iShares Core US REIT ETFUSRTETF
13F holders, Q4 2024 (December 31)371holders +21
43new positions
42sold out
3famous investors
$57.34avg. 13F price*
At the end of Q4 2024, 371 institutions reported holding iShares Core US REIT ETF (USRT) in their 13F filings, up 21 from Q3 2024. 43 opened new positions and 42 sold out. The largest holders were BlackRock, Inc. ($219.1M), US Bancorp \de ($159.1M) and Glenmede Trust Co. NA ($90.8M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $27.1M |
| Exits | 42 | $39.9M |
All 13F filers, Q3 2024 → Q4 2024: 4,762,437 shares bought and 2,357,302 shares sold, net +2,405,135 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 371 holders
| BlackRock, Inc. | 0.00% | Add +61.0% | 3,823,817 | $219.1M |
| US Bancorp \de | 0.21% | Add +3.3% | 2,775,610 | $159.1M |
| Glenmede Trust Co. NA | 0.46% | Reduce -0.9% | 1,583,684 | $90.8M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +8.9% | 1,319,829 | $75.6M |
| Trust Co of Tennessee | 22.20% | Add +2.0% | 1,163,734 | $66.7M |
| Bank of America Corp. | 0.01% | Add +382.3% | 984,463 | $56.4M |
| Morgan Stanley | 0.00% | Add +3.2% | 919,501 | $52.7M |
| LPL Financial LLC | 0.02% | Add +256.5% | 781,468 | $44.8M |
| Heritage Financial Services, LLC | 5.82% | Add +4.1% | 764,424 | $43.8M |
| Corient Private Wealth LP | 0.06% | Reduce -0.7% | 663,115 | $38.0M |
| Thrivent Financial for Lutherans | 0.07% | Reduce -0.0% | 616,091 | $37.0M |
| Choreo, LLC | 0.47% | Add +1.6% | 575,058 | $33.0M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +2.1% | 523,599 | $30.0M |
| Mission Wealth Management, LP | 0.69% | Add +0.7% | 505,944 | $29.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -46.3% | 419,834 | $24.1M |
| HighTower Advisors, LLC | 0.03% | Reduce -0.6% | 406,906 | $23.3M |
| Charles Schwab Trust Co | 1.97% | Add +2.6% | 400,826 | $23.0M |
| Osaic Holdings, Inc. | 0.05% | Add +6.2% | 380,130 | $21.8M |
| Prime Capital Investment Advisors, LLC | 0.31% | Reduce -1.3% | 376,928 | $21.6M |
| Fiducient Advisors LLC | 2.61% | Add +35.1% | 368,653 | $21.1M |
| UBS Group AG | 0.00% | Add +24.2% | 359,724 | $20.6M |
| Cerity Partners LLC | 0.04% | Add +37.3% | 351,178 | $20.1M |
| Stephens Inc. | 0.26% | Add +3.9% | 323,221 | $18.5M |
| PGIM Custom Harvest LLC | 0.36% | Reduce -4.9% | 319,942 | $18.3M |
| JPMorgan Chase & Co. | 0.00% | Add +4.3% | 312,355 | $17.9M |
| S. R. Schill & Associates | 14.95% | Reduce -9.9% | 311,794 | $17.9M |
| Financial & Tax Architects, LLC | 4.45% | Add +4.4% | 304,711 | $17.5M |
| Blueprint Investment Partners LLC | 2.73% | Reduce -21.1% | 300,343 | $17.2M |
| Rodgers & Associates, LTD | 2.03% | Add +24.5% | 297,275 | $17.0M |
| Rockbridge Investment Management, LCC | 2.02% | Reduce -11.8% | 275,115 | $15.8M |
| Pure Financial Advisors, LLC | 0.28% | Add +7.4% | 216,480 | $12.4M |
| Glenview Trust Co | 0.23% | Reduce -1.1% | 214,536 | $12.3M |
| Tectonic Advisors LLC | 0.73% | Add +0.3% | 195,216 | $11.2M |
| Biltmore Wealth Management, LLC | 4.66% | Add +0.8% | 195,124 | $11.2M |
| ERn Financial, LLC | 1.60% | Add +2.5% | 186,187 | $10.7M |
| Phillips Financial Management, LLC | 0.82% | Reduce -16.6% | 182,023 | $10.4M |
| Cannon Financial Strategists, Inc. | 1.77% | Add +1.2% | 180,189 | $10.3M |
| Raymond James Financial Inc. | 0.00% | — | 172,918 | $9.9M |
| O'shaughnessy Asset Management, LLC | 0.08% | Add +4.0% | 170,965 | $9.8M |
| MBE Wealth Management, LLC | 5.51% | Reduce -34.2% | 170,748 | $9.8M |
| Cetera Investment Advisers | 0.02% | Add +18.5% | 168,528 | $9.7M |
| BNP Paribas Financial Markets | 0.01% | Add +37.0% | 167,909 | $9.6M |
| Quadrature Capital Ltd | 0.18% | New | 155,568 | $8.9M |
| Ameriprise Financial Inc. | 0.00% | Add +6.3% | 152,619 | $8.7M |
| Freedom Day Solutions, LLC | 2.52% | Add +18.5% | 146,906 | $8.4M |
| Lido Advisors, LLC | 0.05% | Add +22.3% | 140,215 | $8.0M |
