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

iShares Core U.S. REIT ETF logo
$59.09 -0.15 (-0.25%)
(As of 12/17/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
181
Total
Institutional Inflows
(last 12 months)
$445.55M
Number of
Institutional Sellers
(last 12 months)
132
Total
Institutional Outflows
(last 12 months)
$235.37M
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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
11/25/2024 Wilmington Savings Fund Society FSB4,312$265K0.0%N/A0.010%
11/25/2024 Sanctuary Advisors LLC35,477$2.18M0.0%+18.0%0.081%
11/18/2024 Sunbelt Securities Inc.13,808$850K0.1%+261.0%0.032%
11/18/2024 Coldstream Capital Management Inc.12,324$759K0.0%-7.7%0.028%
11/15/2024 Executive Wealth Management LLC93,759$5.77M0.5%N/A0.215%
11/15/2024 MML Investors Services LLC10,943$674K0.0%-14.1%0.025%
11/15/2024 EP Wealth Advisors LLC3,421$211K0.0%-24.4%0.008%
11/15/2024 Jane Street Group LLC30,087$1.85M0.0%N/A0.069%
11/15/2024 Kovitz Investment Group Partners LLC15,340$945K0.0%N/A0.035%
11/15/2024 State Street Corp41,900$2.58M0.0%+27.7%0.096%
11/15/2024 Integrated Wealth Concepts LLC20,102$1.24M0.0%+2.5%0.046%
11/15/2024 HighTower Advisors LLC409,504$25.19M0.0%+1.9%0.939%
11/15/2024 Aureus Asset Management LLC10,506$647K0.0%-2.1%0.024%
11/15/2024 Kestra Investment Management LLC548,867$33.79M1.5%N/A1.259%
11/14/2024 Flow Traders U.S. LLC35,259$2.17M0.1%N/A0.081%
11/14/2024 Captrust Financial Advisors98,895$6.09M0.0%+1,030.0%0.227%
11/14/2024 Rockefeller Capital Management L.P.76,594$4.72M0.0%+1.0%0.176%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank30,489$1.87M0.0%-2.6%0.070%
11/13/2024 Glenmede Trust Co. NA1,598,115$98.40M0.5%-7.0%3.665%
11/13/2024 Freedom Investment Management Inc.26,439$1.63M0.1%-6.1%0.061%
11/13/2024 BNP Paribas Financial Markets122,604$7.55M0.0%+83.8%0.281%
11/13/2024 Shum Financial Group Inc.22,271$1.35M1.1%N/A0.051%
11/13/2024 FMR LLC5,549$342K0.0%+250.3%0.013%
11/13/2024 D.A. Davidson & CO.3,317$204K0.0%-22.7%0.008%
11/13/2024 Private Trust Co. NA1,049$65K0.0%+496.0%0.002%
11/13/2024 Prosperity Financial Group Inc.4,665$287K0.2%N/A0.011%
11/13/2024 Daiwa Securities Group Inc.4,569$281K0.0%+56.0%0.010%
11/12/2024 Cerity Partners LLC255,874$15.75M0.0%+28.9%0.587%
11/12/2024 Nwam LLC15,601$961K0.1%N/A0.036%
11/12/2024 Integrated Investment Consultants LLC15,969$983K0.0%-2.6%0.037%
11/8/2024 Avior Wealth Management LLC1,564$96K0.0%+57.0%0.004%
11/7/2024 Pathstone Holdings LLC25,074$1.54M0.0%+88.4%0.058%
11/7/2024 MidAtlantic Capital Management Inc.6,919$426K0.3%N/A0.016%
11/7/2024 MAI Capital Management15,501$954K0.0%-4.8%0.036%
11/7/2024 Phillips Financial Management LLC218,128$13.43M1.0%-3.0%0.500%
11/7/2024 Thrivent Financial for Lutherans616,236$37.94M0.1%-5.3%1.413%
11/6/2024 River Street Advisors LLC13,303$819K0.4%+10.0%0.031%
11/6/2024 Destiny Capital Corp CO10,460$626K0.4%+48.5%0.024%
11/6/2024 Vawter Financial Ltd.3,298$203K0.1%N/A0.008%
11/6/2024 Balboa Wealth Partners3,990$246K0.1%N/A0.009%
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11/6/2024 OLD Second National Bank of Aurora2,416$149K0.0%-6.5%0.006%
11/5/2024 Aptus Capital Advisors LLC18,103$1.12M0.0%+1.4%0.042%
11/5/2024 Prime Capital Investment Advisors LLC381,823$23.51M0.3%-1.7%0.876%
11/5/2024 Sumitomo Mitsui Trust Group Inc.14,961$921K0.0%N/A0.034%
11/5/2024 Apollon Wealth Management LLC15,029$925K0.0%-1.4%0.034%
11/4/2024 Venturi Wealth Management LLC1,430$88K0.0%-13.3%0.003%
11/4/2024 Marshall Financial Group Inc. ADV111,851$6.89M2.1%+0.8%0.257%
11/4/2024 Sanctuary Wealth Management L.L.C.808$50K0.0%N/A0.002%
11/1/2024 Cypress Point Wealth Management LLC4,397$271K0.1%-5.1%0.010%
11/1/2024 Cowa LLC23,951$1.48M0.7%+16.0%0.055%
11/1/2024 Rockbridge Investment Management LCC311,841$19.20M2.5%-30.7%0.715%
10/31/2024 Trademark Financial Management LLC16,924$1.04M0.8%N/A0.039%
