iShares Core US REIT ETFUSRTETF
13F holders, Q2 2024 (June 30)321holders −6
25new positions
36sold out
2famous investors
$53.53avg. 13F price*
At the end of Q2 2024, 321 institutions reported holding iShares Core US REIT ETF (USRT) in their 13F filings, down 6 from Q1 2024. 25 opened new positions and 36 sold out. The largest holders were BlackRock Inc. ($156.5M), US Bancorp \de ($141.9M) and Charles Schwab Investment Management Inc. ($136.8M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $39.9M |
| Exits | 36 | $52.2M |
All 13F filers, Q1 2024 → Q2 2024: 7,303,235 shares bought and 1,985,912 shares sold, net +5,317,323 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 321 holders
| BlackRock Inc. | 0.00% | Add +8.9% | 2,921,438 | $156.5M |
| US Bancorp \de | 0.19% | Add +12.9% | 2,648,932 | $141.9M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +6467.9% | 2,554,799 | $136.8M |
| Glenmede Trust Co. NA | 0.47% | Add +507.0% | 1,718,490 | $92.0M |
| Trust Co of Tennessee | 21.85% | — | 1,139,943 | $61.1M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +5.6% | 1,093,235 | $58.6M |
| Morgan Stanley | 0.00% | Add +1.9% | 859,540 | $46.0M |
| Heritage Financial Services, LLC | 5.49% | Add +7.7% | 715,170 | $38.3M |
| Corient Private Wealth LP | 0.06% | Add +1.1% | 663,512 | $35.5M |
| Thrivent Financial for Lutherans | 0.07% | Add +32.1% | 650,759 | $34.9M |
| Choreo, LLC | 0.51% | Add +1.3% | 569,293 | $30.2M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +2.0% | 527,894 | $28.3M |
| Mission Wealth Management, LP | 0.73% | Reduce -3.4% | 504,536 | $27.0M |
| Charles Schwab Trust Co | 2.31% | Add +3.1% | 466,038 | $25.0M |
| Rockbridge Investment Management, LCC | 3.41% | Add +1.6% | 449,691 | $24.1M |
| HighTower Advisors, LLC | 0.03% | New | 401,672 | $21.5M |
| Rakuten Investment Management, Inc. | 0.14% | Add +15.8% | 405,827 | $21.5M |
| Prime Capital Investment Advisors, LLC | 0.31% | Add +8376.4% | 388,390 | $20.8M |
| S. R. Schill & Associates | 8.84% | Add +24.2% | 376,706 | $20.2M |
| PGIM Custom Harvest LLC | 0.42% | Add +112.5% | 351,993 | $18.9M |
| Stephens Inc. | 0.26% | Add +4.0% | 321,985 | $17.2M |
| UBS Group AG | 0.00% | Add +5.3% | 297,081 | $15.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.3% | 296,314 | $15.9M |
| Sumitomo Life Insurance Co. | 0.36% | Add +31.2% | 295,400 | $15.4M |
| Osaic Holdings, Inc. | 0.04% | Reduce -0.3% | 287,783 | $15.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.1% | 258,943 | $13.9M |
| MBE Wealth Management, LLC | 8.39% | Add +7.1% | 258,756 | $13.9M |
| Fiducient Advisors LLC | 1.75% | Add +32.7% | 236,413 | $12.7M |
| Bank of America Corp. | 0.00% | Add +89.8% | 235,611 | $12.6M |
| Phillips Financial Management, LLC | 0.99% | Add +2.5% | 224,796 | $12.0M |
| Rodgers & Associates, LTD | 1.53% | Add +10.3% | 222,553 | $11.9M |
| Glenview Trust Co | 0.23% | Add +2.6% | 217,043 | $11.6M |
| Ellenbecker Investment Group | 2.23% | Reduce -9.6% | 206,930 | $11.1M |
| Pure Financial Advisors, LLC | 0.30% | Add +5.0% | 204,181 | $10.9M |
| Agincourt Capital Management, LLC | 10.04% | Add +0.6% | 201,583 | $10.8M |
| Cerity Partners LLC | 0.03% | Add +16.7% | 198,483 | $10.6M |
