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 Million shares, which have been reported (via 13F filing form) to have a value of $2.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,505
shares
|
$614,857
0.0% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
10,436
shares
|
$610,819
0.01% of portfolio
|
Q3 2025
Added 9.74%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
10,298
shares
|
$602,741
0.05% of portfolio
|
Q3 2025
Reduced 41.28%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
10,201
shares
|
$597,064
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
10,062
shares
|
$588,928
0.28% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
9,908
shares
|
$579,915
0.04% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
9,815
shares
|
$574,471
0.04% of portfolio
|
Q2 2025
Reduced 20.09%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
9,632
shares
|
$563,760
0.0% of portfolio
|
Q3 2025
Added 12.23%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 10, 2025 Q3 2025 |
9,582
shares
|
$560,834
0.24% of portfolio
|
Q3 2025
Added 24.3%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
9,581
shares
|
$560,775
0.02% of portfolio
|
Q4 2023
Reduced 3.04%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
9,560
shares
|
$559,546
0.01% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
9,443
shares
|
$552,698
0.01% of portfolio
|
Q2 2025
Added 69.29%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
9,412
shares
|
$550,884
0.01% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
9,402
shares
|
$550,299
0.05% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
9,302
shares
|
$544,446
0.0% of portfolio
|
Q2 2025
Added 53.78%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
9,243
shares
|
$540,992
0.2% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
9,153
shares
|
$535,725
0.4% of portfolio
|
Q2 2022
New holding
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
9,120
shares
|
$533,793
0.19% of portfolio
|
Q3 2025
Reduced 62.84%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
9,067
shares
|
$530,691
0.01% of portfolio
|
Q3 2025
Reduced 13.95%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
8,966
shares
|
$524,779
0.0% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Nov 07, 2025 Q3 2025 |
8,874
shares
|
$519,395
0.34% of portfolio
|
Q3 2025
Added 32.71%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,822
shares
|
$516,351
0.0% of portfolio
|
Q3 2023
Reduced 4.07%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
8,791
shares
|
$514,537
0.01% of portfolio
|
Q2 2025
Reduced 92.8%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Nov 12, 2025 Q3 2025 |
8,641
shares
|
$505,757
0.48% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
8,504
shares
|
$497,739
0.03% of portfolio
|
Q4 2022
New holding
|