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 412 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 $2.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
28,583
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
26,666
shares
|
$1.56 Million
0.49% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
25,704
shares
|
$1.5 Million
0.19% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Nov 06, 2025 Q3 2025 |
25,164
shares
|
$1.47 Million
1.44% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Nov 12, 2025 Q3 2025 |
25,149
shares
|
$1.47 Million
0.55% of portfolio
|
Q3 2025
Added 52.8%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
24,572
shares
|
$1.44 Million
0.23% of portfolio
|
Q3 2025
Reduced 21.27%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Oct 14, 2025 Q3 2025 |
24,458
shares
|
$1.43 Million
1.17% of portfolio
|
Q3 2025
Added 5.06%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
23,716
shares
|
$1.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
23,655
shares
|
$1.38 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
23,208
shares
|
$1.36 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
23,066
shares
|
$1.35 Million
0.01% of portfolio
|
Q2 2025
Added 13.55%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
22,800
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 36.78%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
22,599
shares
|
$1.32 Million
0.05% of portfolio
|
Q3 2025
Added 264.26%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Oct 20, 2025 Q3 2025 |
22,283
shares
|
$1.3 Million
0.98% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
21,685
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
21,524
shares
|
$1.26 Million
0.05% of portfolio
|
Q3 2025
Reduced 10.12%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
21,246
shares
|
$1.24 Million
0.05% of portfolio
|
Q3 2025
Added 75.24%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
21,058
shares
|
$1.23 Million
0.22% of portfolio
|
Q3 2025
Added 30.29%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
20,333
shares
|
$1.19 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
20,062
shares
|
$1.17 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
20,000
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Oct 31, 2025 Q3 2025 |
19,955
shares
|
$1.17 Million
0.64% of portfolio
|
Q3 2025
Added 26.63%
|