iShares Core US REIT ETFUSRTETF
13F holders, Q1 2024 (March 31)327holders
4famous investors
$54.14avg. 13F price*
At the end of Q1 2024, 327 institutions reported holding iShares Core US REIT ETF (USRT) in their 13F filings. The largest holders were BlackRock Inc. ($144.3M), Charles Schwab Investment Advisory, Inc. ($139.7M) and US Bancorp \de ($126.2M). 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 Cliff Asness (0.0% of AQR Capital 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $33.4M |
| Exits | 41 | $27.7M |
Ownership 327 holders
| BlackRock Inc. | 0.00% | Add +3.8% | 2,682,277 | $144.3M |
| Charles Schwab Investment Advisory, Inc. | 0.19% | Reduce -3.4% | 2,596,716 | $139.7M |
| US Bancorp \de | 0.18% | Reduce -1.0% | 2,345,856 | $126.2M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +12.6% | 1,034,973 | $55.7M |
| Morgan Stanley | 0.00% | Add +15.1% | 843,371 | $45.4M |
| Heritage Financial Services, LLC | 5.32% | Add +50.1% | 664,356 | $35.7M |
| Corient Private Wealth LP | 0.06% | Reduce -11.9% | 656,140 | $35.3M |
| Choreo, LLC | 0.78% | Reduce -5.3% | 562,143 | $30.2M |
| Mission Wealth Management, LP | 0.75% | Add +13.5% | 522,438 | $28.1M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -24.7% | 517,753 | $27.9M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -23.9% | 492,687 | $26.5M |
| Charles Schwab Trust Co | 2.30% | Add +8.8% | 452,213 | $24.3M |
| Rockbridge Investment Management, LCC | 3.49% | Add +7.6% | 442,528 | $23.8M |
| Blueprint Investment Partners LLC | 4.38% | Add +24.4% | 411,820 | $22.2M |
| Rakuten Investment Management, Inc. | 0.14% | Add +20.5% | 350,427 | $18.9M |
| Financial & Tax Architects, LLC | 4.95% | Add +0.2% | 334,306 | $18.0M |
| Stephens Inc. | 0.26% | Add +5.4% | 309,646 | $16.7M |
| JPMorgan Chase & Co. | 0.00% | Add +19.3% | 306,532 | $16.5M |
| S. R. Schill & Associates | 7.10% | Add +0.7% | 303,311 | $16.3M |
| Osaic Holdings, Inc. | 0.03% | Add +75.0% | 288,605 | $15.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -43.4% | 284,947 | $15.3M |
| Glenmede Trust Co. NA | 0.08% | Add +242.7% | 283,131 | $15.2M |
| UBS Group AG | 0.01% | Add +0.4% | 281,989 | $15.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.37% | Reduce -0.3% | 270,822 | $14.6M |
| Legacy Financial Group LLC | 2.76% | Add +2019.9% | 253,774 | $13.7M |
| MBE Wealth Management, LLC | 8.03% | Add +2.1% | 241,642 | $13.0M |
| Ellenbecker Investment Group | 2.59% | Reduce -3.3% | 228,917 | $12.3M |
| Sumitomo Life Insurance Co. | 0.31% | Add +129.8% | 225,200 | $11.9M |
| Phillips Financial Management, LLC | 0.97% | Add +1.7% | 219,258 | $11.8M |
| Glenview Trust Co | 0.24% | Add +0.8% | 211,606 | $11.4M |
| Halbert Hargrove Global Advisors, LLC | 0.74% | Reduce -8.5% | 208,447 | $11.2M |
| SageView Advisory Group, LLC | 0.56% | Add +350.6% | 21,095 | $11.1M |
| Schroder Investment Management Group | 0.01% | Reduce -24.1% | 205,000 | $11.0M |
| Rodgers & Associates, LTD | 1.39% | Add +5.8% | 201,814 | $10.9M |
| Agincourt Capital Management, LLC | 10.15% | Add +1.2% | 200,433 | $10.8M |
| LPL Financial LLC | 0.01% | Add +50.3% | 197,970 | $10.7M |
| Pure Financial Advisors, LLC | 0.33% | Add +3.6% | 194,368 | $10.5M |
| Tectonic Advisors LLC | 0.75% | Add +3.3% | 183,117 | $9.9M |
| Fiducient Advisors LLC | 1.90% | Reduce -77.9% | 178,173 | $9.6M |
| ERn Financial, LLC | 1.58% | Add +0.7% | 169,148 | $9.1M |
| Cerity Partners LLC | 0.02% | Reduce -49.6% | 170,037 | $9.1M |
| Cannon Financial Strategists, Inc. | 1.76% | Add +5.9% | 166,810 | $9.0M |
| PGIM Custom Harvest LLC | 0.22% | Reduce -5.8% | 165,640 | $8.9M |
| Cornerstone Management, Inc. | 1.66% | Add +11.0% | 138,723 | $7.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.4% | 138,051 | $7.4M |
