BMV:USRTISHARES TR/CORE U S REIT ETF Institutional Ownership

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$51.89

MA: $53.40▼

$55.23

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Average Volume24 shs

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Institutional Ownership Changes (13F Filings) for ISHARES TR/CORE U S REIT ETF (BMV:USRT)

Institutional Buying and Selling by Quarter

ISHARES TR/CORE U S REIT ETF (BMV USRT) Institutional Buying and Selling

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/26/2019	Atria Investments LLC	11,004	$0.59M	0.0%	+9.1%	0.000%
8/23/2019	RFG Advisory LLC	4,783	$0.25M	0.1%	-58.2%	0.000%
8/20/2019	Barings LLC	11,500	$0.60M	0.0%	N/A	0.000%
8/19/2019	S. R. Schill & Associates	82,843	$4.31M	2.7%	N/A	0.000%
8/17/2019	Royal Bank of Canada	52,169	$2.71M	0.0%	+9.2%	0.000%
8/17/2019	Ladenburg Thalmann Financial Services Inc.	133,169	$6.93M	0.1%	+73.9%	0.000%
8/16/2019	United Services Automobile Association	1,023,720	$53.25M	0.1%	-19.0%	0.000%
8/16/2019	Moneta Group Investment Advisors LLC	14,287	$2.67M	0.3%	-25.0%	0.000%
8/16/2019	Clear Creek Financial Management LLC	4,665	$0.24M	0.1%	N/A	0.000%
8/15/2019	Mutual Advisors LLC	5,904	$0.31M	0.0%	N/A	0.000%
8/15/2019	Cambridge Investment Research Advisors Inc.	28,737	$1.50M	0.0%	-20.3%	0.000%
8/15/2019	Voloridge Investment Management LLC	10,001	$0.52M	0.0%	N/A	0.000%
8/15/2019	Townsquare Capital LLC	377,781	$19.97M	1.9%	+23.5%	0.000%
8/15/2019	Jane Street Group LLC	159,440	$8.29M	0.0%	+29.4%	0.000%
8/14/2019	Morgan Stanley	370,122	$19.25M	0.0%	+119.0%	0.000%
8/14/2019	Nelson Van Denburg & Campbell Wealth Management Group LLC	999	$52K	0.0%	+91.4%	0.000%
8/14/2019	Private Advisor Group LLC	8,655	$0.45M	0.0%	+19.6%	0.000%
8/13/2019	DiMeo Schneider & Associates L.L.C.	576,914	$30.01M	18.0%	-13.6%	0.000%
8/13/2019	Tranquility Partners LLC	4,000	$0.21M	0.2%	N/A	0.000%
8/13/2019	Tower Research Capital LLC TRC	12,281	$0.64M	0.0%	+60.7%	0.000%
8/13/2019	BlackRock Inc.	2,035,498	$105.89M	0.0%	+104.7%	0.000%
8/13/2019	HighTower Advisors LLC	29,525	$1.54M	0.0%	+37.1%	0.000%
8/13/2019	AXA	20,360	$1.06M	0.0%	-5.1%	0.000%
8/13/2019	Captrust Financial Advisors	34,202	$1.78M	0.1%	-4.7%	0.000%
8/13/2019	Highland Private Wealth Management	103,420	$5.38M	1.5%	+15.1%	0.000%
8/13/2019	Moneta Group Investment Advisors LLC	9,187	$2.67M	0.3%	-51.8%	0.000%
8/13/2019	MML Investors Services LLC	10,490	$0.55M	0.0%	+9.4%	0.000%
8/12/2019	Charles Schwab Investment Advisory Inc.	2,760,538	$143.60M	0.2%	-4.8%	0.000%
8/12/2019	ERn Financial LLC	71,921	$3.74M	2.8%	+4.2%	0.000%
8/12/2019	Cetera Advisor Networks LLC	6,027	$0.31M	0.0%	-21.1%	0.000%
8/12/2019	Cetera Advisors LLC	4,458	$0.23M	0.0%	+7.6%	0.000%
