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 |
| Comprehensive Money Management Services LLC | 1.68% | — | 35,577 | $2.0M |
| Equitable Holdings, Inc. | 0.02% | Reduce -0.5% | 35,328 | $2.0M |
| Stamos Capital Partners, L.P. | 0.47% | Add +73.9% | 35,090 | $2.0M |
| Kohmann Bosshard Financial Services, LLC | 0.24% | Reduce -4.5% | 34,355 | $2.0M |
| CarsonAllaria Wealth Management, Ltd. | 1.08% | Reduce -0.7% | 32,918 | $1.9M |
| Naviter Wealth, LLC | 0.22% | Add +208.6% | 31,896 | $1.8M |
| Awm Capital, LLC | 0.22% | Reduce -1.9% | 31,871 | $1.8M |
| Post Resch Tallon Group Inc. | 1.72% | — | 31,274 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | No change | 30,489 | $1.7M |
| Truist Financial Corp. | 0.00% | Add +135.5% | 30,290 | $1.7M |
| Keystone Financial Group, Inc. | 1.38% | — | 29,836 | $1.7M |
| TD Waterhouse Canada Inc. | 0.01% | Add +5.6% | 28,681 | $1.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +91.5% | 28,644 | $1.6M |
| Savant Capital, LLC | 0.01% | New | 28,298 | $1.6M |
| Roble, Belko & Company, Inc | 0.26% | Add +0.1% | 28,266 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Add +8.0% | 27,089 | $1.6M |
| Sharper & Granite LLC | 0.68% | Add +13.9% | 26,835 | $1.5M |
| AE Wealth Management LLC | 0.01% | Add +15.3% | 26,722 | $1.5M |
| Focus Partners Wealth | 0.00% | Add +56.0% | 26,306 | $1.5M |
| Goodwin Investment Advisory | 0.78% | Reduce -2.6% | 25,944 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -13.9% | 25,893 | $1.5M |
| Freedom Investment Management, Inc. | 0.12% | Reduce -4.1% | 25,366 | $1.5M |
| Envision Financial LLC | 1.14% | — | 24,816 | $1.4M |
| Millington Financial Advisors, LLC | 0.82% | Add +68.0% | 24,357 | $1.4M |
| Bank of Nova Scotia | 0.00% | Reduce -59.8% | 24,445 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +23.5% | 24,137 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +23.5% | 24,137 | $1.4M |
| SigFig Wealth Management, LLC | 0.05% | Reduce -11.9% | 26,254 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +16.0% | 23,323 | $1.3M |
| Exencial Wealth Advisors, LLC | 0.05% | Reduce -1.9% | 23,318 | $1.3M |
| Shum Financial Group, Inc. | 1.09% | Reduce -0.9% | 22,067 | $1.3M |
| Vise Technologies, Inc. | 0.10% | Add +5.5% | 21,671 | $1.2M |
| Mfa Wealth Advisors, LLC | 0.32% | Reduce -2.1% | 21,604 | $1.2M |
| Aptus Capital Advisors, LLC | 0.01% | Add +15.4% | 20,897 | $1.2M |
| Allworth Financial LP | 0.01% | Reduce -2.8% | 20,305 | $1.2M |
| Halbert Hargrove Global Advisors, LLC | 0.07% | Reduce -13.4% | 20,273 | $1.2M |
| B&D White Capital Company, LLC | 0.19% | Reduce -10.8% | 20,141 | $1.2M |
| Prospect Financial Group LLC | 1.41% | — | 20,004 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | New | 20,000 | $1.1M |
| Simplicity Wealth,LLC | 0.23% | Add +0.5% | 19,348 | $1.1M |
| HBW Advisory Services LLC | 0.11% | Add +2.5% | 19,018 | $1.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -55.1% | 18,986 | $1.1M |
| Albion Financial Group | 0.07% | Add +11198.2% | 18,868 | $1.1M |
| Quest 10 Wealth Builders, Inc. | 1.06% | — | 18,555 | $1.1M |
| Kagan Cocozza Asset Management | 0.88% | — | 18,409 | $1.1M |
| Walter & Keenan Wealth Management LLC /in/ | 0.31% | Add +7.8% | 18,054 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.9% | 17,903 | $1.0M |
| Strategic Financial Planning, Inc. | 0.69% | Reduce -0.2% | 17,734 | $1.0M |
| Inman Jager Wealth Management, LLC | 0.78% | — | 17,555 | $1.0M |
| MML Investors Services, LLC | 0.00% | Add +59.6% | 17,462 | $1.0M |
| Renaissance Technologies | 0.00% | New | 17,400 | $997K |
