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 |
| Moneta Group Investment Advisors LLC | 0.03% | Reduce -3.4% | 36,973 | $2.1M |
| Blue Edge Capital, LLC | 0.34% | Reduce -5.3% | 36,833 | $2.1M |
| National Bank of Canada | 0.00% | No change | 36,067 | $2.1M |
| Comprehensive Money Management Services LLC | 1.67% | Add +1.1% | 35,974 | $2.1M |
| Presilium Private Wealth, LLC | 0.45% | Reduce -45.2% | 34,792 | $2.0M |
| Post Resch Tallon Group Inc. | 2.04% | Add +11.5% | 34,870 | $2.0M |
| Equitable Holdings, Inc. | 0.02% | Reduce -6.3% | 33,086 | $1.9M |
| Kohmann Bosshard Financial Services, LLC | 0.22% | Reduce -3.9% | 33,002 | $1.9M |
| Keystone Financial Group, Inc. | 1.32% | Add +11.7% | 33,334 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Add +18.1% | 32,005 | $1.8M |
| Awm Capital, LLC | 0.21% | Reduce -1.3% | 31,468 | $1.8M |
| CarsonAllaria Wealth Management, Ltd. | 1.05% | Reduce -4.8% | 31,335 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -21.8% | 30,575 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | No change | 30,489 | $1.7M |
| Stamos Capital Partners, L.P. | 0.45% | Reduce -14.5% | 30,009 | $1.7M |
| TD Waterhouse Canada Inc. | 0.01% | Add +0.5% | 28,809 | $1.7M |
| Walkner Condon Financial Advisors LLC | 0.33% | New | 28,468 | $1.6M |
| Focus Partners Wealth | 0.00% | Add +7.2% | 28,195 | $1.6M |
| Savant Capital, LLC | 0.01% | Reduce -2.5% | 27,581 | $1.6M |
| Sharper & Granite LLC | 0.65% | Add +2.3% | 27,446 | $1.6M |
| AE Wealth Management LLC | 0.01% | Add +2.4% | 27,368 | $1.6M |
| Roble, Belko & Company, Inc | 0.25% | Reduce -3.6% | 27,238 | $1.6M |
| Millington Financial Advisors, LLC | 0.93% | Add +17.6% | 28,650 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.7% | 23,716 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -1.7% | 23,716 | $1.4M |
| Exencial Wealth Advisors, LLC | 0.05% | Add +1.6% | 23,691 | $1.4M |
| Hollencrest Capital Management | 0.06% | New | 23,400 | $1.3M |
| National Philanthropic Trust | 0.02% | New | 23,400 | $1.3M |
| Prospect Financial Group LLC | 1.70% | Add +15.7% | 23,149 | $1.3M |
| SigFig Wealth Management, LLC | 0.05% | Reduce -3.6% | 25,313 | $1.3M |
| Shum Financial Group, Inc. | 1.10% | Add +0.1% | 22,082 | $1.3M |
| Mfa Wealth Advisors, LLC | 0.31% | Reduce -0.7% | 21,463 | $1.2M |
| Apollon Financial, LLC | 0.29% | New | 21,116 | $1.2M |
| Freedom Investment Management, Inc. | 0.10% | Reduce -17.5% | 20,935 | $1.2M |
| Cascade Wealth Advisors, Inc | 0.83% | Reduce -48.2% | 22,256 | $1.2M |
| GWN Securities Inc. | 0.07% | New | 21,233 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | No change | 20,000 | $1.2M |
| Halbert Hargrove Global Advisors, LLC | 0.06% | Reduce -2.6% | 19,742 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.6% | 19,629 | $1.1M |
| Allworth Financial LP | 0.01% | Add +0.0% | 20,313 | $1.1M |
| HBW Advisory Services LLC | 0.16% | Reduce -0.0% | 19,010 | $1.1M |
| Renaissance Technologies | 0.00% | Add +9.2% | 19,000 | $1.1M |
| Wilkins Miller Wealth Management, LLC | 0.82% | New | 18,964 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -19.6% | 18,739 | $1.1M |
| Peterson Wealth Advisors, LLC | 0.20% | Add +38.2% | 20,545 | $1.1M |
| Kagan Cocozza Asset Management | 0.86% | Reduce -0.5% | 18,327 | $1.1M |
| Inman Jager Wealth Management, LLC | 0.79% | Add +4.2% | 18,292 | $1.1M |
| Quest 10 Wealth Builders, Inc. | 1.12% | Reduce -3.6% | 17,877 | $1.0M |
| Walter & Keenan Wealth Management LLC /in/ | 0.31% | Add +0.2% | 18,089 | $1.0M |
| Strategic Financial Planning, Inc. | 0.70% | Add +0.0% | 17,735 | $1.0M |
| Private Client Services, LLC | 0.49% | Add +76.5% | 17,321 | $998K |
