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 410 institutions that hold shares in the stock, with a total of 37.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
18,227
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2025
Added 52.21%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Nov 12, 2025 Q3 2025 |
18,210
shares
|
$1.05 Million
0.52% of portfolio
|
Q3 2025
Added 76.81%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Nov 03, 2025 Q3 2025 |
17,993
shares
|
$1.04 Million
0.67% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
17,836
shares
|
$1.03 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Nov 10, 2025 Q3 2025 |
17,829
shares
|
$1.03 Million
0.65% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Strategic Financial Planning, Inc.
|
Nov 13, 2025 Q3 2025 |
17,733
shares
|
$1.03 Million
0.63% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
17,454
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2025
Added 44.43%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
17,402
shares
|
$1.01 Million
0.77% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
17,308
shares
|
$1 Million
0.94% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
16,627
shares
|
$961,539
0.0% of portfolio
|
Q3 2025
Added 117.69%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
15,990
shares
|
$924,701
0.16% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
15,969
shares
|
$923,487
0.17% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
15,966
shares
|
$923,313
0.01% of portfolio
|
Q3 2025
Added 9.72%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
15,856
shares
|
$916,952
0.01% of portfolio
|
Q3 2025
Reduced 26.88%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
15,223
shares
|
$880,346
0.28% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
15,222
shares
|
$880,288
0.36% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
15,040
shares
|
$869,763
0.11% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
15,002
shares
|
$867,565
0.03% of portfolio
|
Q3 2025
Added 4900.67%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
14,878
shares
|
$860,394
0.11% of portfolio
|
Q2 2024
Reduced 11.5%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
14,660
shares
|
$847,787
0.02% of portfolio
|
Q3 2022
Added 5.01%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
14,539
shares
|
$840,790
0.16% of portfolio
|
Q3 2025
Added 15.76%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
14,518
shares
|
$839,575
0.01% of portfolio
|
Q3 2025
Reduced 25.1%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
14,380
shares
|
$831,595
0.56% of portfolio
|
Q2 2022
Reduced 6.77%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
14,251
shares
|
$824,135
0.19% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
14,151
shares
|
$818,352
0.04% of portfolio
|
Q3 2025
Reduced 3.6%
|