| RFG Advisory, LLC | 0.03% | Add +25.1% | 17,242 | $988K |
| Integrated Investment Consultants, LLC | 0.19% | No change | 15,969 | $915K |
| Moisand Fitzgerald Tamayo, LLC | 0.13% | Reduce -11.8% | 15,656 | $897K |
| MAI Capital Management | 0.01% | Add +0.4% | 15,565 | $892K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.6% | 15,333 | $879K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.33% | Add +0.3% | 15,266 | $875K |
| Peterson Wealth Advisors, LLC | 0.15% | Reduce -16.8% | 14,867 | $856K |
| 1834 Investment Advisors Co. | 0.11% | No change | 14,878 | $853K |
| Range Financial Group LLC | 0.39% | New | 14,877 | $853K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.37% | Reduce -7.6% | 14,600 | $837K |
| Comerica Bank | 0.00% | Add +35.0% | 14,298 | $819K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -9.8% | 13,838 | $793K |
| River Street Advisors LLC | 0.40% | Add +3.8% | 13,814 | $792K |
| Nwam LLC | 0.05% | Reduce -12.1% | 13,721 | $786K |
| Global Strategic Investment Solutions, LLC | 0.09% | Reduce -24.3% | 13,692 | $785K |
| Sunbelt Securities, Inc. | 0.07% | Add +0.0% | 13,814 | $783K |
| Composition Wealth, LLC | 0.02% | Reduce -50.0% | 13,526 | $775K |
| Ellis Investment Partners, LLC | 0.14% | Reduce -3.1% | 12,448 | $713K |
| Brown Advisory Inc. | 0.00% | No change | 12,369 | $709K |
| Coldstream Capital Management Inc. | 0.02% | No change | 12,324 | $706K |
| Asset Dedication, LLC | 0.06% | Reduce -8.2% | 12,247 | $702K |
| HRT Financial LP | 0.00% | New | 11,788 | $675K |
| Intergy Private Wealth, LLC | 0.25% | Add +12.5% | 11,736 | $673K |
| Brighton Jones LLC | 0.02% | New | 11,518 | $660K |
| Aspen Wealth Management LLC | 0.19% | Reduce -5.5% | 11,428 | $655K |
| Insight Advisors, LLC/ PA | 0.11% | Reduce -2.4% | 11,436 | $648K |
| Destiny Capital Corp | 0.39% | Add +7.9% | 11,285 | $647K |
| Trademark Financial Management, LLC | 0.51% | Reduce -33.8% | 11,203 | $642K |
| Beam Wealth Advisors, Inc. | 0.20% | Reduce -3.9% | 10,947 | $627K |
| RTD Financial Advisors, Inc. | 0.08% | Reduce -50.2% | 10,734 | $615K |
| Thompson David Blair | 0.45% | — | 10,730 | $615K |
| Coastal Bridge Advisors, LLC | 0.15% | Add +41.3% | 10,644 | $610K |
| WealthCollab, LLC | 0.39% | No change | 10,600 | $607K |
| RDA Financial Network | 0.18% | Reduce -46.9% | 10,593 | $607K |
| Aureus Asset Management, LLC | 0.04% | Add +0.4% | 10,550 | $605K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -22.1% | 10,401 | $596K |
| CGN Advisors LLC | 0.06% | Reduce -19.0% | 10,298 | $590K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -10.5% | 10,264 | $588K |
| Mutual Advisors, LLC | 0.02% | Reduce -2.6% | 10,191 | $584K |
| Private Client Services, LLC | 0.30% | Reduce -38.2% | 9,812 | $562K |
| Cary Street Partners Financial LLC | 0.02% | — | 9,772 | $560K |
| Betterment LLC | 0.00% | Reduce -0.4% | 9,605 | $550K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +42.5% | 9,574 | $549K |
| YHB Investment Advisors, Inc. | 0.04% | Add +50.1% | 9,533 | $546K |
| IPG Investment Advisors LLC | 0.12% | Add +6.3% | 9,487 | $544K |
| Natixis | 0.00% | Reduce -0.3% | 9,481 | $536K |
| HF Advisory Group, LLC | 0.24% | Reduce -3.3% | 9,154 | $525K |
| Stifel Financial Corp. | 0.00% | Add +10.1% | 9,104 | $522K |
| Principal Securities, Inc. | 0.01% | Reduce -0.7% | 8,986 | $515K |
| Brown Financial Advisory | 0.36% | Reduce -4.5% | 8,856 | $508K |
| HB Wealth Management, LLC | 0.01% | Reduce -9.5% | 8,684 | $498K |
| Townsquare Capital LLC | 0.01% | Add +0.5% | 8,551 | $490K |
| Garde Capital, Inc. | 0.03% | No change | 8,472 | $486K |