| Vantage Financial Partners Ltd., Inc. | 2.61% | Add +131.1% | 196,088 | $10.5M |
| LPL Financial LLC | 0.01% | Reduce -1.9% | 194,220 | $10.4M |
| Blueprint Investment Partners LLC | 2.19% | Reduce -54.0% | 189,240 | $10.1M |
| Tectonic Advisors LLC | 0.72% | Add +2.1% | 186,917 | $10.0M |
| TPG Financial Advisors, LLC | 4.67% | — | 184,253 | $9.9M |
| ERn Financial, LLC | 1.60% | Add +6.7% | 180,423 | $9.7M |
| Cannon Financial Strategists, Inc. | 1.80% | Add +5.5% | 175,907 | $9.4M |
| Schroder Investment Management Group | 0.01% | Reduce -14.6% | 175,000 | $9.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.23% | Reduce -36.6% | 171,686 | $9.2M |
| Biltmore Wealth Management, LLC | 3.60% | Add +57.0% | 155,270 | $8.3M |
| Cornerstone Management, Inc. | 1.79% | Add +9.8% | 152,370 | $8.2M |
| Ameriprise Financial Inc. | 0.00% | Add +9.7% | 151,425 | $8.1M |
| O'shaughnessy Asset Management, LLC | 0.08% | Add +129.3% | 140,035 | $7.5M |
| Legacy Financial Group LLC | 1.30% | Reduce -51.3% | 123,665 | $6.6M |
| Raymond James & Associates | 0.00% | Add +16.9% | 119,696 | $6.4M |
| Freedom Day Solutions, LLC | 2.09% | Add +15.3% | 115,371 | $6.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.5% | 113,134 | $6.1M |
| Merriman Wealth Management, LLC | 0.26% | New | 112,890 | $6.0M |
| Marshall Financial Group Inc. | 1.93% | Add +7.4% | 110,948 | $5.9M |
| Lido Advisors, LLC | 0.05% | Reduce -4.9% | 110,714 | $5.9M |
| Compound Planning, Inc. | 0.43% | Add +150.8% | 109,658 | $5.9M |
| CIC Wealth, LLC | 1.55% | Add +3.9% | 105,347 | $5.6M |
| Modern Wealth Management, LLC | 0.39% | Reduce -2.2% | 98,247 | $5.3M |
| Creative Planning | 0.01% | Reduce -0.0% | 98,069 | $5.3M |
| Cornerstone Partners Capital Management, LLC | 2.95% | No change | 97,080 | $5.2M |
| Cetera Investment Advisers | 0.01% | Add +75.4% | 96,858 | $5.2M |
| Mariner, LLC | 0.01% | Add +35.3% | 96,622 | $5.2M |
| Peak Financial Management, Inc. | 1.52% | Add +1.1% | 90,766 | $4.9M |
| Fund Evaluation Group, LLC | 0.29% | Reduce -17.5% | 88,315 | $4.7M |
| Topel & Distasi Wealth Management, LLC | 2.01% | Add +1.2% | 85,246 | $4.6M |
| CW Advisors, LLC | 0.07% | Reduce -5.7% | 82,443 | $4.4M |
| Bank of Nova Scotia | 0.01% | Add +8.3% | 82,480 | $4.4M |
| Cambridge Associates LLC /Ma/ | 0.20% | No change | 80,120 | $4.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.6% | 75,873 | $4.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.2% | 76,126 | $4.0M |
| Visionary Wealth Advisors | 0.25% | Add +4.3% | 72,674 | $3.9M |
| Congress Asset Management Co. | 0.03% | Reduce -6.8% | 71,575 | $3.8M |
| BNP Paribas Financial Markets | 0.00% | New | 66,706 | $3.6M |
| Presilium Private Wealth, LLC | 0.87% | Reduce -10.3% | 64,653 | $3.5M |
| Prosperity Planning, Inc. | 1.19% | Add +3.6% | 64,647 | $3.5M |
| Waverly Advisors, LLC | 0.07% | Reduce -6.0% | 64,100 | $3.4M |
| First Hawaiian Bank | 0.11% | No change | 61,417 | $3.3M |
| Windsor Capital Management, LLC | 0.98% | Add +7.3% | 59,211 | $3.2M |
| Bellwether Advisors, LLC | 0.64% | Reduce -0.1% | 57,130 | $3.1M |
| Wells Fargo & Company | 0.00% | Add +1.6% | 57,017 | $3.1M |
