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 |
| Blue Edge Capital, LLC | 0.30% | Reduce -1.8% | 36,170 | $2.0M |
| Post Resch Tallon Group Inc. | 1.93% | Add +1.1% | 35,257 | $2.0M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -5.5% | 34,921 | $2.0M |
| Walkner Condon Financial Advisors LLC | 0.36% | Add +22.5% | 34,872 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -22.2% | 34,215 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +9.9% | 33,607 | $1.9M |
| Roble, Belko & Company, Inc | 0.27% | Add +22.0% | 33,232 | $1.9M |
| Kohmann Bosshard Financial Services, LLC | 0.20% | Reduce -4.2% | 31,605 | $1.8M |
| Ellenbecker Investment Group | 0.29% | Reduce -25.7% | 31,210 | $1.8M |
| American State Bank (Iowa) | 0.96% | Reduce -30.1% | 30,762 | $1.7M |
| Naviter Wealth, LLC | 0.21% | Reduce -24.5% | 30,446 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 30,489 | $1.7M |
| CarsonAllaria Wealth Management, Ltd. | 0.90% | Reduce -4.9% | 29,797 | $1.7M |
| TD Waterhouse Canada Inc. | 0.01% | No change | 28,809 | $1.6M |
| Savant Capital, LLC | 0.01% | Add +2.3% | 28,210 | $1.6M |
| Private Client Services, LLC | 0.57% | Add +50.3% | 26,031 | $1.5M |
| Awm Capital, LLC | 0.15% | Reduce -18.4% | 25,661 | $1.5M |
| Sharper & Granite LLC | 0.53% | Reduce -10.6% | 24,541 | $1.4M |
| Prospect Financial Group LLC | 1.46% | Add +6.5% | 24,660 | $1.4M |
| SigFig Wealth Management, LLC | 0.05% | Reduce -3.6% | 24,401 | $1.4M |
| Hollencrest Capital Management | 0.06% | Add +2.3% | 23,948 | $1.4M |
| Apollon Financial, LLC | 0.28% | Add +13.3% | 23,922 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +0.0% | 23,722 | $1.3M |
| Exencial Wealth Advisors, LLC | 0.05% | Reduce -0.5% | 23,585 | $1.3M |
| Spartan Planning & Wealth Management | 1.13% | Reduce -61.3% | 23,279 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +58.8% | 23,243 | $1.3M |
| Allworth Financial LP | 0.01% | Add +13.6% | 23,066 | $1.3M |
| National Bank of Canada | 0.00% | Reduce -36.8% | 22,800 | $1.3M |
| National Philanthropic Trust | 0.02% | Reduce -3.2% | 22,650 | $1.3M |
| &partners | 0.01% | New | 21,685 | $1.2M |
| Peterson Wealth Advisors, LLC | 0.19% | Reduce -0.1% | 20,523 | $1.2M |
| Freedom Investment Management, Inc. | 0.09% | Reduce -2.9% | 20,333 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | No change | 20,000 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.7% | 19,759 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +61.5% | 19,575 | $1.1M |
| Securian Asset Management, Inc. | 0.03% | Reduce -49.9% | 19,403 | $1.1M |
| AE Wealth Management LLC | 0.01% | Reduce -29.2% | 19,382 | $1.1M |
| Mfa Wealth Advisors, LLC | 0.26% | Reduce -9.7% | 19,380 | $1.1M |
| HBW Advisory Services LLC | 0.13% | Add +0.9% | 19,174 | $1.1M |
| Wilkins Miller Wealth Management, LLC | 0.73% | Add +0.1% | 18,987 | $1.1M |
| Kagan Cocozza Asset Management | 0.79% | Reduce -0.2% | 18,297 | $1.0M |
| Walter & Keenan Wealth Management LLC /in/ | 0.30% | Reduce -0.4% | 18,024 | $1.0M |
| Inman Jager Wealth Management, LLC | 0.68% | Reduce -3.0% | 17,741 | $1.0M |
| Strategic Financial Planning, Inc. | 0.62% | Add +0.0% | 17,737 | $1.0M |
