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 |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
11,692
shares
|
$680,474
0.07% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
11,518
shares
|
$670,347
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
11,466
shares
|
$667,321
0.0% of portfolio
|
Q3 2024
Added 75.46%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
11,428
shares
|
$665,109
0.19% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
11,388
shares
|
$662,781
0.22% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
10,943
shares
|
$636,882
0.0% of portfolio
|
Q3 2024
Reduced 14.08%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
10,734
shares
|
$624,718
0.08% of portfolio
|
Q4 2024
Reduced 50.2%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
10,600
shares
|
$616,920
0.43% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
10,593
shares
|
$616,512
0.18% of portfolio
|
Q4 2024
Reduced 46.88%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
10,592
shares
|
$616,454
0.0% of portfolio
|
Q3 2024
Reduced 17.99%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
10,506
shares
|
$611,449
0.04% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Nov 06, 2024 Q3 2024 |
10,460
shares
|
$608,772
0.39% of portfolio
|
Q3 2024
Added 48.47%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
10,337
shares
|
$601,613
0.09% of portfolio
|
Q3 2024
Reduced 76.48%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
10,298
shares
|
$599,343
0.06% of portfolio
|
Q4 2024
Reduced 19.03%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
10,191
shares
|
$593,116
0.02% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
10,023
shares
|
$583,338
0.02% of portfolio
|
Q2 2024
Reduced 3.1%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
9,812
shares
|
$571,058
0.3% of portfolio
|
Q4 2024
Reduced 38.2%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,647
shares
|
$561,455
0.0% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
9,581
shares
|
$557,614
0.02% of portfolio
|
Q4 2023
Reduced 3.04%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
9,533
shares
|
$554,820
0.05% of portfolio
|
Q4 2024
Added 50.15%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
9,505
shares
|
$553,191
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
9,322
shares
|
$542,540
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
9,154
shares
|
$532,762
0.24% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
9,153
shares
|
$532,704
0.4% of portfolio
|
Q2 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
9,051
shares
|
$526,768
0.01% of portfolio
|
Q3 2024
Added 3.86%
|