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

iShares Core U.S. REIT ETF logo
$57.01 -0.59 (-1.02%)
As of 04:10 PM Eastern
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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)
208
Total
Institutional Inflows
(last 12 months)
$489.56M
Number of
Institutional Sellers
(last 12 months)
144
Total
Institutional Outflows
(last 12 months)
$206.76M
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USRT Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC523,599$30.01M0.1%+2.1%1.065%
3/6/2025 Copia Wealth Management1,247$71K0.1%N/A0.003%
3/4/2025 Comprehensive Money Management Services LLC35,577$2.04M1.7%N/A0.073%
3/4/2025 Dogwood 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%
2/25/2025 Heck Capital Advisors LLC23,475$1.35M0.1%N/A0.048%
2/24/2025 United Advisor Group LLC4,366$250K0.0%N/A0.009%
2/18/2025 Vise Technologies Inc.21,671$1.24M0.1%+5.5%0.050%
2/18/2025 Focus Partners Advisor Solutions LLC6,960$399K0.0%+25.6%0.016%
2/17/2025 Waverly Advisors LLC62,840$3.60M0.1%-1.4%0.144%
2/17/2025 Visionary Wealth Advisors71,917$4.12M0.2%-0.5%0.165%
2/17/2025 Quantinno Capital Management LP4,261$244K0.0%N/A0.010%
2/17/2025 Millennium Management LLC3,972$228K0.0%N/A0.009%
2/17/2025 Focus Partners Wealth26,306$1.51M0.0%+56.0%0.060%
2/17/2025 Coastal Bridge Advisors LLC10,644$610K0.2%+41.3%0.024%
2/17/2025 EP Wealth Advisors LLC4,324$248K0.0%+26.4%0.010%
2/17/2025 Colonial Trust Co SC1,257$79K0.0%-23.1%0.003%
2/17/2025 CoreCap Advisors LLC46,437$2.66M0.1%-17.6%0.107%
2/17/2025 Cetera Investment Advisers168,528$9.66M0.0%+18.5%0.387%
2/17/2025 Capstone Investment Advisors LLC54,374$3.12M0.0%N/A0.125%
2/17/2025 Captrust Financial Advisors135,476$7.76M0.0%+37.0%0.311%
2/17/2025 Cary Street Partners Financial LLC9,772$560K0.0%N/A0.022%
2/17/2025 Bank of America Corp DE984,463$56.42M0.0%+382.3%2.258%
2/17/2025 BNP Paribas Financial Markets167,909$9.62M0.0%+37.0%0.385%
2/17/2025 Ameriprise Financial Inc.152,619$8.75M0.0%+6.3%0.350%
2/17/2025 Aptus Capital Advisors LLC20,897$1.20M0.0%+15.4%0.048%
2/14/2025 Mercer Global Advisors Inc. ADV50,098$2.87M0.0%-26.1%0.115%
2/14/2025 Jane Street Group LLC25,893$1.48M0.0%-13.9%0.059%
2/14/2025 Rehmann Capital Advisory Group4,648$266K0.0%N/A0.011%
2/14/2025 Comerica Bank14,298$819K0.0%+35.0%0.033%
2/14/2025 Lido Advisors LLC140,215$8.04M0.0%+22.3%0.322%
2/14/2025 Kovitz Investment Group Partners LLC13,838$793K0.0%-9.8%0.032%
2/14/2025 Integrated Wealth Concepts LLC23,323$1.34M0.0%+16.0%0.053%
2/14/2025 Susquehanna International Group LLP39,118$2.24M0.0%+223.5%0.090%
2/14/2025 Stifel Financial Corp9,104$522K0.0%+10.1%0.021%
2/14/2025 TD Waterhouse Canada Inc.28,681$1.64M0.0%+5.6%0.066%
2/14/2025 Freedom Investment Management Inc.25,366$1.45M0.1%-4.1%0.058%
2/13/2025 Mariner LLC96,353$5.52M0.0%+0.3%0.221%
2/13/2025 SageView Advisory Group LLC7,917$454K0.0%N/A0.018%
2/13/2025 Fiducient Advisors LLC368,653$21.13M2.6%+35.1%0.846%
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2/13/2025 Stamos Capital Partners L.P.35,090$2.01M0.5%+73.9%0.080%
2/13/2025 Rockefeller Capital Management L.P.77,782$4.46M0.0%+1.6%0.178%
2/13/2025 Blue Edge Capital LLC38,906$2.23M0.4%-3.3%0.089%
2/13/2025 Advisory Services Network LLC6,460$370K0.0%-23.0%0.015%
2/13/2025 Renaissance Technologies LLC17,400$997K0.0%N/A0.040%
2/13/2025 Bank of Nova Scotia24,445$1.40M0.0%-59.8%0.056%
2/13/2025 Cerity Partners LLC351,178$20.13M0.0%+37.2%0.805%
2/13/2025 Envestnet Asset Management Inc.419,834$24.06M0.0%-46.3%0.963%
2/13/2025 Wells Fargo & Company MN67,465$3.87M0.0%+8.6%0.155%
2/12/2025 OneAscent Financial Services LLC4,962$284K0.0%N/A0.011%
2/12/2025 National Bank of Canada FI36,067$2.07M0.0%N/A0.083%
2/12/2025 O Shaughnessy Asset Management LLC170,965$9.80M0.1%+4.0%0.392%
2/12/2025 IPG Investment Advisors LLC9,487$544K0.1%+6.3%0.022%