| VestGen Advisors, LLC | 0.05% | — | 17,256 | $994K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -95.5% | 17,058 | $983K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -22.5% | 16,191 | $933K |
| Integrated Investment Consultants, LLC | 0.18% | No change | 15,969 | $920K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.6% | 15,583 | $898K |
| Moisand Fitzgerald Tamayo, LLC | 0.12% | Reduce -2.3% | 15,300 | $881K |
| Range Financial Group LLC | 0.38% | Add +0.7% | 14,985 | $863K |
| 1834 Investment Advisors Co. | 0.11% | No change | 14,878 | $857K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -48.9% | 14,643 | $843K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +110.3% | 14,640 | $843K |
| Composition Wealth, LLC | 0.02% | Add +7.1% | 14,491 | $835K |
| MAI Capital Management | 0.01% | Reduce -8.6% | 14,226 | $819K |
| River Street Advisors LLC | 0.40% | Add +0.5% | 13,882 | $800K |
| Truist Financial Corp. | 0.00% | Reduce -54.2% | 13,863 | $799K |
| Baird Financial Group, Inc. | 0.00% | New | 13,738 | $791K |
| Sunbelt Securities, Inc. | 0.07% | Reduce -0.8% | 13,709 | $790K |
| Global Strategic Investment Solutions, LLC | 0.09% | No change | 13,692 | $789K |
| Intergy Private Wealth, LLC | 0.29% | Add +14.4% | 13,427 | $773K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -86.1% | 13,281 | $765K |
| Destiny Capital Corp | 0.51% | Add +15.7% | 13,057 | $752K |
| Aureus Asset Management, LLC | 0.05% | Add +23.7% | 13,047 | $752K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -5.7% | 13,045 | $751K |
| Trademark Financial Management, LLC | 0.57% | Add +15.4% | 12,927 | $745K |
| Ellis Investment Partners, LLC | 0.15% | Add +1.8% | 12,677 | $730K |
| MBE Wealth Management, LLC | 0.34% | Reduce -92.7% | 12,426 | $716K |
| Brown Advisory Inc. | 0.00% | No change | 12,369 | $712K |
| Coldstream Capital Management Inc. | 0.02% | No change | 12,324 | $710K |
| Asset Dedication, LLC | 0.06% | Add +0.3% | 12,282 | $707K |
| MML Investors Services, LLC | 0.00% | Reduce -29.8% | 12,259 | $706K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +26.6% | 12,124 | $698K |
| J2 Capital Management Inc | 0.63% | New | 11,851 | $683K |
| Coastal Bridge Advisors, LLC | 0.09% | Add +8.0% | 11,491 | $662K |
| Aspen Wealth Management LLC | 0.19% | Reduce -0.5% | 11,367 | $655K |
| WealthCollab, LLC | 0.40% | Add +5.7% | 11,199 | $645K |
| Insight Advisors, LLC/ PA | 0.11% | Reduce -3.0% | 11,095 | $639K |
| Brighton Jones LLC | 0.02% | Reduce -4.0% | 11,052 | $637K |
| Commerce Bank | 0.00% | New | 10,929 | $630K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.25% | Reduce -28.6% | 10,901 | $628K |
| Wealthspire Advisors, LLC | 0.00% | Add +100.0% | 10,580 | $609K |
| IPG Investment Advisors LLC | 0.14% | Add +9.2% | 10,361 | $597K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -45.6% | 10,326 | $595K |
| Comerica Bank | 0.00% | Reduce -28.6% | 10,204 | $588K |
| Beam Wealth Advisors, Inc. | 0.20% | Reduce -6.8% | 10,202 | $588K |
| Stifel Financial Corp. | 0.00% | Add +11.1% | 10,113 | $583K |
| Farther Finance Advisors, LLC | 0.01% | Add +27178.4% | 10,093 | $581K |
| Matthew Goff Investment Advisor, LLC | 0.11% | New | 10,088 | $581K |
| Betterment LLC | 0.00% | Add +4.1% | 9,999 | $576K |
| YHB Investment Advisors, Inc. | 0.05% | Add +4.8% | 9,992 | $576K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -4.0% | 9,989 | $575K |
| RDA Financial Network | 0.17% | Reduce -6.0% | 9,955 | $573K |
| Cary Street Partners Financial LLC | 0.02% | No change | 9,772 | $563K |
| Napa Wealth Management | 0.32% | New | 9,767 | $563K |
| Nwam LLC | 0.05% | Reduce -29.1% | 9,729 | $560K |
