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

iShares Core U.S. REIT ETF logo
$57.20 -0.09 (-0.16%)
As of 01/17/2025 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)
180
Total
Institutional Inflows
(last 12 months)
$447.25M
Number of
Institutional Sellers
(last 12 months)
134
Total
Institutional Outflows
(last 12 months)
$236.46M
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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
1/17/2025IVC Wealth Advisors LLC4,696$269K0.2%+26.0%0.011%
1/17/2025Avior Wealth Management LLC2,300$132K0.0%+47.1%0.005%
1/17/2025Peterson Wealth Advisors LLC14,867$856K0.2%-16.8%0.034%
1/17/2025Mutual Advisors LLC10,191$584K0.0%-2.6%0.023%
1/17/2025SMI Advisory Services LLC66,025$3.69M0.9%-50.1%0.151%
1/17/2025Independent Wealth Network Inc.42,439$2.43M1.0%+1.7%0.097%
1/17/2025Finley Financial LLC4,780$269K0.1%N/A0.011%
1/17/2025Albion Financial Group UT18,868$1.08M0.1%+11,198.2%0.043%
1/17/2025Advisory Alpha LLC4,838$277K0.0%-18.5%0.011%
1/17/2025Mitsubishi UFJ Asset Management UK Ltd.14,600$837K0.4%-7.6%0.033%
1/17/2025Atomi Financial Group Inc.133,841$7.67M0.4%+0.7%0.307%
1/17/2025Prosperity Planning Inc.66,475$3.81M1.2%+1.1%0.152%
1/16/2025Charles Schwab Trust Co400,826$22.97M2.0%+2.6%0.919%
1/16/2025Pure Financial Advisors LLC216,480$12.41M0.3%+7.4%0.497%
1/16/2025SFG Wealth Management LLC.3,784$217K0.1%N/A0.009%
1/15/2025 HF Advisory Group LLC9,154$525K0.2%-3.3%0.021%
1/15/2025 HB Wealth Management LLC8,684$498K0.0%-9.5%0.020%
1/15/2025 Financial & Tax Architects LLC304,711$17.46M4.4%+4.4%0.699%
1/15/2025 CGN Advisors LLC10,298$590K0.1%-19.0%0.024%
1/15/2025 Helen Stephens Group LLC11,428$655K0.2%-5.5%0.026%
1/15/2025 RDA Financial Network10,593$607K0.2%-46.9%0.024%
1/15/2025 Family Wealth Partners LLC3,730$214K0.1%N/A0.009%
1/15/2025 Tallon Kerry Patrick31,274$1.78M1.7%N/A0.072%
1/14/2025 ERn Financial LLC186,187$10.67M1.6%+2.5%0.427%
1/14/2025 Park Avenue Securities LLC8,349$478K0.0%N/A0.019%
1/14/2025 Sharper & Granite LLC26,835$1.54M0.7%+13.9%0.062%
1/14/2025 Quad Cities Investment Group LLC7,401$424K0.2%+13.0%0.017%
1/14/2025 Biltmore Wealth Management LLC195,124$11.18M4.7%+0.8%0.448%
1/13/2025 TPG Financial Advisors LLC95,906$5.50M2.4%+3.2%0.220%
1/13/2025 Ellenbecker Investment Group119,237$6.83M1.2%-33.4%0.273%
1/13/2025 Miracle Mile Advisors LLC13,526$775K0.0%-50.0%0.031%
1/13/2025 Envision Financial LLC24,816$1.42M1.1%N/A0.057%
1/10/2025 HBW Advisory Services LLC19,018$1.09M0.2%+2.5%0.044%
1/10/2025 Ridgewood Investments LLC2,484$142K0.1%+102.3%0.006%
1/8/2025 Private Client Services LLC9,812$562K0.3%-38.2%0.023%
1/8/2025 International Assets Investment Management LLC6,362$361K0.0%N/A0.015%
1/7/2025 Range Financial Group LLC14,877$853K0.4%N/A0.034%
1/7/2025 Spartan Planning & Wealth Management66,928$3.84M3.5%N/A0.154%
12/26/2024JPMorgan Chase & Co.299,373$18.43M0.0%+1.0%0.687%
11/25/2024Wilmington Savings Fund Society FSB4,312$265K0.0%N/A0.010%
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11/25/2024Sanctuary Advisors LLC35,477$2.18M0.0%+18.0%0.081%
11/18/2024Sunbelt Securities Inc.13,808$850K0.1%+261.0%0.032%
11/18/2024Coldstream Capital Management Inc.12,324$759K0.0%-7.7%0.028%
11/15/2024Executive Wealth Management LLC93,759$5.77M0.5%N/A0.215%
11/15/2024MML Investors Services LLC10,943$674K0.0%-14.1%0.025%
11/15/2024EP Wealth Advisors LLC3,421$211K0.0%-24.4%0.008%
11/15/2024Jane Street Group LLC30,087$1.85M0.0%N/A0.069%
11/15/2024Kovitz Investment Group Partners LLC15,340$945K0.0%N/A0.035%
11/15/2024State Street Corp41,900$2.58M0.0%+27.7%0.096%
11/15/2024Integrated Wealth Concepts LLC20,102$1.24M0.0%+2.5%0.046%
11/15/2024HighTower Advisors LLC409,504$25.19M0.0%+1.9%0.939%
11/15/2024Aureus Asset Management LLC10,506$647K0.0%-2.1%0.024%
11/15/2024Kestra Investment Management LLC548,867$33.79M1.5%N/A1.259%
11/14/2024Flow Traders U.S. LLC35,259$2.17M0.1%N/A0.081%
11/14/2024Captrust Financial Advisors98,895$6.09M0.0%+1,030.0%0.227%
11/14/2024Rockefeller Capital Management L.P.76,594$4.72M0.0%+1.0%0.176%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank30,489$1.87M0.0%-2.6%0.070%
11/13/2024Glenmede Trust Co. NA1,598,115$98.40M0.5%-7.0%3.665%
11/13/2024Freedom Investment Management Inc.26,439$1.63M0.1%-6.1%0.061%