10/30/2024 RTD Financial Advisors Inc.21,553$1.33M0.2%-5.3%0.049%
10/30/2024 Foster & Motley Inc.5,175$319K0.0%-10.0%0.012%
10/30/2024 HF Advisory Group LLC9,470$583K0.3%-2.6%0.022%
10/30/2024 Focused Wealth Management Inc485$30K0.0%N/A0.001%
10/30/2024 Landmark Wealth Management LLC6,409$395K0.2%N/A0.015%
10/29/2024 Pure Financial Advisors LLC201,519$12.41M0.3%-1.3%0.462%
10/29/2024 Realta Investment Advisors9,322$564K0.3%N/A0.021%
10/28/2024 Gladstone Institutional Advisory LLC6,718$414K0.0%N/A0.015%
10/28/2024 Fonville Wealth Management LLC4,569$281K0.1%-4.9%0.010%
10/28/2024 Values Added Financial LLC5,726$353K0.2%-9.5%0.013%
10/28/2024 Stephens Inc. AR311,045$19.15M0.3%-3.4%0.713%
10/28/2024 IRON Financial LLC3,634$224K0.1%N/A0.008%
10/28/2024 US Bancorp DE2,687,948$165.50M0.2%+1.5%6.165%
10/28/2024 Congress Asset Management Co.64,427$3.97M0.0%-10.0%0.148%
10/25/2024 Fiducient Advisors LLC272,790$16.80M1.9%+15.4%0.626%
10/25/2024 Strategic Financial Planning Inc.17,774$1.09M0.7%-1.5%0.041%
10/25/2024 Walter & Keenan Wealth Management LLC IN ADV16,751$1.03M0.3%+11.6%0.038%
10/25/2024 Aletheian Wealth Advisors LLC4,050$249K0.1%-41.9%0.009%
10/25/2024 Brown Financial Advisory9,276$571K0.4%-13.7%0.021%
10/24/2024 Peterson Wealth Advisors LLC17,877$1.10M0.2%-5.2%0.041%
10/24/2024 Ellis Investment Partners LLC12,852$791K0.2%+6.6%0.029%
10/24/2024 Wealth Enhancement Advisory Services LLC512,945$31.58M0.1%-2.8%1.176%
10/23/2024 Allworth Financial LP20,887$1.29M0.0%+3.1%0.048%
10/23/2024 Heritage Financial Services LLC734,016$45.19M6.0%+2.6%1.684%
10/23/2024 Freedom Day Solutions LLC123,964$7.63M2.4%+7.4%0.284%
10/23/2024 Tectonic Advisors LLC194,617$11.98M0.8%+4.1%0.446%
10/23/2024 YHB Investment Advisors Inc.6,349$391K0.0%-6.0%0.015%
10/22/2024 School Employees Retirement Board of Ohio112,787$6.94M4.0%N/A0.259%
10/22/2024 MFA Wealth Advisors LLC22,074$1.36M0.3%-4.7%0.051%
10/22/2024 Altus Wealth Group LLC3,487$215K0.1%N/A0.008%
10/22/2024 Private Advisor Group LLC3,298$203K0.0%N/A0.008%
10/22/2024 Maryland Capital Advisors Inc.1,879$116K0.1%-9.4%0.004%
10/21/2024 Rodgers & Associates LTD238,741$14.70M1.8%+7.3%0.548%
10/21/2024 CarsonAllaria Wealth Management Ltd.33,154$2.04M1.2%-4.3%0.076%
10/21/2024 MBE Wealth Management LLC259,338$15.97M8.8%+0.2%0.595%
10/21/2024 Cannon Financial Strategists Inc.178,116$10.97M1.9%+1.3%0.409%
10/19/2024 Cannon Financial Strategists Inc.157,516$9.70M1.9%-10.5%0.361%
10/18/2024Veracity Capital LLC3,350$206K0.1%N/A0.008%
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10/18/2024Mitsubishi UFJ Asset Management UK Ltd.15,800$973K0.5%+8.2%0.036%
10/18/2024Raymond James & Associates122,150$7.52M0.0%+2.1%0.280%
10/18/2024Kohmann Bosshard Financial Services LLC35,969$2.22M0.3%+1.1%0.082%
10/17/2024Intergy Private Wealth LLC10,429$642K0.2%+35.2%0.024%
10/17/2024Ellenbecker Investment Group179,134$11.03M2.1%-13.4%0.411%
10/16/2024 Naviter Wealth LLC10,337$636K0.1%-76.5%0.024%
10/16/2024 Sumitomo Life Insurance Co.38,700$2.38M0.0%-86.9%0.089%
10/16/2024 Legacy Financial Group LLC122,413$7.54M1.4%-1.0%0.281%
10/16/2024 Asset Dedication LLC13,337$821K0.1%-2.8%0.031%
10/16/2024 Braun Bostich & Associates Inc.3,430$211K0.1%N/A0.008%
(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, 344 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 295 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 19,250,516 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 195 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), Cowa LLC ($545.90K), Advisory Alpha LLC ($545.89K), 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 8,814,081 shares in the last 24 months. This volume of shares sold represents approximately $464.44M in transactions.


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This page (NYSEARCA:USRT) was last updated on 12/18/2024 by MarketBeat.com Staff
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