| Bank of America Corp. | 0.00% | Reduce -81.6% | 124,128 | $6.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.0% | 120,990 | $6.5M |
| Lido Advisors, LLC | 0.06% | Reduce -1.4% | 116,449 | $6.3M |
| SMI Advisory Services, LLC | 1.70% | New | 112,457 | $6.0M |
| Fund Evaluation Group, LLC | 0.36% | Reduce -35.0% | 107,042 | $5.8M |
| Marshall Financial Group Inc. | 1.83% | Add +3.3% | 103,291 | $5.6M |
| Raymond James & Associates | 0.00% | Add +4.7% | 102,439 | $5.5M |
| CIC Wealth, LLC | 1.59% | Reduce -2.1% | 101,421 | $5.5M |
| Modern Wealth Management, LLC | 0.50% | Reduce -1.7% | 100,483 | $5.4M |
| Freedom Day Solutions, LLC | 1.91% | Add +4.6% | 100,025 | $5.4M |
| Biltmore Wealth Management, LLC | 2.55% | No change | 98,899 | $5.4M |
| Creative Planning | 0.01% | Reduce -4.7% | 98,104 | $5.3M |
| Cornerstone Partners Capital Management, LLC | 0.35% | No change | 97,080 | $5.2M |
| Peak Financial Management, Inc. | 1.53% | Add +5.0% | 89,746 | $4.8M |
| CW Advisors, LLC | 0.08% | Reduce -3.5% | 87,459 | $4.7M |
| Vantage Financial Partners Ltd., Inc. | 1.19% | New | 84,855 | $4.6M |
| Topel & Distasi Wealth Management, LLC | 2.00% | Add +1.3% | 84,249 | $4.5M |
| Petix & Botte Co | 1.13% | New | 84,249 | $4.5M |
| Cambridge Associates LLC /Ma/ | 0.23% | No change | 80,120 | $4.3M |
| Congress Asset Management Co. | 0.03% | Reduce -3.7% | 76,802 | $4.1M |
| Royal Bank of Canada | 0.00% | Reduce -55.1% | 76,713 | $4.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +2.0% | 76,272 | $4.1M |
| Bank of Nova Scotia | 0.01% | Reduce -26.0% | 76,170 | $4.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.5% | 75,399 | $4.1M |
| Clark Capital Management Group, Inc. | 0.03% | Add +4.9% | 74,489 | $4.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -47.2% | 74,151 | $4.0M |
| Presilium Private Wealth, LLC | 1.03% | Reduce -3.9% | 72,056 | $3.9M |
| Mariner, LLC | 0.01% | Add +469.9% | 71,430 | $3.8M |
| Visionary Wealth Advisors | 0.25% | Reduce -2.2% | 69,704 | $3.8M |
| Waverly Advisors, LLC | 0.09% | New | 68,201 | $3.7M |
| Avantax Planning Partners, Inc. | 0.11% | New | 64,781 | $3.5M |
| Prosperity Planning, Inc. | 1.63% | Add +3.1% | 62,399 | $3.4M |
| CoreCap Advisors, LLC | 0.18% | Reduce -24.8% | 62,329 | $3.4M |
| U.S. Capital Wealth Advisors, LLC | 0.13% | Reduce -15.9% | 61,529 | $3.3M |
| First Hawaiian Bank | 0.10% | No change | 61,417 | $3.3M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +16.8% | 61,071 | $3.3M |
| Bellwether Advisors, LLC | 0.68% | Reduce -5.6% | 57,181 | $3.1M |
| Wells Fargo & Company | 0.00% | Reduce -20.2% | 56,116 | $3.0M |
| Cetera Investment Advisers | 0.01% | Add +1003.3% | 55,221 | $3.0M |
| Windsor Capital Management, LLC | 0.92% | Add +2.6% | 55,206 | $3.0M |
| State Street Corp. | 0.00% | Add +18.3% | 53,700 | $2.9M |
| Moneta Group Investment Advisors LLC | 0.05% | Reduce -13.1% | 52,295 | $2.8M |
| Dogwood Wealth Management LLC | 1.82% | Add +4.1% | 50,036 | $2.7M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -16.7% | 45,796 | $2.5M |
| Moody National Bank Trust Division | 0.19% | No change | 44,578 | $2.4M |
| Compound Planning, Inc. | 0.22% | Add +13.8% | 43,732 | $2.4M |
| Piedmont Capital Management, LLC | 1.58% | Add +1.8% | 44,690 | $2.3M |
| Kohmann Bosshard Financial Services, LLC | 0.32% | No change | 43,262 | $2.3M |
| Flow Traders U.S. LLC | 0.12% | New | 42,716 | $2.3M |
| Independent Wealth Network Inc. | 1.06% | Reduce -1.9% | 41,916 | $2.3M |
| American State Bank (Iowa) | 1.48% | Add +1.1% | 40,934 | $2.2M |
| Securian Asset Management, Inc. | 0.06% | Add +2.5% | 40,803 | $2.2M |
| Blue Edge Capital, LLC | 0.36% | Reduce -10.4% | 40,527 | $2.2M |
| RDA Financial Network | 0.73% | Reduce -3.9% | 39,517 | $2.1M |
| Advisory Alpha, LLC | 0.09% | Reduce -89.5% | 39,371 | $2.1M |
"% 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.