| Captrust Financial Advisors | 0.02% | Add +37.0% | 135,476 | $7.8M |
| Compound Planning, Inc. | 0.39% | Add +0.7% | 133,841 | $7.7M |
| Cornerstone Management, Inc. | 1.47% | Reduce -3.5% | 132,530 | $7.6M |
| Apollon Wealth Management, LLC | 0.16% | Add +708.0% | 121,427 | $7.0M |
| Ellenbecker Investment Group | 1.22% | Reduce -33.4% | 119,237 | $6.8M |
| Legacy Financial Group LLC | 1.10% | Reduce -2.7% | 119,071 | $6.8M |
| School Employees Retirement Board of Ohio | 3.36% | No change | 112,787 | $6.5M |
| Marshall Financial Group Inc. | 1.88% | Reduce -4.0% | 107,436 | $6.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.5% | 106,761 | $6.1M |
| Sumitomo Life Insurance Co. | 0.11% | Add +172.1% | 105,300 | $6.0M |
| Cornerstone Partners Capital Management, LLC | 11.90% | No change | 97,080 | $5.6M |
| Mariner, LLC | 0.01% | Add +0.3% | 96,353 | $5.5M |
| TPG Financial Advisors, LLC | 2.39% | Add +3.2% | 95,906 | $5.5M |
| Avantax Advisory Services, Inc. | 0.03% | Add +1236.3% | 95,368 | $5.5M |
| Peak Financial Management, Inc. | 1.57% | Add +0.9% | 91,607 | $5.3M |
| Creative Planning | 0.01% | Reduce -2.7% | 90,482 | $5.2M |
| Fund Evaluation Group, LLC | 0.24% | No change | 88,315 | $5.1M |
| Modern Wealth Management, LLC | 0.19% | Reduce -7.9% | 87,678 | $5.0M |
| Royal Bank of Canada | 0.00% | Add +67.1% | 86,590 | $5.0M |
| Topel & Distasi Wealth Management, LLC | 2.00% | Add +0.8% | 81,373 | $4.7M |
| CW Advisors, LLC | 0.06% | Add +4.1% | 79,042 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.6% | 77,782 | $4.5M |
| Visionary Wealth Advisors | 0.24% | Reduce -0.5% | 71,917 | $4.1M |
| Wells Fargo & Company | 0.00% | Add +8.6% | 67,465 | $3.9M |
| Spartan Planning & Wealth Management | 3.50% | — | 66,928 | $3.8M |
| Prosperity Planning, Inc. | 1.73% | Add +1.1% | 66,475 | $3.8M |
| SMI Advisory Services, LLC | 0.85% | Reduce -50.1% | 66,025 | $3.7M |
| Presilium Private Wealth, LLC | 0.84% | Reduce -0.1% | 63,475 | $3.6M |
| Waverly Advisors, LLC | 0.06% | Reduce -1.4% | 62,840 | $3.6M |
| First Hawaiian Bank | 0.11% | No change | 61,417 | $3.5M |
| Citadel Advisors | 0.00% | Add +1569.5% | 61,055 | $3.5M |
| Rialto Wealth Management, LLC | 1.14% | — | 60,049 | $3.4M |
| Windsor Capital Management, LLC | 0.98% | Reduce -1.4% | 57,670 | $3.3M |
| Capstone Investment Advisors, LLC | 0.04% | New | 54,374 | $3.1M |
| Congress Asset Management Co. | 0.02% | Reduce -16.8% | 53,630 | $3.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -26.1% | 50,098 | $2.9M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Add +3.4% | 49,507 | $2.8M |
| Moody National Bank Trust Division | 0.30% | Add +0.9% | 49,268 | $2.8M |
| CoreCap Advisors, LLC | 0.12% | Reduce -17.6% | 46,437 | $2.7M |
| Dogwood Wealth Management LLC | 1.38% | Reduce -1.5% | 45,654 | $2.6M |
| Cascade Wealth Advisors, Inc | 1.67% | Add +11.1% | 42,967 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -13.7% | 42,749 | $2.4M |
| Independent Wealth Network Inc. | 0.99% | Add +1.7% | 42,439 | $2.4M |
| State Street Corp. | 0.00% | No change | 41,900 | $2.4M |
| American State Bank (Iowa) | 1.45% | Add +3.0% | 41,830 | $2.4M |
| WealthTrak Capital Management LLC | 1.93% | — | 39,911 | $2.3M |
| Creative Financial Designs Inc. | 0.18% | New | 39,492 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +223.5% | 39,118 | $2.2M |
| Blue Edge Capital, LLC | 0.35% | Reduce -3.3% | 38,906 | $2.2M |
| Securian Asset Management, Inc. | 0.06% | Reduce -4.4% | 38,703 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +6.9% | 37,919 | $2.2M |
| Moneta Group Investment Advisors LLC | 0.03% | Reduce -9.1% | 38,268 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +66.3% | 37,009 | $2.1M |
| National Bank of Canada | 0.00% | New | 36,067 | $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.