Free Trial

iShares Core U.S. REIT ETF (USRT) Institutional Ownership

iShares Core U.S. REIT ETF logo
$55.77 -1.58 (-2.76%)
As of 05/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Core U.S. REIT ETF (NYSEARCA:USRT)

Number of
Institutional Buyers
(last 12 months)
235
Total
Institutional Inflows
(last 12 months)
$640.46M
Number of
Institutional Sellers
(last 12 months)
153
Total
Institutional Outflows
(last 12 months)
$204.88M
Get USRT Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Core U.S. REIT ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

USRT Institutional Buying and Selling by Quarter

iShares Core U.S. REIT ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Focus Partners Wealth28,195$1.62M0.0%+7.2%0.055%
5/20/2025 Glenview Trust co217,828$12.55M0.2%+1.5%0.426%
5/19/2025 SageView Advisory Group LLC5,604$323K0.0%-29.2%0.011%
5/19/2025 Advisory Alpha LLC4,231$244K0.0%-12.5%0.008%
5/16/2025 Kestra Investment Management LLC225,619$13.00M0.4%+751,963.3%0.442%
5/16/2025 Cape Investment Advisory Inc.1,016$59K0.0%-24.0%0.002%
5/16/2025 Jones Financial Companies Lllp21,026$1.14M0.0%-43.2%0.041%
5/16/2025 Integrated Wealth Concepts LLC18,739$1.08M0.0%-19.7%0.037%
5/16/2025 AQR Capital Management LLC3,819$220K0.0%N/A0.007%
5/15/2025 Focus Partners Advisor Solutions LLC14,640$843K0.0%+110.3%0.029%
5/15/2025 Royal Bank of Canada97,765$5.63M0.0%+12.9%0.191%
5/15/2025 Betterment LLC9,999$576K0.0%+4.1%0.020%
5/15/2025 MAI Capital Management14,226$819K0.0%-8.6%0.028%
5/15/2025 Baird Financial Group Inc.13,738$791K0.0%N/A0.027%
5/15/2025 OLD Mission Capital LLC7,424$428K0.0%N/A0.015%
5/14/2025 Comerica Bank10,204$588K0.0%-28.6%0.020%
5/14/2025 Freedom Investment Management Inc.20,935$1.21M0.1%-17.5%0.041%
5/14/2025 Napa Wealth Management9,767$563K0.3%N/A0.019%
5/14/2025 B&D White Capital Company LLC8,315$479K0.1%-58.7%0.016%
5/14/2025 Northwestern Mutual Wealth Management Co.1,533,330$88.32M0.1%+16.2%3.001%
5/14/2025 Compound Planning Inc.145,072$8.36M0.4%+8.4%0.284%
5/14/2025 PGIM Custom Harvest LLC308,185$17.75M0.4%-3.7%0.603%
5/14/2025 Heritage Financial Services LLC727,932$41.93M4.1%-4.8%1.425%
5/14/2025 Disciplina Capital Management LLC99,019$5.70M0.8%N/A0.194%
5/13/2025 Aptus Capital Advisors LLC16,191$933K0.0%-22.5%0.032%
5/13/2025 Blue Edge Capital LLC36,833$2.12M0.3%-5.3%0.072%
5/13/2025 Raymond James Financial Inc.67,535$3.89M0.0%-60.9%0.132%
5/13/2025 Kovitz Investment Group Partners LLC13,045$751K0.0%-5.7%0.026%
5/13/2025 Mitsubishi UFJ Asset Management UK Ltd.5,700$328K0.2%-61.0%0.011%
5/13/2025 HighTower Advisors LLC410,696$23.66M0.0%+0.9%0.804%
5/13/2025 Peak Financial Management Inc.93,278$5.37M1.6%+1.8%0.183%
5/12/2025 Kohmann Bosshard Financial Services LLC33,002$1.90M0.2%-3.9%0.065%
5/12/2025 Blueprint Financial Advisors LLC125,099$7.21M3.9%N/A0.245%
5/12/2025 Blueprint Investment Partners LLC316,758$18.25M3.3%+5.5%0.620%
5/12/2025 Townsquare Capital LLC8,858$510K0.0%+3.6%0.017%
5/12/2025 Beam Wealth Advisors Inc.10,202$588K0.2%-6.8%0.020%
5/9/2025 Tidemark LLC1,567$90K0.0%+218.5%0.003%
5/9/2025 Fi3 FINANCIAL ADVISORS LLC10,901$628K0.3%-28.6%0.022%
5/9/2025 AXS Investments LLC158,291$9.12M2.5%N/A0.313%
5/9/2025 Exencial Wealth Advisors LLC23,691$1.37M0.1%+1.6%0.047%
July 2025 Rule Change to Impact Retirement Investors (Ad)

There's a massive change from a new rule going into effect this July. And it's one the Big Banks are already using to their advantage… It allows them to treat this new asset like actual cash.

