added 15.72%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
May 09, 2025 Q1 2025 |
22,256
shares
|
$1.27 Million
0.83% of portfolio
|
Q1 2025
Reduced 48.2%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
22,082
shares
|
$1.26 Million
1.1% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
21,671
shares
|
$1.24 Million
0.11% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Apr 21, 2025 Q1 2025 |
21,463
shares
|
$1.23 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
21,233
shares
|
$1.21 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
21,116
shares
|
$1.21 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
20,935
shares
|
$1.2 Million
0.11% of portfolio
|
Q1 2025
Reduced 17.47%
|
|
|
Peterson Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
20,545
shares
|
$1.17 Million
0.24% of portfolio
|
Q1 2025
Added 38.19%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
20,313
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
20,000
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
19,848
shares
|
$1.14 Million
0.02% of portfolio
|
Q4 2022
Added 0.03%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
19,742
shares
|
$1.13 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
19,629
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Added 9.64%
|