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

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$50.59
-0.02 (-0.04%)
(As of 04/24/2024 ET)
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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)
186
Total
Institutional Inflows
(last 12 months)
$539.95M
Number of
Institutional Sellers
(last 12 months)
141
Total
Institutional Outflows
(last 12 months)
$276.11M
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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
4/24/2024Landmark Wealth Management LLC7,013$377K0.2%+5.3%0.016%
4/24/2024Simplicity Wealth LLC37,143$2.00M0.0%N/A0.085%
4/23/2024 Venturi Wealth Management LLC1,987$107K0.0%+37.7%0.005%
4/23/2024 Tyche Wealth Partners LLC10,703$576K0.1%-10.2%0.025%
4/23/2024 Raymond James Financial Services Advisors Inc.45,796$2.46M0.0%-16.7%0.105%
4/22/2024 HF Advisory Group LLC9,171$493K0.3%+5.4%0.021%
4/22/2024 Drive Wealth Management LLC10,727$577K0.2%-22.4%0.025%
4/22/2024 Raymond James & Associates102,439$5.51M0.0%+4.7%0.235%
4/22/2024 Strategic Financial Planning Inc.17,810$958K0.7%-2.3%0.041%
4/19/2024 FORVIS Wealth Advisors LLC270,822$14.57M0.4%-0.3%0.620%
4/19/2024 Veracity Capital LLC4,724$254K0.1%-12.5%0.011%
4/18/2024 Naviter Wealth LLC21,384$1.15M0.2%-86.1%0.049%
4/18/2024 Congress Wealth Management LLC DE 87,459$4.71M0.1%-3.5%0.200%
4/18/2024 Hexagon Capital Partners LLC3,672$198K0.0%+75.5%0.008%
4/17/2024 River Street Advisors LLC7,097$382K0.3%+7.6%0.016%
4/16/2024 Moisand Fitzgerald Tamayo LLC33,874$1.82M0.3%-35.7%0.078%
4/16/2024 Wealth Enhancement Advisory Services LLC517,753$27.86M0.1%-24.7%1.186%
4/16/2024 ERn Financial LLC169,148$9.10M1.6%+0.7%0.388%
4/15/2024 SMI Advisory Services LLC112,457$6.04M1.7%N/A0.258%
4/15/2024 Peterson Wealth Advisors LLC20,722$1.12M0.2%+2.4%0.047%
4/15/2024 Cascade Wealth Advisors Inc32,364$1.66M1.4%N/A0.074%
4/15/2024 CIC Wealth LLC101,421$5.46M1.6%-2.1%0.232%
4/15/2024 Windsor Capital Management LLC55,206$2.97M0.9%+2.6%0.126%
4/13/2024 Quad Cities Investment Group LLC6,676$359K0.2%+13.6%0.016%
4/12/2024 Charles Schwab Trust Co452,213$24.33M2.3%+8.8%1.114%
4/12/2024 Global Assets Advisory LLC11,742$632K0.0%N/A0.029%
4/12/2024 Range Financial Group LLC14,527$782K0.4%+5.4%0.036%
4/11/2024 RDA Financial Network39,517$2.13M0.7%-3.8%0.097%
4/11/2024 Roble Belko & Company Inc27,971$1.51M0.3%-1.1%0.069%
4/11/2024 International Assets Investment Management LLC7,408$392K0.0%-5.9%0.018%
4/11/2024 Congress Asset Management Co. MA76,802$4.13M0.0%-3.7%0.189%
4/11/2024 Independent Wealth Network Inc.25,354$1.36M3.6%-40.7%0.062%
4/11/2024 RFG Advisory LLC12,169$655K0.0%-55.9%0.030%
4/10/2024 Legacy Financial Group LLC253,774$13.65M2.8%+2,019.9%0.625%
4/9/2024 Ellenbecker Investment Group228,917$12.32M2.6%-3.3%0.564%
4/8/2024 RVW Wealth LLC20,308$1.09M0.1%-2.0%0.050%
4/5/2024 Agincourt Capital Management LLC200,433$10.78M10.2%+1.2%0.494%
4/5/2024 VERITY Wealth Advisors5,996$323K0.2%+57.9%0.015%
