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 20, 2026
Q4 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-49- 2.61% |
$2.78K - $2.92K
|
1.83K
$106K
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-61- 21.86% |
$3.46K - $3.64K
|
218
$12.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-66- 0.3% |
$3.74K - $3.94K
|
22.2K
$1.28M
|
|
|
Jan 16, 2026
Q4 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-87- 1.5% |
$4.93K - $5.19K
|
5.7K
$329K
|
|
|
Jan 22, 2026
Q4 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-99- 6.0% |
$5.61K - $5.91K
|
1.55K
$89.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-120- 1.94% |
$6.8K - $7.16K
|
6.08K
$352K
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-217- 1.08% |
$12.3K - $12.9K
|
19.8K
$1.15M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-289- 1.81% |
$16.4K - $17.2K
|
15.7K
$907K
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-335- 2.35% |
$19K - $20K
|
13.9K
$805K
|
|
|
Jan 16, 2026
Q4 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-388- 8.13% |
$22K - $23.2K
|
4.38K
$253K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-586- 0.87% |
$33.2K - $35K
|
66.9K
$3.87M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-654- 13.09% |
$37K - $39K
|
4.34K
$251K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-720- 7.27% |
$40.8K - $43K
|
9.19K
$531K
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-728- 7.07% |
$41.2K - $43.4K
|
9.57K
$553K
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-857- 3.62% |
$48.5K - $51.1K
|
22.8K
$1.32M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-898- 23.26% |
$50.9K - $53.6K
|
2.96K
$171K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-980- 14.65% |
$55.5K - $58.5K
|
5.71K
$330K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.04K- 11.1% |
$59.1K - $62.3K
|
8.36K
$483K
|
|
|
Jan 20, 2026
Q4 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.48K- 14.67% |
$83.6K - $88.1K
|
8.59K
$497K
|
|
|
Jan 21, 2026
Q4 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-2.05K- 11.51% |
$116K - $123K
|
15.8K
$912K
|
|
|
Jan 22, 2026
Q4 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2.2K- 15.53% |
$124K - $131K
|
12K
$691K
|
|
|
Jan 22, 2026
Q4 2025
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-2.36K- 0.67% |
$134K - $141K
|
348K
$20.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-5K- 34.2% |
$283K - $298K
|
9.62K
$556K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-6.68K- 1.57% |
$379K - $399K
|
418K
$24.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-7.2K- 36.71% |
$408K - $430K
|
12.4K
$718K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-12.9K- 2.84% |
$729K - $768K
|
441K
$25.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-19.2K- 5.52% |
$1.09M - $1.14M
|
328K
$19M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-22.4K- 16.56% |
$1.27M - $1.33M
|
113K
$6.52M
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-52.1K- 28.8% |
$2.95M - $3.11M
|
129K
$7.45M
|
|