Purchases and Sales Made in Q4 2025 in Ishares Core U.S. Reit ETF (USRT)
This table provides information about the institutional ownership of Ishares Core U.S. Reit ETF (USRT) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES CORE U.S. REIT ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
101KNew |
$5.7M - $6.01M
|
101K
$5.82M
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
81.6K+ 99.32% |
$4.62M - $4.87M
|
164K
$9.47M
|
|
|
Jan 23, 2026
Q4 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
34.3K+ 17.56% |
$1.94M - $2.05M
|
230K
$13.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Integrated Wealthcare, LLC
Durham, NC |
BUY
|
- |
30.8KNew |
$1.75M - $1.84M
|
30.8K
$1.78M
|
|
|
Jan 21, 2026
Q4 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
22.5K+ 55.73% |
$1.27M - $1.34M
|
62.9K
$3.64M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.5K+ 4.15% |
$1.1M - $1.16M
|
488K
$28.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
19.1KNew |
$1.08M - $1.14M
|
19.1K
$1.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13.8K+ 30.11% |
$780K - $821K
|
59.5K
$3.44M
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
11.7K+ 32.25% |
$662K - $698K
|
47.9K
$2.77M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
9.73K+ 21.87% |
$551K - $580K
|
54.2K
$3.14M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
9.62K+ 10.82% |
$545K - $574K
|
98.5K
$5.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
7.29KNew |
$413K - $435K
|
7.29K
$421K
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
6.03K+ 9.52% |
$341K - $360K
|
69.3K
$4.01M
|
|
|
Jan 22, 2026
Q4 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
5.8K+ 50.8% |
$329K - $346K
|
17.2K
$996K
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
BUY
|
- |
5.65K+ 49.08% |
$320K - $337K
|
17.2K
$993K
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.61KNew |
$318K - $335K
|
5.61K
$324K
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
5.38K+ 58.18% |
$305K - $321K
|
14.6K
$846K
|
|
|
Jan 16, 2026
Q4 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
5.19K+ 2.48% |
$294K - $310K
|
215K
$12.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.68K+ 6.65% |
$265K - $279K
|
75.1K
$4.34M
|
|
|
Jan 26, 2026
Q4 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
4.54KNew |
$257K - $271K
|
4.54K
$262K
|
|
|
Jan 20, 2026
Q4 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
4.4KNew |
$249K - $262K
|
4.4K
$254K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.11K+ 66.16% |
$233K - $245K
|
10.3K
$596K
|
|
|
Jan 26, 2026
Q4 2025
|
Pds Planning, Inc
|
BUY
|
- |
4.06KNew |
$230K - $242K
|
4.06K
$235K
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
3.62K+ 94.62% |
$205K - $216K
|
7.45K
$431K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
3.59K+ 9.28% |
$203K - $214K
|
42.3K
$2.44M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.56K+ 6.78% |
$201K - $212K
|
56K
$3.24M
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
3.51KNew |
$199K - $209K
|
3.51K
$203K
|
|
|
Jan 14, 2026
Q4 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.85K+ 17.82% |
$161K - $170K
|
18.8K
$1.09M
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
2.32K+ 1.83% |
$131K - $138K
|
129K
$7.45M
|
|
|
Jan 26, 2026
Q4 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.28K+ 4.77% |
$129K - $136K
|
50.2K
$2.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2.21K+ 9.02% |
$125K - $132K
|
26.7K
$1.54M
|
|
|
Jan 23, 2026
Q4 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2.13K+ 10.68% |
$121K - $127K
|
22.1K
$1.28M
|
|
|
Jan 22, 2026
Q4 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.75K+ 1.81% |
$99.3K - $105K
|
98.8K
$5.71M
|
|
|
Jan 23, 2026
Q4 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.45K+ 6.9% |
$82.3K - $86.7K
|
22.5K
$1.3M
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.42K+ 14.11% |
$80.7K - $85K
|
11.5K
$666K
|
|
|
Jan 28, 2026
Q4 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.32KNew |
$74.5K - $78.5K
|
1.32K
$76K
|
|
|
Jan 23, 2026
Q4 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
892+ 14.93% |
$50.5K - $53.2K
|
6.87K
$397K
|
|
|
Jan 13, 2026
Q4 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
689+ 2.74% |
$39K - $41.1K
|
25.8K
$1.49M
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
484+ 13.71% |
$27.4K - $28.9K
|
4.01K
$232K
|
|
|
Jan 15, 2026
Q4 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
477+ 0.74% |
$27K - $28.5K
|
65.3K
$3.77M
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
468+ 4.01% |
$26.5K - $27.9K
|
12.1K
$702K
|
|
|
Jan 29, 2026
Q4 2025
|
Veracity Capital LLC
|
BUY
|
- |
461+ 9.01% |
$26.1K - $27.5K
|
5.58K
$323K
|
|
|
Jan 20, 2026
Q4 2025
|
J2 Capital Management Inc
|
BUY
|
- |
440+ 3.95% |
$24.9K - $26.3K
|
11.6K
$670K
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
428+ 2.15% |
$24.2K - $25.5K
|
20.3K
$1.17M
|
|
|
Jan 26, 2026
Q4 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
420+ 3.04% |
$23.8K - $25.1K
|
14.2K
$824K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
378+ 143.73% |
$21.4K - $22.6K
|
641
$37.1K
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
328+ 3.41% |
$18.6K - $19.6K
|
9.96K
$576K
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
BUY
|
- |
260New |
$14.7K - $15.5K
|
260
$15K
|
|
|
Jan 13, 2026
Q4 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
169+ 1.59% |
$9.57K - $10.1K
|
10.8K
$625K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
155+ 2.07% |
$8.78K - $9.25K
|
7.64K
$442K
|
|