| Mutual Advisors, LLC | 0.02% | Reduce -1.4% | 10,044 | $556K |
| Natixis | 0.00% | Add +0.0% | 9,482 | $545K |
| CGN Advisors LLC | 0.05% | Reduce -9.4% | 9,332 | $538K |
| HB Wealth Management, LLC | 0.00% | Add +5.2% | 9,135 | $526K |
| Parallel Advisors, LLC | 0.01% | Add +24.6% | 8,941 | $515K |
| Principal Securities, Inc. | 0.01% | No change | 8,986 | $515K |
| HF Advisory Group, LLC | 0.22% | Reduce -3.2% | 8,863 | $511K |
| Townsquare Capital LLC | 0.01% | Add +3.6% | 8,858 | $510K |
| Garde Capital, Inc. | 0.03% | No change | 8,472 | $488K |
| Tyche Wealth Partners LLC | 0.10% | Add +6.9% | 8,417 | $485K |
| Family Wealth Partners, LLC | 0.22% | Add +123.8% | 8,349 | $481K |
| MBL Wealth, LLC | 0.05% | No change | 8,332 | $480K |
| B&D White Capital Company, LLC | 0.07% | Reduce -58.7% | 8,315 | $479K |
| SFG Wealth Management, LLC. | 0.22% | Add +108.5% | 7,890 | $454K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.4% | 7,738 | $446K |
| Brown Financial Advisory | 0.28% | Reduce -12.8% | 7,720 | $445K |
| FMR LLC | 0.00% | Add +63.9% | 7,699 | $443K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -25.2% | 7,676 | $442K |
| Fingerlakes Wealth Management, Inc. | 0.37% | Reduce -1.2% | 7,547 | $435K |
| Quad-Cities Investment Group, LLC | 0.21% | Add +1.3% | 7,495 | $432K |
| RHS Financial, LLC | 0.24% | New | 7,469 | $430K |
| Old Mission Capital LLC | 0.01% | New | 7,424 | $428K |
| Quantinno Capital Management LP | 0.00% | Add +73.4% | 7,388 | $426K |
| FourThought Financial Partners, LLC | 0.04% | Add +0.5% | 7,342 | $423K |
| MidAtlantic Capital Management, Inc. | 0.31% | No change | 6,919 | $399K |
| Landmark Wealth Management, LLC | 0.17% | Add +3.1% | 6,825 | $393K |
| RFG Advisory, LLC | 0.01% | Reduce -61.0% | 6,715 | $387K |
| Spectrum Wealth Counsel, LLC | 0.05% | No change | 6,597 | $380K |
| Onyx Bridge Wealth Group LLC | 0.05% | Reduce -7.0% | 6,193 | $357K |
| 1832 Asset Management L.P. | 0.00% | Add +4.7% | 6,176 | $356K |
| Kestra Advisory Services, LLC | 0.00% | New | 6,049 | $348K |
| VERITY Wealth Advisors | 0.26% | No change | 5,996 | $345K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 5,867 | $338K |
| Forte Asset Management LLC | 0.17% | No change | 5,782 | $333K |
| RVW Wealth, LLC | 0.03% | No change | 5,717 | $329K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.18% | Reduce -61.0% | 5,700 | $328K |
| SageView Advisory Group, LLC | 0.01% | Reduce -29.2% | 5,604 | $323K |
| Engineers Gate Manager LP | 0.01% | Reduce -13.9% | 5,578 | $321K |
| Ritholtz Wealth Management | 0.01% | Add +0.4% | 5,363 | $309K |
| Marshall Financial Group Inc. | 0.10% | Reduce -95.0% | 5,317 | $306K |
| International Assets Investment Management, LLC | 0.03% | Reduce -17.0% | 5,278 | $304K |
| Advisory Services Network, LLC | 0.01% | Reduce -21.9% | 5,048 | $291K |
| Bristlecone Advisors, LLC | 0.02% | No change | 5,000 | $288K |
| REDW Wealth LLC | 0.11% | Reduce -2.4% | 4,991 | $287K |
| OneAscent Financial Services LLC | 0.02% | No change | 4,962 | $286K |
| Wrenne Financial Planning LLC | 0.15% | Add +8.3% | 4,951 | $285K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -25.4% | 4,898 | $282K |
| Summit Financial Consulting LLC | 0.26% | — | 4,863 | $280K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.8% | 4,850 | $279K |
| ORBA Wealth Advisors, L.L.C. | 0.14% | No change | 4,820 | $278K |
| Upper Left Wealth Management, LLC | 0.20% | No change | 4,786 | $276K |
| Values Added Financial LLC | 0.15% | Reduce -16.7% | 4,771 | $275K |
| Goodwin Investment Advisory | 0.42% | Reduce -81.7% | 4,742 | $273K |
| IVC Wealth Advisors LLC | 0.14% | Reduce -0.7% | 4,665 | $269K |
