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

iShares Core U.S. REIT ETF logo
$67.32 +0.12 (+0.18%)
As of 01:55 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
240
Total
Institutional Inflows
(last 12 months)
$534.16M
Number of
Institutional Sellers
(last 12 months)
126
Total
Institutional Outflows
(last 12 months)
$276.89M
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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
8/12/2026 Compass Financial Management LLC1,168$78K0.0%N/A0.002%
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%
6/3/2026 Parallel Advisors LLC7,815$463K0.0%+6.6%0.013%
6/3/2026 NewEdge 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%
5/29/2026 Krane Financial Solutions LLC6,006$356K0.2%N/A0.010%
5/29/2026 Asset Dedication LLC1,997$118K0.0%-12.2%0.003%
5/26/2026 Glenmede 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%
5/19/2026 Ashton Thomas Securities LLC35,423$2.10M0.3%N/A0.061%
5/19/2026 Arkadios 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%
5/15/2026 Wealth Alliance LLC17,614$1.04M0.1%+181.5%0.030%
5/14/2026Rockbridge Investment Management LCC286,467$16.96M1.5%+2.5%0.490%
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5/14/2026 Compound 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%
5/14/2026 Lido Advisors LLC243,684$14.42M0.0%-0.7%0.417%
5/13/2026 Cetera Investment Advisers189,146$11.20M0.0%-4.7%0.323%
5/13/2026 Wealthspire Retirement LLC13,209$782K0.0%+28.1%0.023%
5/13/2026Aureus Asset Management LLC17,743$1.05M0.1%+37.3%0.030%
5/13/2026 Alpha Financial Partners LLC30,718$1.82M1.1%+4.7%0.053%
5/12/2026 Insight Advisors LLC PA11,050$654K0.1%+1.7%0.019%
5/12/2026 Cascade Wealth Advisors Inc23,887$1.56M0.6%+4.3%0.041%
5/8/2026 PNC Financial Services Group Inc.2,095$124K0.0%+53.9%0.004%
5/8/2026 HORAN Wealth LLC3,899$222K0.0%N/A0.007%
5/8/2026 Glenview 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%
5/7/2026 Parallel Advisors LLC7,815$463K0.0%+6.6%0.013%
5/6/2026 Frontier Asset Management LLC27,933$1.65M0.3%N/A0.048%
5/6/2026 AXS 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%
5/2/2026 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%
4/23/2026Comprehensive 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%
4/22/2026 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%
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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%


USRT Institutional Ownership - Frequently Asked Questions

During the previous two years, 414 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 357 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 9,121,329 shares in the last 24 months. This purchase volume represents approximately $534.16M in transactions.

Of the 124 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), UBS Group AG ($161.47K), Fiducient Advisors LLC ($156.65K), Pacific Life Fund Advisors LLC ($144.64K), and BNP Paribas Financial Markets ($84K).

Institutional investors have sold a total of 4,800,205 shares in the last 24 months. This volume of shares sold represents approximately $276.89M in transactions.


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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 8/12/2026. New 13F filings are added each quarter as they're published.
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