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

iShares Core U.S. REIT ETF logo
$64.37 +0.34 (+0.53%)
As of 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)
258
Total
Institutional Inflows
(last 12 months)
$638.49M
Number of
Institutional Sellers
(last 12 months)
172
Total
Institutional Outflows
(last 12 months)
$318.28M
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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
5/5/2026Nolet Wealth Management LLC19,027$1.13M0.6%+15.2%0.033%
5/5/2026Sanctuary Advisors LLC7,926$469K0.0%-75.0%0.014%
5/5/2026 Nwam LLC5,538$328K0.0%N/A0.009%
5/4/2026 HBW Advisory Services LLC19,769$1.17M0.1%-2.6%0.034%
5/2/2026 Pacific Life Fund Advisors LLC223,456$13.23M1.5%-25.0%0.382%
5/2/2026 International Assets Investment Management LLC4,257$253K0.0%+6.7%0.007%
5/2/2026 Diversify Wealth Management LLC8,803$560K0.0%+69.4%0.015%
5/1/2026 Fifth Third Bancorp777,590$46.03M0.1%+213,523.6%1.329%
5/1/2026 S. R. Schill & Associates302,482$17.90M12.1%-13.1%0.518%
4/30/2026 First Horizon Corp1,098$65K0.0%N/A0.002%
4/30/2026 Kestra Advisory Services LLC43,268$2.56M0.0%+29.1%0.074%
4/30/2026 ES4 LLC49,011$2.90M1.9%N/A0.084%
4/30/2026 Beam Wealth Advisors Inc.10,400$616K0.2%+1.6%0.018%
4/29/2026 Navalign LLC10,659$631K0.2%+342.1%0.018%
4/28/2026 Stephens Inc. AR365,635$21.64M0.3%+1.4%0.627%
4/28/2026 Walkner Condon Financial Advisors LLC67,092$3.97M0.5%+12.8%0.115%
4/28/2026 Peak Financial Management Inc.102,569$6.07M1.5%+3.8%0.176%
4/27/2026 Trademark Financial Management LLC26,656$1.58M0.8%N/A0.046%
4/27/2026 Platform Technology Partners4,307$255K0.0%N/A0.007%
4/24/2026 Ellenbecker Investment Group19,719$1.17M0.2%-5.2%0.034%
4/24/2026 Kagan Cocozza Asset Management17,172$1.02M0.7%-1.2%0.029%
4/23/2026 Kohmann Bosshard Financial Services LLC29,852$1.77M0.1%-1.4%0.051%
4/23/2026 Financial & Tax Architects LLC326,791$19.34M4.3%-0.5%0.560%
4/23/2026 Inman Jager Wealth Management LLC16,774$993K0.6%-2.7%0.029%
4/23/2026 Comprehensive Money Management Services LLC38,166$2.26M1.5%+0.6%0.065%
4/23/2026 Apollon Financial LLC48,786$2.89M0.4%+28.3%0.084%
4/23/2026 Apollon Wealth Management LLC576,209$34.11M0.6%+7.1%0.988%
4/22/2026 Janney Montgomery Scott LLC7,555$447K0.0%+12.6%0.013%
4/22/2026 Wilkins Miller Wealth Management LLC14,123$836K0.5%-10.5%0.024%
4/22/2026 Advocate Investing Services LLC12,700$752K0.6%N/A0.022%
4/22/2026 Keystone Financial Group Inc.42,043$2.49M1.3%-0.6%0.072%
4/22/2026 River Street Advisors LLC16,016$948K0.3%+12.5%0.027%
4/22/2026 MBE Wealth Management LLC8,079$478K0.2%-5.9%0.014%
4/21/2026 HF Advisory Group LLC8,781$520K0.2%-8.7%0.015%
4/21/2026 J2 Capital Management Inc12,380$733K0.5%+6.9%0.021%
4/21/2026 Independent Wealth Network Inc.14,907$882K0.3%-70.3%0.025%
4/20/2026 Kestra Private Wealth Services LLC6,744$399K0.0%-41.4%0.012%
4/20/2026 RFG Advisory LLC32,494$1.92M0.0%+17.8%0.055%
4/20/2026 Banque Cantonale Vaudoise12,126$718K0.0%N/A0.021%
4/18/2026 Nautilus Advisors LLC12,532$742K0.5%+168.6%0.021%
4/18/2026 Presilium Private Wealth LLC11,080$656K0.1%+2.6%0.019%
4/17/2026 IFC & Insurance Marketing Inc.33,223$1.97M2.1%N/A0.057%
4/17/2026 Matthew Goff Investment Advisor LLC24,660$1.46M0.2%+30.9%0.042%
4/17/2026 Intergy Private Wealth LLC17,895$1.06M0.3%+21.7%0.031%
4/17/2026 Ocean Park Asset Management LLC32,519$1.92M0.1%N/A0.055%
4/17/2026 Cornerstone Management Inc.158,024$9.35M1.5%+2.5%0.270%
4/17/2026 Roble Belko & Company Inc52,109$3.08M0.4%+56.8%0.089%
3/17/2026Rockefeller Capital Management L.P.84,898$4.84M0.0%+14.4%0.149%
3/9/2026Corient Private Wealth LLC637,498$37.25M0.0%+9.5%1.120%
3/5/2026Gunpowder Capital Management LLC dba Oliver Wealth Management661$38K0.0%N/A0.001%
3/4/2026 Pure Financial Advisors LLC245,340$13.98M0.2%+4.0%0.431%
3/4/2026Rehmann Capital Advisory Group6,070$346K0.0%N/A0.011%
3/4/2026SHP Wealth Management815$46K0.0%N/A0.001%
3/2/2026 Amicus Financial Advisors LLC11,760$670K0.2%N/A0.021%
2/26/2026 BDFS Capital LLC5,066$289K0.1%N/A0.009%
2/24/2026Nolet Wealth Management LLC16,515$941K0.5%N/A0.029%
2/20/2026Sunbelt Securities Inc.11,218$639K0.0%-2.2%0.020%
2/20/202693 Financial Group LLC365,381$20.81M9.1%N/A0.642%