| Finley Financial, LLC | 0.15% | No change | 4,780 | $266K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Reduce -9.8% | 4,600 | $265K |
| NWF Advisory Services Inc. | 0.04% | No change | 4,598 | $265K |
| United Advisor Group, LLC | 0.05% | Add +4.4% | 4,558 | $263K |
| D. E. Shaw & Co. | 0.00% | New | 4,558 | $263K |
| Seaside Wealth Management, Inc. | 0.09% | Add +2.1% | 4,542 | $262K |
| Fonville Wealth Management LLC | 0.08% | No change | 4,536 | $255K |
| Allstate Corp. | 0.01% | No change | 4,392 | $253K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 4,312 | $248K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -1.0% | 4,280 | $247K |
| Advisory Alpha, LLC | 0.01% | Reduce -12.6% | 4,231 | $244K |
| Arkansas Financial Group, Inc. | 0.04% | Add +26.5% | 4,653 | $244K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -24.0% | 4,136 | $238K |
| Ridgewood Investments LLC | 0.11% | Add +63.6% | 4,064 | $234K |
| Hexagon Capital Partners LLC | 0.04% | Add +2.6% | 4,060 | $234K |
| Forefront Wealth Partners, LLC | 0.16% | New | 4,057 | $234K |
| Aletheian Wealth Advisors LLC | 0.13% | Add +0.0% | 4,051 | $233K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 4,043 | $233K |
| Epiq Partners, LLC | 0.13% | No change | 4,000 | $230K |
| Jackson, Grant Investment Advisers, Inc. | 0.09% | Add +0.1% | 3,993 | $230K |
| Lakeshore Capital Group, Inc. | 0.22% | Add +0.1% | 3,923 | $226K |
| AQR Capital Management | 0.00% | New | 3,819 | $220K |
| Roundview Capital LLC | 0.02% | No change | 3,684 | $212K |
| IRON Financial LLC | 0.12% | Add +0.4% | 3,683 | $212K |
| Horan Securities, Inc. | 0.08% | Add +0.4% | 3,585 | $207K |
| RTD Financial Advisors, Inc. | 0.03% | Reduce -66.7% | 3,575 | $206K |
| Park Avenue Securities LLC | 0.00% | Reduce -57.6% | 3,540 | $204K |
| IFP Advisors, Inc | 0.01% | Add +593.9% | 3,539 | $204K |
| Members Trust Co | 0.01% | New | 3,512 | $202K |
| Parkside Financial Bank & Trust | 0.02% | No change | 3,200 | $184K |
| Old Second National Bank of Aurora | 0.04% | Reduce -1.9% | 3,060 | $176K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.1% | 2,756 | $139K |
| Olde Wealth Management, LLC | 0.05% | New | 2,328 | $134K |
| Biltmore Family Office, LLC | 0.02% | No change | 2,306 | $133K |
| Tortoise Investment Management, LLC | 0.01% | No change | 2,070 | $119K |
| NewEdge Advisors, LLC | 0.00% | Add +3.4% | 2,038 | $117K |
| Maryland Capital Advisors Inc. | 0.05% | No change | 1,854 | $107K |
| Cwm, LLC | 0.00% | Add +160.8% | 1,677 | $97K |
| Tidemark, LLC | 0.03% | Add +218.5% | 1,567 | $90K |
| Bangor Savings Bank | 0.01% | New | 1,480 | $85K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.4% | 1,408 | $81K |
| Raffa Wealth Management, LLC | 0.02% | Add +0.4% | 1,390 | $80K |
| TD Private Client Wealth LLC | 0.00% | Add +4.0% | 1,366 | $79K |
| Copia Wealth Management | 0.07% | No change | 1,247 | $72K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 1,238 | $71K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,214 | $70K |
| MJT & Associates Financial Advisory Group, Inc. | 0.06% | — | 1,042 | $60K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -24.0% | 1,016 | $59K |
| Fairscale Capital, LLC | 0.05% | No change | 906 | $52K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 904 | $52K |
| UMB Bank, n.a. | 0.00% | No change | 900 | $52K |
| Colonial Trust Co / SC | 0.01% | Reduce -27.9% | 906 | $52K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +12.0% | 887 | $51K |
| Lowe Wealth Advisors, LLC | 0.02% | No change | 798 | $46K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 700 | $40K |
| Archer Investment Corp | 0.01% | No change | 692 | $40K |
