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 |
|---|---|---|---|---|---|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
19,010
shares
|
$1.09 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
19,000
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 9.2%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
18,964
shares
|
$1.08 Million
0.82% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
18,739
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.65%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
May 08, 2025 Q1 2025 |
18,327
shares
|
$1.05 Million
0.86% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
18,292
shares
|
$1.05 Million
0.79% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
18,089
shares
|
$1.03 Million
0.32% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
17,877
shares
|
$1.02 Million
1.12% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Strategic Financial Planning, Inc.
|
May 14, 2025 Q1 2025 |
17,735
shares
|
$1.01 Million
0.7% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
17,321
shares
|
$990,587
0.49% of portfolio
|
Q1 2025
Added 76.53%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
17,256
shares
|
$986,870
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
17,058
shares
|
$975,547
0.01% of portfolio
|
Q1 2025
Reduced 95.47%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
16,191
shares
|
$925,963
0.01% of portfolio
|
Q1 2025
Reduced 22.52%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
15,969
shares
|
$913,267
0.12% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
15,583
shares
|
$891,191
0.01% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
15,300
shares
|
$875,007
0.13% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Range Financial Group LLC
|
Apr 14, 2025 Q1 2025 |
14,985
shares
|
$856,992
0.41% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
14,878
shares
|
$850,872
0.11% of portfolio
|
Q2 2024
Reduced 11.5%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
14,660
shares
|
$838,405
0.02% of portfolio
|
Q3 2022
Added 5.01%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
14,643
shares
|
$837,433
0.0% of portfolio
|
Q1 2025
Reduced 48.88%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
14,640
shares
|
$837,261
0.01% of portfolio
|
Q1 2025
Added 110.34%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
14,491
shares
|
$828,740
0.02% of portfolio
|
Q1 2025
Added 7.13%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
14,380
shares
|
$822,392
0.56% of portfolio
|
Q2 2022
Reduced 6.77%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
14,226
shares
|
$813,584
0.01% of portfolio
|
Q1 2025
Reduced 8.6%
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
13,882
shares
|
$793,911
0.4% of portfolio
|
Q1 2025
Added 0.49%
|