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

iShares Core U.S. REIT ETF logo
$56.17 -0.47 (-0.83%)
As of 08/14/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
245
Total
Institutional Inflows
(last 12 months)
$587.12M
Number of
Institutional Sellers
(last 12 months)
166
Total
Institutional Outflows
(last 12 months)
$240.27M
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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
8/14/2025Glenview Trust co197,182$11.15M0.2%-9.5%0.377%
8/14/2025Stamos Capital Partners L.P.49,180$2.78M0.5%+63.9%0.094%
8/14/2025Daiwa Securities Group Inc.1,176$67K0.0%-76.0%0.002%
8/14/2025Gerber Kawasaki Wealth & Investment Management4,095$232K0.0%N/A0.008%
8/14/2025Cary Street Partners Financial LLC9,536$539K0.0%-2.4%0.018%
8/14/2025Cerity Partners LLC839,331$47.47M0.1%+152.0%1.606%
8/13/2025PGIM Custom Harvest LLC310,212$17.55M0.4%+0.7%0.594%
8/13/2025Baird Financial Group Inc.8,434$477K0.0%-38.6%0.016%
8/13/2025CW Advisors LLC71,839$4.06M0.0%-9.0%0.137%
8/13/2025Fisher Asset Management LLC6,414$363K0.0%N/A0.012%
8/13/2025VestGen Advisors LLC11,975$677K0.0%-30.6%0.023%
8/13/2025Millington Financial Advisors LLC46,387$2.69M1.4%+61.9%0.089%
8/13/2025Lido Advisors LLC229,649$12.99M0.1%+10.2%0.440%
8/13/2025Quadrature Capital Ltd8,791$497K0.0%-92.8%0.017%
8/13/2025Northwestern Mutual Wealth Management Co.1,602,846$90.66M0.1%+4.5%3.068%
8/13/2025Choreo LLC510,497$28.87M0.4%-7.6%0.977%
8/12/2025 Blueprint Financial Advisors LLC71,167$4.03M1.3%-43.1%0.136%
8/12/2025 Fiducient Advisors LLC403,909$22.85M2.8%-2.3%0.773%
8/12/2025 Coldstream Capital Management Inc.8,297$469K0.0%-32.7%0.016%
8/12/2025 AlphaCore Capital LLC2,726$154K0.0%+6,715.0%0.005%
8/12/2025 Kohmann Bosshard Financial Services LLC31,605$1.79M0.2%-4.2%0.060%
8/12/2025 Blueprint Investment Partners LLC134,552$7.61M1.3%-57.5%0.258%
8/12/2025 JPMorgan Chase & Co.208,052$11.77M0.0%-6.0%0.398%
8/12/2025 NFP Retirement Inc.4,260$241K0.0%N/A0.008%
8/11/2025 Rockbridge Investment Management LCC264,940$14.99M1.6%-4.6%0.507%
8/8/2025 Rockefeller Capital Management L.P.74,949$4.24M0.0%-1.9%0.143%
8/8/2025 Cetera Investment Advisers147,716$8.36M0.0%+9.3%0.283%
8/8/2025 Creative Planning129,551$7.33M0.0%-10.3%0.248%
8/8/2025 Pacific Life Fund Advisors LLC368,099$20.82M2.2%+11.8%0.704%
8/8/2025 Better Money Decisions LLC43,255$2.45M1.5%+4.2%0.083%
8/7/2025 Nwam LLC6,172$352K0.0%-36.6%0.012%
8/7/2025 Vise Technologies Inc.43,172$2.44M0.1%N/A0.083%
8/7/2025 Topel & Distasi Wealth Management LLC71,352$4.04M2.1%-12.9%0.137%
8/7/2025 Allworth Financial LP23,066$1.31M0.0%+13.6%0.044%
8/7/2025 Fonville Wealth Management LLC5,815$329K0.1%+28.2%0.011%
8/7/2025 Parkside Financial Bank & Trust11,013$623K0.1%+244.2%0.021%
8/6/2025 Cannon Financial Strategists Inc.181,435$10.26M1.6%-0.5%0.347%
8/6/2025 AE Wealth Management LLC19,382$1.10M0.0%-29.2%0.037%
8/6/2025 Rialto Wealth Management LLC83,314$4.71M1.3%+10.3%0.159%
8/6/2025 Destiny Capital Corp CO15,758$891K0.5%+20.7%0.030%
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8/6/2025 Walkner Condon Financial Advisors LLC34,872$1.97M0.4%+22.5%0.067%
8/6/2025 Savant Capital LLC28,721$1.62M0.0%+2.8%0.055%
8/6/2025 Horan Securities Inc.3,886$220K0.1%+8.4%0.007%
8/5/2025 MMA Asset Management LLC9,663$547K0.2%N/A0.018%
8/5/2025 Mission Wealth Management LP512,429$28.98M0.6%-0.9%0.981%
8/5/2025 Sumitomo Life Insurance Co.48,000$2.72M0.2%-35.4%0.092%
8/5/2025 Beam Wealth Advisors Inc.10,709$606K0.2%+5.0%0.020%
8/4/2025 Roble Belko & Company Inc33,232$1.88M0.3%+22.0%0.064%
8/4/2025 AlphaStar Capital Management LLC89,420$5.06M0.3%N/A0.171%
8/4/2025 Creative Financial Designs Inc. ADV44,388$2.51M0.2%+7.5%0.085%
8/4/2025 Earned Wealth Advisors LLC68,507$3.88M0.8%+15.8%0.131%
8/4/2025 REDW Wealth LLC5,514$312K0.1%+10.5%0.011%