| Royal Bank of Canada | 0.00% | Reduce -29.5% | 54,082 | $2.9M |
| Dogwood Wealth Management LLC | 1.68% | Add +1.9% | 50,979 | $2.7M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Reduce -18.6% | 50,101 | $2.7M |
| Moody National Bank Trust Division | 0.21% | Add +10.8% | 49,381 | $2.6M |
| Moneta Group Investment Advisors LLC | 0.04% | Reduce -6.8% | 48,732 | $2.6M |
| Focus Partners Wealth | 0.01% | Add +110.7% | 46,990 | $2.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -3.2% | 44,319 | $2.4M |
| Napa Wealth Management | 1.59% | New | 44,021 | $2.4M |
| Naviter Wealth, LLC | 0.35% | Add +105.6% | 43,958 | $2.4M |
| AlphaStar Capital Management, LLC | 0.22% | Add +18.3% | 43,788 | $2.3M |
| Piedmont Capital Management, LLC | 1.58% | No change | 44,690 | $2.3M |
| ING Groep NV | 0.01% | New | 43,100 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -43.1% | 42,210 | $2.3M |
| American State Bank (Iowa) | 1.42% | Add +1.5% | 41,549 | $2.2M |
| Securian Asset Management, Inc. | 0.06% | No change | 40,803 | $2.2M |
| Blue Edge Capital, LLC | 0.36% | Add +0.3% | 40,659 | $2.2M |
| SMI Advisory Services, LLC | 0.54% | Reduce -64.0% | 40,446 | $2.2M |
| Independent Wealth Network Inc. | 1.01% | Reduce -3.7% | 40,360 | $2.2M |
| Cascade Wealth Advisors, Inc | 1.57% | Add +18.1% | 38,211 | $2.1M |
| Advisory Alpha, LLC | 0.08% | Reduce -3.1% | 38,154 | $2.0M |
| Kohmann Bosshard Financial Services, LLC | 0.26% | Reduce -17.7% | 35,594 | $1.9M |
| CarsonAllaria Wealth Management, Ltd. | 1.14% | Reduce -1.8% | 34,658 | $1.9M |
| State Street Corp. | 0.00% | Reduce -38.9% | 32,800 | $1.8M |
| Equitable Holdings, Inc. | 0.02% | Reduce -0.2% | 31,985 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | No change | 31,314 | $1.7M |
| D. E. Shaw & Co. | 0.00% | Add +144.8% | 30,466 | $1.6M |
| SigFig Wealth Management, LLC | 0.06% | Reduce -4.7% | 30,470 | $1.6M |
| Roble, Belko & Company, Inc | 0.26% | Add +1.9% | 28,501 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | — | 30,053 | $1.5M |
| Freedom Investment Management, Inc. | 0.12% | Add +1.5% | 28,171 | $1.5M |
| Goodwin Investment Advisory | 0.67% | Add +0.4% | 27,251 | $1.5M |
| TD Waterhouse Canada Inc. | 0.01% | No change | 27,150 | $1.4M |
| Source Financial Advisors LLC | 0.44% | Add +5.7% | 26,649 | $1.4M |
| Exencial Wealth Advisors, LLC | 0.05% | Reduce -16.9% | 25,997 | $1.4M |
| Awm Capital, LLC | 0.21% | Reduce -1.3% | 25,473 | $1.4M |
| Composition Wealth, LLC | 0.03% | New | 25,307 | $1.4M |
| RDA Financial Network | 0.43% | Reduce -38.0% | 24,503 | $1.3M |
| Sharper & Granite LLC | 0.61% | Add +8.7% | 23,929 | $1.3M |
| Stamos Capital Partners, L.P. | 0.27% | Add +2.3% | 23,790 | $1.3M |
| Citadel Advisors | 0.00% | Add +296612.5% | 23,737 | $1.3M |
| Halbert Hargrove Global Advisors, LLC | 0.07% | Reduce -88.7% | 23,471 | $1.3M |
| AE Wealth Management LLC | 0.01% | Add +6.9% | 23,218 | $1.2M |
| Vise Technologies, Inc. | 0.22% | Add +28.7% | 23,179 | $1.2M |
| Mfa Wealth Advisors, LLC | 0.27% | Add +6.0% | 23,172 | $1.2M |
| RTD Financial Advisors, Inc. | 0.16% | Reduce -13.4% | 22,750 | $1.2M |
| Allworth Financial LP | 0.01% | Add +4.1% | 20,265 | $1.1M |
