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 395 institutions that hold shares in the stock, with a total of 32.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
26,722
shares
|
$1.57 Million
0.01% of portfolio
|
Q4 2024
Added 15.31%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
26,666
shares
|
$1.57 Million
0.49% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
26,254
shares
|
$1.54 Million
0.05% of portfolio
|
Q4 2024
Reduced 11.87%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Feb 05, 2025 Q4 2024 |
25,944
shares
|
$1.52 Million
0.78% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
25,893
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.94%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
25,366
shares
|
$1.49 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 13, 2025 Q4 2024 |
24,816
shares
|
$1.46 Million
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
24,445
shares
|
$1.43 Million
0.0% of portfolio
|
Q4 2024
Reduced 59.81%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Feb 04, 2025 Q4 2024 |
24,357
shares
|
$1.43 Million
0.82% of portfolio
|
Q4 2024
Added 68.01%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
24,137
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2024
Added 23.46%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
23,475
shares
|
$1.38 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
23,323
shares
|
$1.37 Million
0.02% of portfolio
|
Q4 2024
Added 16.02%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
23,318
shares
|
$1.37 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
22,067
shares
|
$1.3 Million
1.09% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 28, 2025 Q4 2024 |
21,604
shares
|
$1.27 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
20,897
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
Added 15.43%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
20,532
shares
|
$1.21 Million
0.16% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
20,305
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
20,273
shares
|
$1.19 Million
0.06% of portfolio
|
Q4 2024
Reduced 13.45%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
20,141
shares
|
$1.18 Million
0.2% of portfolio
|
Q4 2024
Reduced 10.75%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Feb 11, 2025 Q4 2024 |
20,004
shares
|
$1.17 Million
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
20,000
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
19,848
shares
|
$1.17 Million
0.02% of portfolio
|
Q4 2022
Added 0.03%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
19,348
shares
|
$1.14 Million
0.24% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
19,018
shares
|
$1.12 Million
0.17% of portfolio
|
Q4 2024
Added 2.46%
|