Free Trial
→ Now I look stupid. Real stupid... (From Porter & Company) (Ad) Buy USRT Stock  Free USRT Stock Alerts

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

iShares Core U.S. REIT ETF logo
$54.00 -0.15 (-0.28%)
As of 01:57 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
210
Total
Institutional Inflows
(last 12 months)
$472.82M
Number of
Institutional Sellers
(last 12 months)
143
Total
Institutional Outflows
(last 12 months)
$211.89M
Get USRT Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Core U.S. REIT ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

USRT Institutional Buying and Selling by Quarter

Remove Ads

iShares Core U.S. REIT ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Ellenbecker Investment Group41,984$2.42M0.4%-64.8%0.085%
4/15/2025CX Institutional451$26K0.0%N/A0.001%
4/14/2025 Farther Finance Advisors LLC10,093$581K0.0%+27,178.4%0.020%
4/14/2025 Millington Financial Advisors LLC28,650$1.52M0.9%+17.6%0.058%
4/14/2025 Bangor Savings Bank1,480$85K0.0%N/A0.003%
4/14/2025 Park Avenue Securities LLC3,540$204K0.0%-57.6%0.007%
4/14/2025 Miracle Mile Advisors LLC14,491$835K0.0%+7.1%0.029%
4/14/2025 RDA Financial Network9,955$573K0.2%-6.0%0.020%
4/11/2025 Intergy Private Wealth LLC13,427$773K0.3%+14.4%0.027%
4/11/2025 Congress Asset Management Co.52,898$3.05M0.0%-1.4%0.107%
4/11/2025 Insight Advisors LLC PA11,095$639K0.1%-3.0%0.022%
4/10/2025 Charles Schwab Trust Co401,248$23.11M1.9%+0.1%0.809%
4/10/2025 HF Advisory Group LLC8,863$511K0.2%-3.2%0.018%
4/10/2025 Better Money Decisions LLC41,510$2.39M1.6%N/A0.084%
4/10/2025 Presilium Private Wealth LLC34,792$2.00M0.4%-45.2%0.070%
4/10/2025 CGN Advisors LLC9,332$538K0.1%-9.4%0.019%
4/10/2025 Rialto Wealth Management LLC75,508$4.35M1.4%+25.7%0.152%
4/10/2025 Legacy Financial Group LLC116,643$6.72M1.0%-2.0%0.235%
4/9/2025 RFG Advisory LLC6,715$387K0.0%-61.1%0.014%
4/9/2025 SigFig Wealth Management LLC25,313$1.46M0.1%-3.6%0.051%
4/8/2025 J2 Capital Management Inc11,851$683K0.6%N/A0.024%
4/8/2025 Rothschild Investment LLC575$33K0.0%N/A0.001%
4/8/2025 Spartan Planning & Wealth Management60,091$3.46M3.4%-10.2%0.121%
4/8/2025 Private Client Services LLC17,321$998K0.5%+76.5%0.035%
4/8/2025 Parallel Advisors LLC8,941$515K0.0%+24.6%0.018%
4/4/2025 Moody National Bank Trust Division76,002$4.38M0.5%+54.3%0.153%
3/17/2025Wealth Enhancement Advisory Services LLC523,599$30.01M0.1%+2.1%1.065%
3/6/2025Copia Wealth Management1,247$71K0.1%N/A0.003%
3/4/2025Comprehensive Money Management Services LLC35,577$2.04M1.7%N/A0.073%
3/4/2025Dogwood Wealth Management LLC45,654$2.62M1.4%-1.5%0.094%
2/26/2025 Lakeshore Capital Group Inc.3,920$225K0.3%N/A0.008%
2/25/2025Heck Capital Advisors LLC23,475$1.35M0.1%N/A0.048%
2/24/2025United Advisor Group LLC4,366$250K0.0%N/A0.009%
2/18/2025Vise Technologies Inc.21,671$1.24M0.1%+5.5%0.050%
2/18/2025Focus Partners Advisor Solutions LLC6,960$399K0.0%+25.6%0.016%
2/17/2025Waverly Advisors LLC62,840$3.60M0.1%-1.4%0.144%
2/17/2025Visionary Wealth Advisors71,917$4.12M0.2%-0.5%0.165%
2/17/2025Quantinno Capital Management LP4,261$244K0.0%N/A0.010%
2/17/2025Millennium Management LLC3,972$228K0.0%N/A0.009%
2/17/2025Focus Partners Wealth26,306$1.51M0.0%+56.0%0.060%
Crypto’s crashing…but we’re still profiting (Ad)

Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess. The news is screaming fear. But while most traders watch their portfolios tank…

my friend Joel and his team at The Crypto Code are doing the opposite.
2/17/2025Coastal Bridge Advisors LLC10,644$610K0.2%+41.3%0.024%
2/17/2025EP Wealth Advisors LLC4,324$248K0.0%+26.4%0.010%
2/17/2025Colonial Trust Co SC1,257$79K0.0%-23.1%0.003%
2/17/2025CoreCap Advisors LLC46,437$2.66M0.1%-17.6%0.107%
2/17/2025Cetera Investment Advisers168,528$9.66M0.0%+18.5%0.387%
2/17/2025Capstone Investment Advisors LLC54,374$3.12M0.0%N/A0.125%
2/17/2025Captrust Financial Advisors135,476$7.76M0.0%+37.0%0.311%
2/17/2025Cary Street Partners Financial LLC9,772$560K0.0%N/A0.022%
2/17/2025Bank of America Corp DE984,463$56.42M0.0%+382.3%2.258%
2/17/2025BNP Paribas Financial Markets167,909$9.62M0.0%+37.0%0.385%
2/17/2025Ameriprise Financial Inc.152,619$8.75M0.0%+6.3%0.350%
2/17/2025Aptus Capital Advisors LLC20,897$1.20M0.0%+15.4%0.048%
2/14/2025Mercer Global Advisors Inc. ADV50,098$2.87M0.0%-26.1%0.115%
2/14/2025Jane Street Group LLC25,893$1.48M0.0%-13.9%0.059%
2/14/2025Rehmann Capital Advisory Group4,648$266K0.0%N/A0.011%
2/14/2025Comerica Bank14,298$819K0.0%+35.0%0.033%
2/14/2025Lido Advisors LLC140,215$8.04M0.0%+22.3%0.322%
2/14/2025Kovitz Investment Group Partners LLC13,838$793K0.0%-9.8%0.032%
2/14/2025Integrated Wealth Concepts LLC23,323$1.34M0.0%+16.0%0.053%
2/14/2025Susquehanna International Group LLP39,118$2.24M0.0%+223.5%0.090%
2/14/2025Stifel Financial Corp9,104$522K0.0%+10.1%0.021%
2/14/2025TD Waterhouse Canada Inc.28,681$1.64M0.0%+5.6%0.066%
2/14/2025Freedom Investment Management Inc.25,366$1.45M0.1%-4.1%0.058%
2/13/2025Mariner LLC96,353$5.52M0.0%+0.3%0.221%
2/13/2025SageView Advisory Group LLC7,917$454K0.0%N/A0.018%
2/13/2025Fiducient Advisors LLC368,653$21.13M2.6%+35.1%0.846%
2/13/2025Stamos Capital Partners L.P.35,090$2.01M0.5%+73.9%0.080%
2/13/2025Rockefeller Capital Management L.P.77,782$4.46M0.0%+1.6%0.178%
2/13/2025Blue Edge Capital LLC38,906$2.23M0.4%-3.3%0.089%
2/13/2025Advisory Services Network LLC6,460$370K0.0%-23.0%0.015%
2/13/2025Renaissance Technologies LLC17,400$997K0.0%N/A0.040%
2/13/2025Bank of Nova Scotia24,445$1.40M0.0%-59.8%0.056%
2/13/2025Cerity Partners LLC351,178$20.13M0.0%+37.2%0.805%
2/13/2025Envestnet Asset Management Inc.419,834$24.06M0.0%-46.3%0.963%
2/13/2025Wells Fargo & Company MN67,465$3.87M0.0%+8.6%0.155%
2/12/2025OneAscent Financial Services LLC4,962$284K0.0%N/A0.011%
2/12/2025National Bank of Canada FI36,067$2.07M0.0%N/A0.083%
2/12/2025O Shaughnessy Asset Management LLC170,965$9.80M0.1%+4.0%0.392%
2/12/2025IPG Investment Advisors LLC9,487$544K0.1%+6.3%0.022%
2/12/2025Life Planning Partners Inc37,423$2.15M0.3%N/A0.086%
2/12/2025WealthTrak Capital Management LLC39,911$2.29M1.9%N/A0.092%
2/12/2025Orion Portfolio Solutions LLC24,137$1.38M0.0%+23.5%0.055%
2/12/2025Rockbridge Investment Management LCC275,115$15.77M2.0%-11.8%0.631%
2/12/2025JPMorgan Chase & Co.312,355$17.90M0.0%+4.3%0.716%
2/11/2025Prospect Financial Group LLC20,004$1.15M1.4%N/A0.046%
2/11/2025Modern Wealth Management LLC87,488$5.12M0.2%-8.1%0.201%
2/11/2025Congress Wealth Management LLC DE79,042$4.53M0.1%+4.1%0.181%
2/11/2025LPL Financial LLC781,468$44.79M0.0%+256.5%1.792%
2/11/2025Blueprint Investment Partners LLC300,343$17.21M2.7%-21.1%0.689%
2/11/2025TD Private Client Wealth LLC1,314$75K0.0%N/A0.003%
Now I look stupid. Real stupid... (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
2/11/2025 SigFig Wealth Management LLC26,254$1.37M0.0%-11.9%0.060%
2/10/2025Wrenne Financial Planning LLC4,570$262K0.1%-14.7%0.010%
2/10/2025 Parallel Advisors LLC7,178$411K0.0%+82.8%0.016%
2/10/2025Creative Financial Designs Inc. ADV39,492$2.26M0.2%N/A0.091%
2/10/2025Glenview Trust co214,536$12.30M0.2%-1.1%0.492%
2/10/2025Corient Private Wealth LLC663,115$38.00M0.1%-0.7%1.521%
2/10/2025Envestnet Portfolio Solutions Inc.10,264$588K0.0%-10.5%0.024%
2/10/2025Tidemark LLC492$28K0.0%N/A0.001%
2/10/2025Phillips Financial Management LLC182,023$10.43M0.8%-16.6%0.417%
2/10/2025Commonwealth Equity Services LLC106,761$6.12M0.0%-5.5%0.245%
(Data available from 1/1/2016 forward)

