iShares Core US REIT ETFUSRTETF
13F holders, Q1 2025 (March 31)377holders +6
44new positions
37sold out
4famous investors
$57.61avg. 13F price*
At the end of Q1 2025, 377 institutions reported holding iShares Core US REIT ETF (USRT) in their 13F filings, up 6 from Q4 2024. 44 opened new positions and 37 sold out. The largest holders were BlackRock, Inc. ($225.1M), US Bancorp \de ($168.0M) and Glenmede Trust Co. NA ($90.6M). 4 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 David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares Core US REIT ETF
- CUSIP
- 464288521
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $122.5M |
| Exits | 37 | $24.8M |
All 13F filers, Q4 2024 → Q1 2025: 4,339,861 shares bought and 3,168,233 shares sold, net +1,171,628 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 377 holders
| BlackRock, Inc. | 0.00% | Add +2.2% | 3,907,823 | $225.1M |
| US Bancorp \de | 0.22% | Add +5.1% | 2,916,203 | $168.0M |
| Glenmede Trust Co. NA | 0.49% | Reduce -0.6% | 1,573,608 | $90.6M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +16.2% | 1,533,330 | $88.3M |
| Trust Co of Tennessee | 14.33% | Reduce -14.7% | 992,320 | $57.2M |
| Morgan Stanley | 0.00% | Add +3.6% | 952,568 | $54.9M |
| Johns Hopkins University | 1.89% | New | 868,007 | $50.0M |
| Heritage Financial Services, LLC | 4.15% | Reduce -4.8% | 727,932 | $41.9M |
| Corient Private Wealth LP | 0.06% | Add +0.8% | 668,683 | $38.5M |
| Thrivent Financial for Lutherans | 0.08% | Reduce -8.7% | 562,673 | $34.0M |
| Apollon Wealth Management, LLC | 0.73% | Add +376.5% | 578,548 | $33.3M |
| Rakuten Investment Management, Inc. | 0.15% | — | 578,431 | $33.0M |
| Choreo, LLC | 0.49% | Reduce -3.9% | 552,523 | $31.8M |
| LPL Financial LLC | 0.01% | Reduce -30.2% | 545,736 | $31.4M |
| Mission Wealth Management, LP | 0.75% | Add +2.2% | 516,897 | $29.8M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -5.7% | 493,782 | $28.4M |
| Kestra Investment Management, LLC | 0.50% | Add +1505416.7% | 451,655 | $26.0M |
| Bank of America Corp. | 0.00% | Reduce -56.4% | 429,742 | $24.8M |
| Fiducient Advisors LLC | 2.98% | Add +12.2% | 413,510 | $23.8M |
| HighTower Advisors, LLC | 0.03% | Add +0.9% | 410,696 | $23.7M |
| Charles Schwab Trust Co | 1.94% | Add +0.1% | 401,248 | $23.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.3% | 397,539 | $22.9M |
| UBS Group AG | 0.00% | Add +1.5% | 365,180 | $21.0M |
| Cerity Partners LLC | 0.04% | Reduce -5.2% | 333,017 | $19.2M |
| Pacific Life Fund Advisors LLC | 2.13% | New | 329,119 | $19.0M |
| Rodgers & Associates, LTD | 2.27% | Add +8.8% | 323,477 | $18.6M |
| Stephens Inc. | 0.27% | Reduce -1.6% | 318,091 | $18.3M |
| Blueprint Investment Partners LLC | 3.33% | Add +5.5% | 316,758 | $18.2M |
| Financial & Tax Architects, LLC | 4.46% | Add +1.3% | 308,737 | $17.8M |
| PGIM Custom Harvest LLC | 0.42% | Reduce -3.7% | 308,185 | $17.8M |
| Rockbridge Investment Management, LCC | 1.89% | Add +0.9% | 277,738 | $16.0M |
| S. R. Schill & Associates | 12.65% | Reduce -11.7% | 275,414 | $15.9M |
| Osaic Holdings, Inc. | 0.03% | Reduce -31.0% | 262,259 | $15.1M |
| MPS Loria Financial Planners, LLC | 4.23% | New | 247,795 | $14.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -29.1% | 221,362 | $12.8M |
| Glenview Trust Co | 0.24% | Add +1.5% | 217,828 | $12.5M |
| Lido Advisors, LLC | 0.07% | Add +48.7% | 208,465 | $12.0M |
| BNP Paribas Financial Markets | 0.01% | Add +23.0% | 206,500 | $11.9M |
| Pure Financial Advisors, LLC | 0.25% | Reduce -4.8% | 206,023 | $11.9M |
| Biltmore Wealth Management, LLC | 4.75% | Add +0.1% | 195,338 | $11.3M |
| Tectonic Advisors LLC | 0.70% | No change | 195,216 | $11.2M |
| Cannon Financial Strategists, Inc. | 1.80% | Add +1.2% | 182,345 | $10.5M |
| O'shaughnessy Asset Management, LLC | 0.08% | Add +5.7% | 180,699 | $10.4M |
| Captrust Financial Advisors | 0.03% | Add +29.6% | 175,549 | $10.1M |
