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 |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -5.7% | 38,898 | $2.1M |
| Simplicity Wealth,LLC | 0.05% | New | 37,143 | $2.0M |
| AlphaStar Capital Management, LLC | 0.20% | New | 37,019 | $2.0M |
| CarsonAllaria Wealth Management, Ltd. | 1.19% | Reduce -2.3% | 35,298 | $1.9M |
| Gunma Bank,Ltd. | 0.99% | No change | 35,000 | $1.9M |
| Moisand Fitzgerald Tamayo, LLC | 0.28% | Reduce -35.7% | 33,874 | $1.8M |
| Equitable Holdings, Inc. | 0.02% | Add +16.6% | 32,057 | $1.7M |
| Exencial Wealth Advisors, LLC | 0.06% | Reduce -2.5% | 31,267 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | No change | 31,314 | $1.7M |
| Cascade Wealth Advisors, Inc | 1.41% | — | 32,364 | $1.7M |
| SigFig Wealth Management, LLC | 0.06% | Reduce -7.8% | 31,979 | $1.6M |
| Roble, Belko & Company, Inc | 0.26% | Reduce -1.1% | 27,971 | $1.5M |
| Freedom Investment Management, Inc. | 0.12% | Reduce -7.0% | 27,750 | $1.5M |
| Goodwin Investment Advisory | 0.69% | Add +9.3% | 27,148 | $1.5M |
| TD Waterhouse Canada Inc. | 0.01% | No change | 27,150 | $1.4M |
| RTD Financial Advisors, Inc. | 0.19% | No change | 26,264 | $1.4M |
| Brown Financial Advisory | 1.09% | Reduce -0.8% | 26,140 | $1.4M |
| Awm Capital, LLC | 0.23% | Add +0.1% | 25,820 | $1.4M |
| Source Financial Advisors LLC | 0.41% | Add +15.3% | 25,205 | $1.4M |
| Stamos Capital Partners, L.P. | 0.28% | Reduce -12.5% | 23,260 | $1.3M |
| Focus Partners Wealth | 0.01% | Add +67.2% | 22,305 | $1.2M |
| Mfa Wealth Advisors, LLC | 0.31% | Add +0.6% | 21,860 | $1.2M |
| AE Wealth Management LLC | 0.01% | Reduce -41.3% | 21,718 | $1.2M |
| Naviter Wealth, LLC | 0.19% | Reduce -86.1% | 21,384 | $1.2M |
| Sharper & Granite LLC | 0.56% | Reduce -4.8% | 22,010 | $1.1M |
| Cowa, LLC | 0.67% | Add +468.8% | 21,234 | $1.1M |
| Peterson Wealth Advisors, LLC | 0.24% | Add +2.4% | 20,722 | $1.1M |
| RVW Wealth, LLC | 0.11% | Reduce -2.0% | 20,308 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -11.8% | 19,539 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -11.8% | 19,539 | $1.1M |
| Allworth Financial LP | 0.01% | Add +6.3% | 19,460 | $1.0M |
| CGN Advisors LLC | 0.12% | Add +1.0% | 18,173 | $978K |
| Global Strategic Investment Solutions, LLC | 0.11% | No change | 18,085 | $973K |
| Vise Technologies, Inc. | 0.19% | Add +5.2% | 18,010 | $969K |
| Strategic Financial Planning, Inc. | 0.72% | Reduce -2.3% | 17,810 | $958K |
| Renaissance Technologies | 0.00% | Add +80.2% | 17,300 | $931K |
| Aspen Wealth Management LLC | 0.36% | Reduce -14.4% | 17,238 | $927K |
| HBW Advisory Services LLC | 0.17% | No change | 17,010 | $923K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.42% | Reduce -35.3% | 17,914 | $915K |
| 1834 Investment Advisors Co. | 0.11% | No change | 16,812 | $904K |
| FIL Ltd | 0.00% | Reduce -87.6% | 16,526 | $889K |
| Prudential Financial Inc. | 0.00% | Add +61.0% | 16,483 | $887K |
| Integrated Investment Consultants, LLC | 0.24% | No change | 16,397 | $882K |
| MAI Capital Management | 0.01% | Add +4.3% | 16,166 | $870K |
| Apollon Wealth Management, LLC | 0.03% | Reduce -2.4% | 15,943 | $858K |
| Walter & Keenan Wealth Management LLC /in/ | 0.28% | Reduce -33.3% | 15,807 | $850K |
| Daiwa Securities Group Inc. | 0.00% | Add +58.2% | 15,634 | $841K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.40% | Reduce -14.6% | 14,600 | $785K |
| Range Financial Group LLC | 0.41% | Add +5.4% | 14,527 | $782K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +19.8% | 14,406 | $775K |
| Millington Financial Advisors, LLC | 0.52% | Reduce -3.3% | 13,598 | $732K |
| Private Client Services, LLC | 0.48% | Add +4.6% | 13,375 | $720K |
| Coldstream Capital Management Inc. | 0.02% | No change | 13,358 | $719K |
| MML Investors Services, LLC | 0.00% | Reduce -14.8% | 13,130 | $706K |
