iShares Core US REIT ETFUSRTETF
13F holders, Q2 2025 (June 30)368holders −9
32new positions
39sold out
4famous investors
$56.57avg. 13F price*
At the end of Q2 2025, 368 institutions reported holding iShares Core US REIT ETF (USRT) in their 13F filings, down 9 from Q1 2025. 32 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($236.1M), US Bancorp \de ($161.3M) and Northwestern Mutual Wealth Management Co. ($90.7M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $19.2M |
| Exits | 39 | $37.1M |
All 13F filers, Q1 2025 → Q2 2025: 2,897,767 shares bought and 2,764,484 shares sold, net +133,283 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 368 holders
| BlackRock, Inc. | 0.00% | Add +6.8% | 4,175,040 | $236.1M |
| US Bancorp \de | 0.20% | Reduce -2.2% | 2,852,126 | $161.3M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +4.5% | 1,602,846 | $90.7M |
| Glenmede Investment Management, LP | 0.46% | — | 1,597,293 | $90.3M |
| Morgan Stanley | 0.00% | Add +12.2% | 1,068,738 | $60.4M |
| Trust Co of Tennessee | 13.14% | Add +0.5% | 996,933 | $56.4M |
| Johns Hopkins University | 2.59% | No change | 868,007 | $49.1M |
| Cerity Partners LLC | 0.08% | Add +152.0% | 839,331 | $47.5M |
| Heritage Financial Services, LLC | 4.02% | Add +1.5% | 738,880 | $41.8M |
| Disciplina Capital Management LLC | 4.76% | Add +572.5% | 665,918 | $37.7M |
| Corient Private Wealth LP | 0.05% | Reduce -1.4% | 659,176 | $37.3M |
| LPL Financial LLC | 0.01% | Add +15.7% | 631,332 | $35.7M |
| Mission Wealth Management, LP | 0.63% | Reduce -0.9% | 512,429 | $29.0M |
| Apollon Wealth Management, LLC | 0.57% | Reduce -11.7% | 511,089 | $28.9M |
| Choreo, LLC | 0.40% | Reduce -7.6% | 510,497 | $28.9M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +0.3% | 495,503 | $28.3M |
| UBS Group AG | 0.01% | Add +26.6% | 462,463 | $26.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +15.5% | 459,255 | $26.0M |
| HighTower Advisors, LLC | 0.03% | Add +4.5% | 429,265 | $24.3M |
| Charles Schwab Trust Co | 1.81% | Add +6.3% | 426,521 | $24.1M |
| Fiducient Advisors LLC | 2.80% | Reduce -2.3% | 403,909 | $22.8M |
| Pacific Life Fund Advisors LLC | 2.23% | Add +11.8% | 368,099 | $20.8M |
| Rodgers & Associates, LTD | 2.10% | Add +4.4% | 337,807 | $19.1M |
| Stephens Inc. | 0.25% | Add +0.2% | 318,723 | $18.0M |
| PGIM Custom Harvest LLC | 0.36% | Add +0.7% | 310,212 | $17.5M |
| S. R. Schill & Associates | 11.84% | Add +3.2% | 284,106 | $16.1M |
| Bank of America Corp. | 0.00% | Reduce -34.9% | 279,741 | $15.8M |
| Rockbridge Investment Management, LCC | 1.61% | Reduce -4.6% | 264,940 | $15.0M |
| Osaic Holdings, Inc. | 0.03% | Add +0.7% | 264,058 | $14.9M |
| Kestra Investment Management, LLC | 0.43% | Reduce -45.0% | 248,495 | $14.1M |
| MPS Loria Financial Planners, LLC | 4.00% | Reduce -3.0% | 240,396 | $13.6M |
| Pure Financial Advisors, LLC | 0.23% | Add +14.4% | 235,741 | $13.3M |
| Lido Advisors, LLC | 0.07% | Add +10.2% | 229,649 | $13.0M |
| Ameriprise Financial Inc. | 0.00% | Add +24.9% | 218,410 | $12.4M |
| Captrust Financial Advisors | 0.03% | Add +18.8% | 208,591 | $11.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.0% | 208,052 | $11.8M |
| Biltmore Wealth Management, LLC | 4.55% | Add +1.8% | 198,789 | $11.2M |
| Glenview Trust Co | 0.19% | Reduce -9.5% | 197,182 | $11.2M |
| Tectonic Advisors LLC | 0.64% | Add +0.1% | 195,306 | $11.0M |
| Moody National Bank Trust Division | 0.94% | Add +138.9% | 181,580 | $10.3M |
| Cannon Financial Strategists, Inc. | 1.62% | Reduce -0.5% | 181,435 | $10.3M |
| Phillips Financial Management, LLC | 0.69% | Reduce -2.0% | 169,245 | $9.6M |
| O'shaughnessy Asset Management, LLC | 0.06% | Reduce -12.0% | 158,978 | $9.0M |
| ERn Financial, LLC | 1.89% | Reduce -7.3% | 158,520 | $9.0M |
| Avior Wealth Management, LLC | 0.30% | Add +30.0% | 154,836 | $8.8M |
