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

iShares Core U.S. REIT ETF logo
$62.01 -0.05 (-0.08%)
Closing price 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)
250
Total
Institutional Inflows
(last 12 months)
$593.46M
Number of
Institutional Sellers
(last 12 months)
122
Total
Institutional Outflows
(last 12 months)
$239.34M
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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
10/13/2026Spartan Planning & Wealth Management121,927$7.51M4.9%N/A0.179%
10/13/2026Forvis Mazars Wealth Advisors LLC5,661$349K0.0%N/A0.008%
10/13/2026Sax Wealth Advisors LLC3,767$232K0.0%N/A0.006%
10/13/2026Avior Wealth Management LLC96,916$5.97M0.2%N/A0.142%
10/10/2026HF Advisory Group LLC8,948$551K0.1%-3.4%0.013%
10/10/2026Gilpin Wealth Management LLC14,255$878K0.6%-2.7%0.021%
10/9/2026Biltmore Wealth Management LLC235,252$14.49M4.5%N/A0.346%
10/9/2026Prosperity Planning Inc.78,362$4.83M1.1%N/A0.115%
10/9/2026Post Resch Tallon Group Inc.55,983$3.45M2.4%+6.2%0.082%
10/8/2026Farther Finance Advisors LLC31,337$1.93M0.0%+6.8%0.046%
10/8/2026CoreCap Advisors LLC90,589$5.58M0.2%N/A0.133%
10/8/2026YHB Investment Advisors Inc.5,206$321K0.0%N/A0.008%
10/8/2026Peterson Wealth Advisors LLC18,469$1.14M0.1%N/A0.027%
10/8/2026FSA Investment Group LLC3,754$231K0.1%+14.1%0.006%
10/7/2026Canandaigua National Trust Co of Florida11,046$680K0.4%N/A0.016%
10/7/2026Canandaigua National Bank & Trust Co.123,095$7.58M0.7%N/A0.176%
10/7/2026Epiq Partners LLC4,025$248K0.1%N/A0.006%
10/7/2026SigFig Wealth Management LLC20,610$1.27M0.0%N/A0.029%
10/7/2026Nautilus Advisors LLC15,201$936K0.6%+6.7%0.022%
10/6/2026Bangor Savings Bank3,170$195K0.0%N/A0.005%
10/6/2026Moody National Bank Trust Division120,696$7.43M0.5%N/A0.172%
10/6/2026RVW Wealth LLC5,717$352K0.0%N/A0.008%
10/5/2026Ridgewood Investments LLC15,942$982K0.3%N/A0.023%
10/2/2026 Private Client Services LLC44,687$2.75M0.8%N/A0.064%
9/23/2026Envestnet Asset Management Inc.155,021$10.30M0.0%-10.3%0.224%
9/22/2026State Street Corp30,500$2.03M0.0%+50.2%0.044%
9/9/2026Tortoise Investment Management LLC3,555$236K0.0%N/A0.005%
9/9/2026Cahill Financial Advisors Inc.31,562$2.10M0.2%+54.2%0.046%
9/9/2026Capital Analysts LLC3,583$238K0.0%+16.7%0.005%
9/9/2026Integrated Wealth Concepts LLC18,593$1.24M0.0%+258.2%0.027%
9/9/2026RFG Advisory LLC49,983$3.32M0.1%+53.8%0.073%
9/9/2026NewEdge Advisors LLC11,819$785K0.0%+42.0%0.017%
9/9/2026IFP Advisors Inc16,375$1.09M0.0%-31.0%0.024%
9/9/2026Roble Belko & Company Inc56,493$3.75M0.4%+8.4%0.082%
9/9/2026Baird Financial Group Inc.36,556$2.43M0.0%+130.2%0.053%
9/8/2026Allworth Financial LP22,250$1.48M0.0%+8.4%0.032%
9/8/2026Waverly Advisors LLC63,069$4.19M0.0%+0.3%0.092%
9/3/2026Anchor Capital Advisors LLC3,223$214K0.0%N/A0.005%
8/27/2026Corient Private Wealth LP592,394$39.37M0.1%-4.2%0.863%
8/26/2026HORAN Wealth LLC4,094$272K0.0%+5.0%0.006%
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8/26/2026Principia Wealth Advisory LLC29,851$1.99M0.4%+8.9%0.043%
8/23/2026HB Wealth Management LLC9,985$664K0.0%+1.7%0.015%
8/22/2026Compass Financial Management LLC1,168$78K0.0%N/A0.002%
8/22/2026Tenet Wealth Partners LLC29,632$2.06M1.5%N/A0.043%
8/22/2026SeedSafe Financial LLC34,255$2.28M1.6%N/A0.050%
8/12/2026Compass Financial Management LLC1,168$78K0.0%N/A0.002%
7/10/2026Envision Financial LLC76,982$5.12M2.4%+7.9%0.116%