| Principal Securities, Inc. | 0.02% | Add +3.7% | 12,938 | $696K |
| Comerica Bank | 0.00% | Reduce -13.8% | 12,701 | $683K |
| D. E. Shaw & Co. | 0.00% | New | 12,443 | $669K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -18.0% | 12,422 | $668K |
| Truist Financial Corp. | 0.00% | Reduce -55.8% | 12,234 | $658K |
| RFG Advisory, LLC | 0.02% | Reduce -55.9% | 12,169 | $655K |
| Beam Wealth Advisors, Inc. | 0.38% | Add +9.2% | 11,895 | $640K |
| Garde Capital, Inc. | 0.04% | No change | 11,895 | $639K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -5.1% | 11,773 | $633K |
| Institutional & Family Asset Management, LLC | 0.10% | Reduce -5.8% | 11,717 | $630K |
| IPG Investment Advisors LLC | 0.13% | Add +17.3% | 11,261 | $606K |
| Insight Advisors, LLC/ PA | 0.12% | Reduce -0.5% | 11,158 | $600K |
| Ellis Investment Partners, LLC | 0.13% | Add +3.3% | 10,892 | $586K |
| Mutual Advisors, LLC | 0.02% | Reduce -30.3% | 10,878 | $585K |
| Integrated Wealth Concepts LLC | 0.01% | Add +3.3% | 10,740 | $578K |
| Drive Wealth Management, LLC | 0.16% | Reduce -22.4% | 10,727 | $577K |
| Tyche Wealth Partners LLC | 0.14% | Reduce -10.2% | 10,703 | $576K |
| WealthCollab, LLC | 0.42% | Add +0.5% | 10,659 | $573K |
| Aureus Asset Management, LLC | 0.04% | New | 10,647 | $573K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.1% | 10,641 | $572K |
| Townsquare Capital LLC | 0.01% | Add +24.0% | 10,454 | $562K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -5.0% | 10,344 | $557K |
| Relative Value Partners Group, LLC | 0.03% | No change | 10,118 | $526K |
| Aptus Capital Advisors, LLC | 0.01% | New | 9,743 | $524K |
| Natixis | 0.00% | Add +6.2% | 9,544 | $513K |
| HF Advisory Group, LLC | 0.28% | Add +5.3% | 9,171 | $493K |
| Idaho Trust Co | 0.47% | New | 8,998 | $484K |
| Fingerlakes Wealth Management, Inc. | 0.47% | Reduce -5.8% | 8,998 | $484K |
| Asset Dedication, LLC | 0.04% | Add +2.6% | 8,908 | $478K |
| Pathstone Holdings, LLC | 0.00% | Reduce -9.6% | 8,425 | $453K |
| MAS Advisors LLC | 0.52% | No change | 8,361 | $450K |
| MBL Wealth, LLC | 0.05% | No change | 8,332 | $448K |
| Ritholtz Wealth Management | 0.02% | Reduce -24.6% | 8,210 | $442K |
| Stifel Financial Corp. | 0.00% | Reduce -8.0% | 8,020 | $431K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -53.4% | 7,909 | $426K |
| FourThought Financial Partners, LLC | 0.05% | Reduce -3.3% | 7,785 | $419K |
| Advisory Services Network, LLC | 0.01% | Reduce -72.7% | 7,534 | $405K |
| International Assets Investment Management, LLC | 0.04% | Reduce -5.9% | 7,408 | $392K |
| Betterment LLC | 0.00% | Reduce -1.9% | 7,232 | $389K |
| River Street Advisors LLC | 0.26% | Add +7.6% | 7,097 | $382K |
| REDW Wealth LLC | 0.10% | Reduce -23.9% | 7,019 | $378K |
| Landmark Wealth Management, LLC | 0.17% | Add +5.3% | 7,013 | $377K |
| Forte Asset Management LLC | 0.23% | No change | 6,997 | $376K |
| YHB Investment Advisors, Inc. | 0.03% | Add +73.2% | 6,974 | $375K |
| Aletheian Wealth Advisors LLC | 0.20% | Reduce -0.0% | 6,972 | $375K |
| MidAtlantic Capital Management, Inc. | 0.33% | No change | 6,919 | $372K |
| Janney Montgomery Scott LLC | 0.00% | Add +5.4% | 6,869 | $370K |
| Park Avenue Securities LLC | 0.00% | Reduce -0.8% | 6,815 | $367K |
| Commerce Bank | 0.00% | No change | 6,784 | $365K |
| Jones Financial Companies LLLP | 0.00% | Add +306.6% | 6,696 | $360K |
| Quad-Cities Investment Group, LLC | 0.21% | Add +13.6% | 6,676 | $359K |
| Spectrum Wealth Counsel, LLC | 0.04% | No change | 6,662 | $358K |
| Onyx Bridge Wealth Group LLC | 0.06% | Reduce -0.8% | 6,798 | $342K |
| Foster & Motley Inc. | 0.02% | New | 6,097 | $328K |
| One Day In July LLC | 0.04% | Reduce -4.8% | 6,075 | $327K |
| VERITY Wealth Advisors | 0.25% | Add +57.9% | 5,996 | $323K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 5,867 | $316K |