2/12/2025 Life Planning Partners Inc37,423$2.15M0.3%N/A0.086%
2/12/2025 WealthTrak Capital Management LLC39,911$2.29M1.9%N/A0.092%
2/12/2025 Orion Portfolio Solutions LLC24,137$1.38M0.0%+23.5%0.055%
2/12/2025 Rockbridge Investment Management LCC275,115$15.77M2.0%-11.8%0.631%
2/12/2025 JPMorgan Chase & Co.312,355$17.90M0.0%+4.3%0.716%
2/11/2025 Prospect Financial Group LLC20,004$1.15M1.4%N/A0.046%
2/11/2025 Modern Wealth Management LLC87,488$5.12M0.2%-8.1%0.201%
2/11/2025 Congress Wealth Management LLC DE 79,042$4.53M0.1%+4.1%0.181%
2/11/2025 LPL Financial LLC781,468$44.79M0.0%+256.5%1.792%
2/11/2025 Blueprint Investment Partners LLC300,343$17.21M2.7%-21.1%0.689%
2/11/2025 TD Private Client Wealth LLC1,314$75K0.0%N/A0.003%
2/11/2025 SigFig Wealth Management LLC26,254$1.37M0.0%-11.9%0.060%
2/10/2025 Wrenne Financial Planning LLC4,570$262K0.1%-14.7%0.010%
2/10/2025 Parallel Advisors LLC7,178$411K0.0%+82.8%0.016%
2/10/2025 Creative Financial Designs Inc. ADV39,492$2.26M0.2%N/A0.091%
2/10/2025 Glenview Trust co214,536$12.30M0.2%-1.1%0.492%
2/10/2025 Corient Private Wealth LLC663,115$38.00M0.1%-0.7%1.521%
2/10/2025 Envestnet Portfolio Solutions Inc.10,264$588K0.0%-10.5%0.024%
2/10/2025 Tidemark LLC492$28K0.0%N/A0.001%
2/10/2025 Phillips Financial Management LLC182,023$10.43M0.8%-16.6%0.417%
2/10/2025 Commonwealth Equity Services LLC106,761$6.12M0.0%-5.5%0.245%
2/10/2025 Avantax Advisory Services Inc.95,368$5.47M0.0%+1,236.2%0.219%
2/10/2025 Securian Asset Management Inc.38,703$2.22M0.1%-4.4%0.089%
2/7/2025 Sequoia Financial Advisors LLC4,890$280K0.0%+23.0%0.011%
2/7/2025 HighTower Advisors LLC406,906$23.32M0.0%-0.6%0.933%
2/7/2025 Daiwa Securities Group Inc.6,561$376K0.0%+43.6%0.015%
2/7/2025 REDW Wealth LLC5,113$293K0.1%-28.1%0.012%
2/7/2025 Horan Securities Inc.3,570$205K0.1%-7.3%0.008%
2/7/2025 Naviter Wealth LLC31,896$1.83M0.2%+208.6%0.073%
2/7/2025 Rialto Wealth Management LLC60,049$3.44M1.1%N/A0.138%
2/7/2025 Beam Wealth Advisors Inc.10,947$627K0.2%-3.9%0.025%
2/6/2025 Raymond James Financial Inc.172,918$9.91M0.0%N/A0.397%
2/6/2025 Exencial Wealth Advisors LLC23,318$1.34M0.0%-1.9%0.053%
2/6/2025 Synergy Investment Management LLC729$42K0.0%N/A0.002%
2/6/2025 Global Strategic Investment Solutions LLC13,692$785K0.1%-24.3%0.031%
2/6/2025 Mission Wealth Management LP505,944$29.00M0.7%+0.7%1.160%
2/6/2025 Cascade Wealth Advisors Inc42,967$2.46M1.7%+11.1%0.099%
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2/6/2025 Jones Financial Companies Lllp37,009$2.12M0.0%+66.3%0.085%
2/5/2025 Halbert Hargrove Global Advisors LLC20,273$1.16M0.1%-13.5%0.046%
2/5/2025 Kohmann Bosshard Financial Services LLC34,355$1.97M0.2%-4.5%0.079%
2/5/2025 Cape Investment Advisory Inc.1,337$77K0.0%+154.2%0.003%
2/5/2025 US Bancorp DE2,775,610$159.07M0.2%+3.3%6.366%
2/5/2025 Goodwin Investment Advisory25,944$1.49M0.8%-2.6%0.060%
2/5/2025 Private Trust Co. NA644$37K0.0%-38.6%0.001%
2/5/2025 AWM Capital LLC31,871$1.83M0.2%-1.9%0.073%
2/5/2025 MKD Wealth Coaches LLC4,056$232K0.2%N/A0.009%
2/5/2025 Nwam LLC13,721$786K0.0%-12.1%0.031%
(Data available from 1/1/2016 forward)

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USRT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USRT shares?

During the previous two years, 382 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 312 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 19,048,953 shares in the last 24 months. This purchase volume represents approximately $1.02B in transactions.

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

Of the 210 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 8,719,799 shares in the last 24 months. This volume of shares sold represents approximately $467.76M in transactions.


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This page (NYSEARCA:USRT) was last updated on 3/25/2025 by MarketBeat.com Staff
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