| Cowa, LLC | 0.59% | Reduce -2.7% | 20,655 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +82.7% | 19,618 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +0.0% | 19,543 | $1.0M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +0.0% | 19,543 | $1.0M |
| Peterson Wealth Advisors, LLC | 0.21% | Reduce -9.0% | 18,851 | $1.0M |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -71.0% | 18,786 | $1.0M |
| HBW Advisory Services LLC | 0.17% | Add +10.3% | 18,766 | $1.0M |
| Moisand Fitzgerald Tamayo, LLC | 0.15% | Reduce -46.1% | 18,271 | $979K |
| Susquehanna International Group, LLP | 0.00% | New | 18,197 | $975K |
| Global Strategic Investment Solutions, LLC | 0.12% | No change | 18,085 | $969K |
| Strategic Financial Planning, Inc. | 0.70% | Add +1.4% | 18,052 | $967K |
| Aptus Capital Advisors, LLC | 0.02% | Add +83.3% | 17,860 | $957K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.39% | Reduce -8.0% | 16,473 | $882K |
| Integrated Investment Consultants, LLC | 0.24% | No change | 16,397 | $882K |
| MAI Capital Management | 0.01% | Add +0.7% | 16,283 | $872K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -4.4% | 15,245 | $816K |
| CGN Advisors LLC | 0.10% | Reduce -16.1% | 15,242 | $816K |
| Walter & Keenan Wealth Management LLC /in/ | 0.26% | Reduce -5.1% | 15,006 | $804K |
| 1834 Investment Advisors Co. | 0.10% | Reduce -11.5% | 14,878 | $797K |
| Range Financial Group LLC | 0.41% | Add +2.1% | 14,836 | $795K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.40% | No change | 14,600 | $782K |
| Private Client Services, LLC | 0.46% | Add +3.1% | 13,792 | $739K |
| Asset Dedication, LLC | 0.05% | Add +54.0% | 13,716 | $735K |
| Jones Financial Companies LLLP | 0.00% | Add +100.7% | 13,440 | $720K |
| Coldstream Capital Management Inc. | 0.02% | No change | 13,358 | $715K |
| Pathstone Holdings, LLC | 0.00% | Add +58.0% | 13,312 | $713K |
| Prudential Financial Inc. | 0.00% | Reduce -20.5% | 13,107 | $702K |
| Millington Financial Advisors, LLC | 0.49% | Reduce -4.1% | 13,043 | $699K |
| Comerica Bank | 0.00% | Add +1.7% | 12,915 | $692K |
| Truist Financial Corp. | 0.00% | Add +4.5% | 12,786 | $685K |
| MML Investors Services, LLC | 0.00% | Reduce -3.0% | 12,737 | $682K |
| Aspen Wealth Management LLC | 0.23% | Reduce -29.3% | 12,196 | $653K |
| River Street Advisors LLC | 0.40% | Add +70.5% | 12,099 | $648K |
| RVW Wealth, LLC | 0.06% | Reduce -40.6% | 12,072 | $647K |
| Ellis Investment Partners, LLC | 0.14% | Add +10.7% | 12,058 | $646K |
| Institutional & Family Asset Management, LLC | 0.10% | Reduce -0.2% | 11,692 | $626K |
| Insight Advisors, LLC/ PA | 0.11% | Add +3.2% | 11,519 | $617K |
| RFG Advisory, LLC | 0.02% | Reduce -5.5% | 11,495 | $616K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.8% | 11,470 | $614K |
| Beam Wealth Advisors, Inc. | 0.20% | Reduce -4.5% | 11,360 | $608K |
| Mutual Advisors, LLC | 0.02% | Reduce -4.0% | 10,442 | $594K |
| Simplicity Wealth,LLC | 0.01% | Reduce -70.9% | 10,812 | $579K |
| Brown Financial Advisory | 0.44% | Reduce -58.9% | 10,751 | $576K |
| Aureus Asset Management, LLC | 0.04% | Add +0.8% | 10,731 | $575K |
| WealthCollab, LLC | 0.41% | No change | 10,659 | $571K |