| Synovus Financial Corp. | 0.00% | New | 5,759 | $310K |
| Intergy Private Wealth, LLC | 0.13% | No change | 5,726 | $308K |
| Destiny Capital Corp | 0.21% | Add +25.1% | 5,556 | $299K |
| Values Added Financial LLC | 0.23% | Reduce -3.3% | 5,522 | $297K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -84.6% | 5,443 | $293K |
| ORBA Wealth Advisors, L.L.C. | 0.16% | No change | 5,422 | $292K |
| Prosperity Financial Group, Inc. | 0.18% | Add +0.2% | 5,369 | $289K |
| Wrenne Financial Planning LLC | 0.21% | Reduce -59.5% | 5,333 | $287K |
| Family Capital Management, Inc. | 0.19% | Reduce -4.0% | 5,111 | $275K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | No change | 5,100 | $274K |
| Bristlecone Advisors, LLC | 0.02% | New | 5,000 | $269K |
| Brown Advisory Inc. | 0.00% | No change | 5,000 | $269K |
| D.A. Davidson & Co. | 0.00% | Reduce -14.3% | 4,992 | $269K |
| Laidlaw Wealth Management LLC | 0.15% | Reduce -27.1% | 4,962 | $267K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -1.8% | 4,919 | $265K |
| PCA Investment Advisory Services Inc. | 0.15% | Add +0.7% | 4,870 | $262K |
| Upper Left Wealth Management, LLC | 0.24% | Reduce -11.4% | 4,870 | $262K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 4,751 | $256K |
| Veracity Capital LLC | 0.10% | Reduce -12.5% | 4,724 | $254K |
| Fonville Wealth Management LLC | 0.11% | Add +6.5% | 4,711 | $253K |
| Cypress Point Wealth Management, LLC | 0.13% | Reduce -30.9% | 4,633 | $249K |
| NWF Advisory Services Inc. | 0.04% | No change | 4,598 | $247K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -3.3% | 4,582 | $247K |
| AQR Capital Management | 0.00% | New | 4,538 | $244K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.6% | 4,523 | $243K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -72.2% | 4,479 | $241K |
| Seaside Wealth Management, Inc. | 0.10% | Reduce -0.0% | 4,473 | $241K |
| Allstate Corp. | 0.02% | New | 4,392 | $236K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 4,381 | $236K |
| Buckingham Strategic Wealth, LLC | 0.00% | Add +0.5% | 4,306 | $232K |
| OneAscent Financial Services LLC | 0.02% | New | 4,102 | $221K |
| Resona Asset Management Co.,Ltd. | 0.00% | — | 4,060 | $218K |
| Jackson, Grant Investment Advisers, Inc. | 0.09% | Add +0.1% | 3,973 | $214K |
| Private Ocean, LLC | 0.02% | Reduce -3.5% | 3,838 | $206K |
| Sunbelt Securities, Inc. | 0.02% | No change | 3,825 | $206K |
| Cresset Asset Management, LLC | 0.00% | New | 3,761 | $202K |
| Hexagon Capital Partners LLC | 0.04% | Add +75.5% | 3,672 | $198K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -18.0% | 3,613 | $194K |
| Signaturefd, LLC | 0.00% | New | 3,494 | $188K |
| FMR LLC | 0.00% | Add +214.7% | 2,769 | $149K |
| Biltmore Family Office, LLC | 0.02% | No change | 2,306 | $124K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -34.7% | 2,250 | $121K |
| Maryland Capital Advisors Inc. | 0.07% | Reduce -3.1% | 2,127 | $114K |
| Tortoise Investment Management, LLC | 0.01% | No change | 2,070 | $111K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,021 | $109K |
| Venturi Wealth Management, LLC | 0.01% | Add +37.7% | 1,987 | $107K |
| RFP Financial Group LLC | 0.04% | No change | 1,917 | $103K |
| Global Retirement Partners, LLC | 0.00% | Reduce -0.3% | 1,897 | $102K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,850 | $100K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +0.0% | 1,850 | $100K |
| Financial Synergies Wealth Advisors, Inc. | 0.01% | Add +2.8% | 1,773 | $95K |
| Avior Wealth Management, LLC | 0.00% | Add +57.8% | 1,747 | $94K |
| Castleview Partners, LLC | 0.05% | Reduce -0.6% | 1,729 | $93K |
| Element Wealth, LLC | 0.05% | Reduce -15.1% | 1,648 | $89K |
| Old Second National Bank of Aurora | 0.02% | Add +1.3% | 1,593 | $86K |
