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 408 institutions that hold shares in the stock, with a total of 33.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,921,438
shares
|
$163 Million
0.0% of portfolio
|
Q2 2024
Added 8.92%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
2,775,610
shares
|
$155 Million
0.21% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
1,583,684
shares
|
$88.6 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,319,829
shares
|
$73.8 Million
0.06% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Trust CO Of Tennessee
Knoxville, TN |
May 06, 2025 Q1 2025 |
992,320
shares
|
$55.5 Million
14.33% of portfolio
|
Q1 2025
Reduced 14.73%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
984,463
shares
|
$55.1 Million
0.0% of portfolio
|
Q4 2024
Added 382.31%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
919,501
shares
|
$51.4 Million
0.0% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Johns Hopkins University
Baltimore, MD |
May 06, 2025 Q1 2025 |
868,007
shares
|
$48.6 Million
1.89% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
764,424
shares
|
$42.8 Million
5.98% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
744,472
shares
|
$41.6 Million
7.62% of portfolio
|
Q3 2022
Reduced 3.23%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
663,115
shares
|
$37.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
616,091
shares
|
$34.5 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
578,548
shares
|
$32.4 Million
0.77% of portfolio
|
Q1 2025
Added 376.46%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
552,523
shares
|
$30.9 Million
0.49% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
545,736
shares
|
$30.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 30.17%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
516,897
shares
|
$28.9 Million
0.74% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
493,782
shares
|
$27.6 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
406,906
shares
|
$22.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
401,248
shares
|
$22.4 Million
1.95% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
397,539
shares
|
$22.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
376,928
shares
|
$21.1 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
368,653
shares
|
$20.6 Million
2.61% of portfolio
|
Q4 2024
Added 35.14%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
359,724
shares
|
$20.1 Million
0.0% of portfolio
|
Q4 2024
Added 24.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
357,177
shares
|
$20 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
333,017
shares
|
$18.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.17%
|