7/10/2026Financial Planning Fort Collins LLC50,102$3.34M2.5%-2.4%0.076%
7/10/2026Family Wealth Partners LLC34,554$2.30M0.7%+6.3%0.052%
7/10/2026Charles Schwab Trust Co392,426$26.08M1.5%-4.5%0.592%
7/10/2026Prosperity Planning Inc.77,786$5.17M1.2%+0.8%0.117%
7/10/2026SMI Advisory Services LLC377,626$25.30M4.1%N/A0.550%
7/10/2026Wealthcare Advisory Partners LLC200,743$13.34M0.3%+13.4%0.303%
7/9/2026Wealthcare Capital Partners LLC31,994$2.13M0.9%+8.7%0.048%
7/9/2026Wealthcare Capital Management LLC9,102$605K0.1%+28.1%0.014%
7/9/2026IFC & Insurance Marketing Inc.36,836$2.45M2.2%+10.9%0.056%
7/9/2026HF Advisory Group LLC9,260$615K0.2%+5.5%0.013%
7/9/2026Sax Wealth Advisors LLC3,767$250K0.0%N/A0.006%
7/9/2026Windsor Capital Management LLC67,817$4.51M1.2%+2.1%0.102%
7/8/2026Matthew Goff Investment Advisor LLC25,909$1.72M0.3%+5.1%0.039%
7/7/2026Avior Wealth Management LLC98,502$6.55M0.2%-16.2%0.150%
7/7/2026Canandaigua National Bank & Trust Co.115,955$7.71M0.6%N/A0.176%
7/7/2026Moody National Bank Trust Division124,877$8.30M0.7%-3.8%0.190%
7/7/2026CGN Advisors LLC5,433$361K0.0%-23.1%0.008%
7/7/2026CoreCap Advisors LLC88,426$5.88M0.2%+24.5%0.134%
7/6/2026Bangor Savings Bank3,170$211K0.0%+42.8%0.005%
7/6/2026 Private Client Services LLC46,509$3.09M0.8%-15.3%0.071%
7/6/2026Dogwood Wealth Management LLC42,890$2.85M1.1%-1.2%0.065%
6/3/2026Parallel Advisors LLC7,815$463K0.0%+6.6%0.013%
6/3/2026NewEdge Advisors LLC8,324$493K0.0%+85.9%0.014%
6/1/2026Financial Solutions Advisory Group Inc.115,442$6.83M0.9%N/A0.197%
5/29/2026Krane Financial Solutions LLC6,006$356K0.2%N/A0.010%
5/29/2026Asset Dedication LLC1,997$118K0.0%-12.2%0.003%
5/26/2026Glenmede Trust Co. NA1,965,268$116.32M0.6%+12.6%3.359%
5/19/2026Western Wealth Management LLC1,092$65K0.0%N/A0.002%
5/19/2026Bank of America Corp DE591,718$35.02M0.0%-58.7%1.011%
5/19/2026Ashton Thomas Securities LLC35,423$2.10M0.3%N/A0.061%
5/19/2026Arkadios Wealth Advisors26,683$1.58M0.0%N/A0.046%
5/18/2026Sunbelt Securities Inc.3,469$205K0.0%-69.1%0.006%
5/18/2026Royal Bank of Canada181,734$10.76M0.0%+77.4%0.311%
5/16/2026Quantinno Capital Management LP22,300$1.32M0.0%+21.6%0.038%
5/15/2026Waverly Advisors LLC62,852$3.72M0.0%+1.2%0.107%
5/15/2026Stadion Money Management LLC294,251$17.42M1.8%N/A0.503%
5/15/2026Wealth Alliance LLC17,614$1.04M0.1%+181.5%0.030%
5/14/2026Rockbridge Investment Management LCC286,467$16.96M1.5%+2.5%0.490%
5/14/2026Compound Planning Inc.141,708$8.39M0.3%+0.4%0.242%
5/14/2026Modern Wealth Management LLC55,174$3.29M0.1%-18.7%0.094%
5/14/2026Lido Advisors LLC243,684$14.42M0.0%-0.7%0.417%
5/13/2026Cetera Investment Advisers189,146$11.20M0.0%-4.7%0.323%
5/13/2026Wealthspire Retirement LLC13,209$782K0.0%+28.1%0.023%
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5/13/2026Aureus Asset Management LLC17,743$1.05M0.1%+37.3%0.030%
5/13/2026Alpha Financial Partners LLC30,718$1.82M1.1%+4.7%0.053%
5/12/2026Insight Advisors LLC PA11,050$654K0.1%+1.7%0.019%
5/12/2026Cascade Wealth Advisors Inc23,887$1.56M0.6%+4.3%0.041%
5/8/2026PNC Financial Services Group Inc.2,095$124K0.0%+53.9%0.004%
5/8/2026HORAN Wealth LLC3,899$222K0.0%N/A0.007%
5/8/2026Glenview Trust Co193,735$11.47M0.2%-0.5%0.331%
5/7/2026Earned Wealth Advisors LLC179,263$10.61M0.7%+9.4%0.306%
5/7/2026Hollencrest Capital Management23,093$1.37M0.1%-7.6%0.039%
5/7/2026Parallel Advisors LLC7,815$463K0.0%+6.6%0.013%