8/12/2019	Emerald Investment Partners LLC	4,981	$0.26M	0.2%	+22.1%	0.000%
8/10/2019	LPL Financial LLC	107,911	$5.61M	0.0%	-16.1%	0.000%
8/10/2019	Permanens Capital L.P.	1,175	$61K	0.0%	+27.0%	0.000%
8/7/2019	Creative Financial Designs Inc. ADV	25,836	$1.38M	0.7%	+4.9%	0.000%
8/7/2019	JPMorgan Chase & Co.	63,144	$3.26M	0.0%	+26.8%	0.000%
8/7/2019	Patriot Financial Group Insurance Agency LLC	2,431	$0.13M	0.1%	+4,861.2%	0.000%
8/6/2019	Wells Fargo & Company MN	362,830	$18.88M	0.0%	+4.9%	0.000%
8/6/2019	Aveo Capital Partners LLC	77,102	$4.05M	1.8%	+138.5%	0.000%
8/6/2019	Strategic Wealth Partners Ltd.	1,914	$99K	0.0%	-57.5%	0.000%
8/6/2019	MCF Advisors LLC	16,505	$0.86M	0.1%	+2.4%	0.000%
8/6/2019	Pasadena Private Wealth LLC	121,066	$6.30M	3.0%	N/A	0.000%
8/6/2019	Pinnacle Advisory Group Inc.	7,062	$0.37M	0.0%	-3.3%	0.000%
8/5/2019	SigFig Wealth Management LLC	36,803	$1.91M	0.3%	-1.7%	0.000%
8/5/2019	Moisand Fitzgerald Tamayo LLC	55,704	$2.90M	1.6%	+1.4%	0.000%
8/2/2019	Institute for Wealth Management LLC.	6,895	$0.36M	0.1%	+16.0%	0.000%
8/2/2019	Windsor Capital Management LLC	12,162	$0.63M	0.3%	+10.5%	0.000%
8/2/2019	Envestnet Asset Management Inc.	316,478	$16.46M	0.0%	+4.7%	0.000%
8/1/2019	Sigma Planning Corp	44,519	$2.32M	0.1%	+48.8%	0.000%
8/1/2019	Hayden Royal LLC	13,717	$0.73M	0.8%	+20.4%	0.000%
8/1/2019	Advisory Services Network LLC	23,130	$1.20M	0.1%	+1.4%	0.000%
7/31/2019	Wrapmanager Inc.	58,759	$3.06M	1.0%	+2.6%	0.000%
7/31/2019	CWM LLC	22,907	$1.19M	0.0%	+25,638.2%	0.000%
7/31/2019	Advisor Group Inc.	31,271	$1.63M	0.0%	+130.4%	0.000%
7/31/2019	Bell Rock Capital LLC	11,495	$0.60M	0.5%	+12.7%	0.000%
7/31/2019	Sequoia Financial Advisors LLC	16,469	$0.86M	0.1%	-3.3%	0.000%
7/29/2019	Garrett Wealth Advisory Group LLC	14,639	$0.76M	0.6%	+21.2%	0.000%
6/30/2019	Mascoma Wealth Management LLC	5,140	$0.27M	0.2%	-51.5%	0.000%
6/30/2019	Financial Gravity Wealth Inc.	591	$31K	0.0%	-44.7%	0.000%
6/30/2019	Regal Investment Advisors LLC	3,900	$0.20M	0.0%	N/A	0.000%
6/30/2019	Sanctuary Wealth Management L.L.C.	5,019	$0.26M	0.2%	N/A	0.000%
6/30/2019	Creative Planning	121,972	$6.35M	0.0%	+310.0%	0.000%
6/30/2019	Steward Partners Investment Advisory LLC	1,570	$81K	0.0%	N/A	0.000%
6/30/2019	Horan Securities Inc.	123,369	$6.42M	7.3%	+936.9%	0.000%
6/30/2019	Ellis Investment Partners LLC	1,866	$96K	0.0%	-97.7%	0.000%
6/30/2019	Reilly Financial Advisors LLC	2,100	$0.11M	0.0%	N/A	0.000%
6/30/2019	AE Wealth Management LLC	4,071	$0.21M	0.0%	N/A	0.000%
6/30/2019	Chessman Wealth Strategies RIA	34,536	$1.83M	9.9%	-63.6%	0.000%
6/30/2019	Focused Wealth Management Inc	11,108	$0.58M	0.2%	+5,655.4%	0.000%
6/30/2019	Commonwealth Equity Services LLC	52,279	$2.72M	0.0%	-12.8%	0.000%
