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 |
| Sanctuary Advisors, LLC | 0.01% | Add +18.1% | 35,477 | $2.2M |
| Flow Traders U.S. LLC | 0.11% | New | 35,259 | $2.2M |
| CarsonAllaria Wealth Management, Ltd. | 1.17% | Reduce -4.3% | 33,154 | $2.0M |
| Awm Capital, LLC | 0.24% | Add +27.6% | 32,504 | $2.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -2.6% | 30,489 | $1.9M |
| Jane Street Group, LLC | 0.00% | New | 30,087 | $1.9M |
| Roble, Belko & Company, Inc | 0.27% | Reduce -0.9% | 28,250 | $1.7M |
| Composition Wealth, LLC | 0.04% | Add +6.9% | 27,062 | $1.7M |
| TD Waterhouse Canada Inc. | 0.01% | No change | 27,150 | $1.7M |
| Source Financial Advisors LLC | 0.49% | Add +0.1% | 26,666 | $1.6M |
| Goodwin Investment Advisory | 0.71% | Reduce -2.3% | 26,638 | $1.6M |
| Freedom Investment Management, Inc. | 0.13% | Reduce -6.2% | 26,439 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Add +88.4% | 25,074 | $1.5M |
| SigFig Wealth Management, LLC | 0.06% | Reduce -2.2% | 29,790 | $1.5M |
| Cowa, LLC | 0.70% | Add +16.0% | 23,951 | $1.5M |
| Exencial Wealth Advisors, LLC | 0.05% | Reduce -8.6% | 23,763 | $1.5M |
| Sharper & Granite LLC | 0.65% | Reduce -1.5% | 23,561 | $1.5M |
| Halbert Hargrove Global Advisors, LLC | 0.08% | Reduce -0.2% | 23,424 | $1.4M |
| AE Wealth Management LLC | 0.01% | Reduce -0.2% | 23,175 | $1.4M |
| B&D White Capital Company, LLC | 0.24% | New | 22,568 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +65.5% | 22,249 | $1.4M |
| Mfa Wealth Advisors, LLC | 0.30% | Reduce -4.7% | 22,074 | $1.4M |
| Shum Financial Group, Inc. | 1.13% | — | 22,271 | $1.4M |
| RTD Financial Advisors, Inc. | 0.17% | Reduce -5.3% | 21,553 | $1.3M |
| Allworth Financial LP | 0.01% | Add +3.1% | 20,887 | $1.3M |
| Vise Technologies, Inc. | 0.16% | Reduce -11.4% | 20,532 | $1.3M |
| Stamos Capital Partners, L.P. | 0.29% | Reduce -15.2% | 20,180 | $1.2M |
| Integrated Wealth Concepts LLC | 0.02% | Add +2.5% | 20,102 | $1.2M |
| RDA Financial Network | 0.38% | Reduce -18.6% | 19,941 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +0.0% | 19,551 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +0.0% | 19,551 | $1.2M |
| Simplicity Wealth,LLC | 0.11% | Add +78.0% | 19,244 | $1.2M |
| Redhawk Wealth Advisors, Inc. | 0.16% | New | 18,666 | $1.1M |
| HBW Advisory Services LLC | 0.17% | Reduce -1.1% | 18,561 | $1.1M |
| Aptus Capital Advisors, LLC | 0.02% | Add +1.4% | 18,103 | $1.1M |
| Global Strategic Investment Solutions, LLC | 0.13% | No change | 18,085 | $1.1M |
| Peterson Wealth Advisors, LLC | 0.21% | Reduce -5.2% | 17,877 | $1.1M |
| Strategic Financial Planning, Inc. | 0.72% | Reduce -1.5% | 17,774 | $1.1M |
| Moisand Fitzgerald Tamayo, LLC | 0.15% | Reduce -2.9% | 17,740 | $1.1M |
| Trademark Financial Management, LLC | 0.83% | New | 16,924 | $1.0M |
| Focus Partners Wealth | 0.00% | Reduce -64.1% | 16,865 | $1.0M |
| Walter & Keenan Wealth Management LLC /in/ | 0.31% | Add +11.6% | 16,751 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +43.4% | 16,443 | $1.0M |
| Integrated Investment Consultants, LLC | 0.21% | Reduce -2.6% | 15,969 | $983K |
| Private Client Services, LLC | 0.53% | Add +15.1% | 15,877 | $978K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.50% | Add +8.2% | 15,800 | $973K |
| Nwam LLC | 0.06% | New | 15,601 | $961K |