| Colonial Trust Co / SC | 0.01% | Add +0.9% | 1,490 | $80K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 1,190 | $64K |
| Orion Capital Management LLC | 0.03% | Reduce -40.0% | 900 | $48K |
| Cape Investment Advisory, Inc. | 0.02% | Add +0.3% | 895 | $48K |
| Lowe Wealth Advisors, LLC | 0.02% | No change | 798 | $43K |
| Smartleaf Asset Management LLC | 0.01% | Add +154.0% | 795 | $42K |
| Robinswood Financial LLC | 0.02% | Add +36.8% | 773 | $41K |
| Qube Research & Technologies Ltd | 0.00% | Add +247.5% | 702 | $38K |
| Armor Investment Advisors, LLC | 0.02% | No change | 700 | $38K |
| Archer Investment Corp | 0.01% | No change | 692 | $37K |
| UMB Bank, n.a. | 0.00% | No change | 691 | $37K |
| CIBC Private Wealth Group LLC | 0.00% | New | 661 | $35K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +438.5% | 587 | $32K |
| Smithfield Trust Co | 0.00% | No change | 521 | $28K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 500 | $27K |
| Financial Freedom, LLC | 0.02% | Add +0.6% | 498 | $27K |
| Bank of Montreal | 0.00% | No change | 460 | $25K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 454 | $24K |
| Continuum Advisory, LLC | 0.00% | New | 446 | $23K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.7% | 419 | $23K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -8.7% | 390 | $21K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -42.1% | 376 | $20K |
| NewEdge Advisors, LLC | 0.00% | Add +6.5% | 343 | $18K |
| Harbour Investments, Inc. | 0.00% | No change | 338 | $18K |
| Investors Research Corp | 0.00% | No change | 322 | $17K |
| Albion Financial Group | 0.00% | Reduce -98.0% | 310 | $17K |
| Bray Capital Advisors | 0.00% | No change | 305 | $16K |
| Tyler-Stone Wealth Management | 0.01% | No change | 295 | $16K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 279 | $15K |
| Horizon Financial Services, LLC | 0.01% | Reduce -99.2% | 246 | $13K |
| Global Assets Advisory, LLC | 0.01% | New | 222 | $12K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 204 | $11K |
| Assetmark, Inc. | 0.00% | Add +38.7% | 190 | $10K |
| Iron Horse Wealth Management, LLC | 0.00% | Reduce -5.5% | 189 | $10K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 165 | $9K |
| Blue Trust, Inc. | 0.00% | Reduce -74.8% | 163 | $9K |
| North Star Investment Management Corp. | 0.00% | Add +374.2% | 147 | $8K |
| Sound Income Strategies, LLC | 0.00% | Reduce -16.9% | 133 | $7K |
| Simplex Trading, LLC | 0.00% | New | 146 | $7K |
| Ancora Advisors LLC | 0.00% | No change | 100 | $5K |
| Capital Analysts, LLC | 0.00% | Add +1.1% | 94 | $5K |
| McIlrath & Eck, LLC | 0.00% | No change | 90 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 86 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -92.9% | 78 | $4K |
| Pineridge Advisors LLC | 0.00% | No change | 76 | $4K |
| Private Trust Co. NA | 0.00% | New | 66 | $4K |
| Spire Wealth Management | 0.00% | No change | 65 | $3K |
| Salomon & Ludwin, LLC | 0.00% | No change | 58 | $3K |
| Legacy Bridge, LLC | 0.00% | New | 55 | $3K |
| WealthShield Partners, LLC | 0.00% | Add +2.3% | 45 | $2K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 41 | $2K |
| PSI Advisors, LLC | 0.00% | No change | 31 | $2K |
| Russell Investments Group, Ltd. | 0.00% | New | 20 | $1K |
| Heck Capital Advisors, LLC | 0.00% | No change | 18 | $942 |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | Reduce -91.7% | 10 | $538 |
| MV Capital Management, Inc. | 0.00% | No change | 8 | $431 |
| Citadel Advisors | 0.00% | New | 8 | $430 |
| Beacon Capital Management, LLC | 0.00% | New | 3 | $161 |
| Paladin Advisory Group, LLC | 0.00% | No change | 2 | $106 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -50.0% | 1 | $58 |
| Creekmur Asset Management LLC | 0.00% | Reduce -50.0% | 1 | $31 |
"% 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.