Remove Ads

USRT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USRT shares?

During the previous two years, 386 institutional investors and hedge funds held shares of iShares Core U.S. REIT ETF. The most heavily invested institutionals were US Bancorp DE ($159.07M), Exchange Traded Concepts LLC ($140.58M), Charles Schwab Investment Advisory Inc. ($139.70M), Glenmede Trust Co. NA ($98.40M), Trust Co of Tennessee ($66.69M), Northwestern Mutual Wealth Management Co. ($58.55M), and Bank of America Corp DE ($56.42M).Learn more on USRT's institutional investors.

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

Of the 316 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 ($2.73M), US Bancorp DE ($1.46M), Trust Co of Tennessee ($1.16M), Bank of America Corp DE ($780.35K), LPL Financial LLC ($562.27K), Kestra Investment Management LLC ($548.87K), and Sumitomo Life Insurance Co. ($509.20K).

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

Institutional investors have bought a total of 18,872,556 shares in the last 24 months. This purchase volume represents approximately $1.01B in transactions.

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

Of the 211 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: Envestnet Asset Management Inc. ($900.80K), Fiducient Advisors LLC ($703.60K), Wealth Enhancement Advisory Services LLC ($621.52K), PNC Financial Services Group Inc. ($566.42K), Cowa LLC ($526.40K), Advisory Alpha LLC ($467.00K), and Sumitomo Life Insurance Co. ($403.90K).

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

Institutional investors have sold a total of 8,821,278 shares in the last 24 months. This volume of shares sold represents approximately $473.85M in transactions.


Related Companies

This page (NYSEARCA:USRT) was last updated on 4/16/2025 by MarketBeat.com Staff
From Our Partners
The Crypto Market is About to Change Lives
I've discovered something so significant about the 2025 crypto market that I had to put everything else aside ...
Crypto 101 Media | Sponsored
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
Crypto’s crashing…but we’re still profiting
Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess....
Crypto Swap Profits | Sponsored
Now I look stupid. Real stupid...
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
Gold Hits New Highs as Global Markets Spiral
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
New “Trump” currency proposed in DC
According to one of the most connected men in Washington… A surprising new bill was just introduced in Wash...
Paradigm Press | Sponsored
Is it CRAZY to still want reliable profits, despite this market?
Larry Benedict, the acclaimed "Market Wizard," is calling an emergency briefing now... The same Larry who –...
Brownstone Research | Sponsored