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 403 institutions that hold shares in the stock, with a total of 32.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
312,355
shares
|
$17.9 Million
0.0% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Jan 22, 2025 Q4 2024 |
311,794
shares
|
$17.9 Million
14.98% of portfolio
|
Q4 2024
Reduced 9.89%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
304,711
shares
|
$17.5 Million
4.45% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
300,343
shares
|
$17.3 Million
3.25% of portfolio
|
Q4 2024
Reduced 21.1%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
297,275
shares
|
$17.1 Million
2.04% of portfolio
|
Q4 2024
Added 24.52%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
275,115
shares
|
$15.8 Million
2.02% of portfolio
|
Q4 2024
Reduced 11.78%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
216,480
shares
|
$12.4 Million
0.29% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
214,536
shares
|
$12.3 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
196,088
shares
|
$11.3 Million
2.67% of portfolio
|
Q2 2024
Added 131.09%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
195,216
shares
|
$11.2 Million
0.75% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Biltmore Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
195,124
shares
|
$11.2 Million
4.68% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
186,187
shares
|
$10.7 Million
1.63% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
182,023
shares
|
$10.5 Million
0.85% of portfolio
|
Q4 2024
Reduced 16.55%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
180,189
shares
|
$10.4 Million
1.77% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
172,918
shares
|
$9.93 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
170,965
shares
|
$9.82 Million
0.09% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
170,748
shares
|
$9.81 Million
5.75% of portfolio
|
Q4 2024
Reduced 34.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
168,528
shares
|
$9.68 Million
0.02% of portfolio
|
Q4 2024
Added 18.54%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
155,568
shares
|
$8.94 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
152,619
shares
|
$8.77 Million
0.0% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Freedom Day Solutions, LLC
|
Jan 31, 2025 Q4 2024 |
146,906
shares
|
$8.44 Million
2.56% of portfolio
|
Q4 2024
Added 18.51%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
140,215
shares
|
$8.06 Million
0.04% of portfolio
|
Q4 2024
Added 22.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
138,517
shares
|
$7.96 Million
0.01% of portfolio
|
Q3 2024
Added 212.55%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
135,476
shares
|
$7.78 Million
0.02% of portfolio
|
Q4 2024
Added 36.99%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
133,841
shares
|
$7.69 Million
0.39% of portfolio
|
Q4 2024
Added 0.66%
|