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 30.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
299,373
shares
|
$17.4 Million
0.0% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
297,275
shares
|
$17.3 Million
2.04% of portfolio
|
Q4 2024
Added 24.52%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
289,578
shares
|
$16.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
272,790
shares
|
$15.9 Million
1.94% of portfolio
|
Q3 2024
Added 15.39%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
255,874
shares
|
$14.9 Million
0.04% of portfolio
|
Q3 2024
Added 28.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
219,203
shares
|
$12.8 Million
0.01% of portfolio
|
Q3 2024
Added 12.86%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
218,128
shares
|
$12.7 Million
1.07% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
216,913
shares
|
$12.6 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
216,480
shares
|
$12.6 Million
0.29% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
210,511
shares
|
$12.3 Million
0.02% of portfolio
|
Q3 2024
Added 1506.1%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
204,115
shares
|
$11.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.37%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
196,088
shares
|
$11.4 Million
2.67% of portfolio
|
Q2 2024
Added 131.09%
|
|
|
Biltmore Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
195,124
shares
|
$11.4 Million
4.68% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
194,617
shares
|
$11.3 Million
0.8% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
186,187
shares
|
$10.8 Million
1.63% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
178,116
shares
|
$10.4 Million
1.92% of portfolio
|
Q3 2024
Added 13.08%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
170,748
shares
|
$9.94 Million
5.75% of portfolio
|
Q4 2024
Reduced 34.16%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
164,440
shares
|
$9.57 Million
0.09% of portfolio
|
Q3 2024
Added 17.43%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
143,609
shares
|
$8.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
142,166
shares
|
$8.27 Million
0.02% of portfolio
|
Q3 2024
Added 46.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
138,517
shares
|
$8.06 Million
0.01% of portfolio
|
Q3 2024
Added 212.55%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
133,841
shares
|
$7.79 Million
0.39% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jan 24, 2025 Q4 2024 |
132,530
shares
|
$7.71 Million
1.47% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Freedom Day Solutions, LLC
|
Oct 23, 2024 Q3 2024 |
123,964
shares
|
$7.21 Million
2.39% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
122,150
shares
|
$7.11 Million
0.0% of portfolio
|
Q3 2024
Added 2.05%
|