| Quest 10 Wealth Builders, Inc. | 0.97% | Reduce -1.7% | 17,569 | $994K |
| Heck Capital Advisors, LLC | 0.09% | New | 17,536 | $992K |
| State Street Corp. | 0.00% | Reduce -53.9% | 17,400 | $984K |
| Signal Advisors Wealth, LLC | 0.07% | New | 16,676 | $943K |
| Family Wealth Partners, LLC | 0.37% | Add +97.1% | 16,459 | $931K |
| Trademark Financial Management, LLC | 0.56% | Add +26.3% | 16,324 | $923K |
| Tyche Wealth Partners LLC | 0.18% | Add +92.0% | 16,162 | $914K |
| Matthew Goff Investment Advisor, LLC | 0.17% | Add +58.7% | 16,009 | $905K |
| Integrated Investment Consultants, LLC | 0.18% | No change | 15,969 | $903K |
| Destiny Capital Corp | 0.54% | Add +20.7% | 15,758 | $891K |
| Moisand Fitzgerald Tamayo, LLC | 0.11% | Reduce -0.3% | 15,255 | $863K |
| Range Financial Group LLC | 0.33% | Add +0.4% | 15,050 | $851K |
| Intergy Private Wealth, LLC | 0.29% | Add +11.5% | 14,967 | $847K |
| 1834 Investment Advisors Co. | 0.11% | No change | 14,878 | $842K |
| Aspen Wealth Management LLC | 0.21% | Add +30.4% | 14,828 | $839K |
| Halbert Hargrove Global Advisors, LLC | 0.04% | Reduce -25.6% | 14,679 | $830K |
| Farther Finance Advisors, LLC | 0.02% | Add +44.2% | 14,552 | $823K |
| MAI Capital Management | 0.01% | Add +0.4% | 14,289 | $808K |
| Sunbelt Securities, Inc. | 0.07% | Add +0.8% | 13,814 | $792K |
| River Street Advisors LLC | 0.34% | Add +0.1% | 13,894 | $786K |
| Silverlake Wealth Management LLC | 0.23% | New | 13,693 | $774K |
| Global Strategic Investment Solutions, LLC | 0.08% | No change | 13,692 | $774K |
| Truist Financial Corp. | 0.00% | Reduce -5.2% | 13,143 | $743K |
| NorthCoast Asset Management LLC | 0.00% | No change | 13,045 | $738K |
| Aureus Asset Management, LLC | 0.05% | Reduce -1.0% | 12,921 | $731K |
| Jane Street Group, LLC | 0.00% | New | 12,580 | $712K |
| Ellis Investment Partners, LLC | 0.14% | Reduce -0.9% | 12,560 | $710K |
| Brown Advisory Inc. | 0.00% | No change | 12,369 | $700K |
| J2 Capital Management Inc | 0.55% | Add +3.6% | 12,283 | $695K |
| Coastal Bridge Advisors, LLC | 0.06% | Add +5.2% | 12,085 | $684K |
| VestGen Advisors, LLC | 0.03% | Reduce -30.6% | 11,975 | $677K |
| IPG Investment Advisors LLC | 0.13% | Add +13.8% | 11,791 | $667K |
| Stifel Financial Corp. | 0.00% | Add +15.8% | 11,714 | $663K |
| WealthCollab, LLC | 0.37% | Add +4.1% | 11,663 | $660K |
| Comerica Bank | 0.00% | Add +12.8% | 11,513 | $651K |
| Brighton Jones LLC | 0.02% | Add +0.4% | 11,095 | $628K |
| Parkside Financial Bank & Trust | 0.07% | Add +244.2% | 11,013 | $623K |
| Commerce Bank | 0.00% | No change | 10,929 | $618K |
| Beam Wealth Advisors, Inc. | 0.18% | Add +5.0% | 10,709 | $606K |
| Insight Advisors, LLC/ PA | 0.10% | Reduce -3.8% | 10,672 | $604K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -0.4% | 10,538 | $596K |
| Composition Wealth, LLC | 0.01% | Reduce -27.3% | 10,537 | $596K |
| Betterment LLC | 0.00% | Add +5.1% | 10,505 | $594K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 10,201 | $577K |
| Cascade Wealth Advisors, Inc | 0.33% | Reduce -53.7% | 10,299 | $576K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.5% | 9,999 | $576K |