| Freedom Day Solutions, LLC | 2.54% | Reduce -1.9% | 151,094 | $8.5M |
| Cetera Investment Advisers | 0.01% | Add +9.3% | 147,716 | $8.4M |
| Compound Planning, Inc. | 0.31% | Add +0.3% | 145,460 | $8.2M |
| Blueprint Investment Partners LLC | 1.35% | Reduce -57.5% | 134,552 | $7.6M |
| Creative Planning | 0.01% | Reduce -10.3% | 129,551 | $7.3M |
| Cornerstone Management, Inc. | 1.25% | Add +2.3% | 126,627 | $7.2M |
| BNP Paribas Financial Markets | 0.01% | Reduce -40.7% | 122,500 | $6.9M |
| Legacy Financial Group LLC | 0.93% | Add +1.3% | 118,102 | $6.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.5% | 106,061 | $6.0M |
| TPG Financial Advisors, LLC | 2.36% | Add +9.5% | 104,203 | $5.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -81.6% | 103,500 | $5.9M |
| Mariner, LLC | 0.01% | Reduce -1.5% | 99,849 | $5.6M |
| AXS Investments LLC | 2.30% | Reduce -37.5% | 99,000 | $5.6M |
| Cornerstone Partners Capital Management, LLC | 16.45% | No change | 97,080 | $5.5M |
| Peak Financial Management, Inc. | 1.52% | Add +1.5% | 94,718 | $5.4M |
| AlphaStar Capital Management, LLC | 0.36% | New | 89,420 | $5.1M |
| MML Investors Services, LLC | 0.01% | Add +615.1% | 87,666 | $5.0M |
| Rialto Wealth Management, LLC | 1.32% | Add +10.3% | 83,314 | $4.7M |
| Fund Evaluation Group, LLC | 0.18% | No change | 81,332 | $4.6M |
| Modern Wealth Management, LLC | 0.11% | Reduce -5.6% | 80,754 | $4.6M |
| Wells Fargo & Company | 0.00% | Reduce -3.4% | 78,865 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.9% | 74,949 | $4.2M |
| Visionary Wealth Advisors | 0.21% | Add +0.9% | 73,730 | $4.2M |
| CW Advisors, LLC | 0.04% | Reduce -9.0% | 71,839 | $4.1M |
| Topel & Distasi Wealth Management, LLC | 2.12% | Reduce -12.9% | 71,352 | $4.0M |
| Blueprint Financial Advisors LLC | 1.29% | Reduce -43.1% | 71,167 | $4.0M |
| Focus Partners Wealth | 0.01% | Add +150.9% | 70,733 | $4.0M |
| Earned Wealth Advisors, LLC | 0.76% | Add +15.8% | 68,507 | $3.9M |
| Prosperity Planning, Inc. | 1.54% | Add +1.8% | 67,538 | $3.8M |
| CoreCap Advisors, LLC | 0.14% | Reduce -36.1% | 62,258 | $3.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +42.3% | 60,938 | $3.4M |
| Windsor Capital Management, LLC | 1.00% | Add +3.4% | 60,368 | $3.4M |
| Waverly Advisors, LLC | 0.04% | Reduce -3.1% | 59,044 | $3.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -19.1% | 54,670 | $3.1M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Add +1.2% | 52,693 | $3.0M |
| Millennium Management | 0.00% | New | 50,787 | $2.9M |
| Envision Financial LLC | 1.90% | Add +2.1% | 50,315 | $2.8M |
| Toronto Dominion Bank | 0.01% | New | 50,000 | $2.8M |
| Stamos Capital Partners, L.P. | 0.50% | Add +63.9% | 49,180 | $2.8M |
| Congress Asset Management Co. | 0.02% | Reduce -8.3% | 48,525 | $2.7M |
| Sumitomo Life Insurance Co. | 0.18% | Reduce -35.4% | 48,000 | $2.7M |
| Millington Financial Advisors, LLC | 1.36% | Add +61.9% | 46,387 | $2.7M |
| Jones Financial Companies LLLP | 0.00% | Add +18.3% | 47,370 | $2.7M |
| Creative Financial Designs Inc. | 0.18% | Add +7.5% | 44,388 | $2.5M |
| Independent Wealth Network Inc. | 0.91% | Add +1.9% | 44,226 | $2.5M |
| Better Money Decisions, LLC | 1.49% | Add +4.2% | 43,255 | $2.4M |
| Vise Technologies, Inc. | 0.10% | — | 43,172 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +1.3% | 41,636 | $2.4M |
| Dogwood Wealth Management LLC | 1.13% | Reduce -7.3% | 41,037 | $2.3M |
| WealthTrak Capital Management LLC | 1.92% | Add +0.3% | 40,707 | $2.3M |
| Royal Bank of Canada | 0.00% | Reduce -60.3% | 38,829 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Add +18.9% | 38,061 | $2.2M |
| Keystone Financial Group, Inc. | 1.37% | Add +13.1% | 37,708 | $2.1M |
| Equitable Holdings, Inc. | 0.02% | Add +14.1% | 37,758 | $2.1M |
| Comprehensive Money Management Services LLC | 1.58% | Add +2.4% | 36,840 | $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.