| MAI Capital Management | 0.01% | Reduce -4.8% | 15,501 | $954K |
| NorthCoast Asset Management LLC | 0.01% | New | 15,340 | $945K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.37% | Reduce -7.6% | 15,222 | $937K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 15,096 | $929K |
| Apollon Wealth Management, LLC | 0.03% | Reduce -1.4% | 15,029 | $925K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 14,961 | $921K |
| 1834 Investment Advisors Co. | 0.11% | No change | 14,878 | $916K |
| Millington Financial Advisors, LLC | 0.56% | Add +11.2% | 14,497 | $893K |
| Sunbelt Securities, Inc. | 0.08% | Add +261.0% | 13,808 | $850K |
| RFG Advisory, LLC | 0.03% | Add +19.9% | 13,786 | $849K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +266.9% | 13,610 | $832K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +45.4% | 13,354 | $822K |
| Asset Dedication, LLC | 0.06% | Reduce -2.8% | 13,337 | $821K |
| River Street Advisors LLC | 0.45% | Add +9.9% | 13,303 | $819K |
| Truist Financial Corp. | 0.00% | Add +0.6% | 12,861 | $792K |
| Ellis Investment Partners, LLC | 0.15% | Add +6.6% | 12,852 | $791K |
| CGN Advisors LLC | 0.08% | Reduce -16.6% | 12,719 | $783K |
| Brown Advisory Inc. | 0.00% | New | 12,369 | $762K |
| Coldstream Capital Management Inc. | 0.02% | Reduce -7.7% | 12,324 | $759K |
| Aspen Wealth Management LLC | 0.23% | Reduce -0.8% | 12,097 | $745K |
| Susquehanna International Group, LLP | 0.00% | Reduce -33.5% | 12,092 | $745K |
| RVW Wealth, LLC | 0.07% | Reduce -1.3% | 11,911 | $733K |
| Insight Advisors, LLC/ PA | 0.13% | Add +1.7% | 11,714 | $721K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +75.5% | 11,466 | $706K |
| Beam Wealth Advisors, Inc. | 0.21% | Add +0.3% | 11,388 | $701K |
| MML Investors Services, LLC | 0.00% | Reduce -14.1% | 10,943 | $674K |
| WealthCollab, LLC | 0.43% | Reduce -0.6% | 10,600 | $653K |
| Comerica Bank | 0.00% | Reduce -18.0% | 10,592 | $652K |
| Aureus Asset Management, LLC | 0.04% | Reduce -2.1% | 10,506 | $647K |
| Intergy Private Wealth, LLC | 0.24% | Add +35.3% | 10,429 | $642K |
| Mutual Advisors, LLC | 0.02% | Add +0.2% | 10,462 | $642K |
| Naviter Wealth, LLC | 0.09% | Reduce -76.5% | 10,337 | $636K |
| Destiny Capital Corp | 0.39% | Add +48.5% | 10,460 | $626K |
| Cary Street Partners Investment Advisory LLC | 0.02% | No change | 10,023 | $617K |
| Betterment LLC | 0.00% | Reduce -0.7% | 9,647 | $594K |
| HB Wealth Management, LLC | 0.01% | New | 9,594 | $591K |
| Natixis | 0.00% | Add +0.3% | 9,505 | $584K |
| HF Advisory Group, LLC | 0.27% | Reduce -2.6% | 9,470 | $583K |
| Brown Financial Advisory | 0.40% | Reduce -13.7% | 9,276 | $571K |
| Realta Investment Advisors | 0.26% | New | 9,322 | $564K |
| Principal Securities, Inc. | 0.01% | Add +3.9% | 9,051 | $557K |
| IPG Investment Advisors LLC | 0.12% | Add +31.6% | 8,923 | $549K |
| Eldridge Investment Advisors, Inc. | 0.12% | New | 8,600 | $530K |
| Fingerlakes Wealth Management, Inc. | 0.44% | Reduce -3.4% | 8,522 | $525K |
| Townsquare Capital LLC | 0.01% | Reduce -0.6% | 8,506 | $524K |
| Garde Capital, Inc. | 0.03% | No change | 8,472 | $522K |
| Tyche Wealth Partners LLC | 0.12% | Add +0.1% | 8,411 | $518K |
| MAS Advisors LLC | 1.10% | No change | 8,361 | $515K |
| MBL Wealth, LLC | 0.06% | No change | 8,332 | $513K |
