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 386 institutions that hold shares in the stock, with a total of 30.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
6,919
shares
|
$400,194
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
6,662
shares
|
$385,330
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
6,659
shares
|
$385,156
0.06% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
6,652
shares
|
$384,751
0.01% of portfolio
|
Q3 2024
Reduced 64.59%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
6,620
shares
|
$382,900
0.17% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
6,362
shares
|
$367,978
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
6,059
shares
|
$350,452
0.04% of portfolio
|
Q3 2022
Reduced 49.63%
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
5,996
shares
|
$346,808
0.26% of portfolio
|
Q1 2024
Added 57.91%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
5,867
shares
|
$339,347
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
5,782
shares
|
$334,430
0.18% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
5,726
shares
|
$331,191
0.19% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
5,717
shares
|
$330,671
0.03% of portfolio
|
Q4 2024
Reduced 52.0%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
5,542
shares
|
$320,549
0.01% of portfolio
|
Q3 2024
Added 16.99%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
5,531
shares
|
$319,913
3.92% of portfolio
|
Q4 2022
Reduced 90.47%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
5,513
shares
|
$318,871
0.0% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,445
shares
|
$314,938
0.02% of portfolio
|
Q4 2024
Added 7.59%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
5,359
shares
|
$309,964
0.2% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
5,344
shares
|
$309,096
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
5,290
shares
|
$305,973
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
5,169
shares
|
$298,974
0.16% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
5,100
shares
|
$294,984
0.03% of portfolio
|
Q2 2022
Added 6.25%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
5,000
shares
|
$289,200
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
4,990
shares
|
$288,621
0.01% of portfolio
|
Q3 2024
Added 6297.44%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
4,838
shares
|
$279,829
0.01% of portfolio
|
Q4 2024
Reduced 18.46%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
4,800
shares
|
$277,632
0.11% of portfolio
|
Q4 2022
New holding
|