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 403 institutions that hold shares in the stock, with a total of 32.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.81 Billion.
| 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
|
$164 Million
0.0% of portfolio
|
Q2 2024
Added 8.92%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
2,775,610
shares
|
$156 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
|
$88.8 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,319,829
shares
|
$74 Million
0.06% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Trust CO Of Tennessee
Knoxville, TN |
Jan 22, 2025 Q4 2024 |
1,163,734
shares
|
$65.3 Million
22.2% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
984,463
shares
|
$55.2 Million
0.0% of portfolio
|
Q4 2024
Added 382.31%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
919,501
shares
|
$51.6 Million
0.0% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
781,468
shares
|
$43.8 Million
0.02% of portfolio
|
Q4 2024
Added 256.5%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
764,424
shares
|
$42.9 Million
5.98% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
744,472
shares
|
$41.7 Million
7.62% of portfolio
|
Q3 2022
Reduced 3.23%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
663,115
shares
|
$37.2 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%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
575,058
shares
|
$32.2 Million
0.48% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
512,946
shares
|
$28.8 Million
0.06% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
505,944
shares
|
$28.4 Million
0.68% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
419,834
shares
|
$23.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 46.3%
|
|
|
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
|
Jan 16, 2025 Q4 2024 |
400,826
shares
|
$22.5 Million
2.02% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
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
|
$20.7 Million
2.61% of portfolio
|
Q4 2024
Added 35.14%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
359,724
shares
|
$20.2 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 |
Feb 13, 2025 Q4 2024 |
351,178
shares
|
$19.7 Million
0.04% of portfolio
|
Q4 2024
Added 37.25%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
323,221
shares
|
$18.1 Million
0.27% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
319,942
shares
|
$17.9 Million
0.36% of portfolio
|
Q4 2024
Reduced 4.9%
|