6/30/2019	Eqis Capital Management Inc.	108,985	$5.67M	0.5%	-7.5%	0.000%
6/30/2019	Armbruster Capital Management Inc.	27,779	$1.45M	0.6%	+1.2%	0.000%
6/30/2019	Mitsubishi UFJ Asset Management UK Ltd.	45,200	$253.33M	3.0%	-31.3%	0.000%
6/30/2019	Quad Cities Investment Group LLC	3,103	$0.16M	0.1%	+90.1%	0.000%
6/30/2019	NEXT Financial Group Inc	12,607	$0.66M	0.1%	N/A	0.000%
6/30/2019	Columbus Macro LLC	30,268	$1.58M	0.3%	+2.1%	0.000%
6/30/2019	Peterson Wealth Advisors LLC	141,393	$7.36M	4.7%	+3.8%	0.000%
6/30/2019	Comprehensive Portfolio Management LLC	21,156	$1.10M	0.2%	-19.2%	0.000%
6/30/2019	Managed Account Services Inc.	76,275	$4.06M	2.2%	+1.6%	0.000%
6/30/2019	AdvisorNet Financial Inc	28,946	$1.51M	0.2%	-2.9%	0.000%
6/30/2019	LifePlan Financial Group Inc	9,203	$0.48M	0.2%	+304.0%	0.000%
6/30/2019	Pure Financial Advisors Inc.	210,373	$10.94M	2.0%	-3.8%	0.000%
6/30/2019	Acropolis Investment Management LLC	27,860	$1.45M	0.2%	+17.7%	0.000%
6/30/2019	Cordasco Financial Network	14,730	$0.77M	0.7%	+208.3%	0.000%
6/30/2019	RDA Financial Network	54,123	$2.89M	1.3%	+1.8%	0.000%
6/30/2019	Strategic Blueprint LLC	45,220	$2.35M	2.0%	+11.4%	0.000%
6/30/2019	Ellenbecker Investment Group	112,880	$5.80M	3.4%	+38.6%	0.000%
5/14/2019	AdvisorNet Financial Inc	29,810	$1.54M	0.2%	+23.1%	0.000%
5/13/2019	Jaffetilchin Investment Partners LLC	8,412	$0.44M	0.1%	N/A	0.000%
5/13/2019	Permanens Capital L.P.	925	$48K	0.0%	N/A	0.000%
5/10/2019	Global Financial Private Capital LLC	31,561	$1.63M	0.1%	+57.4%	0.000%
5/10/2019	DiMeo Schneider & Associates L.L.C.	667,570	$34.53M	17.0%	+164.7%	0.000%
5/10/2019	Envestnet Asset Management Inc.	302,317	$15.64M	0.0%	+247.8%	0.000%
5/9/2019	Anchor Capital Advisors LLC	7,223	$0.37M	0.0%	-79.2%	0.000%
5/9/2019	JOYN Advisors Inc.	364,632	$18.86M	4.3%	+8.0%	0.000%
5/8/2019	Cambridge Investment Research Advisors Inc.	36,061	$1.87M	0.0%	+24.8%	0.000%
5/8/2019	FormulaFolio Investments LLC	188,271	$9.74M	0.4%	+160.9%	0.000%
5/7/2019	MCF Advisors LLC	16,116	$0.83M	0.1%	+27.5%	0.000%
5/7/2019	Aveo Capital Partners LLC	32,326	$1.67M	0.8%	N/A	0.000%
5/7/2019	Foresight Wealth Management LLC	52,797	$2.73M	2.4%	+24.5%	0.000%

(Data available from 1/1/2016 forward)

This page was last updated on 4/6/2020 by MarketBeat.com Staff

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BMV:USRTISHARES TR/CORE U S REIT ETF Institutional Ownership

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Institutional Ownership Changes (13F Filings) for ISHARES TR/CORE U S REIT ETF (BMV:USRT)

Institutional Buying and Selling by Quarter

ISHARES TR/CORE U S REIT ETF (BMV USRT) Institutional Buying and Selling

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