| Stifel Financial Corp. | 0.00% | Add +0.5% | 8,271 | $509K |
| FourThought Financial Partners, LLC | 0.06% | Reduce -0.1% | 7,825 | $482K |
| Coastal Bridge Advisors, LLC | 0.12% | New | 7,535 | $464K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.3% | 7,443 | $458K |
| Advisory Services Network, LLC | 0.01% | No change | 8,387 | $449K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -26.4% | 7,137 | $439K |
| REDW Wealth LLC | 0.11% | Add +1.3% | 7,111 | $438K |
| MidAtlantic Capital Management, Inc. | 0.31% | No change | 6,919 | $426K |
| Gladstone Institutional Advisory LLC | 0.02% | New | 6,718 | $414K |
| Spectrum Wealth Counsel, LLC | 0.05% | No change | 6,662 | $410K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -64.6% | 6,652 | $410K |
| Onyx Bridge Wealth Group LLC | 0.06% | Reduce -1.0% | 6,612 | $407K |
| Quad-Cities Investment Group, LLC | 0.20% | Reduce -2.1% | 6,551 | $403K |
| Landmark Wealth Management, LLC | 0.17% | New | 6,409 | $395K |
| YHB Investment Advisors, Inc. | 0.03% | Reduce -6.0% | 6,349 | $391K |
| Forte Asset Management LLC | 0.20% | No change | 6,072 | $374K |
| VERITY Wealth Advisors | 0.26% | No change | 5,996 | $369K |
| Advisory Alpha, LLC | 0.01% | Reduce -84.5% | 5,933 | $365K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 5,867 | $361K |
| Values Added Financial LLC | 0.22% | Reduce -9.5% | 5,726 | $353K |
| MB Generational Wealth, LLC | 0.25% | Reduce -0.8% | 5,658 | $348K |
| One Day In July LLC | 0.04% | No change | 5,613 | $346K |
| FMR LLC | 0.00% | Add +250.3% | 5,549 | $342K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +17.0% | 5,542 | $341K |
| Synovus Financial Corp. | 0.00% | Add +2.4% | 5,513 | $339K |
| Wrenne Financial Planning LLC | 0.20% | Reduce -0.7% | 5,359 | $330K |
| Ritholtz Wealth Management | 0.01% | Reduce -0.2% | 5,344 | $329K |
| Wealthspire Advisors, LLC | 0.00% | New | 5,290 | $326K |
| Foster & Motley Inc. | 0.02% | Reduce -10.0% | 5,175 | $319K |
| ORBA Wealth Advisors, L.L.C. | 0.16% | Reduce -1.4% | 5,169 | $318K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | No change | 5,100 | $314K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +16.6% | 5,061 | $312K |
| Bristlecone Advisors, LLC | 0.02% | No change | 5,000 | $308K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +6297.4% | 4,990 | $307K |
| Upper Left Wealth Management, LLC | 0.26% | Reduce -0.5% | 4,838 | $293K |
| Prosperity Financial Group, Inc. | 0.16% | New | 4,665 | $287K |
| NWF Advisory Services Inc. | 0.04% | No change | 4,598 | $283K |
| Fonville Wealth Management LLC | 0.10% | Reduce -4.9% | 4,569 | $281K |
| Daiwa Securities Group Inc. | 0.00% | Add +56.0% | 4,569 | $281K |
| Seaside Wealth Management, Inc. | 0.10% | No change | 4,473 | $275K |
| Cypress Point Wealth Management, LLC | 0.11% | Reduce -5.1% | 4,397 | $271K |
| Allstate Corp. | 0.03% | No change | 4,392 | $270K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -2.1% | 4,375 | $269K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 4,312 | $265K |
| Laidlaw Wealth Management LLC | 0.13% | Reduce -15.0% | 4,199 | $259K |
| Aletheian Wealth Advisors LLC | 0.15% | Reduce -41.9% | 4,050 | $249K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 4,043 | $249K |
| Balboa Wealth Partners | 0.06% | New | 3,990 | $246K |