| Park Avenue Securities LLC | 0.00% | New | 8,349 | $478K |
| MBL Wealth, LLC | 0.05% | No change | 8,332 | $478K |
| SageView Advisory Group, LLC | 0.02% | New | 7,917 | $454K |
| Tyche Wealth Partners LLC | 0.10% | Reduce -6.4% | 7,876 | $451K |
| Fingerlakes Wealth Management, Inc. | 0.35% | Reduce -10.3% | 7,641 | $438K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.4% | 7,412 | $425K |
| Quad-Cities Investment Group, LLC | 0.21% | Add +13.0% | 7,401 | $424K |
| FourThought Financial Partners, LLC | 0.04% | Reduce -6.7% | 7,303 | $419K |
| Parallel Advisors, LLC | 0.01% | Add +82.8% | 7,178 | $411K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +25.6% | 6,960 | $399K |
| MidAtlantic Capital Management, Inc. | 0.29% | No change | 6,919 | $397K |
| Onyx Bridge Wealth Group LLC | 0.06% | Add +0.7% | 6,659 | $382K |
| Landmark Wealth Management, LLC | 0.17% | Add +3.3% | 6,620 | $379K |
| Spectrum Wealth Counsel, LLC | 0.04% | Reduce -1.0% | 6,597 | $378K |
| Daiwa Securities Group Inc. | 0.00% | Add +43.6% | 6,561 | $376K |
| Engineers Gate Manager LP | 0.01% | New | 6,480 | $371K |
| Advisory Services Network, LLC | 0.01% | Reduce -23.0% | 6,460 | $370K |
| International Assets Investment Management, LLC | 0.03% | New | 6,362 | $361K |
| VERITY Wealth Advisors | 0.25% | No change | 5,996 | $344K |
| 1832 Asset Management L.P. | 0.00% | New | 5,897 | $338K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 5,867 | $336K |
| Forte Asset Management LLC | 0.18% | Reduce -4.8% | 5,782 | $331K |
| Values Added Financial LLC | 0.19% | No change | 5,726 | $328K |
| RVW Wealth, LLC | 0.03% | Reduce -52.0% | 5,717 | $328K |
| Synovus Financial Corp. | 0.00% | No change | 5,513 | $316K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +7.6% | 5,445 | $312K |
| &partners | 0.00% | New | 5,343 | $307K |
| Ritholtz Wealth Management | 0.01% | No change | 5,344 | $306K |
| Wealthspire Advisors, LLC | 0.00% | No change | 5,290 | $303K |
| REDW Wealth LLC | 0.10% | Reduce -28.1% | 5,113 | $293K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | No change | 5,100 | $292K |
| Bristlecone Advisors, LLC | 0.02% | No change | 5,000 | $287K |
| OneAscent Financial Services LLC | 0.02% | New | 4,962 | $284K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +11.8% | 4,890 | $280K |
| Advisory Alpha, LLC | 0.01% | Reduce -18.5% | 4,838 | $277K |
| ORBA Wealth Advisors, L.L.C. | 0.14% | Reduce -6.8% | 4,820 | $276K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 4,795 | $275K |
| Upper Left Wealth Management, LLC | 0.23% | Reduce -1.1% | 4,786 | $274K |
| Finley Financial, LLC | 0.14% | — | 4,780 | $269K |
| FMR LLC | 0.00% | Reduce -15.3% | 4,698 | $269K |
| IVC Wealth Advisors LLC | 0.15% | Add +26.0% | 4,696 | $269K |
| Panoramic Capital Partners, LLC | 0.24% | — | 4,668 | $268K |
| Rehmann Capital Advisory Group | 0.02% | New | 4,648 | $266K |
| NWF Advisory Services Inc. | 0.04% | No change | 4,598 | $264K |
| Wrenne Financial Planning LLC | 0.15% | Reduce -14.7% | 4,570 | $262K |
| Fonville Wealth Management LLC | 0.09% | Reduce -0.7% | 4,536 | $260K |
| Seaside Wealth Management, Inc. | 0.09% | Reduce -0.6% | 4,448 | $255K |
| Allstate Corp. | 0.01% | No change | 4,392 | $252K |
| United Advisor Group, LLC | 0.05% | New | 4,366 | $250K |
| EP Wealth Advisors, LLC | 0.00% | Add +26.4% | 4,324 | $248K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 4,312 | $247K |
| Foster & Motley Inc. | 0.02% | Reduce -17.2% | 4,285 | $246K |
| MAS Advisors LLC | 0.41% | Reduce -48.9% | 4,269 | $245K |