| Ameriprise Financial Inc. | 0.00% | Add +14.6% | 174,823 | $10.1M |
| Phillips Financial Management, LLC | 0.77% | Reduce -5.1% | 172,791 | $10.0M |
| ERn Financial, LLC | 1.56% | Reduce -8.2% | 170,919 | $9.8M |
| AXS Investments LLC | 2.52% | New | 158,291 | $9.1M |
| Freedom Day Solutions, LLC | 2.71% | Add +4.8% | 153,939 | $8.9M |
| Compound Planning, Inc. | 0.38% | Add +8.4% | 145,072 | $8.4M |
| Creative Planning | 0.01% | Add +59.6% | 144,456 | $8.3M |
| Cetera Investment Advisers | 0.02% | Reduce -19.8% | 135,091 | $7.8M |
| Blueprint Financial Advisors LLC | 3.91% | — | 125,099 | $7.2M |
| Cornerstone Management, Inc. | 1.33% | Reduce -6.6% | 123,754 | $7.1M |
| Quadrature Capital Ltd | 0.16% | Reduce -21.5% | 122,093 | $7.0M |
| Avior Wealth Management, LLC | 0.26% | Add +5077.5% | 119,083 | $6.9M |
| Legacy Financial Group LLC | 1.03% | Reduce -2.0% | 116,643 | $6.7M |
| Citadel Advisors | 0.01% | Add +85.1% | 113,002 | $6.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.9% | 108,767 | $6.3M |
| Mariner, LLC | 0.01% | Add +5.2% | 101,401 | $5.8M |
| Disciplina Capital Management LLC | 0.83% | New | 99,019 | $5.7M |
| Royal Bank of Canada | 0.00% | Add +12.9% | 97,765 | $5.6M |
| CoreCap Advisors, LLC | 0.25% | Add +110.0% | 97,501 | $5.6M |
| Cornerstone Partners Capital Management, LLC | 11.65% | No change | 97,080 | $5.6M |
| TPG Financial Advisors, LLC | 2.42% | Reduce -0.8% | 95,182 | $5.5M |
| Peak Financial Management, Inc. | 1.61% | Add +1.8% | 93,278 | $5.4M |
| Modern Wealth Management, LLC | 0.16% | Reduce -2.4% | 85,584 | $4.9M |
| Bison Wealth, LLC | 0.44% | New | 84,951 | $4.8M |
| Topel & Distasi Wealth Management, LLC | 2.20% | Add +0.7% | 81,940 | $4.7M |
| Wells Fargo & Company | 0.00% | Add +21.0% | 81,623 | $4.7M |
| Fund Evaluation Group, LLC | 0.20% | Reduce -7.9% | 81,332 | $4.7M |
| CW Advisors, LLC | 0.05% | Reduce -0.1% | 78,959 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.8% | 76,373 | $4.4M |
| Moody National Bank Trust Division | 0.46% | Add +54.3% | 76,002 | $4.4M |
| Rialto Wealth Management, LLC | 1.37% | Add +25.7% | 75,508 | $4.3M |
| Sumitomo Life Insurance Co. | 0.15% | Reduce -29.4% | 74,300 | $4.3M |
| Visionary Wealth Advisors | 0.25% | Add +1.6% | 73,061 | $4.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -60.9% | 67,535 | $3.9M |
| Prosperity Planning, Inc. | 1.72% | Reduce -0.2% | 66,358 | $3.8M |
| Waverly Advisors, LLC | 0.04% | Reduce -3.0% | 60,961 | $3.5M |
| Spartan Planning & Wealth Management | 3.35% | Reduce -10.2% | 60,091 | $3.5M |
| Earned Wealth Advisors, LLC | 0.75% | New | 59,137 | $3.4M |
| Windsor Capital Management, LLC | 1.03% | Add +1.2% | 58,386 | $3.4M |
| Congress Asset Management Co. | 0.02% | Reduce -1.4% | 52,898 | $3.0M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Add +5.2% | 52,064 | $3.0M |
| Envision Financial LLC | 2.14% | Add +98.5% | 49,268 | $2.8M |
| Dogwood Wealth Management LLC | 1.34% | Reduce -3.0% | 44,260 | $2.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -12.2% | 43,998 | $2.5M |
| American State Bank (Iowa) | 1.53% | Add +5.2% | 43,989 | $2.5M |
| Independent Wealth Network Inc. | 1.00% | Add +2.3% | 43,408 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.2% | 42,837 | $2.5M |
| Ellenbecker Investment Group | 0.44% | Reduce -64.8% | 41,984 | $2.4M |
| Better Money Decisions, LLC | 1.60% | New | 41,510 | $2.4M |
| Creative Financial Designs Inc. | 0.19% | Add +4.5% | 41,274 | $2.4M |
| Sanctuary Advisors, LLC | 0.02% | Add +8.4% | 41,094 | $2.4M |
| WealthTrak Capital Management LLC | 2.02% | Add +1.7% | 40,606 | $2.3M |
| Naviter Wealth, LLC | 0.28% | Add +26.5% | 40,346 | $2.3M |
| Jones Financial Companies LLLP | 0.00% | Add +8.2% | 40,059 | $2.3M |
| Securian Asset Management, Inc. | 0.07% | No change | 38,703 | $2.2M |
| State Street Corp. | 0.00% | Reduce -10.0% | 37,700 | $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.