| Jackson, Grant Investment Advisers, Inc. | 0.09% | Add +0.1% | 3,983 | $245K |
| Hexagon Capital Partners LLC | 0.05% | Reduce -19.3% | 3,946 | $243K |
| Parallel Advisors, LLC | 0.01% | Reduce -5.1% | 3,927 | $242K |
| Horan Securities, Inc. | 0.09% | Add +0.9% | 3,850 | $237K |
| IVC Wealth Advisors LLC | 0.13% | Reduce -4.1% | 3,726 | $229K |
| Roundview Capital LLC | 0.02% | New | 3,684 | $227K |
| Epiq Partners, LLC | 0.13% | New | 3,659 | $225K |
| Citadel Advisors | 0.00% | Reduce -84.6% | 3,657 | $225K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -0.6% | 3,645 | $224K |
| IRON Financial LLC | 0.12% | New | 3,634 | $224K |
| Cresset Asset Management, LLC | 0.00% | New | 3,581 | $220K |
| Arkansas Financial Group, Inc. | 0.04% | New | 3,523 | $217K |
| Altus Wealth Group LLC | 0.09% | New | 3,487 | $215K |
| Mgo One Seven LLC | 0.01% | New | 3,444 | $212K |
| Braun-Bostich & Associates Inc. | 0.15% | New | 3,430 | $211K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -24.4% | 3,421 | $211K |
| AQR Capital Management | 0.00% | New | 3,419 | $211K |
| Veracity Capital LLC | 0.08% | New | 3,350 | $206K |
| Focused Wealth Management, Inc | 0.03% | New | 485 | $205K |
| D.A. Davidson & Co. | 0.00% | Reduce -22.7% | 3,317 | $204K |
| Vawter Financial, Ltd. | 0.12% | New | 3,298 | $203K |
| Private Advisor Group, LLC | 0.00% | New | 3,298 | $203K |
| LGL Partners, LLC | 0.03% | New | 3,284 | $202K |
| Bailard, Inc. | 0.01% | New | 3,267 | $201K |
| Parkside Financial Bank & Trust | 0.03% | New | 3,200 | $197K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +15.1% | 3,019 | $186K |
| GeoWealth Management, LLC | 0.01% | New | 2,553 | $157K |
| Old Second National Bank of Aurora | 0.04% | Reduce -6.5% | 2,416 | $149K |
| Biltmore Family Office, LLC | 0.02% | No change | 2,306 | $142K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -12.1% | 2,297 | $141K |
| Tortoise Investment Management, LLC | 0.01% | No change | 2,070 | $127K |
| NewEdge Advisors, LLC | 0.00% | Add +0.8% | 1,958 | $121K |
| Global Retirement Partners, LLC | 0.00% | Add +2.2% | 1,914 | $118K |
| Maryland Capital Advisors Inc. | 0.06% | Reduce -9.4% | 1,879 | $116K |
| Element Wealth, LLC | 0.05% | No change | 1,648 | $101K |
| Colonial Trust Co / SC | 0.02% | Add +70.6% | 1,634 | $100K |
| Avior Wealth Management, LLC | 0.00% | Add +57.0% | 1,564 | $96K |
| Citigroup Inc. | 0.00% | Add +5844.0% | 1,486 | $91K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.3% | 1,442 | $89K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -13.3% | 1,430 | $88K |
| Raffa Wealth Management, LLC | 0.02% | Add +88.3% | 1,371 | $84K |
| Castleview Partners, LLC | 0.04% | Reduce -3.6% | 1,259 | $78K |
| Ridgewood Investments LLC | 0.04% | Add +102.0% | 1,228 | $76K |
| Center for Financial Planning, Inc. | 0.01% | Reduce -25.9% | 1,214 | $75K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 1,190 | $73K |
| Private Trust Co. NA | 0.01% | Add +496.0% | 1,049 | $65K |
| Fairscale Capital, LLC | 0.05% | No change | 906 | $56K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 904 | $56K |
| Sanctuary Wealth Management, L.L.C. | 0.04% | New | 808 | $50K |
| Lowe Wealth Advisors, LLC | 0.02% | No change | 798 | $49K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +34.2% | 789 | $49K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -37.7% | 784 | $48K |