2/19/2026Compound Planning Inc.141,106$8.04M0.2%-7.5%0.248%
2/19/2026Aznar Financial Advisors LLC3,599$205K0.2%N/A0.006%
2/19/2026Corient Private Wealth LLC637,498$37.25M0.0%+9.5%1.120%
2/18/2026Mercer Global Advisors Inc. ADV31,729$1.81M0.0%+3.3%0.056%
2/18/2026 Financial Planning Fort Collins LLC46,196$2.63M2.3%N/A0.081%
2/18/2026Andrews Advisory Associates LLC3,536$201K0.1%N/A0.006%
2/18/2026Wealthspire Retirement LLC10,309$587K0.0%+53.1%0.018%
2/18/2026EP Wealth Advisors LLC28,309$1.61M0.0%N/A0.050%
2/18/2026Coastal Bridge Advisors LLC16,358$932K0.1%-6.3%0.029%
2/18/2026NewEdge Advisors LLC4,477$255K0.0%+119.5%0.008%
2/18/2026Cahill Financial Advisors Inc.14,566$830K0.1%N/A0.026%
2/18/2026VestGen Advisors LLC18,927$1.08M0.0%+3.8%0.033%
2/18/2026OLD Mission Capital LLC41,256$2.35M0.1%N/A0.073%
2/17/2026AQR Capital Management LLC15,770$898K0.0%+150.8%0.028%
2/17/2026Cetera Investment Advisers198,559$11.31M0.0%+23.7%0.349%
2/17/2026Cardiff Park Advisors LLC3,963$226K0.0%+1,842.6%0.007%
2/17/2026Prosperity Bancshares Inc28,484$1.62M1.5%N/A0.050%
2/17/2026Equitable Holdings Inc.43,853$2.50M0.0%+9.5%0.077%
2/17/2026Jump Financial LLC30,146$1.72M0.0%N/A0.053%
2/17/2026AWM Capital LLC15,762$898K0.1%-38.7%0.028%
2/17/2026Osaic Holdings Inc.237,501$13.53M0.0%-20.1%0.417%
2/17/2026Tower Research Capital LLC TRC 38,724$2.21M0.1%+158.1%0.068%
2/17/2026Captrust Financial Advisors244,201$13.91M0.0%+8.1%0.429%
2/17/2026&PARTNERS33,528$1.91M0.0%+111.5%0.059%
2/17/2026Royal Bank of Canada102,469$5.84M0.0%+113.1%0.180%
2/16/2026 MML Investors Services LLC58,580$3.34M0.0%+17.5%0.103%
2/16/2026Mariner LLC107,134$6.10M0.0%+4.4%0.188%
2/16/2026Focus Partners Wealth86,542$4.93M0.0%+21.3%0.152%
2/16/2026Glen Eagle Advisors LLC11,108$633K0.1%+28.5%0.020%
2/13/2026 Kestra Advisory Services LLC33,515$1.91M0.0%+17.8%0.059%
2/13/2026Visionary Wealth Advisors75,755$4.32M0.2%-3.4%0.133%
2/13/2026Stifel Financial Corp13,419$764K0.0%+2.0%0.024%
2/13/2026Commerce Bank50,014$2.85M0.0%+9.2%0.088%
2/13/2026Smartleaf Asset Management LLC147,288$8.45M0.3%+8,980.6%0.259%
2/13/2026Morgan Stanley2,164,347$123.28M0.0%+110.7%3.804%
2/13/2026State Street Corp35,900$2.05M0.0%-2.7%0.063%
2/13/2026Wells Fargo & Company MN76,337$4.35M0.0%+11.7%0.134%
2/13/2026Sumitomo Life Insurance Co.293,300$16.71M0.5%+3.9%0.515%
2/13/2026 Wealthspire Advisors LLC5,269$300K0.0%-50.0%0.009%
2/13/2026Gerber Kawasaki Wealth & Investment Management5,335$304K0.0%+20.6%0.009%
2/12/2026Hollencrest Capital Management24,979$1.42M0.0%+16.1%0.044%
2/12/2026Jane Street Group LLC18,640$1.06M0.0%-35.7%0.033%


USRT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USRT shares?

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), Charles Schwab Investment Advisory Inc. ($139.70M), Morgan Stanley ($123.28M), Northwestern Mutual Wealth Management Co. ($104.87M), Glenmede Trust Co. NA ($98.40M), Glenmede Investment Management LP ($98.29M), and Trust Co of Tennessee ($63.08M).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 353 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: Trust Co of Tennessee ($1.28M), 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), and Rakuten Investment Management Inc. ($741.87K).

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

Institutional investors have bought a total of 11,066,920 shares in the last 24 months. This purchase volume represents approximately $638.49M in transactions.

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

Of the 172 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), Thrivent Financial for Lutherans ($507.46K), LPL Financial LLC ($242.80K), Blueprint Investment Partners LLC ($182.21K), Trust Co of Tennessee ($171.41K), Fiducient Advisors LLC ($166.25K), and UBS Group AG ($161.47K).

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

Institutional investors have sold a total of 5,567,400 shares in the last 24 months. This volume of shares sold represents approximately $318.28M in transactions.


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This page (NYSEARCA:USRT) was last updated on 5/5/2026 by MarketBeat.com Staff.
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