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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
8,986
shares
|
$519,750
0.01% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
8,923
shares
|
$516,106
0.12% of portfolio
|
Q3 2024
Added 31.65%
|
|
|
Brown Financial Advisory
|
Jan 23, 2025 Q4 2024 |
8,856
shares
|
$512,231
0.36% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,822
shares
|
$510,264
0.0% of portfolio
|
Q3 2023
Reduced 4.07%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
8,684
shares
|
$502,282
0.01% of portfolio
|
Q4 2024
Reduced 9.49%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
8,600
shares
|
$497,424
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
8,506
shares
|
$491,987
0.01% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
8,504
shares
|
$491,871
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
8,472
shares
|
$490,020
0.03% of portfolio
|
Q2 2024
Reduced 28.78%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
8,387
shares
|
$485,104
0.01% of portfolio
|
Q2 2024
Added 11.32%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
8,349
shares
|
$482,906
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
8,332
shares
|
$481,922
0.06% of portfolio
|
Q4 2022
Reduced 0.18%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
8,271
shares
|
$478,394
0.0% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
7,876
shares
|
$455,547
0.1% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2024 Q3 2024 |
7,825
shares
|
$452,598
0.06% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
7,795
shares
|
$450,862
0.0% of portfolio
|
Q2 2023
Reduced 3.72%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
7,641
shares
|
$441,955
0.35% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
7,535
shares
|
$435,824
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,427
shares
|
$429,577
0.01% of portfolio
|
Q3 2023
Reduced 2.55%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
7,412
shares
|
$428,710
0.0% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
7,401
shares
|
$428,073
0.21% of portfolio
|
Q4 2024
Added 12.98%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
7,137
shares
|
$412,804
0.0% of portfolio
|
Q3 2024
Reduced 26.35%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
7,111
shares
|
$411,300
0.11% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,991
shares
|
$404,359
0.01% of portfolio
|
Q4 2023
Added 0.3%
|
|
|
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
|