| MBE Wealth Management, LLC | 0.25% | Reduce -18.7% | 10,104 | $571K |
| YHB Investment Advisors, Inc. | 0.04% | Add +0.4% | 10,032 | $567K |
| Asset Dedication, LLC | 0.04% | Reduce -20.1% | 9,815 | $555K |
| Mma Asset Management LLC | 0.21% | New | 9,663 | $547K |
| CGN Advisors LLC | 0.05% | Add +3.3% | 9,635 | $545K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -2.4% | 9,536 | $539K |
| Principal Securities, Inc. | 0.01% | Add +5.8% | 9,510 | $538K |
| Engineers Gate Manager LP | 0.01% | Add +69.3% | 9,443 | $534K |
| Presilium Private Wealth, LLC | 0.11% | Reduce -72.9% | 9,420 | $533K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -44.8% | 9,416 | $533K |
| Kestra Advisory Services, LLC | 0.00% | Add +53.8% | 9,302 | $526K |
| HF Advisory Group, LLC | 0.20% | Add +1.3% | 8,975 | $508K |
| Natixis | 0.00% | Reduce -5.4% | 8,966 | $500K |
| Quadrature Capital Ltd | 0.01% | Reduce -92.8% | 8,791 | $497K |
| Prairieview Wealth Partners, LLC | 0.51% | New | 8,685 | $491K |
| HB Wealth Management, LLC | 0.00% | Reduce -6.0% | 8,582 | $485K |
| Garde Capital, Inc. | 0.03% | No change | 8,472 | $479K |
| Baird Financial Group, Inc. | 0.00% | Reduce -38.6% | 8,434 | $477K |
| Townsquare Capital LLC | 0.05% | Reduce -4.8% | 8,430 | $477K |
| MBL Wealth, LLC | 0.05% | No change | 8,332 | $471K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -32.7% | 8,297 | $469K |
| Parallel Advisors, LLC | 0.01% | Reduce -10.6% | 7,993 | $452K |
| Quad-Cities Investment Group, LLC | 0.20% | Add +5.4% | 7,899 | $447K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -40.6% | 7,892 | $446K |
| Wrenne Financial Planning LLC | 0.20% | Add +55.7% | 7,709 | $436K |
| RDA Financial Network | 0.12% | Reduce -23.1% | 7,659 | $433K |
| Quantinno Capital Management LP | 0.00% | Add +3.4% | 7,638 | $432K |
| 1832 Asset Management L.P. | 0.00% | Add +20.2% | 7,426 | $420K |
| FourThought Financial Partners, LLC | 0.04% | Add +0.5% | 7,379 | $417K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -31.6% | 7,066 | $400K |
| MidAtlantic Capital Management, Inc. | 0.28% | Add +0.1% | 6,926 | $392K |
| Brown Financial Advisory | 0.21% | Reduce -11.3% | 6,850 | $387K |
| Arkansas Financial Group, Inc. | 0.06% | Add +47.1% | 6,846 | $387K |
| Fingerlakes Wealth Management, Inc. | 0.29% | Reduce -10.3% | 6,772 | $383K |
| Landmark Wealth Management, LLC | 0.16% | Reduce -0.8% | 6,774 | $383K |
| Seaside Wealth Management, Inc. | 0.12% | Add +48.6% | 6,748 | $382K |
| FMR LLC | 0.00% | Reduce -13.1% | 6,691 | $378K |
| Alpha Financial Partners LLC | 0.27% | New | 6,687 | $378K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -17.1% | 6,415 | $363K |
| Fisher Asset Management | 0.00% | New | 6,414 | $363K |
| RFG Advisory, LLC | 0.01% | Reduce -7.6% | 6,204 | $351K |
| Ridgewood Investments LLC | 0.15% | Add +52.1% | 6,182 | $350K |
| Nwam LLC | 0.02% | Reduce -36.6% | 6,172 | $346K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.12% | Reduce -44.6% | 6,043 | $342K |
| VERITY Wealth Advisors | 0.23% | No change | 5,996 | $339K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 5,867 | $332K |
| Fonville Wealth Management LLC | 0.08% | Add +28.2% | 5,815 | $329K |
