iShares Core US REIT ETFUSRTETF
13F holders, Q3 2024 (September 30)350holders +29
57new positions
24sold out
2famous investors
$60.35avg. 13F price*
At the end of Q3 2024, 350 institutions reported holding iShares Core US REIT ETF (USRT) in their 13F filings, up 29 from Q2 2024. 57 opened new positions and 24 sold out. The largest holders were US Bancorp \de ($165.5M), BlackRock, Inc. ($146.2M) and Glenmede Trust Co. NA ($98.4M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $88.1M |
| Exits | 24 | $171.1M |
All 13F filers, Q2 2024 → Q3 2024: 3,445,680 shares bought and 4,493,235 shares sold, net −1,047,555 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 350 holders
| US Bancorp \de | 0.21% | Add +1.5% | 2,687,948 | $165.5M |
| BlackRock, Inc. | 0.00% | — | 2,374,801 | $146.2M |
| Glenmede Trust Co. NA | 0.47% | Reduce -7.0% | 1,598,115 | $98.4M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +10.8% | 1,211,616 | $74.6M |
| Trust Co of Tennessee | 23.43% | Add +0.1% | 1,141,011 | $70.3M |
| Morgan Stanley | 0.00% | Add +3.7% | 891,137 | $54.9M |
| Envestnet Asset Management Inc. | 0.02% | Add +201.9% | 781,871 | $48.1M |
| Heritage Financial Services, LLC | 6.01% | Add +2.6% | 734,016 | $45.2M |
| Thrivent Financial for Lutherans | 0.07% | Reduce -5.3% | 616,236 | $37.9M |
| Choreo, LLC | 0.51% | Reduce -0.6% | 565,913 | $34.6M |
| Kestra Investment Management, LLC | 1.45% | New | 548,867 | $33.8M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -2.8% | 512,945 | $31.6M |
| Mission Wealth Management, LP | 0.76% | Reduce -0.4% | 502,364 | $30.9M |
| Rakuten Investment Management, Inc. | 0.16% | Add +7.1% | 434,727 | $26.6M |
| HighTower Advisors, LLC | 0.04% | Add +1.9% | 409,504 | $25.2M |
| Charles Schwab Trust Co | 2.08% | Reduce -16.2% | 390,734 | $24.1M |
| Prime Capital Investment Advisors, LLC | 0.33% | Reduce -1.7% | 381,823 | $23.5M |
| Blueprint Investment Partners LLC | 4.25% | Add +101.2% | 380,665 | $23.4M |
| Osaic Holdings, Inc. | 0.05% | Add +24.3% | 357,841 | $22.0M |
| S. R. Schill & Associates | 15.09% | Reduce -8.2% | 346,018 | $21.3M |
| PGIM Custom Harvest LLC | 0.42% | Reduce -4.4% | 336,442 | $20.7M |
| Rockbridge Investment Management, LCC | 2.49% | Reduce -30.6% | 311,841 | $19.2M |
| Stephens Inc. | 0.27% | Reduce -3.4% | 311,045 | $19.2M |
| JPMorgan Chase & Co. | 0.00% | Add +1.0% | 299,373 | $18.4M |
| Financial & Tax Architects, LLC | 4.62% | New | 291,874 | $18.0M |
| UBS Group AG | 0.01% | Reduce -2.5% | 289,578 | $17.8M |
| Fiducient Advisors LLC | 1.94% | Add +15.4% | 272,790 | $16.8M |
| MBE Wealth Management, LLC | 8.81% | Add +0.2% | 259,338 | $16.0M |
| Cerity Partners LLC | 0.03% | Add +28.9% | 255,874 | $15.8M |
| Rodgers & Associates, LTD | 1.75% | Add +7.3% | 238,741 | $14.7M |
| LPL Financial LLC | 0.01% | Add +12.9% | 219,203 | $13.5M |
| Phillips Financial Management, LLC | 1.04% | Reduce -3.0% | 218,128 | $13.4M |
| Glenview Trust Co | 0.26% | Reduce -0.1% | 216,913 | $13.4M |
| Prudential Financial Inc. | 0.02% | Add +1506.1% | 210,511 | $13.0M |
| Bank of America Corp. | 0.00% | Reduce -13.4% | 204,115 | $12.6M |
| Pure Financial Advisors, LLC | 0.30% | Reduce -1.3% | 201,519 | $12.4M |
| Tectonic Advisors LLC | 0.79% | Add +4.1% | 194,617 | $12.0M |
| Biltmore Wealth Management, LLC | 4.90% | Add +24.7% | 193,566 | $11.9M |
| ERn Financial, LLC | 1.70% | Add +0.7% | 181,723 | $11.2M |
| Ellenbecker Investment Group | 2.09% | Reduce -13.4% | 179,134 | $11.0M |
| Cannon Financial Strategists, Inc. | 1.92% | Add +1.3% | 178,116 | $11.0M |
| O'shaughnessy Asset Management, LLC | 0.09% | Add +17.4% | 164,440 | $9.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.2% | 143,609 | $8.8M |
| Cetera Investment Advisers | 0.02% | Add +46.8% | 142,166 | $8.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +212.6% | 138,517 | $8.5M |
| Cornerstone Management, Inc. | 1.77% | Reduce -9.8% | 137,380 | $8.5M |
