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

iShares Core U.S. REIT ETF logo
$57.20 +0.15 (+0.26%)
As of 07/3/2025 05:00 PM Eastern
Compare

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)
$638.86M
Number of
Institutional Sellers
(last 12 months)
153
Total
Institutional Outflows
(last 12 months)
$205.00M
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USRT Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2025 S. R. Schill & Associates284,106$16.07M11.8%+3.2%0.559%
7/2/2025 Helen Stephens Group LLC14,828$839K0.2%+30.4%0.029%
7/1/2025 Private Client Services LLC26,031$1.47M0.6%+50.3%0.051%
6/2/2025Modern Wealth Management LLC85,584$4.93M0.2%-2.4%0.166%
5/20/2025Focus Partners Wealth28,195$1.62M0.0%+7.2%0.055%
5/20/2025Glenview Trust co217,828$12.55M0.2%+1.5%0.426%
5/19/2025SageView Advisory Group LLC5,604$323K0.0%-29.2%0.011%
5/19/2025Advisory Alpha LLC4,231$244K0.0%-12.5%0.008%
5/16/2025Kestra Investment Management LLC225,619$13.00M0.4%+751,963.3%0.442%
5/16/2025Cape Investment Advisory Inc.1,016$59K0.0%-24.0%0.002%
5/16/2025Jones Financial Companies Lllp21,026$1.14M0.0%-43.2%0.041%
5/16/2025Integrated Wealth Concepts LLC18,739$1.08M0.0%-19.7%0.037%
5/16/2025AQR Capital Management LLC3,819$220K0.0%N/A0.007%
5/15/2025Focus Partners Advisor Solutions LLC14,640$843K0.0%+110.3%0.029%
5/15/2025Royal Bank of Canada97,765$5.63M0.0%+12.9%0.191%
5/15/2025Betterment LLC9,999$576K0.0%+4.1%0.020%
5/15/2025MAI Capital Management14,226$819K0.0%-8.6%0.028%
5/15/2025Baird Financial Group Inc.13,738$791K0.0%N/A0.027%
5/15/2025OLD Mission Capital LLC7,424$428K0.0%N/A0.015%
5/14/2025Comerica Bank10,204$588K0.0%-28.6%0.020%
5/14/2025Freedom Investment Management Inc.20,935$1.21M0.1%-17.5%0.041%
5/14/2025Napa Wealth Management9,767$563K0.3%N/A0.019%
5/14/2025B&D White Capital Company LLC8,315$479K0.1%-58.7%0.016%
5/14/2025Northwestern Mutual Wealth Management Co.1,533,330$88.32M0.1%+16.2%3.001%
5/14/2025Compound Planning Inc.145,072$8.36M0.4%+8.4%0.284%
5/14/2025PGIM Custom Harvest LLC308,185$17.75M0.4%-3.7%0.603%
5/14/2025Heritage Financial Services LLC727,932$41.93M4.1%-4.8%1.425%
5/14/2025Disciplina Capital Management LLC99,019$5.70M0.8%N/A0.194%
5/13/2025Aptus Capital Advisors LLC16,191$933K0.0%-22.5%0.032%
5/13/2025Blue Edge Capital LLC36,833$2.12M0.3%-5.3%0.072%
5/13/2025Raymond James Financial Inc.67,535$3.89M0.0%-60.9%0.132%
5/13/2025Kovitz Investment Group Partners LLC13,045$751K0.0%-5.7%0.026%
5/13/2025Mitsubishi UFJ Asset Management UK Ltd.5,700$328K0.2%-61.0%0.011%
5/13/2025HighTower Advisors LLC410,696$23.66M0.0%+0.9%0.804%
5/13/2025Peak Financial Management Inc.93,278$5.37M1.6%+1.8%0.183%
5/12/2025Kohmann Bosshard Financial Services LLC33,002$1.90M0.2%-3.9%0.065%
5/12/2025Blueprint Financial Advisors LLC125,099$7.21M3.9%N/A0.245%
5/12/2025Blueprint Investment Partners LLC316,758$18.25M3.3%+5.5%0.620%
5/12/2025Townsquare Capital LLC8,858$510K0.0%+3.6%0.017%
5/12/2025Beam Wealth Advisors Inc.10,202$588K0.2%-6.8%0.020%
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5/9/2025Tidemark LLC1,567$90K0.0%+218.5%0.003%
5/9/2025Fi3 FINANCIAL ADVISORS LLC10,901$628K0.3%-28.6%0.022%
5/9/2025AXS Investments LLC158,291$9.12M2.5%N/A0.313%
5/9/2025Exencial Wealth Advisors LLC23,691$1.37M0.1%+1.6%0.047%
5/9/2025Cascade Wealth Advisors Inc22,256$1.21M0.8%-48.2%0.044%
5/9/2025Wealthspire Advisors LLC10,580$609K0.0%+100.0%0.021%
5/9/2025Topel & Distasi Wealth Management LLC81,940$4.72M2.2%+0.7%0.162%
5/9/2025Atria Wealth Solutions Inc.9,989$575K0.0%-4.0%0.020%
5/9/2025IPG Investment Advisors LLC10,361$597K0.1%+9.2%0.020%
5/9/2025Earned Wealth Advisors LLC59,137$3.41M0.7%N/A0.117%
5/8/2025Commerce Bank10,929$630K0.0%N/A0.022%
5/8/2025US Bancorp DE2,916,203$167.97M1.1%+5.1%5.769%
5/8/2025Coastal Bridge Advisors LLC11,254$648K0.2%+5.7%0.022%
5/8/2025Roble Belko & Company Inc27,238$1.57M0.3%-3.6%0.054%
5/7/2025MJT & Associates Financial Advisory Group Inc.1,042$60K0.1%N/A0.002%
5/7/2025AWM Capital LLC31,468$1.81M0.2%-1.3%0.062%
