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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
13,863
shares
|
$792,824
0.0% of portfolio
|
Q1 2025
Reduced 54.23%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
13,738
shares
|
$785,676
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
13,709
shares
|
$784,017
0.08% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
13,692
shares
|
$783,045
0.09% of portfolio
|
Q4 2024
Reduced 24.29%
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
13,427
shares
|
$767,890
0.29% of portfolio
|
Q1 2025
Added 14.41%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
13,281
shares
|
$759,540
0.0% of portfolio
|
Q1 2025
Reduced 86.07%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
13,232
shares
|
$756,738
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
13,057
shares
|
$746,729
0.51% of portfolio
|
Q1 2025
Added 15.7%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
13,047
shares
|
$746,157
0.05% of portfolio
|
Q1 2025
Added 23.67%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
13,045
shares
|
$746,043
0.0% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
12,927
shares
|
$739,295
0.57% of portfolio
|
Q1 2025
Added 15.39%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
12,677
shares
|
$724,997
0.16% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
12,426
shares
|
$710,642
0.38% of portfolio
|
Q1 2025
Reduced 92.72%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
12,369
shares
|
$707,383
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
12,324
shares
|
$704,809
0.02% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
12,282
shares
|
$702,407
0.06% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
12,259
shares
|
$701,092
0.0% of portfolio
|
Q1 2025
Reduced 29.8%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
12,124
shares
|
$693,371
0.03% of portfolio
|
Q1 2025
Added 26.63%
|
|
|
J2 Capital Management Inc
|
Apr 08, 2025 Q1 2025 |
11,851
shares
|
$677,758
0.64% of portfolio
|
Q1 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
11,692
shares
|
$668,665
0.07% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Helen Stephens Group, LLC
|
Apr 23, 2025 Q1 2025 |
11,367
shares
|
$650,078
0.19% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
11,254
shares
|
$643,616
0.19% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
11,199
shares
|
$640,470
0.4% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
11,095
shares
|
$634,523
0.18% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
11,052
shares
|
$632,063
0.02% of portfolio
|
Q1 2025
Reduced 4.05%
|