USRT Institutional Ownership - Frequently Asked Questions

During the previous two years, 415 institutional investors and hedge funds held shares of iShares Core U.S. REIT ETF. The most heavily invested institutionals were US Bancorp DE ($160.16M), Morgan Stanley ($123.28M), Glenmede Trust Co. NA ($116.32M), Northwestern Mutual Wealth Management Co. ($104.87M), Glenmede Investment Management LP ($98.29M), Trust Co of Tennessee ($63.08M), and Johns Hopkins University ($50.00M).Learn more on iShares Core U.S. REIT ETF's institutional investors.

Of the 361 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: Morgan Stanley ($1.14M), Johns Hopkins University ($868.01K), Kestra Investment Management LLC ($829.50K), Bank of America Corp DE ($782.05K), Fifth Third Bancorp ($777.65K), Rakuten Investment Management Inc. ($741.87K), and Cerity Partners LLC ($691.58K).

Institutional investors have bought a total of 10,053,849 shares in the last 24 months. This purchase volume represents approximately $593.46M in transactions.

Of the 122 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: Northwestern Mutual Wealth Management Co. ($1.65M), Bank of America Corp DE ($841.64K), UBS Group AG ($161.47K), Fiducient Advisors LLC ($156.65K), Pacific Life Fund Advisors LLC ($144.64K), JPMorgan Chase & Co. ($74.77K), and Choreo LLC ($69.50K).

Institutional investors have sold a total of 4,127,444 shares in the last 24 months. This volume of shares sold represents approximately $239.34M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:USRT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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