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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
4,795
shares
|
$277,342
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Upper Left Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
4,786
shares
|
$276,822
0.25% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
4,780
shares
|
$276,475
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
4,696
shares
|
$271,616
0.15% of portfolio
|
Q4 2024
Added 26.03%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 29, 2025 Q4 2024 |
4,668
shares
|
$269,997
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
4,665
shares
|
$269,823
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
4,569
shares
|
$264,270
0.0% of portfolio
|
Q3 2024
Added 56.05%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
4,536
shares
|
$262,362
0.09% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
4,448
shares
|
$257,272
0.09% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
4,392
shares
|
$254,033
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
4,380
shares
|
$253,339
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,375
shares
|
$253,050
0.0% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
4,320
shares
|
$249,868
0.0% of portfolio
|
Q2 2024
Added 0.33%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
4,312
shares
|
$249,406
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
4,285
shares
|
$247,844
0.02% of portfolio
|
Q4 2024
Reduced 17.2%
|
|
|
Mas Advisors LLC
Miami, FL |
Jan 27, 2025 Q4 2024 |
4,269
shares
|
$246,918
0.42% of portfolio
|
Q4 2024
Reduced 48.94%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
4,199
shares
|
$242,870
0.09% of portfolio
|
Q3 2024
Reduced 15.02%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
4,050
shares
|
$234,252
0.15% of portfolio
|
Q3 2024
Reduced 41.91%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,043
shares
|
$233,847
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Epiq Partners, LLC
|
Jan 22, 2025 Q4 2024 |
4,000
shares
|
$231,360
0.15% of portfolio
|
Q4 2024
Added 9.32%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
3,990
shares
|
$230,781
0.09% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
3,990
shares
|
$230,781
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
3,946
shares
|
$228,236
0.05% of portfolio
|
Q3 2024
Reduced 19.27%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,927
shares
|
$227,137
0.01% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
3,850
shares
|
$222,684
0.09% of portfolio
|
Q3 2024
Added 0.89%
|