Purchases and Sales Made in Q3 2025 in Ishares Core U.S. Reit ETF (USRT)
This table provides information about the institutional ownership of Ishares Core U.S. Reit ETF (USRT) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES CORE U.S. REIT ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
364K+ 351.38% |
$20.2M - $21.6M
|
467K
$27.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
348KNew |
$19.3M - $20.6M
|
348K
$20.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
234K+ 488.12% |
$13M - $13.9M
|
282K
$16.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
163K+ 28.26% |
$9.09M - $9.7M
|
742K
$43.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
146K+ 9.09% |
$8.1M - $8.65M
|
1.75M
$102M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
93.9K+ 21.87% |
$5.22M - $5.57M
|
523K
$30.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Trust CO Of Tennessee
Knoxville, TN |
BUY
|
- |
87.4K+ 8.77% |
$4.86M - $5.19M
|
1.08M
$63.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
76.5K+ 4.79% |
$4.26M - $4.54M
|
1.67M
$98M
|
|
|
Nov 13, 2025
Q3 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
66.2K+ 23.3% |
$3.68M - $3.93M
|
350K
$20.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.6K+ 9.28% |
$3.26M - $3.48M
|
690K
$40.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
39.5K+ 5.34% |
$2.2M - $2.34M
|
778K
$45.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
35.4K+ 152.51% |
$1.97M - $2.1M
|
58.7K
$3.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
34.9K+ 319.24% |
$1.94M - $2.07M
|
45.8K
$2.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
33.3K+ 12.6% |
$1.85M - $1.98M
|
297K
$17.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
31.3K+ 3.73% |
$1.74M - $1.86M
|
871K
$51M
|
|
|
Oct 10, 2025
Q3 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
20.4K+ 16.15% |
$1.14M - $1.21M
|
147K
$8.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
20.2K+ 3.03% |
$1.12M - $1.2M
|
686K
$40.2M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
19.5K+ 112.07% |
$1.08M - $1.16M
|
36.9K
$2.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.2K+ 205.88% |
$1.07M - $1.14M
|
28.5K
$1.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
18.5K+ 70.89% |
$1.03M - $1.1M
|
44.5K
$2.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.2K+ 7.94% |
$1.01M - $1.08M
|
248K
$14.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.4K+ 130.61% |
$914K - $976K
|
29K
$1.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
16.4K+ 264.26% |
$912K - $973K
|
22.6K
$1.32M
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
16.2K+ 4.79% |
$900K - $960K
|
354K
$20.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.7K+ 4900.67% |
$818K - $873K
|
15K
$878K
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
13.9K+ 10.33% |
$773K - $825K
|
148K
$8.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
13.7K+ 19.97% |
$761K - $812K
|
82.2K
$4.81M
|
|
|
Oct 10, 2025
Q3 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
13K+ 25.81% |
$723K - $771K
|
63.3K
$3.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
12.9K+ 18.16% |
$719K - $767K
|
84.1K
$4.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.8K+ 8.68% |
$714K - $762K
|
161K
$9.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.4K+ 26.13% |
$689K - $735K
|
59.7K
$3.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
12.3K+ 2.39% |
$682K - $728K
|
525K
$30.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
12.3K+ 51.68% |
$682K - $728K
|
36K
$2.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
12K+ 6.63% |
$669K - $714K
|
193K
$11.3M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
11.8K+ 7.4% |
$655K - $698K
|
171K
$9.99M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
10.8K+ 31.08% |
$603K - $643K
|
45.7K
$2.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
10.5K+ 5.3% |
$586K - $626K
|
209K
$12.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
9.93K+ 32.61% |
$552K - $589K
|
40.4K
$2.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.25K+ 23.81% |
$514K - $549K
|
48.1K
$2.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.12K+ 75.24% |
$508K - $542K
|
21.2K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.99K+ 117.69% |
$500K - $534K
|
16.6K
$973K
|
|
|
Nov 12, 2025
Q3 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
8.69K+ 52.8% |
$484K - $516K
|
25.1K
$1.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
8.56K+ 9951.16% |
$476K - $508K
|
8.64K
$506K
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
8.42K+ 8.5% |
$468K - $500K
|
107K
$6.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
8.15KNew |
$454K - $484K
|
8.15K
$477K
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
8.09K+ 3.06% |
$450K - $481K
|
273K
$16M
|
|
|
Nov 12, 2025
Q3 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
7.91K+ 76.81% |
$440K - $470K
|
18.2K
$1.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7.83K+ 32.75% |
$436K - $465K
|
31.8K
$1.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
7.81KNew |
$434K - $463K
|
7.81K
$457K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.72K+ 1.51% |
$430K - $458K
|
519K
$30.4M
|