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 |
|---|---|---|---|---|---|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
40,231
shares
|
$2.34 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Oct 15, 2024 Q3 2024 |
38,672
shares
|
$2.25 Million
1.7% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
35,969
shares
|
$2.09 Million
0.28% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
35,508
shares
|
$2.07 Million
0.02% of portfolio
|
Q3 2024
Added 11.01%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
35,477
shares
|
$2.06 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
35,259
shares
|
$2.05 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
33,154
shares
|
$1.93 Million
1.21% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
32,504
shares
|
$1.89 Million
0.33% of portfolio
|
Q3 2024
Added 27.6%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
31,274
shares
|
$1.82 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
30,489
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
30,392
shares
|
$1.77 Million
0.14% of portfolio
|
Q4 2023
Reduced 8.07%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
30,087
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
29,790
shares
|
$1.73 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
28,266
shares
|
$1.65 Million
0.26% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
27,150
shares
|
$1.58 Million
0.01% of portfolio
|
Q4 2023
Added 33.91%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
26,835
shares
|
$1.56 Million
0.68% of portfolio
|
Q4 2024
Added 13.9%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
26,666
shares
|
$1.55 Million
0.49% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 12, 2024 Q3 2024 |
26,638
shares
|
$1.55 Million
0.71% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
26,439
shares
|
$1.54 Million
0.13% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
25,074
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2024
Added 88.36%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 13, 2025 Q4 2024 |
24,816
shares
|
$1.44 Million
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
23,951
shares
|
$1.39 Million
0.7% of portfolio
|
Q3 2024
Added 15.96%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
23,763
shares
|
$1.38 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.59%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
23,475
shares
|
$1.37 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
23,424
shares
|
$1.36 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.2%
|