Yes, Send Me My FREE Retirement Guide
5/9/2025 Cascade Wealth Advisors Inc22,256$1.21M0.8%-48.2%0.044%
5/9/2025 Wealthspire Advisors LLC10,580$609K0.0%+100.0%0.021%
5/9/2025 Topel & Distasi Wealth Management LLC81,940$4.72M2.2%+0.7%0.162%
5/9/2025 Atria Wealth Solutions Inc.9,989$575K0.0%-4.0%0.020%
5/9/2025 IPG Investment Advisors LLC10,361$597K0.1%+9.2%0.020%
5/9/2025 Earned Wealth Advisors LLC59,137$3.41M0.7%N/A0.117%
5/8/2025 Commerce Bank10,929$630K0.0%N/A0.022%
5/8/2025 US Bancorp DE2,916,203$167.97M1.1%+5.1%5.769%
5/8/2025 Coastal Bridge Advisors LLC11,254$648K0.2%+5.7%0.022%
5/8/2025 Roble Belko & Company Inc27,238$1.57M0.3%-3.6%0.054%
5/7/2025 MJT & Associates Financial Advisory Group Inc.1,042$60K0.1%N/A0.002%
5/7/2025 AWM Capital LLC31,468$1.81M0.2%-1.3%0.062%
5/7/2025 Sheaff Brock Investment Advisors LLC4,600$265K0.0%-9.8%0.009%
5/7/2025 Ridgewood Investments LLC4,064$234K0.1%+63.6%0.008%
5/7/2025 LPL Financial LLC545,736$31.43M0.0%-30.2%1.080%
5/7/2025 HB Wealth Management LLC9,135$526K0.0%+5.2%0.018%
5/7/2025 Keystone Financial Group Inc.33,334$1.88M1.3%+11.7%0.066%
5/7/2025 Prospect Financial Group LLC23,149$1.33M1.7%+15.7%0.046%
5/6/2025 Cetera Investment Advisers135,091$7.78M0.0%-19.8%0.267%
5/6/2025 Avantax Advisory Services Inc.13,281$765K0.0%-86.1%0.026%
5/6/2025 Financial & Tax Architects LLC308,737$17.78M4.5%+1.3%0.611%
5/6/2025 AE Wealth Management LLC27,368$1.58M0.0%+2.4%0.054%
5/6/2025 Goodwin Investment Advisory4,742$273K0.4%-81.7%0.009%
5/6/2025 Trust Co of Tennessee992,320$57.16M14.3%-14.7%1.963%
5/6/2025 Johns Hopkins University868,007$50.00M1.9%N/A1.717%
5/6/2025 Choreo LLC552,523$31.83M0.5%-3.9%1.093%
5/5/2025 Cannon Financial Strategists Inc.182,345$10.50M1.8%+1.2%0.361%
5/5/2025 IFP Advisors Inc3,539$204K0.0%+593.9%0.007%
5/5/2025 Nwam LLC9,729$560K0.0%-29.1%0.019%
5/5/2025 Hollencrest Capital Management23,400$1.35M0.1%N/A0.046%
5/2/2025 Independent Wealth Network Inc.43,408$2.50M1.0%+2.3%0.086%
5/2/2025 Members Trust Co3,512$202K0.0%N/A0.007%
5/2/2025 Windsor Capital Management LLC58,386$3.36M1.0%+1.2%0.116%
5/2/2025 Landmark Wealth Management LLC6,825$393K0.2%+3.1%0.014%
5/2/2025 Sumitomo Life Insurance Co.74,300$4.28M0.2%-29.4%0.147%
5/2/2025 Apollon Financial LLC21,116$1.22M0.3%N/A0.042%
5/2/2025 Apollon Wealth Management LLC578,548$33.32M0.7%+376.5%1.145%
5/1/2025 CWM LLC1,677$97K0.0%+160.8%0.003%
5/1/2025 Stephens Inc. AR318,091$18.32M0.3%-1.6%0.629%
5/1/2025 Quest 10 Wealth Builders Inc.17,877$1.04M1.1%-3.7%0.035%
5/1/2025 Marshall Financial Group Inc. ADV5,317$306K0.1%-95.1%0.011%
5/1/2025 Freedom Day Solutions LLC153,939$8.87M2.7%+4.8%0.305%
4/30/2025 Cerity Partners LLC333,017$19.18M0.0%-5.2%0.659%
4/30/2025 Phillips Financial Management LLC172,791$9.95M0.8%-5.1%0.342%
4/30/2025 Dogwood Wealth Management LLC44,260$2.55M1.3%-3.1%0.088%
4/30/2025 Peterson Wealth Advisors LLC20,545$1.18M0.2%+38.2%0.041%
4/30/2025 Stratos Wealth Partners LTD.15,583$898K0.0%+1.6%0.031%
4/30/2025 Brown Financial Advisory7,720$445K0.3%-12.8%0.015%
4/30/2025 Sharper & Granite LLC27,446$1.58M0.7%+2.3%0.054%
4/30/2025 Synergy Investment Management LLC493$28K0.0%-32.4%0.001%
The Prophet's Newest Prediction (Ad)