4/4/2024 S. R. Schill & Associates303,311$16.32M7.1%+0.7%0.747%
3/22/2024PNC Financial Services Group Inc.3,446$187K0.0%-98.9%0.008%
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3/15/2024B. Riley Wealth Advisors Inc.3,697$201K0.0%N/A0.009%
3/12/2024Spartan Planning & Wealth Management113,143$6.14M6.5%+332.3%0.279%
3/6/2024SageView Advisory Group LLC4,682$246K0.0%N/A0.012%
3/4/2024 Congress Asset Management Co. MA79,745$4.33M0.0%-15.4%0.196%
2/28/2024EP Wealth Advisors LLC16,986$922K0.0%N/A0.042%
2/21/2024Garde Capital Inc.11,895$646K0.0%-71.4%0.029%
2/14/2024Visionary Wealth Advisors71,259$3.87M0.3%+3.5%0.176%
2/14/2024Stamos Capital Partners L.P.26,580$1.44M0.4%-16.7%0.065%
2/14/2024Schroder Investment Management Group270,000$14.66M0.0%+217.6%0.665%
2/13/2024Stephens Inc. AR293,784$15.95M0.3%-9.3%0.724%
2/13/2024Exencial Wealth Advisors LLC32,055$1.74M0.1%+1.4%0.079%
2/13/2024Tower Research Capital LLC TRC 1,105$60K0.0%-74.5%0.003%
2/13/2024Coco Enterprises LLC43,911$2.38M1.7%-12.0%0.108%
2/12/2024ORBA Wealth Advisors L.L.C.5,422$294K0.2%N/A0.013%
2/12/2024Bank of Nova Scotia102,920$5.58M0.0%+47.9%0.253%
2/12/2024 Strategic Financial Planning Inc.18,222$989K0.8%N/A0.045%
2/12/2024Relative Value Partners Group LLC10,118$549K0.0%-50.7%0.025%
2/12/2024Laidlaw Wealth Management LLC6,805$369K0.1%+30.8%0.017%
2/12/2024Roundview Capital LLC3,702$201K0.0%-16.6%0.009%
2/12/2024IPG Investment Advisors LLC9,601$521K0.1%-65.5%0.024%
2/12/2024Parallel Advisors LLC4,599$250K0.0%-50.8%0.011%
2/12/2024Heritage Wealth Advisors572$31K0.0%N/A0.001%
2/12/2024Cape Investment Advisory Inc.892$48K0.0%+77.0%0.002%
2/9/2024Nomura Asset Management Co. Ltd.13,290$722K0.0%N/A0.033%
2/9/2024 Congress Wealth Management LLC DE 90,623$4.92M0.1%-13.9%0.223%
2/9/2024Advisory Services Network LLC27,601$1.50M0.0%+3.5%0.068%
2/9/2024Orion Portfolio Solutions LLC22,144$1.20M0.0%+11.8%0.055%
2/9/2024SageView Advisory Group LLC4,682$246K0.0%N/A0.012%
2/9/2024Commerce Bank6,784$368K0.0%+8.0%0.017%
2/9/2024US Bancorp DE2,368,681$128.60M0.2%+31.6%5.834%
2/9/2024 AWM Capital LLC25,803$1.40M0.3%-53.9%0.064%
2/9/2024Corient Private Wealth LLC745,132$40.45M0.1%-11.9%1.835%
2/9/2024UBS Group AG280,802$15.25M0.0%+7.7%0.692%
2/8/2024SigFig Wealth Management LLC34,686$1.75M0.1%-6.5%0.085%
2/8/2024Beacon Pointe Advisors LLC4,043$219K0.0%-42.3%0.010%
2/8/2024CarsonAllaria Wealth Management Ltd.36,139$1.96M1.4%+0.9%0.089%
2/8/2024Wade G W & Inc.9,581$520K0.0%-3.0%0.024%
2/8/2024Vise Technologies Inc.17,124$930K0.2%-42.3%0.042%
2/8/2024Mitsubishi UFJ Asset Management UK Ltd.17,100$928K0.5%-16.2%0.042%
2/8/2024Marshall Financial Group Inc. ADV99,970$5.43M1.9%-0.6%0.246%
2/7/2024Avantax Advisory Services Inc.35,282$1.92M0.0%+362.5%0.087%
2/7/2024Envestnet Portfolio Solutions Inc.15,141$822K0.0%N/A0.037%
2/7/2024Horan Securities Inc.4,339$236K0.1%-11.2%0.011%
2/7/2024Cary Street Partners Investment Advisory LLC10,890$591K0.0%-12.1%0.027%
2/7/2024 Mid American Wealth Advisory Group Inc.4,850$263K0.2%-12.3%0.012%
