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

iShares Core U.S. REIT ETF logo
$57.66 -0.36 (-0.62%)
As of 04:10 PM Eastern
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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)
$637.38M
Number of
Institutional Sellers
(last 12 months)
155
Total
Institutional Outflows
(last 12 months)
$203.71M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/24/2025Comprehensive Money Management Services LLC36,840$2.08M1.6%+2.4%0.071%
7/24/2025Trust Co of Tennessee996,933$56.39M13.1%+0.5%1.908%
7/24/2025Freedom Day Solutions LLC151,094$8.55M2.2%-1.8%0.289%
7/24/2025CarsonAllaria Wealth Management Ltd.29,797$1.69M0.9%-4.9%0.057%
7/24/2025US Bancorp DE2,852,126$161.32M0.2%-2.2%5.464%
7/23/2025 Peak Financial Management Inc.94,718$5.36M1.5%+1.5%0.181%
7/23/2025 TPG Financial Advisors LLC104,203$5.89M2.4%+9.5%0.200%
7/23/2025 Tyche Wealth Partners LLC16,162$914K0.2%+92.0%0.031%
7/23/2025 Heck Capital Advisors LLC17,536$992K0.1%N/A0.034%
7/23/2025 Prime Capital Investment Advisors LLC9,416$533K0.0%-44.8%0.018%
7/22/2025 AWM Capital LLC25,661$1.45M0.2%-18.5%0.049%
7/22/2025 IVC Wealth Advisors LLC3,574$202K0.1%-23.4%0.007%
7/21/2025 Keystone Financial Group Inc.37,708$2.15M1.4%+13.1%0.072%
7/21/2025 J2 Capital Management Inc12,283$695K0.6%+3.6%0.024%
7/18/2025 Pure Financial Advisors LLC235,741$13.33M0.2%+14.4%0.452%
7/18/2025 Heritage Financial Services LLC738,880$41.79M4.0%+1.5%1.415%
7/18/2025 Dogwood Wealth Management LLC41,037$2.32M1.1%-7.3%0.079%
7/18/2025 SigFig Wealth Management LLC24,401$1.37M0.0%-3.6%0.047%
7/18/2025 Truist Financial Corp13,143$743K0.0%-5.2%0.025%
7/17/2025 Halbert Hargrove Global Advisors LLC14,679$830K0.0%-25.6%0.028%
7/17/2025 Spartan Planning & Wealth Management23,279$1.32M1.1%-61.3%0.045%
7/17/2025 HB Wealth Management LLC8,582$485K0.0%-6.1%0.016%
7/17/2025 Janney Montgomery Scott LLC6,415$363K0.0%-17.1%0.012%
7/17/2025 ERn Financial LLC158,520$8.97M1.9%-7.3%0.304%
7/17/2025 Avior Wealth Management LLC154,836$8.76M0.3%+30.0%0.297%
7/17/2025 Charles Schwab Trust Co426,521$24.12M1.8%+6.3%0.817%
7/16/2025 Independent Wealth Network Inc.44,226$2.50M0.9%+1.9%0.085%
7/16/2025 Arkansas Financial Group Inc.6,850$387K0.1%+47.2%0.013%
7/16/2025 Congress Asset Management Co.48,525$2.75M0.0%-8.3%0.093%
7/16/2025 MBE Wealth Management LLC10,104$571K0.2%-18.7%0.019%
7/15/2025 Legacy Financial Group LLC118,102$6.68M0.9%+1.3%0.226%
7/15/2025 Family Wealth Partners LLC16,459$931K0.4%+97.1%0.032%
7/15/2025 CGN Advisors LLC9,635$545K0.0%+3.2%0.018%
7/14/2025 MFA Wealth Advisors LLC19,380$1.10M0.3%-9.7%0.037%
7/14/2025 Ridgewood Investments LLC6,182$350K0.2%+52.1%0.012%
7/14/2025 U.S. Capital Wealth Advisors LLC52,693$2.98M0.1%+1.2%0.101%
7/14/2025 Park Avenue Securities LLC4,729$267K0.0%+33.6%0.009%
7/11/2025 Quad Cities Investment Group LLC7,899$447K0.2%+5.4%0.015%
7/11/2025 Prosperity Planning Inc.67,538$3.82M1.1%+1.8%0.130%
7/11/2025 Farther Finance Advisors LLC14,552$823K0.0%+44.2%0.028%
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7/11/2025 Windsor Capital Management LLC60,368$3.41M1.0%+3.4%0.116%
7/11/2025 Matthew Goff Investment Advisor LLC16,009$905K0.2%+58.7%0.031%
7/10/2025 Moody National Bank Trust Division181,580$10.27M0.9%+138.9%0.349%
7/10/2025 Envision Financial LLC50,315$2.85M1.9%+2.1%0.097%
7/10/2025 Wealth Enhancement Advisory Services LLC495,503$28.34M0.0%+0.3%0.951%
7/10/2025 Signal Advisors Wealth LLC16,676$943K0.1%N/A0.032%
7/9/2025 Seaside Wealth Management Inc.6,748$382K0.1%+48.6%0.013%
7/9/2025 Biltmore Wealth Management LLC198,789$11.24M4.6%+1.8%0.382%
7/9/2025 Post Resch Tallon Group Inc.35,257$1.99M1.9%+1.1%0.068%
7/9/2025 Summit Financial Consulting LLC5,465$309K0.3%+12.4%0.010%
7/9/2025 Veracity Capital LLC4,600$260K0.1%N/A0.009%
7/8/2025 Braun Bostich & Associates Inc.4,232$239K0.2%N/A0.008%
7/8/2025 Parallel Advisors LLC7,993$452K0.0%-10.6%0.015%
7/7/2025 Bangor Savings Bank2,220$126K0.0%+50.0%0.004%
7/7/2025 RDA Financial Network7,659$433K0.1%-23.1%0.015%
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%
5/14/2025 Heritage 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%
5/13/2025 Mitsubishi 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%
5/13/2025 Peak Financial Management Inc.93,278$5.37M1.6%+1.8%0.183%
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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%
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%
(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, 396 institutional investors and hedge funds held shares of iShares Core U.S. REIT ETF. The most heavily invested institutionals were US Bancorp DE ($161.32M), Charles Schwab Investment Advisory Inc. ($139.70M), Glenmede Trust Co. NA ($98.40M), Northwestern Mutual Wealth Management Co. ($88.32M), Bank of America Corp DE ($56.42M), Trust Co of Tennessee ($56.39M), and Johns Hopkins University ($50.00M).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 326 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: US Bancorp DE ($1.37M), Trust Co of Tennessee ($1.17M), Johns Hopkins University ($868.01K), Bank of America Corp DE ($780.35K), Kestra Investment Management LLC ($774.46K), Apollon Wealth Management LLC ($563.81K), and LPL Financial LLC ($562.27K).

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

Institutional investors have bought a total of 11,142,581 shares in the last 24 months. This purchase volume represents approximately $637.38M in transactions.

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

Of the 155 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 ($249.23K), LPL Financial LLC ($235.73K), Rockbridge Investment Management LCC ($174.58K), Trust Co of Tennessee ($171.41K), and Ellenbecker Investment Group ($164.95K).

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

Institutional investors have sold a total of 3,494,869 shares in the last 24 months. This volume of shares sold represents approximately $203.71M in transactions.


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This page (NYSEARCA:USRT) was last updated on 7/24/2025 by MarketBeat.com Staff
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