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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,958
shares
|
$113,250
0.0% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,915
shares
|
$110,763
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
1,854
shares
|
$107,235
0.05% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
1,648
shares
|
$95,320
0.05% of portfolio
|
Q1 2024
Reduced 15.05%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,634
shares
|
$94,510
0.02% of portfolio
|
Q3 2024
Added 70.56%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,508
shares
|
$87,222
0.0% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,486
shares
|
$85,950
0.0% of portfolio
|
Q3 2024
Added 5844.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,442
shares
|
$83,405
0.0% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
1,214
shares
|
$70,217
0.01% of portfolio
|
Q3 2024
Reduced 25.93%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,049
shares
|
$60,674
0.01% of portfolio
|
Q3 2024
Added 496.02%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
966
shares
|
$55,873
0.04% of portfolio
|
Q4 2024
Reduced 23.27%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
912
shares
|
$52,750
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
906
shares
|
$52,403
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
904
shares
|
$52,287
0.0% of portfolio
|
Q2 2024
Reduced 55.27%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
900
shares
|
$52,056
0.0% of portfolio
|
Q4 2024
Added 30.25%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
883
shares
|
$51,072
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
808
shares
|
$46,734
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
798
shares
|
$46,156
0.02% of portfolio
|
Q3 2023
Reduced 20.04%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
789
shares
|
$45,635
0.01% of portfolio
|
Q3 2024
Added 34.18%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
784
shares
|
$45,346
0.01% of portfolio
|
Q3 2024
Reduced 37.73%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
700
shares
|
$40,488
0.0% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
692
shares
|
$40,025
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
643
shares
|
$37,191
0.0% of portfolio
|
Q4 2024
Reduced 13.58%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
620
shares
|
$35,860
0.01% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
567
shares
|
$32,795
0.01% of portfolio
|
Q4 2024
New holding
|