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

iShares Core U.S. REIT ETF logo
$69.82 +1.49 (+2.18%)
As of 07/24/2026 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)
252
Total
Institutional Inflows
(last 12 months)
$590.85M
Number of
Institutional Sellers
(last 12 months)
153
Total
Institutional Outflows
(last 12 months)
$312.46M
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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
7/10/2026 Envision Financial LLC76,982$5.12M2.4%+7.9%0.116%
7/10/2026 Financial Planning Fort Collins LLC50,102$3.34M2.5%-2.4%0.076%
7/10/2026 Family Wealth Partners LLC34,554$2.30M0.7%+6.3%0.052%
7/10/2026 Charles Schwab Trust Co392,426$26.08M1.5%-4.5%0.592%
7/10/2026 Prosperity Planning Inc.77,786$5.17M1.2%+0.8%0.117%
7/10/2026 SMI Advisory Services LLC377,626$25.30M4.1%N/A0.570%
7/10/2026 Wealthcare Advisory Partners LLC200,743$13.34M0.3%+13.4%0.303%
7/9/2026 Wealthcare Capital Partners LLC31,994$2.13M0.9%+8.7%0.048%
7/9/2026 Wealthcare Capital Management LLC9,102$605K0.1%+28.1%0.014%
7/9/2026 IFC & Insurance Marketing Inc.36,836$2.45M2.2%+10.9%0.056%
7/9/2026 HF Advisory Group LLC9,260$615K0.2%+5.5%0.014%
7/9/2026 Sax Wealth Advisors LLC3,767$250K0.0%N/A0.006%
7/9/2026 Windsor Capital Management LLC67,817$4.51M1.2%+2.1%0.102%
7/8/2026 Matthew Goff Investment Advisor LLC25,909$1.72M0.3%+5.1%0.039%
7/7/2026 Avior Wealth Management LLC98,502$6.55M0.2%-16.2%0.150%
7/7/2026 Canandaigua National Bank & Trust Co.115,955$7.71M0.6%N/A0.176%
7/7/2026 Moody National Bank Trust Division124,877$8.30M0.7%-3.8%0.190%
7/7/2026 CGN Advisors LLC5,433$361K0.0%-23.1%0.008%
7/7/2026 CoreCap Advisors LLC88,426$5.88M0.2%+24.5%0.134%
7/6/2026 Bangor Savings Bank3,170$211K0.0%+42.8%0.005%
7/6/2026 Private Client Services LLC46,509$3.09M0.8%-15.3%0.071%
7/6/2026 Dogwood 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%
6/1/2026 Financial 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%
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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%
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%
5/6/2026Frontier Asset Management LLC27,933$1.65M0.3%N/A0.048%
5/6/2026AXS Investments LLC66,350$3.93M1.6%-3.3%0.113%
5/5/2026 Nolet 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%
5/2/2026Pacific 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%
5/2/2026Diversify Wealth Management LLC8,803$560K0.0%+69.4%0.015%
5/1/2026Fifth 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%
4/30/2026Kestra Advisory Services LLC43,268$2.56M0.0%+29.1%0.074%
4/30/2026ES4 LLC49,011$2.90M1.9%N/A0.084%
4/30/2026Beam Wealth Advisors Inc.10,400$616K0.2%+1.6%0.018%
4/29/2026Navalign LLC10,659$631K0.2%+342.1%0.018%
4/28/2026Stephens Inc. AR365,635$21.64M0.3%+1.4%0.627%
4/28/2026Walkner 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%
4/27/2026Trademark Financial Management LLC26,656$1.58M0.8%N/A0.046%
4/27/2026Platform Technology Partners4,307$255K0.0%N/A0.007%
4/24/2026Ellenbecker Investment Group19,719$1.17M0.2%-5.2%0.034%
4/24/2026Kagan 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%
4/23/2026Inman Jager Wealth Management LLC16,774$993K0.6%-2.7%0.029%
4/23/2026Comprehensive 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%
4/22/2026Janney 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%
4/22/2026Advocate 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%
4/22/2026MBE Wealth Management LLC8,079$478K0.2%-5.9%0.014%
4/21/2026 HF Advisory Group LLC8,781$520K0.2%-8.7%0.015%
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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%
4/20/2026Kestra 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%
4/20/2026Banque 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%


USRT Institutional Ownership - Frequently Asked Questions

During the previous two years, 417 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 360 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).

Institutional investors have bought a total of 10,123,889 shares in the last 24 months. This purchase volume represents approximately $590.85M in transactions.

Of the 148 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 ($991.64K), Thrivent Financial for Lutherans ($507.46K), Blueprint Investment Partners LLC ($182.21K), Fiducient Advisors LLC ($166.25K), UBS Group AG ($161.47K), and Pacific Life Fund Advisors LLC ($144.64K).

Institutional investors have sold a total of 5,429,013 shares in the last 24 months. This volume of shares sold represents approximately $312.46M in transactions.


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This page (NYSEARCA:USRT) was last updated on 7/25/2026 by MarketBeat.com Staff.
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