5/7/2025Sheaff Brock Investment Advisors LLC4,600$265K0.0%-9.8%0.009%
5/7/2025Ridgewood Investments LLC4,064$234K0.1%+63.6%0.008%
5/7/2025LPL Financial LLC545,736$31.43M0.0%-30.2%1.080%
5/7/2025HB Wealth Management LLC9,135$526K0.0%+5.2%0.018%
5/7/2025Keystone Financial Group Inc.33,334$1.88M1.3%+11.7%0.066%
5/7/2025Prospect Financial Group LLC23,149$1.33M1.7%+15.7%0.046%
5/6/2025Cetera Investment Advisers135,091$7.78M0.0%-19.8%0.267%
5/6/2025Avantax Advisory Services Inc.13,281$765K0.0%-86.1%0.026%
5/6/2025Financial & Tax Architects LLC308,737$17.78M4.5%+1.3%0.611%
5/6/2025AE Wealth Management LLC27,368$1.58M0.0%+2.4%0.054%
5/6/2025Goodwin Investment Advisory4,742$273K0.4%-81.7%0.009%
5/6/2025Trust Co of Tennessee992,320$57.16M14.3%-14.7%1.963%
5/6/2025Johns Hopkins University868,007$50.00M1.9%N/A1.717%
5/6/2025Choreo LLC552,523$31.83M0.5%-3.9%1.093%
5/5/2025Cannon Financial Strategists Inc.182,345$10.50M1.8%+1.2%0.361%
5/5/2025IFP Advisors Inc3,539$204K0.0%+593.9%0.007%
5/5/2025Nwam LLC9,729$560K0.0%-29.1%0.019%
5/5/2025Hollencrest Capital Management23,400$1.35M0.1%N/A0.046%
5/2/2025Independent Wealth Network Inc.43,408$2.50M1.0%+2.3%0.086%
5/2/2025Members Trust Co3,512$202K0.0%N/A0.007%
5/2/2025Windsor Capital Management LLC58,386$3.36M1.0%+1.2%0.116%
5/2/2025Landmark Wealth Management LLC6,825$393K0.2%+3.1%0.014%
5/2/2025Sumitomo Life Insurance Co.74,300$4.28M0.2%-29.4%0.147%
5/2/2025Apollon Financial LLC21,116$1.22M0.3%N/A0.042%
5/2/2025Apollon Wealth Management LLC578,548$33.32M0.7%+376.5%1.145%
5/1/2025CWM LLC1,677$97K0.0%+160.8%0.003%
5/1/2025Stephens Inc. AR318,091$18.32M0.3%-1.6%0.629%
5/1/2025Quest 10 Wealth Builders Inc.17,877$1.04M1.1%-3.7%0.035%
5/1/2025Marshall Financial Group Inc. ADV5,317$306K0.1%-95.1%0.011%
5/1/2025Freedom Day Solutions LLC153,939$8.87M2.7%+4.8%0.305%
4/30/2025Cerity Partners LLC333,017$19.18M0.0%-5.2%0.659%
4/30/2025Phillips Financial Management LLC172,791$9.95M0.8%-5.1%0.342%
4/30/2025Dogwood Wealth Management LLC44,260$2.55M1.3%-3.1%0.088%
4/30/2025Peterson Wealth Advisors LLC20,545$1.18M0.2%+38.2%0.041%
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4/30/2025Stratos Wealth Partners LTD.15,583$898K0.0%+1.6%0.031%
4/30/2025Brown Financial Advisory7,720$445K0.3%-12.8%0.015%
4/30/2025Sharper & Granite LLC27,446$1.58M0.7%+2.3%0.054%
4/30/2025Synergy Investment Management LLC493$28K0.0%-32.4%0.001%
4/29/2025U.S. Capital Wealth Advisors LLC52,064$3.00M0.1%+5.2%0.103%
4/29/2025Envestnet Asset Management Inc.397,539$22.90M0.0%-5.3%0.786%
4/29/2025Fund Evaluation Group LLC81,332$4.69M0.2%-7.9%0.161%
4/29/2025Summit Financial Consulting LLC4,863$280K0.3%N/A0.010%
4/29/2025Olde Wealth Management LLC2,328$134K0.0%N/A0.005%
4/29/2025Pacific Life Fund Advisors LLC329,119$18.96M2.1%N/A0.651%
(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 iShares Core U.S. REIT ETF's institutional investors.

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

Of the 330 institutional investors that purchased iShares Core U.S. REIT ETF's 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 11,188,127 shares in the last 24 months. This purchase volume represents approximately $638.86M in transactions.

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

Of the 153 institutional investors that sold iShares Core U.S. REIT ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($410.34K), Sumitomo Life Insurance Co. ($287.70K), MBE Wealth Management LLC ($246.91K), LPL Financial LLC ($235.73K), Ellenbecker Investment Group ($186.93K), Rockbridge Investment Management LCC ($174.58K), and Trust Co of Tennessee ($171.41K).

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

Institutional investors have sold a total of 3,527,581 shares in the last 24 months. This volume of shares sold represents approximately $205.00M in transactions.


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This page (NYSEARCA:USRT) was last updated on 7/4/2025 by MarketBeat.com Staff
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