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 |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
13,721
shares
|
$805,422
0.05% of portfolio
|
Q4 2024
Reduced 12.05%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
13,692
shares
|
$803,720
0.09% of portfolio
|
Q4 2024
Reduced 24.29%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
13,526
shares
|
$793,976
0.02% of portfolio
|
Q4 2024
Reduced 50.02%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
13,232
shares
|
$776,718
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
12,448
shares
|
$730,697
0.14% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
12,369
shares
|
$726,060
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
12,324
shares
|
$723,418
0.02% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
12,247
shares
|
$718,898
0.06% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
11,788
shares
|
$691,955
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
11,736
shares
|
$688,903
0.25% of portfolio
|
Q4 2024
Added 12.53%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
11,692
shares
|
$686,320
0.07% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
11,518
shares
|
$676,106
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
11,436
shares
|
$671,293
0.17% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
11,428
shares
|
$670,823
0.19% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
11,285
shares
|
$662,429
0.39% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
11,203
shares
|
$657,616
0.51% of portfolio
|
Q4 2024
Reduced 33.8%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
10,947
shares
|
$642,588
0.2% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
10,734
shares
|
$630,085
0.08% of portfolio
|
Q4 2024
Reduced 50.2%
|
|
|
Coastal Bridge Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
10,644
shares
|
$624,802
0.18% of portfolio
|
Q4 2024
Added 41.26%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
10,600
shares
|
$622,220
0.39% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
10,593
shares
|
$621,809
0.18% of portfolio
|
Q4 2024
Reduced 46.88%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
10,550
shares
|
$619,285
0.04% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
10,401
shares
|
$610,538
0.01% of portfolio
|
Q4 2024
Reduced 22.11%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
10,298
shares
|
$604,492
0.06% of portfolio
|
Q4 2024
Reduced 19.03%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
10,264
shares
|
$602,496
0.0% of portfolio
|
Q4 2024
Reduced 10.48%
|