A storm is brewing in the markets: new tariffs, recession warnings, and panic in the headlines. That’s when publisher Brett Aitken turns to Whitney Tilson—a man CNBC once dubbed “The Prophet.” Tilson just released a new prediction that runs counter to what mainstream finance is telling you.

Market chaos? Hear Tilson’s take now
4/29/2025 U.S. Capital Wealth Advisors LLC52,064$3.00M0.1%+5.2%0.103%
4/29/2025 Envestnet Asset Management Inc.397,539$22.90M0.0%-5.3%0.786%
4/29/2025 Fund Evaluation Group LLC81,332$4.69M0.2%-7.9%0.161%
4/29/2025 Summit Financial Consulting LLC4,863$280K0.3%N/A0.010%
4/29/2025 Olde Wealth Management LLC2,328$134K0.0%N/A0.005%
4/29/2025 Pacific Life Fund Advisors LLC329,119$18.96M2.1%N/A0.651%
4/29/2025 Onyx Bridge Wealth Group LLC6,193$357K0.1%-7.0%0.012%
4/29/2025 Values Added Financial LLC4,771$275K0.2%-16.7%0.009%
4/28/2025 CarsonAllaria Wealth Management Ltd.31,335$1.81M1.0%-4.8%0.062%
4/25/2025 Trademark Financial Management LLC12,927$745K0.6%+15.4%0.026%
(Data available from 1/1/2016 forward)

USRT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USRT shares?

During the previous two years, 400 institutional investors and hedge funds held shares of iShares Core U.S. REIT ETF. The most heavily invested institutionals were US Bancorp DE ($167.97M), Exchange Traded Concepts LLC ($140.58M), Charles Schwab Investment Advisory Inc. ($139.70M), Glenmede Trust Co. NA ($98.40M), Northwestern Mutual Wealth Management Co. ($88.32M), Trust Co of Tennessee ($57.16M), and Bank of America Corp DE ($56.42M).Learn more on USRT's institutional investors.

Which institutional investors have been buying iShares Core U.S. REIT ETF stock?

Of the 332 institutional investors that purchased iShares Core U.S. REIT ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Exchange Traded Concepts LLC ($2.73M), US Bancorp DE ($1.37M), Trust Co of Tennessee ($1.16M), Johns Hopkins University ($868.01K), Bank of America Corp DE ($780.35K), Kestra Investment Management LLC ($774.46K), and Apollon Wealth Management LLC ($563.81K).

How much institutional buying is happening at iShares Core U.S. REIT ETF?

Institutional investors have bought a total of 21,119,592 shares in the last 24 months. This purchase volume represents approximately $1.15B in transactions.

Which iShares Core U.S. REIT ETF major shareholders have been selling company stock?

Of the 219 institutional investors that sold iShares Core U.S. REIT ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($765.16K), Fiducient Advisors LLC ($703.60K), PNC Financial Services Group Inc. ($566.42K), Cowa LLC ($526.40K), Advisory Alpha LLC ($466.07K), Sumitomo Life Insurance Co. ($434.90K), and LPL Financial LLC ($261.44K).

How much institutional selling is happening at iShares Core U.S. REIT ETF?

Institutional investors have sold a total of 9,057,133 shares in the last 24 months. This volume of shares sold represents approximately $495.12M in transactions.



This page (NYSEARCA:USRT) was last updated on 5/22/2025 by MarketBeat.com Staff
From Our Partners