11/13/2024BNP Paribas Financial Markets122,604$7.55M0.0%+83.8%0.281%
11/13/2024Shum Financial Group Inc.22,271$1.35M1.1%N/A0.051%
11/13/2024FMR LLC5,549$342K0.0%+250.3%0.013%
11/13/2024D.A. Davidson & CO.3,317$204K0.0%-22.7%0.008%
11/13/2024Private Trust Co. NA1,049$65K0.0%+496.0%0.002%
11/13/2024Prosperity Financial Group Inc.4,665$287K0.2%N/A0.011%
11/13/2024Daiwa Securities Group Inc.4,569$281K0.0%+56.0%0.010%
11/12/2024Cerity Partners LLC255,874$15.75M0.0%+28.9%0.587%
11/12/2024Nwam LLC15,601$961K0.1%N/A0.036%
11/12/2024 Integrated Investment Consultants LLC15,969$983K0.0%-2.6%0.037%
11/8/2024Avior Wealth Management LLC1,564$96K0.0%+57.0%0.004%
11/7/2024Pathstone Holdings LLC25,074$1.54M0.0%+88.4%0.058%
11/7/2024MidAtlantic Capital Management Inc.6,919$426K0.3%N/A0.016%
11/7/2024MAI Capital Management15,501$954K0.0%-4.8%0.036%
11/7/2024Phillips Financial Management LLC218,128$13.43M1.0%-3.0%0.500%
11/7/2024Thrivent Financial for Lutherans616,236$37.94M0.1%-5.3%1.413%
11/6/2024River Street Advisors LLC13,303$819K0.4%+10.0%0.031%
11/6/2024Destiny Capital Corp CO10,460$626K0.4%+48.5%0.024%
11/6/2024Vawter Financial Ltd.3,298$203K0.1%N/A0.008%
11/6/2024Balboa Wealth Partners3,990$246K0.1%N/A0.009%
11/6/2024OLD Second National Bank of Aurora2,416$149K0.0%-6.5%0.006%
11/5/2024Aptus Capital Advisors LLC18,103$1.12M0.0%+1.4%0.042%
11/5/2024Prime Capital Investment Advisors LLC381,823$23.51M0.3%-1.7%0.876%
11/5/2024Sumitomo Mitsui Trust Group Inc.14,961$921K0.0%N/A0.034%
11/5/2024Apollon Wealth Management LLC15,029$925K0.0%-1.4%0.034%
11/4/2024Venturi Wealth Management LLC1,430$88K0.0%-13.3%0.003%
11/4/2024Marshall Financial Group Inc. ADV111,851$6.89M2.1%+0.8%0.257%
11/4/2024Sanctuary Wealth Management L.L.C.808$50K0.0%N/A0.002%
11/1/2024Cypress Point Wealth Management LLC4,397$271K0.1%-5.1%0.010%
11/1/2024Cowa LLC23,951$1.48M0.7%+16.0%0.055%
11/1/2024Rockbridge Investment Management LCC311,841$19.20M2.5%-30.7%0.715%
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10/31/2024Trademark Financial Management LLC16,924$1.04M0.8%N/A0.039%
10/30/2024RTD Financial Advisors Inc.21,553$1.33M0.2%-5.3%0.049%
10/30/2024Foster & Motley Inc.5,175$319K0.0%-10.0%0.012%
10/30/2024 HF Advisory Group LLC9,470$583K0.3%-2.6%0.022%
10/30/2024Focused Wealth Management Inc485$30K0.0%N/A0.001%
10/30/2024Landmark Wealth Management LLC6,409$395K0.2%N/A0.015%
10/29/2024Pure Financial Advisors LLC201,519$12.41M0.3%-1.3%0.462%
10/29/2024Realta Investment Advisors9,322$564K0.3%N/A0.021%
10/28/2024Gladstone Institutional Advisory LLC6,718$414K0.0%N/A0.015%
10/28/2024Fonville Wealth Management LLC4,569$281K0.1%-4.9%0.010%
(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, 351 institutional investors and hedge funds held shares of iShares Core U.S. REIT ETF. The most heavily invested institutionals were US Bancorp DE ($165.50M), Exchange Traded Concepts LLC ($140.58M), Charles Schwab Investment Advisory Inc. ($139.70M), Glenmede Trust Co. NA ($98.40M), Trust Co of Tennessee ($61.06M), Northwestern Mutual Wealth Management Co. ($58.55M), and Bank of America Corp DE ($46.88M).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 ($2.73M), US Bancorp DE ($1.37M), Trust Co of Tennessee ($1.14M), Fiducient Advisors LLC ($910.14K), Bank of America Corp DE ($606.08K), Kestra Investment Management LLC ($548.87K), and Cowa LLC ($507.49K).

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

Institutional investors have bought a total of 19,179,640 shares in the last 24 months. This purchase volume represents approximately $1.00B in transactions.

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

Of the 198 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 ($703.60K), Wealth Enhancement Advisory Services LLC ($621.52K), PNC Financial Services Group Inc. ($566.42K), Advisory Alpha LLC ($546.99K), Cowa LLC ($545.90K), Envestnet Asset Management Inc. ($538.76K), 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 8,774,022 shares in the last 24 months. This volume of shares sold represents approximately $463.76M in transactions.


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This page (NYSEARCA:USRT) was last updated on 1/18/2025 by MarketBeat.com Staff
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