iShares Core US REIT ETFUSRTETF
13F holders, Q2 2026 (June 30)442holders +36
58new positions
24sold out
4famous investors
$67.01avg. 13F price*
At the end of Q2 2026, 442 institutions reported holding iShares Core US REIT ETF (USRT) in their 13F filings, up 36 from Q1 2026. 58 opened new positions and 24 sold out. The largest holders were T. Rowe Price Associates Inc. ($319.1M), BlackRock, Inc. ($306.1M) and US Bancorp \de ($185.7M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- iShares Core US REIT ETF
- CUSIP
- 464288521
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $399.2M |
| Exits | 24 | $31.1M |
All 13F filers, Q1 2026 → Q2 2026: 11,625,813 shares bought and 3,016,943 shares sold, net +8,608,870 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 442 holders
| T. Rowe Price Associates Inc. | 0.03% | New | 4,802,136 | $319.1M |
| BlackRock, Inc. | 0.00% | Add +0.5% | 4,607,024 | $306.1M |
| US Bancorp \de | 0.20% | Reduce -0.0% | 2,795,189 | $185.7M |
| Bank of America Corp. | 0.01% | Add +274.2% | 2,214,451 | $147.2M |
| Glenmede Trust Co. NA | 0.57% | Reduce -1.4% | 1,938,379 | $128.8M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +5.5% | 1,919,207 | $127.5M |
| LPL Financial LLC | 0.03% | Add +133.3% | 1,757,195 | $116.8M |
| Trust Co of Tennessee | 13.88% | Reduce -3.2% | 1,195,061 | $79.4M |
| Savant Capital, LLC | 0.19% | Reduce -0.6% | 950,667 | $63.2M |
| Cerity Partners LLC | 0.08% | Add +2.7% | 940,273 | $62.5M |
| Rakuten Investment Management, Inc. | 0.16% | Reduce -43.3% | 841,781 | $56.9M |
| Morgan Stanley | 0.00% | Reduce -10.6% | 852,214 | $56.6M |
| Apollon Wealth Management, LLC | 0.68% | Add +46.0% | 841,122 | $55.9M |
| Disciplina Capital Management LLC | 5.37% | Reduce -9.1% | 782,526 | $52.0M |
| Fifth Third Bancorp | 0.08% | Reduce -0.1% | 776,678 | $51.6M |
| Prime Capital Investment Advisors, LLC | 0.50% | Reduce -0.1% | 773,229 | $51.4M |
| Fi3 FINANCIAL ADVISORS, LLC | 11.06% | Add +2280.3% | 311,720 | $46.2M |
| Blueprint Investment Partners LLC | 3.58% | Add +194.3% | 646,149 | $42.9M |
| Mission Wealth Management, LP | 0.52% | Add +19.8% | 630,453 | $41.9M |
| Corient Private Wealth LP | 0.05% | Reduce -4.2% | 592,394 | $39.4M |
| HighTower Advisors, LLC | 0.04% | Add +3.3% | 576,946 | $38.3M |
| Rodgers & Associates, LTD | 2.42% | Add +0.7% | 401,892 | $26.7M |
| Charles Schwab Trust Co | 1.45% | Reduce -4.5% | 392,426 | $26.1M |
| SMI Advisory Services, LLC | 4.10% | New | 377,626 | $25.3M |
| Neuberger Berman Group LLC | 0.02% | Add +1771.7% | 376,313 | $25.0M |
| Blueprint Financial Advisors LLC | 2.66% | Add +180.8% | 359,790 | $23.9M |
| Choreo, LLC | 0.26% | Reduce -7.7% | 356,874 | $23.7M |
| Stephens Inc. | 0.27% | Reduce -2.5% | 356,379 | $23.7M |
| Sumitomo Life Insurance Co. | 0.39% | Add +42.4% | 355,500 | $23.6M |
| 93 Financial Group, LLC | 9.23% | Reduce -6.7% | 351,878 | $23.4M |
| Financial & Tax Architects, LLC | 4.75% | Add +3.7% | 338,845 | $22.5M |
| S. R. Schill & Associates | 13.10% | Add +8.0% | 326,591 | $21.7M |
| Fiducient Advisors LLC | 2.92% | Add +4.0% | 306,909 | $20.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -28.8% | 299,168 | $20.0M |
| Osaic Holdings, Inc. | 0.02% | Add +15.2% | 292,646 | $19.4M |
| Stadion Money Management, LLC | 1.60% | Reduce -5.1% | 279,251 | $18.6M |
| Pure Financial Advisors, LLC | 0.24% | Add +0.1% | 278,505 | $18.5M |
| MPS Loria Financial Planners, LLC | 4.21% | Add +3.0% | 275,472 | $18.3M |
| Captrust Financial Advisors | 0.03% | Add +0.1% | 273,818 | $18.2M |
| Rockbridge Investment Management, LCC | 1.47% | Reduce -5.0% | 272,169 | $18.1M |
| UBS Group AG | 0.00% | Reduce -4.3% | 269,733 | $17.9M |
| PGIM Custom Harvest LLC | 0.22% | Reduce -2.7% | 259,281 | $17.2M |
| Cetera Investment Advisers | 0.02% | Add +36.0% | 257,149 | $17.1M |
| Lido Advisors, LLC | 0.06% | Add +3.6% | 252,533 | $16.8M |
| Tectonic Advisors LLC | 0.81% | Add +3.5% | 252,344 | $16.8M |