| Compound Planning, Inc. | 0.51% | Add +21.3% | 132,967 | $8.2M |
| SMI Advisory Services, LLC | 1.76% | Add +227.0% | 132,264 | $8.0M |
| Freedom Day Solutions, LLC | 2.37% | Add +7.5% | 123,964 | $7.6M |
| BNP Paribas Financial Markets | 0.01% | Add +83.8% | 122,604 | $7.5M |
| Legacy Financial Group LLC | 1.45% | Reduce -1.0% | 122,413 | $7.5M |
| Raymond James & Associates | 0.00% | Add +2.0% | 122,150 | $7.5M |
| Lido Advisors, LLC | 0.05% | Add +3.6% | 114,678 | $7.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.2% | 112,956 | $7.0M |
| School Employees Retirement Board of Ohio | 3.95% | New | 112,787 | $6.9M |
| Marshall Financial Group Inc. | 2.08% | Add +0.8% | 111,851 | $6.9M |
| Merriman Wealth Management, LLC | 0.27% | Reduce -3.4% | 109,016 | $6.7M |
| CIC Wealth, LLC | 1.72% | Add +2.5% | 108,029 | $6.7M |
| Corient Private Wealth LP | 0.01% | Add +0.7% | 668,092 | $6.4M |
| Captrust Financial Advisors | 0.02% | Add +1030.0% | 98,895 | $6.1M |
| Cornerstone Partners Capital Management, LLC | 11.77% | No change | 97,080 | $6.0M |
| Mariner, LLC | 0.01% | Reduce -0.6% | 96,033 | $5.9M |
| Modern Wealth Management, LLC | 0.36% | Reduce -3.1% | 95,244 | $5.9M |
| Executive Wealth Management, LLC | 0.45% | New | 93,759 | $5.8M |
| Creative Planning | 0.01% | Reduce -5.2% | 93,005 | $5.7M |
| TPG Financial Advisors, LLC | 2.58% | Reduce -49.5% | 92,963 | $5.7M |
| Peak Financial Management, Inc. | 1.64% | Add +0.0% | 90,799 | $5.6M |
| Fund Evaluation Group, LLC | 0.30% | No change | 88,315 | $5.4M |
| Topel & Distasi Wealth Management, LLC | 2.06% | Reduce -5.3% | 80,722 | $5.0M |
| Cambridge Associates LLC /Ma/ | 0.18% | No change | 80,120 | $4.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.9% | 76,594 | $4.7M |
| CW Advisors, LLC | 0.06% | Reduce -7.9% | 75,929 | $4.7M |
| Visionary Wealth Advisors | 0.27% | Reduce -0.5% | 72,308 | $4.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -10.9% | 67,813 | $4.1M |
| Prosperity Planning, Inc. | 1.80% | Add +1.7% | 65,768 | $4.0M |
| Congress Asset Management Co. | 0.03% | Reduce -10.0% | 64,427 | $4.0M |
| Waverly Advisors, LLC | 0.07% | Reduce -0.6% | 63,713 | $3.9M |
| Presilium Private Wealth, LLC | 0.90% | Reduce -1.7% | 63,526 | $3.9M |
| Wells Fargo & Company | 0.00% | Add +9.0% | 62,136 | $3.8M |
| First Hawaiian Bank | 0.12% | No change | 61,417 | $3.8M |
| Bank of Nova Scotia | 0.01% | Reduce -26.3% | 60,829 | $3.7M |
| Windsor Capital Management, LLC | 1.05% | Reduce -1.2% | 58,498 | $3.6M |
| CoreCap Advisors, LLC | 0.16% | New | 56,383 | $3.5M |
| Royal Bank of Canada | 0.00% | Reduce -4.2% | 51,829 | $3.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +17.4% | 49,535 | $3.0M |
| Moody National Bank Trust Division | 0.32% | Reduce -1.2% | 48,808 | $3.0M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Reduce -4.4% | 47,890 | $2.9M |
| AlphaStar Capital Management, LLC | 0.23% | Add +7.8% | 47,225 | $2.9M |
| Dogwood Wealth Management LLC | 1.64% | Reduce -9.1% | 46,355 | $2.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.06% | Reduce -75.3% | 42,336 | $2.6M |
| Moneta Group Investment Advisors LLC | 0.04% | Reduce -13.7% | 42,079 | $2.6M |
| State Street Corp. | 0.00% | Add +27.7% | 41,900 | $2.6M |
| Independent Wealth Network Inc. | 1.14% | Add +3.4% | 41,734 | $2.6M |
| American State Bank (Iowa) | 1.52% | Reduce -2.2% | 40,627 | $2.5M |
| Securian Asset Management, Inc. | 0.07% | Reduce -0.7% | 40,503 | $2.5M |
| Blue Edge Capital, LLC | 0.39% | Reduce -1.1% | 40,231 | $2.5M |
| Sumitomo Life Insurance Co. | 0.05% | Reduce -86.9% | 38,700 | $2.4M |
| Cascade Wealth Advisors, Inc | 1.70% | Add +1.2% | 38,672 | $2.4M |
| Kohmann Bosshard Financial Services, LLC | 0.28% | Add +1.1% | 35,969 | $2.2M |
| Equitable Holdings, Inc. | 0.02% | Add +11.0% | 35,508 | $2.2M |
"% 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.