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 |
|---|---|---|---|---|---|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
10,298
shares
|
$591,620
0.06% of portfolio
|
Q4 2024
Reduced 19.03%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
10,264
shares
|
$589,666
0.0% of portfolio
|
Q4 2024
Reduced 10.48%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
10,191
shares
|
$585,472
0.02% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
9,812
shares
|
$563,699
0.3% of portfolio
|
Q4 2024
Reduced 38.2%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
9,772
shares
|
$561,401
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,605
shares
|
$551,807
0.0% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
9,581
shares
|
$550,428
0.02% of portfolio
|
Q4 2023
Reduced 3.04%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
9,574
shares
|
$550,026
0.03% of portfolio
|
Q4 2024
Added 42.51%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
9,533
shares
|
$547,670
0.05% of portfolio
|
Q4 2024
Added 50.15%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
9,487
shares
|
$545,028
0.12% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
9,481
shares
|
$544,683
0.0% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
9,154
shares
|
$525,897
0.24% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
9,153
shares
|
$525,839
0.4% of portfolio
|
Q2 2022
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
9,104
shares
|
$523,024
0.0% of portfolio
|
Q4 2024
Added 10.07%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
8,986
shares
|
$516,245
0.01% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Brown Financial Advisory
|
Jan 23, 2025 Q4 2024 |
8,856
shares
|
$508,777
0.36% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,822
shares
|
$506,823
0.0% of portfolio
|
Q3 2023
Reduced 4.07%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
8,684
shares
|
$498,895
0.01% of portfolio
|
Q4 2024
Reduced 9.49%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
8,551
shares
|
$491,254
0.01% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
8,504
shares
|
$488,554
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Feb 24, 2025 Q4 2024 |
8,472
shares
|
$486,716
0.03% of portfolio
|
Q2 2024
Reduced 28.78%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
8,349
shares
|
$479,650
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
8,332
shares
|
$478,673
0.06% of portfolio
|
Q4 2022
Reduced 0.18%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
7,917
shares
|
$454,831
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
7,876
shares
|
$452,476
0.1% of portfolio
|
Q4 2024
Reduced 6.36%
|