8/4/2025 Flagship Harbor Advisors LLC3,909$221K0.0%-5.5%0.007%
8/1/2025 GWN Securities Inc.3,658$207K0.0%-82.8%0.007%
8/1/2025 Advisory Alpha LLC4,006$227K0.0%-5.3%0.008%
8/1/2025 Envestnet Asset Management Inc.459,255$25.98M0.0%+15.5%0.880%
7/31/2025 Focus Partners Advisor Solutions LLC23,243$1.32M0.0%+58.8%0.045%
7/31/2025 Trademark Financial Management LLC16,324$923K0.6%+26.3%0.031%
7/31/2025 Sharper & Granite LLC24,541$1.40M0.5%-10.6%0.047%
7/31/2025 Cornerstone Management Inc.126,627$7.16M1.2%+2.3%0.243%
7/30/2025 Insight Advisors LLC PA10,672$604K0.1%-3.8%0.020%
7/30/2025 Freedom Investment Management Inc.20,333$1.15M0.1%-2.9%0.039%
7/30/2025 Onyx Bridge Wealth Group LLC4,160$235K0.0%-32.8%0.008%
7/30/2025 Phillips Financial Management LLC169,245$9.57M0.7%-2.1%0.324%
7/30/2025 Fingerlakes Wealth Management Inc.6,772$383K0.3%-10.3%0.013%
7/30/2025 Securian Asset Management Inc.19,403$1.10M0.0%-49.9%0.037%
7/29/2025 Stephens Inc. AR318,723$18.03M0.2%+0.2%0.610%
7/29/2025 Forvis Mazars Wealth Advisors LLC7,066$400K0.0%-31.6%0.014%
7/29/2025 International Assets Investment Management LLC3,932$222K0.0%-25.5%0.008%
7/29/2025 MPS Loria Financial Planners LLC240,396$13.60M4.0%-3.0%0.460%
7/29/2025 Rodgers & Associates LTD337,807$19.11M2.1%+4.4%0.647%
7/28/2025 Harbour Investments Inc.820$46K0.0%+150.8%0.002%
7/28/2025 Brown Financial Advisory6,850$387K0.2%-11.3%0.013%
7/28/2025 RFG Advisory LLC6,204$351K0.0%-7.6%0.012%
7/28/2025 Naviter Wealth LLC30,446$1.72M0.2%-24.5%0.058%
7/25/2025 Atria Wealth Solutions Inc.3,566$202K0.0%-64.3%0.007%
7/25/2025 Sequoia Financial Advisors LLC4,050$229K0.0%-16.5%0.008%
7/25/2025 Presilium Private Wealth LLC9,420$533K0.1%-72.9%0.018%
7/25/2025 Alpha Financial Partners LLC6,687$378K0.3%N/A0.013%
7/25/2025 CWM LLC569$32K0.0%-66.1%0.001%
7/25/2025 Inman Jager Wealth Management LLC17,741$1.00M0.7%-3.0%0.034%
7/25/2025 Apollon Financial LLC23,922$1.35M0.3%+13.3%0.046%
7/25/2025 Apollon Wealth Management LLC511,089$28.91M0.6%-11.7%0.978%
7/24/2025 Comprehensive Money Management Services LLC36,840$2.08M1.6%+2.4%0.071%
7/24/2025 Trust Co of Tennessee996,933$56.39M13.1%+0.5%1.908%
7/24/2025 Freedom Day Solutions LLC151,094$8.55M2.2%-1.8%0.289%
7/24/2025 CarsonAllaria Wealth Management Ltd.29,797$1.69M0.9%-4.9%0.057%
7/24/2025 US 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%
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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%
(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, 394 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. ($90.66M), 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 327 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 ($1.23M), Trust Co of Tennessee ($1.17M), Johns Hopkins University ($868.01K), Cerity Partners LLC ($782.02K), Bank of America Corp DE ($780.35K), Kestra Investment Management LLC ($774.46K), and Apollon Wealth Management LLC ($563.52K).

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

Institutional investors have bought a total of 10,161,596 shares in the last 24 months. This purchase volume represents approximately $587.88M in transactions.

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

Of the 166 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. ($384.33K), Sumitomo Life Insurance Co. ($314K), Blueprint Investment Partners LLC ($262.53K), MBE Wealth Management LLC ($249.23K), LPL Financial LLC ($235.73K), Rockbridge Investment Management LCC ($187.37K), 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 4,150,052 shares in the last 24 months. This volume of shares sold represents approximately $241.00M in transactions.


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This page (NYSEARCA:USRT) was last updated on 8/15/2025 by MarketBeat.com Staff
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