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 |
|---|---|---|---|---|---|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
3,784
shares
|
$218,866
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 14, 2025 Q4 2024 |
3,730
shares
|
$215,743
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
3,684
shares
|
$213,082
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
3,677
shares
|
$212,677
0.03% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
3,667
shares
|
$212,099
0.12% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
3,657
shares
|
$211,520
0.0% of portfolio
|
Q3 2024
Reduced 84.59%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
3,645
shares
|
$210,826
0.01% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,581
shares
|
$207,125
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
3,491
shares
|
$201,919
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
3,487
shares
|
$201,688
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
3,444
shares
|
$199,200
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
3,421
shares
|
$197,870
0.0% of portfolio
|
Q3 2024
Reduced 24.43%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
3,419
shares
|
$197,754
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,308
shares
|
$191,334
0.0% of portfolio
|
Q2 2024
Reduced 8.44%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
3,284
shares
|
$189,946
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
3,267
shares
|
$188,963
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
3,200
shares
|
$185,088
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
3,120
shares
|
$180,460
0.05% of portfolio
|
Q4 2024
Added 29.14%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
3,019
shares
|
$174,618
0.01% of portfolio
|
Q3 2024
Added 15.05%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,553
shares
|
$147,665
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
2,484
shares
|
$143,674
0.07% of portfolio
|
Q4 2024
Added 102.28%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
2,306
shares
|
$133,379
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
2,300
shares
|
$133,032
0.0% of portfolio
|
Q4 2024
Added 47.06%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,297
shares
|
$132,858
0.0% of portfolio
|
Q3 2024
Reduced 12.06%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,070
shares
|
$119,728
0.01% of portfolio
|
Q2 2023
Added 61.72%
|