| Quantinno Capital Management LP | 0.00% | New | 4,261 | $244K |
| Laidlaw Wealth Management LLC | 0.10% | No change | 4,199 | $241K |
| MKD Wealth Coaches, LLC | 0.24% | — | 4,056 | $232K |
| Aletheian Wealth Advisors LLC | 0.14% | No change | 4,050 | $232K |
| Epiq Partners, LLC | 0.13% | Add +9.3% | 4,000 | $229K |
| Jackson, Grant Investment Advisers, Inc. | 0.09% | Add +0.2% | 3,990 | $229K |
| Millennium Management | 0.00% | New | 3,972 | $228K |
| Hexagon Capital Partners LLC | 0.04% | Add +0.3% | 3,957 | $227K |
| Lakeshore Capital Group, Inc. | 0.34% | — | 3,920 | $225K |
| SFG Wealth Management, LLC. | 0.11% | New | 3,784 | $217K |
| Family Wealth Partners, LLC | 0.10% | New | 3,730 | $214K |
| Roundview Capital LLC | 0.01% | No change | 3,684 | $211K |
| Arkansas Financial Group, Inc. | 0.03% | Add +4.4% | 3,677 | $211K |
| IRON Financial LLC | 0.12% | Add +0.9% | 3,667 | $210K |
| Horan Securities, Inc. | 0.08% | Reduce -7.3% | 3,570 | $205K |
| Executive Wealth Management, LLC | 0.02% | Reduce -96.2% | 3,542 | $203K |
| Mgo One Seven LLC | 0.01% | Add +1.6% | 3,499 | $201K |
| BankPlus Wealth Management LLC | 0.15% | — | 3,491 | $200K |
| Parkside Financial Bank & Trust | 0.02% | No change | 3,200 | $183K |
| Old Second National Bank of Aurora | 0.04% | Add +29.1% | 3,120 | $179K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -2.3% | 2,949 | $169K |
| Edge Capital Group, LLC | 0.01% | New | 13,232 | $163K |
| CIBC Private Wealth Group LLC | 0.00% | Add +19.9% | 2,754 | $155K |
| Ridgewood Investments LLC | 0.07% | Add +102.3% | 2,484 | $142K |
| Biltmore Family Office, LLC | 0.02% | No change | 2,306 | $132K |
| Avior Wealth Management, LLC | 0.00% | Add +47.1% | 2,300 | $132K |
| Tortoise Investment Management, LLC | 0.01% | No change | 2,070 | $119K |
| NewEdge Advisors, LLC | 0.00% | Add +0.7% | 1,972 | $113K |
| Global Retirement Partners, LLC | 0.00% | Add +0.1% | 1,915 | $110K |
| Maryland Capital Advisors Inc. | 0.05% | Reduce -1.3% | 1,854 | $106K |
| Element Wealth, LLC | 0.05% | No change | 1,648 | $94K |
| Venturi Wealth Management, LLC | 0.00% | Add +5.5% | 1,508 | $86K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 1,443 | $83K |
| Raffa Wealth Management, LLC | 0.02% | Add +0.9% | 1,384 | $79K |
| Colonial Trust Co / SC | 0.01% | Reduce -23.1% | 1,257 | $79K |
| Cape Investment Advisory, Inc. | 0.03% | Add +154.2% | 1,337 | $77K |
| TD Private Client Wealth LLC | 0.00% | New | 1,314 | $75K |
| Copia Wealth Management | 0.07% | — | 1,247 | $71K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,214 | $70K |
| Castleview Partners, LLC | 0.03% | Reduce -23.3% | 966 | $55K |
| Synergy Asset Management, LLC | 0.00% | New | 883 | $54K |
| Smartleaf Asset Management LLC | 0.01% | Add +21.4% | 952 | $54K |
| Fairscale Capital, LLC | 0.04% | No change | 906 | $52K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 904 | $52K |
| UMB Bank, n.a. | 0.00% | Add +30.3% | 900 | $52K |
| Sanctuary Wealth Management, L.L.C. | 0.03% | No change | 808 | $46K |
| Lowe Wealth Advisors, LLC | 0.02% | No change | 798 | $46K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.4% | 792 | $45K |
| Synergy Investment Management, LLC | 0.02% | — | 729 | $42K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +4.5% | 700 | $40K |
| Archer Investment Corp | 0.01% | No change | 692 | $40K |
| Cwm, LLC | 0.00% | Reduce -13.6% | 643 | $37K |
| Private Trust Co. NA | 0.00% | Reduce -38.6% | 644 | $37K |
| Armor Investment Advisors, LLC | 0.01% | No change | 620 | $36K |
| Beacon Capital Management, LLC | 0.00% | New | 567 | $32K |