| Drive Wealth Management, LLC | 0.15% | Reduce -3.8% | 10,325 | $553K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -3.1% | 10,023 | $537K |
| HF Advisory Group, LLC | 0.27% | Add +6.0% | 9,719 | $521K |
| Betterment LLC | 0.00% | Add +34.3% | 9,711 | $520K |
| Avantax Advisory Services, Inc. | 0.00% | Add +78.0% | 9,690 | $519K |
| Natixis | 0.00% | Reduce -0.7% | 9,481 | $504K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -36.2% | 9,187 | $492K |
| Fingerlakes Wealth Management, Inc. | 0.42% | Reduce -1.9% | 8,824 | $473K |
| Captrust Financial Advisors | 0.00% | New | 8,752 | $469K |
| Principal Securities, Inc. | 0.01% | Reduce -32.6% | 8,715 | $467K |
| Townsquare Capital LLC | 0.01% | Reduce -18.1% | 8,558 | $458K |
| Garde Capital, Inc. | 0.03% | Reduce -28.8% | 8,472 | $454K |
| Tyche Wealth Partners LLC | 0.11% | Reduce -21.4% | 8,407 | $450K |
| Advisory Services Network, LLC | 0.01% | Add +11.3% | 8,387 | $449K |
| MAS Advisors LLC | 1.07% | No change | 8,361 | $448K |
| MBL Wealth, LLC | 0.05% | No change | 8,332 | $446K |
| Stifel Financial Corp. | 0.00% | Add +2.6% | 8,230 | $441K |
| FourThought Financial Partners, LLC | 0.05% | Add +0.6% | 7,833 | $420K |
| Intergy Private Wealth, LLC | 0.17% | Add +34.7% | 7,711 | $413K |
| Janney Montgomery Scott LLC | 0.00% | Add +8.1% | 7,422 | $398K |
| International Assets Investment Management, LLC | 0.04% | Reduce -4.2% | 7,098 | $380K |
| Destiny Capital Corp | 0.26% | Add +26.8% | 7,045 | $377K |
| REDW Wealth LLC | 0.10% | Add +0.1% | 7,023 | $376K |
| Aletheian Wealth Advisors LLC | 0.20% | No change | 6,972 | $373K |
| MidAtlantic Capital Management, Inc. | 0.31% | No change | 6,919 | $371K |
| IPG Investment Advisors LLC | 0.08% | Reduce -39.8% | 6,778 | $363K |
| YHB Investment Advisors, Inc. | 0.03% | Reduce -3.1% | 6,756 | $362K |
| Quad-Cities Investment Group, LLC | 0.20% | Add +0.2% | 6,691 | $358K |
| Onyx Bridge Wealth Group LLC | 0.06% | Reduce -1.8% | 6,676 | $358K |
| Spectrum Wealth Counsel, LLC | 0.05% | No change | 6,662 | $357K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -47.4% | 6,535 | $350K |
| Values Added Financial LLC | 0.24% | Add +14.5% | 6,325 | $339K |
| Forte Asset Management LLC | 0.19% | Reduce -13.2% | 6,072 | $325K |
| VERITY Wealth Advisors | 0.24% | No change | 5,996 | $321K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 5,867 | $314K |
| Foster & Motley Inc. | 0.02% | Reduce -5.7% | 5,750 | $308K |
| MB Generational Wealth, LLC | 0.24% | New | 5,706 | $306K |
| One Day In July LLC | 0.04% | Reduce -7.6% | 5,613 | $301K |
| Wrenne Financial Planning LLC | 0.20% | Add +1.2% | 5,398 | $289K |
| Synovus Financial Corp. | 0.00% | Reduce -6.5% | 5,386 | $288K |
| Ritholtz Wealth Management | 0.01% | Reduce -34.8% | 5,354 | $287K |
| ORBA Wealth Advisors, L.L.C. | 0.15% | Reduce -3.3% | 5,243 | $281K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | No change | 5,100 | $273K |
| Bristlecone Advisors, LLC | 0.02% | No change | 5,000 | $268K |
| Laidlaw Wealth Management LLC | 0.15% | Reduce -0.4% | 4,941 | $265K |
| Hexagon Capital Partners LLC | 0.06% | Add +33.1% | 4,888 | $262K |
| Upper Left Wealth Management, LLC | 0.24% | Reduce -0.1% | 4,864 | $261K |
