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 30.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
121,034
shares
|
$7.04 Million
1.08% of portfolio
|
Q1 2023
Reduced 15.68%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
119,237
shares
|
$6.94 Million
1.26% of portfolio
|
Q4 2024
Reduced 33.44%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
119,071
shares
|
$6.93 Million
1.27% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
114,678
shares
|
$6.67 Million
0.03% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
112,956
shares
|
$6.57 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
School Employees Retirement Board Of Ohio
Columbus, OH |
Oct 22, 2024 Q3 2024 |
112,787
shares
|
$6.56 Million
3.95% of portfolio
|
Q3 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
109,016
shares
|
$6.34 Million
0.28% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
108,029
shares
|
$6.29 Million
1.72% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
107,436
shares
|
$6.25 Million
1.88% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
105,300
shares
|
$6.13 Million
0.11% of portfolio
|
Q4 2024
Added 172.09%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
98,895
shares
|
$5.76 Million
0.02% of portfolio
|
Q3 2024
Added 1029.97%
|
|
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
Oct 21, 2024 Q3 2024 |
97,080
shares
|
$5.65 Million
11.78% of portfolio
|
Q1 2023
Reduced 43.99%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
96,033
shares
|
$5.59 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
95,906
shares
|
$5.58 Million
2.39% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
95,243
shares
|
$5.54 Million
0.36% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
93,759
shares
|
$5.46 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
93,005
shares
|
$5.41 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
91,607
shares
|
$5.33 Million
1.59% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
88,315
shares
|
$5.14 Million
0.3% of portfolio
|
Q2 2024
Reduced 17.5%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
80,722
shares
|
$4.7 Million
2.06% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
80,120
shares
|
$4.66 Million
0.18% of portfolio
|
Q1 2022
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
76,594
shares
|
$4.46 Million
0.01% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
75,929
shares
|
$4.42 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
74,418
shares
|
$4.33 Million
5.84% of portfolio
|
Q4 2022
Reduced 48.62%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
72,308
shares
|
$4.21 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.5%
|