| Private Trust Co. NA | 0.00% | No change | 644 | $37K |
| Armor Investment Advisors, LLC | 0.01% | No change | 620 | $36K |
| Rothschild Investment LLC | 0.00% | New | 575 | $33K |
| Beacon Capital Management, LLC | 0.00% | Add +0.3% | 569 | $33K |
| Smithfield Trust Co | 0.00% | No change | 521 | $30K |
| Financial Freedom, LLC | 0.02% | Add +0.4% | 512 | $29K |
| Robinswood Financial LLC | 0.01% | No change | 505 | $29K |
| Covenant Partners, LLC | 0.01% | Add +26.3% | 505 | $29K |
| Synergy Investment Management, LLC | 0.01% | Reduce -32.4% | 493 | $28K |
| Opal Wealth Advisors, LLC | 0.01% | New | 490 | $28K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 467 | $27K |
| CX Institutional | 0.00% | New | 451 | $26K |
| Continuum Advisory, LLC | 0.00% | Reduce -8.8% | 405 | $23K |
| SYM FINANCIAL Corp | 0.00% | Add +13.6% | 368 | $21K |
| Fifth Third Bancorp | 0.00% | Reduce -14.9% | 364 | $21K |
| Investors Research Corp | 0.00% | No change | 330 | $19K |
| Harbour Investments, Inc. | 0.00% | Reduce -19.9% | 327 | $19K |
| Atwood & Palmer Inc. | 0.00% | Reduce -8.5% | 303 | $17K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | Add +3.5% | 300 | $17K |
| Capital Analysts, LLC | 0.00% | No change | 262 | $16K |
| Founders Financial Alliance, LLC | 0.00% | New | 275 | $16K |
| Legacy Bridge, LLC | 0.01% | Add +29.8% | 266 | $15K |
| Signaturefd, LLC | 0.00% | Add +0.4% | 251 | $14K |
| LRI Investments, LLC | 0.00% | New | 215 | $12K |
| North Star Investment Management Corp. | 0.00% | Add +0.5% | 210 | $12K |
| Cardiff Park Advisors, LLC | 0.00% | Reduce -17.4% | 204 | $12K |
| Ancora Advisors LLC | 0.00% | Add +97.0% | 197 | $11K |
| Transce3nd, LLC | 0.01% | No change | 194 | $11K |
| First PREMIER Bank | 0.00% | No change | 166 | $10K |
| Iron Horse Wealth Management, LLC | 0.00% | Reduce -6.7% | 166 | $10K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 165 | $10K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.6% | 163 | $9K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -82.9% | 163 | $9K |
| GW&K Investment Management, LLC | 0.00% | New | 162 | $9K |
| Bank of Montreal | 0.00% | New | 123 | $7K |
| Park Square Financial Group, LLC | 0.00% | Reduce -2.8% | 103 | $6K |
| Golden State Wealth Management, LLC | 0.00% | No change | 94 | $5K |
| McIlrath & Eck, LLC | 0.00% | No change | 93 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 86 | $5K |
| Pineridge Advisors LLC | 0.00% | No change | 76 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 75 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 63 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 58 | $3K |
| Albion Financial Group | 0.00% | Reduce -99.7% | 56 | $3K |
| Bellwether Advisors, LLC | 0.00% | No change | 54 | $3K |
| Assetmark, Inc. | 0.00% | Reduce -68.9% | 46 | $3K |
| AlphaCore Capital LLC | 0.00% | New | 40 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 33 | $2K |
| Stonebridge Financial Group, LLC | 0.00% | New | 25 | $1K |
| WASHINGTON TRUST Co | 0.00% | No change | 24 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 21 | $1K |
| Russell Investments Group, Ltd. | 0.00% | No change | 20 | $1K |
| Bokf, NA | 0.00% | New | 8 | $461 |
| MV Capital Management, Inc. | 0.00% | No change | 8 | $461 |
| Fairway Wealth LLC | 0.00% | New | 6 | $346 |
| Hughes Financial Services, LLC | 0.00% | New | 5 | $288 |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -33.3% | 4 | $230 |
| 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% | No change | 2 | $115 |
| Key Financial Inc | 0.00% | New | 2 | $115 |
| Keystone Global Partners, LLC | 0.00% | — | 1 | $58 |
| 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.