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 412 institutions that hold shares in the stock, with a total of 36.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
13,814
shares
|
$808,533
0.07% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
13,708
shares
|
$802,329
0.09% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
13,621
shares
|
$797,237
0.0% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
13,232
shares
|
$774,468
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
13,066
shares
|
$764,752
0.0% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
13,032
shares
|
$762,762
0.26% of portfolio
|
Q3 2025
Added 34.86%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
12,921
shares
|
$756,266
0.05% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,580
shares
|
$736,307
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
12,369
shares
|
$723,957
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
11,975
shares
|
$700,896
0.03% of portfolio
|
Q2 2025
Reduced 30.6%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
11,791
shares
|
$690,127
0.13% of portfolio
|
Q2 2025
Added 13.8%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
11,714
shares
|
$685,620
0.0% of portfolio
|
Q2 2025
Added 15.83%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
11,692
shares
|
$684,332
0.07% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
11,663
shares
|
$682,635
0.37% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
11,513
shares
|
$673,855
0.0% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
11,417
shares
|
$668,237
0.15% of portfolio
|
Q3 2025
Added 96.34%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
11,145
shares
|
$652,316
0.51% of portfolio
|
Q3 2025
Reduced 9.26%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
11,052
shares
|
$646,873
0.02% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
11,042
shares
|
$646,288
0.07% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
10,929
shares
|
$639,674
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
10,802
shares
|
$632,241
0.19% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
10,662
shares
|
$624,046
0.15% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 21, 2025 Q3 2025 |
10,635
shares
|
$622,466
0.12% of portfolio
|
Q3 2025
Added 12.9%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
10,538
shares
|
$616,789
0.0% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,505
shares
|
$614,857
0.0% of portfolio
|
Q2 2025
Added 5.06%
|