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 |
|---|---|---|---|---|---|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
10,929
shares
|
$625,029
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
10,901
shares
|
$623,428
0.26% of portfolio
|
Q1 2025
Reduced 28.59%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
10,580
shares
|
$605,070
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
10,361
shares
|
$592,545
0.14% of portfolio
|
Q1 2025
Added 9.21%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
10,326
shares
|
$590,543
0.01% of portfolio
|
Q1 2025
Reduced 45.61%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
10,204
shares
|
$583,566
0.0% of portfolio
|
Q1 2025
Reduced 28.63%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
10,202
shares
|
$583,452
0.2% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
10,113
shares
|
$578,362
0.0% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
10,093
shares
|
$577,218
0.01% of portfolio
|
Q1 2025
Added 27178.38%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 21, 2025 Q1 2025 |
10,088
shares
|
$576,932
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
10,044
shares
|
$574,416
0.02% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,999
shares
|
$571,842
0.0% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
9,992
shares
|
$571,442
0.05% of portfolio
|
Q1 2025
Added 4.81%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
9,989
shares
|
$571,270
0.01% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
9,955
shares
|
$569,326
0.17% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
9,772
shares
|
$558,860
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
9,767
shares
|
$558,574
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
9,729
shares
|
$556,401
0.05% of portfolio
|
Q1 2025
Reduced 29.09%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
9,581
shares
|
$547,937
0.02% of portfolio
|
Q4 2023
Reduced 3.04%
|
|
|
Natixis
Paris, I0 |
May 14, 2025 Q1 2025 |
9,482
shares
|
$542,275
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
9,332
shares
|
$533,697
0.06% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
9,153
shares
|
$523,460
0.4% of portfolio
|
Q2 2022
New holding
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
9,135
shares
|
$522,430
0.0% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
8,986
shares
|
$513,909
0.01% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
8,941
shares
|
$511,335
0.01% of portfolio
|
Q1 2025
Added 24.56%
|