| HighPoint Advisor Group LLC | 0.58% | New | 249,669 | $16.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +21.6% | 243,424 | $16.2M |
| Biltmore Wealth Management, LLC | 4.70% | Add +1.5% | 226,548 | $15.1M |
| Cannon Financial Strategists, Inc. | 1.61% | Add +1.5% | 212,247 | $14.1M |
| Moller Wealth Partners | 2.49% | New | 206,928 | $13.8M |
| Wealthcare Advisory Partners LLC | 0.25% | Add +13.3% | 200,743 | $13.3M |
| Earned Wealth Advisors, LLC | 0.83% | Add +8.6% | 194,590 | $12.9M |
| Glenview Trust Co | 0.18% | Reduce -0.8% | 192,115 | $12.8M |
| Creative Planning | 0.01% | Reduce -0.7% | 175,537 | $11.7M |
| Smartleaf Asset Management LLC | 0.38% | No change | 171,701 | $11.6M |
| Royal Bank of Canada | 0.00% | Reduce -4.6% | 173,302 | $11.5M |
| Freedom Day Solutions, LLC | 2.54% | Add +3.8% | 172,982 | $11.5M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +2.9% | 170,628 | $11.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.2% | 162,212 | $11.0M |
| Focus Partners Wealth | 0.01% | Add +86.8% | 164,291 | $10.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -27.3% | 161,724 | $10.7M |
| Cornerstone Management, Inc. | 1.50% | Reduce -0.9% | 156,555 | $10.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.3% | 155,021 | $10.3M |
| Gimbal Financial | 6.49% | — | 153,565 | $10.2M |
| Compound Planning, Inc. | 0.24% | Reduce -2.6% | 137,999 | $9.2M |
| ERn Financial, LLC | 1.46% | Add +1.6% | 132,502 | $8.8M |
| Moody National Bank Trust Division | 0.69% | Reduce -3.8% | 124,877 | $8.3M |
| TPG Financial Advisors, LLC | 2.45% | Add +3.9% | 123,227 | $8.2M |
| Spartan Planning & Wealth Management | 5.34% | Add +308.1% | 120,727 | $8.0M |
| Rialto Wealth Management, LLC | 1.53% | Add +7.3% | 116,234 | $7.7M |
| Canandaigua National Bank & Trust Co. | 0.65% | — | 115,955 | $7.7M |
| Financial Solutions Advisory Group, Inc. | 0.97% | Reduce -0.3% | 115,157 | $7.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.8% | 110,801 | $7.4M |
| Legacy Financial Group LLC | 0.82% | Reduce -1.7% | 109,467 | $7.3M |
| Mariner, LLC | 0.01% | Reduce -4.4% | 108,528 | $7.2M |
| Peak Financial Management, Inc. | 1.60% | Add +2.1% | 104,740 | $7.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +35.5% | 101,325 | $6.7M |
| Avior Wealth Management, LLC | 0.17% | Reduce -16.2% | 98,502 | $6.5M |
| Jones Financial Companies LLLP | 0.00% | Add +11.3% | 94,706 | $6.4M |
| Phillips Financial Management, LLC | 0.46% | Reduce -22.7% | 94,508 | $6.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +46.9% | 89,565 | $6.0M |
| CoreCap Advisors, LLC | 0.17% | Add +24.5% | 88,426 | $5.9M |
| Topel & Distasi Wealth Management, LLC | 2.51% | Reduce -3.1% | 78,423 | $5.2M |
| Prosperity Planning, Inc. | 1.66% | Add +0.8% | 77,786 | $5.2M |
| Envision Financial LLC | 2.36% | Add +7.9% | 76,982 | $5.1M |
| Commerce Bank | 0.02% | Add +25.5% | 75,696 | $5.0M |
| Walkner Condon Financial Advisors LLC | 0.55% | Add +7.1% | 71,829 | $4.8M |
| Retiremitten Financial LLC | 2.01% | Add +6.5% | 71,672 | $4.8M |
| Naviter Wealth, LLC | 0.42% | Add +24.3% | 70,349 | $4.7M |
| Windsor Capital Management, LLC | 1.17% | Add +2.1% | 67,817 | $4.5M |
| Two Sigma Investments, LP | 0.00% | Reduce -90.5% | 67,800 | $4.5M |
| Visionary Wealth Advisors | 0.18% | Reduce -13.9% | 66,953 | $4.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -82.0% | 66,290 | $4.4M |
| Millington Financial Advisors, LLC | 1.70% | Add +5.2% | 62,738 | $4.3M |
| Wells Fargo & Company | 0.00% | Reduce -17.8% | 64,160 | $4.3M |
| Waverly Advisors, LLC | 0.02% | Add +0.3% | 63,069 | $4.2M |
| Nissay Asset Management Corp. /Japan | 0.02% | New | 62,393 | $4.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.5% | 61,568 | $4.1M |
| Cornerstone Partners Capital Management, LLC | 11.50% | Reduce -38.7% | 59,495 | $4.0M |
| Financial Management, Inc. | 3.16% | Add +8.0% | 58,046 | $3.9M |
"% of holder's portfolio" is USRT's weight in each manager's 13F, not the share of iShares Core US REIT ETF the manager owns.