| Smithfield Trust Co | 0.00% | No change | 521 | $30K |
| IFP Advisors, Inc | 0.00% | New | 510 | $29K |
| Financial Freedom, LLC | 0.02% | Add +1.0% | 510 | $29K |
| Robinswood Financial LLC | 0.01% | Reduce -34.7% | 505 | $29K |
| Tidemark, LLC | 0.01% | New | 492 | $28K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +9.9% | 467 | $27K |
| Continuum Advisory, LLC | 0.00% | No change | 444 | $25K |
| Fifth Third Bancorp | 0.00% | New | 428 | $25K |
| Harbour Investments, Inc. | 0.00% | Add +3.3% | 408 | $23K |
| Covenant Partners, LLC | 0.01% | Add +26.2% | 400 | $23K |
| Integrity Financial Corp | 0.01% | New | 347 | $20K |
| Atwood & Palmer Inc. | 0.00% | Reduce -16.2% | 331 | $19K |
| Investors Research Corp | 0.00% | Add +1.5% | 330 | $19K |
| SYM FINANCIAL Corp | 0.00% | New | 324 | $19K |
| Bray Capital Advisors | 0.00% | No change | 305 | $17K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | Add +195.9% | 290 | $17K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 279 | $16K |
| Capital Analysts, LLC | 0.00% | Add +0.4% | 262 | $16K |
| Signaturefd, LLC | 0.00% | Add +23.1% | 250 | $14K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 247 | $14K |
| North Star Investment Management Corp. | 0.00% | Add +1.0% | 209 | $12K |
| Legacy Bridge, LLC | 0.01% | Add +57.7% | 205 | $12K |
| Transce3nd, LLC | 0.00% | — | 194 | $11K |
| Iron Horse Wealth Management, LLC | 0.00% | Reduce -5.8% | 178 | $10K |
| First PREMIER Bank | 0.00% | New | 166 | $10K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 165 | $9K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -57.0% | 162 | $9K |
| Assetmark, Inc. | 0.00% | New | 148 | $8K |
| City State Bank | 0.00% | No change | 131 | $8K |
| Mattson Financial Services, LLC | 0.00% | New | 102 | $6K |
| Park Square Financial Group, LLC | 0.00% | — | 106 | $6K |
| Lee Danner & Bass Inc. | 0.00% | New | 100 | $6K |
| Ancora Advisors LLC | 0.00% | No change | 100 | $6K |
| Golden State Wealth Management, LLC | 0.00% | — | 94 | $5K |
| McIlrath & Eck, LLC | 0.00% | Add +1.1% | 93 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 86 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.4% | 78 | $4K |
| Pineridge Advisors LLC | 0.00% | No change | 76 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 63 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 58 | $3K |
| Bellwether Advisors, LLC | 0.00% | New | 54 | $3K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 50 | $3K |
| Citigroup Inc. | 0.00% | Reduce -97.2% | 42 | $2K |
| Farther Finance Advisors, LLC | 0.00% | New | 37 | $2K |
| GHP Investment Advisors, Inc. | 0.00% | New | 36 | $2K |
| Tucker Asset Management LLC | 0.00% | Add +120.0% | 33 | $2K |
| PSI Advisors, LLC | 0.00% | No change | 31 | $2K |
| Kestra Investment Management, LLC | 0.00% | Reduce -100.0% | 30 | $2K |
| Kathleen S. Wright Associates Inc. | 0.00% | No change | 28 | $2K |
| WASHINGTON TRUST Co | 0.00% | Reduce -46.7% | 24 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 21 | $1K |
| Russell Investments Group, Ltd. | 0.00% | No change | 20 | $1K |
| United Community Bank | 0.00% | New | 13 | $745 |
| MV Capital Management, Inc. | 0.00% | No change | 8 | $459 |
| Capital Investment Advisory Services, LLC | 0.00% | New | 6 | $344 |
| Blue Trust, Inc. | 0.00% | No change | 2 | $134 |
| Paladin Advisory Group, LLC | 0.00% | No change | 2 | $115 |
| Kiker Wealth Management, LLC | 0.00% | — | 2 | $115 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $34 |
"% 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.