| Fonville Wealth Management LLC | 0.10% | Add +2.0% | 4,806 | $257K |
| PVG Asset Management Corp. | 1.02% | — | 4,792 | $257K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -0.3% | 4,737 | $254K |
| Cypress Point Wealth Management, LLC | 0.12% | No change | 4,633 | $248K |
| NWF Advisory Services Inc. | 0.04% | No change | 4,598 | $246K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -42.8% | 4,527 | $242K |
| Seaside Wealth Management, Inc. | 0.10% | No change | 4,473 | $240K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.2% | 4,471 | $239K |
| Allstate Corp. | 0.02% | No change | 4,392 | $235K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 4,340 | $232K |
| Buckingham Strategic Wealth, LLC | 0.00% | Add +0.3% | 4,320 | $231K |
| D.A. Davidson & Co. | 0.00% | Reduce -14.0% | 4,292 | $230K |
| Navalign, LLC | 0.07% | New | 4,210 | $225K |
| Parallel Advisors, LLC | 0.01% | Reduce -8.5% | 4,140 | $222K |
| Jackson, Grant Investment Advisers, Inc. | 0.09% | Add +0.1% | 3,977 | $213K |
| IVC Wealth Advisors LLC | 0.12% | New | 3,886 | $208K |
| Private Ocean, LLC | 0.02% | No change | 3,838 | $206K |
| Sunbelt Securities, Inc. | 0.02% | No change | 3,825 | $205K |
| Horan Securities, Inc. | 0.09% | New | 3,816 | $204K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -8.6% | 3,710 | $197K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -16.3% | 3,668 | $196K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -8.4% | 3,308 | $177K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -81.3% | 2,928 | $157K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +41.8% | 2,624 | $141K |
| CIBC Private Wealth Group LLC | 0.00% | Add +295.2% | 2,612 | $140K |
| Old Second National Bank of Aurora | 0.04% | Add +62.3% | 2,585 | $138K |
| Biltmore Family Office, LLC | 0.02% | No change | 2,306 | $124K |
| Maryland Capital Advisors Inc. | 0.06% | Reduce -2.5% | 2,073 | $111K |
| Tortoise Investment Management, LLC | 0.01% | No change | 2,070 | $111K |
| NewEdge Advisors, LLC | 0.00% | Add +466.5% | 1,943 | $104K |
| RFP Financial Group LLC | 0.04% | No change | 1,917 | $103K |
| Global Retirement Partners, LLC | 0.00% | Reduce -1.3% | 1,872 | $100K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -17.0% | 1,650 | $88K |
| Element Wealth, LLC | 0.05% | No change | 1,648 | $88K |
| Center for Financial Planning, Inc. | 0.01% | Reduce -11.4% | 1,639 | $88K |
| FMR LLC | 0.00% | Reduce -42.8% | 1,584 | $85K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -33.0% | 1,507 | $81K |
| Castleview Partners, LLC | 0.04% | Reduce -24.5% | 1,306 | $70K |
| Smartleaf Asset Management LLC | 0.01% | Add +58.4% | 1,259 | $67K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 1,190 | $64K |
| Avior Wealth Management, LLC | 0.00% | Reduce -43.0% | 996 | $53K |
| Fairscale Capital, LLC | 0.05% | — | 906 | $51K |
| Colonial Trust Co / SC | 0.01% | Reduce -35.7% | 958 | $51K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -55.3% | 904 | $48K |
| Lowe Wealth Advisors, LLC | 0.02% | No change | 798 | $43K |
| Robinswood Financial LLC | 0.02% | No change | 773 | $41K |
| Raffa Wealth Management, LLC | 0.01% | New | 728 | $39K |