2/7/2024Smithfield Trust Co521$28K0.0%N/A0.001%
2/7/2024Principal Securities Inc.12,481$678K0.0%N/A0.031%
2/6/2024Cullen Frost Bankers Inc.3,242$176K0.0%N/A0.008%
2/6/2024Charles Schwab Investment Advisory Inc.2,687,811$145.92M0.2%+12.4%6.620%
2/6/2024Apollon Wealth Management LLC16,339$887K0.0%-2.7%0.040%
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2/6/2024Private Advisor Group LLC4,223$229K0.0%-19.6%0.010%
2/6/2024Fi3 FINANCIAL ADVISORS LLC27,692$1.50M0.7%-9.6%0.068%
2/6/2024FourThought Financial Partners LLC8,054$437K0.1%+20.2%0.020%
2/6/2024U.S. Capital Wealth Advisors LLC73,124$3.97M0.2%-21.3%0.180%
2/6/2024Benjamin F. Edwards & Company Inc.4,408$239K0.0%-12.6%0.011%
2/6/2024First Horizon Advisors Inc.1,176$64K0.0%N/A0.003%
2/5/2024One Day In July LLC6,381$346K0.1%+30.0%0.016%
2/5/2024 Hexagon Capital Partners LLC2,092$114K0.0%+27.0%0.005%
2/5/2024Fiducient Advisors LLC805,668$43.74M8.2%+25.1%1.984%
2/5/2024Mission Wealth Management LP460,293$24.99M0.8%+15.5%1.134%
(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, 357 institutional investors and hedge funds held shares of iShares Core U.S. REIT ETF. The most heavily invested institutionals were Charles Schwab Investment Advisory Inc. ($145.92M), Exchange Traded Concepts LLC ($140.58M), US Bancorp DE ($128.60M), Bank of America Corp DE ($46.88M), Fiducient Advisors LLC ($43.74M), Corient Private Wealth LLC ($40.45M), and McCutchen Group LLC ($35.36M).Learn more on USRT's institutional investors.

Which institutional investors have been buying iShares Core U.S. REIT ETF stock?

Of the 297 institutional investors that purchased iShares Core U.S. REIT ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Exchange Traded Concepts LLC ($2.74M), US Bancorp DE ($1.45M), Fiducient Advisors LLC ($815.53K), Bank of America Corp DE ($606.08K), Cowa LLC ($508.45K), Heritage Financial Services LLC ($496.66K), and HighTower Advisors LLC ($482.71K).

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

Institutional investors have bought a total of 18,179,983 shares in the last 24 months. This purchase volume represents approximately $941.39M in transactions.

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

Of the 213 institutional investors that sold iShares Core U.S. REIT ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fiducient Advisors LLC ($867.77K), Envestnet Asset Management Inc. ($801.21K), Victory Capital Management Inc. ($697.31K), Wealth Enhancement Advisory Services LLC ($619.93K), PNC Financial Services Group Inc. ($566.42K), Cowa LLC ($563.07K), and SBK Financial Inc. ($310.98K).

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

Institutional investors have sold a total of 10,160,948 shares in the last 24 months. This volume of shares sold represents approximately $548.26M in transactions.


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This page (NYSEARCA:USRT) was last updated on 4/25/2024 by MarketBeat.com Staff

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