| Robinswood Financial LLC | 0.02% | No change | 773 | $48K |
| Cwm, LLC | 0.00% | Add +495.2% | 744 | $46K |
| Archer Investment Corp | 0.01% | No change | 692 | $43K |
| UMB Bank, n.a. | 0.00% | No change | 691 | $43K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +71.8% | 670 | $41K |
| Armor Investment Advisors, LLC | 0.02% | Reduce -11.4% | 620 | $38K |
| Claris Advisors, LLC / Mo / | 0.01% | New | 544 | $33K |
| Cape Investment Advisory, Inc. | 0.01% | Add +0.8% | 526 | $32K |
| Smithfield Trust Co | 0.00% | No change | 521 | $32K |
| Financial Freedom, LLC | 0.02% | Add +1.0% | 505 | $31K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 500 | $31K |
| Continuum Advisory, LLC | 0.00% | Reduce -0.5% | 444 | $27K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.9% | 425 | $26K |
| Atwood & Palmer Inc. | 0.00% | Reduce -22.4% | 395 | $24K |
| Harbour Investments, Inc. | 0.00% | Add +16.9% | 395 | $24K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.3% | 377 | $23K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 346 | $21K |
| Investors Research Corp | 0.00% | Add +0.6% | 325 | $20K |
| Covenant Partners, LLC | 0.01% | Add +3862.5% | 317 | $20K |
| Bray Capital Advisors | 0.00% | No change | 305 | $19K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 279 | $17K |
| Capital Analysts, LLC | 0.00% | Add +81.3% | 261 | $16K |
| Ascentis Independent Advisors | 0.00% | New | 253 | $16K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 247 | $15K |
| North Star Investment Management Corp. | 0.00% | Add +39.9% | 207 | $13K |
| Signaturefd, LLC | 0.00% | Add +25.3% | 203 | $13K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 189 | $12K |
| Albion Financial Group | 0.00% | New | 167 | $10K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 165 | $10K |
| City State Bank | 0.00% | New | 131 | $8K |
| Legacy Bridge, LLC | 0.00% | Add +23.8% | 130 | $8K |
| Ancora Advisors LLC | 0.00% | No change | 100 | $6K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | Add +880.0% | 98 | $6K |
| Caitlin John, LLC | 0.00% | New | 95 | $6K |
| McIlrath & Eck, LLC | 0.00% | Add +1.1% | 92 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 86 | $5K |
| Pineridge Advisors LLC | 0.00% | No change | 76 | $5K |
| Larson Financial Group LLC | 0.00% | Add +43.2% | 63 | $4K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 62 | $4K |
| Planned Solutions, Inc. | 0.00% | New | 60 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 58 | $4K |
| WASHINGTON TRUST Co | 0.00% | New | 45 | $3K |
| Bank of Montreal | 0.00% | Reduce -91.3% | 40 | $2K |
| Rice Partnership, LLC | 0.00% | New | 33 | $2K |
| PSI Advisors, LLC | 0.00% | No change | 31 | $2K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 30 | $2K |
| Kathleen S. Wright Associates Inc. | 0.00% | New | 28 | $2K |
| Sound Income Strategies, LLC | 0.00% | Reduce -19.2% | 21 | $1K |
| Russell Investments Group, Ltd. | 0.00% | No change | 20 | $1K |
| Tucker Asset Management LLC | 0.00% | New | 15 | $924 |
| MV Capital Management, Inc. | 0.00% | No change | 8 | $493 |
| Blue Trust, Inc. | 0.00% | Reduce -98.8% | 2 | $125 |
| Paladin Advisory Group, LLC | 0.00% | No change | 2 | $123 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $36 |
"% 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.