| Armor Investment Advisors, LLC | 0.02% | No change | 700 | $37K |
| Archer Investment Corp | 0.01% | No change | 692 | $37K |
| UMB Bank, n.a. | 0.00% | No change | 691 | $37K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -11.1% | 624 | $33K |
| Ridgewood Investments LLC | 0.02% | New | 608 | $33K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.2% | 588 | $31K |
| Smithfield Trust Co | 0.00% | No change | 521 | $28K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -41.7% | 522 | $28K |
| Atwood & Palmer Inc. | 0.00% | New | 509 | $27K |
| Financial Freedom, LLC | 0.02% | Add +0.4% | 500 | $27K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 500 | $27K |
| Opal Wealth Advisors, LLC | 0.01% | New | 490 | $26K |
| Bank of Montreal | 0.00% | No change | 460 | $25K |
| Continuum Advisory, LLC | 0.00% | No change | 446 | $24K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.5% | 421 | $23K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 390 | $21K |
| AdvisorNet Financial, Inc | 0.00% | No change | 376 | $20K |
| Harbour Investments, Inc. | 0.00% | No change | 338 | $18K |
| Investors Research Corp | 0.00% | Add +0.3% | 323 | $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 |
| GHP Investment Advisors, Inc. | 0.00% | New | 254 | $14K |
| Cardiff Park Advisors, LLC | 0.00% | Add +21.1% | 247 | $13K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 189 | $10K |
| Private Trust Co. NA | 0.00% | Add +166.7% | 176 | $9K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 165 | $9K |
| Blue Trust, Inc. | 0.00% | No change | 163 | $9K |
| Signaturefd, LLC | 0.00% | Reduce -95.4% | 162 | $9K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 154 | $8K |
| Capital Analysts, LLC | 0.00% | Add +53.2% | 144 | $8K |
| North Star Investment Management Corp. | 0.00% | Add +0.7% | 148 | $8K |
| Cwm, LLC | 0.00% | New | 125 | $7K |
| Legacy Bridge, LLC | 0.00% | Add +90.9% | 105 | $6K |
| Ancora Advisors LLC | 0.00% | No change | 100 | $5K |
| McIlrath & Eck, LLC | 0.00% | Add +1.1% | 91 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 86 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 78 | $4K |
| Pineridge Advisors LLC | 0.00% | No change | 76 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 58 | $3K |
| Larson Financial Group LLC | 0.00% | New | 44 | $2K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 41 | $2K |
| PSI Advisors, LLC | 0.00% | No change | 31 | $2K |
| Sound Income Strategies, LLC | 0.00% | Reduce -80.5% | 26 | $1K |
| Citigroup Inc. | 0.00% | New | 25 | $1K |
| HM Payson & Co. | 0.00% | New | 24 | $1K |
| Russell Investments Group, Ltd. | 0.00% | No change | 20 | $1K |
| Heck Capital Advisors, LLC | 0.00% | No change | 18 | $937 |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 10 | $538 |
| Mather Group, Llc. | 0.00% | New | 10 | $538 |
| Covenant Partners, LLC | 0.00% | New | 8 | $429 |
| MV Capital Management, Inc. | 0.00% | No change | 8 | $429 |
| Beacon Capital Management, LLC | 0.00% | No change | 3 | $161 |
| Paladin Advisory Group, LLC | 0.00% | No change | 2 | $106 |
| Creekmur Asset Management LLC | 0.00% | No change | 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.