| Forte Asset Management LLC | 0.17% | No change | 5,782 | $327K |
| RVW Wealth, LLC | 0.03% | No change | 5,717 | $323K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.17% | No change | 5,700 | $322K |
| AQR Capital Management | 0.00% | Add +45.6% | 5,561 | $315K |
| REDW Wealth LLC | 0.12% | Add +10.5% | 5,514 | $312K |
| Summit Financial Consulting LLC | 0.28% | Add +12.4% | 5,465 | $309K |
| Ritholtz Wealth Management | 0.01% | Reduce -3.0% | 5,201 | $294K |
| Bristlecone Advisors, LLC | 0.02% | No change | 5,000 | $283K |
| OneAscent Financial Services LLC | 0.02% | No change | 4,962 | $281K |
| Upper Left Wealth Management, LLC | 0.18% | No change | 4,786 | $271K |
| Finley Financial, LLC | 0.14% | No change | 4,780 | $270K |
| Values Added Financial LLC | 0.13% | No change | 4,771 | $270K |
| Goodwin Investment Advisory | 0.31% | No change | 4,742 | $268K |
| Park Avenue Securities LLC | 0.00% | Add +33.6% | 4,729 | $267K |
| Veracity Capital LLC | 0.09% | New | 4,600 | $260K |
| NWF Advisory Services Inc. | 0.03% | No change | 4,598 | $260K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -76.0% | 4,502 | $255K |
| United Advisor Group, LLC | 0.04% | Reduce -2.2% | 4,459 | $252K |
| Advisory Services Network, LLC | 0.00% | Reduce -10.9% | 4,500 | $252K |
| Allstate Corp. | 0.02% | No change | 4,392 | $248K |
| EP Wealth Advisors, LLC | 0.00% | Add +1.7% | 4,351 | $246K |
| Wealthspire Retirement, LLC | 0.02% | New | 4,260 | $241K |
| Braun-Bostich & Associates Inc. | 0.16% | New | 4,232 | $239K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -32.8% | 4,160 | $235K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 4,095 | $232K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -16.5% | 4,050 | $229K |
| Aletheian Wealth Advisors LLC | 0.11% | Reduce -0.1% | 4,048 | $229K |
| Advisory Alpha, LLC | 0.01% | Reduce -5.3% | 4,006 | $227K |
| Epiq Partners, LLC | 0.12% | No change | 4,000 | $226K |
| Jackson, Grant Investment Advisers, Inc. | 0.08% | Add +0.1% | 3,998 | $226K |
| International Assets Investment Management, LLC | 0.02% | Reduce -25.5% | 3,932 | $222K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -5.5% | 3,909 | $221K |
| Horan Securities, Inc. | 0.08% | Add +8.4% | 3,886 | $220K |
| Merit Financial Group, LLC | 0.00% | New | 3,865 | $219K |
| D. E. Shaw & Co. | 0.00% | Reduce -16.8% | 3,792 | $214K |
| IRON Financial LLC | 0.11% | Add +0.6% | 3,706 | $210K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -14.3% | 3,697 | $209K |
| GWN Securities Inc. | 0.04% | Reduce -82.8% | 3,658 | $207K |
| Roundview Capital LLC | 0.01% | Reduce -2.4% | 3,597 | $203K |
| IVC Wealth Advisors LLC | 0.10% | Reduce -23.4% | 3,574 | $202K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -64.3% | 3,566 | $202K |
| Old Second National Bank of Aurora | 0.04% | Reduce -0.5% | 3,044 | $172K |
| CIBC Private Wealth Group LLC | 0.00% | Add +7.5% | 2,963 | $168K |
| AlphaCore Capital LLC | 0.01% | Add +6715.0% | 2,726 | $154K |
| Tidemark, LLC | 0.05% | Add +72.3% | 2,700 | $153K |
| Biltmore Family Office, LLC | 0.02% | No change | 2,306 | $130K |
| Global Retirement Partners, LLC | 0.00% | — | 2,251 | $127K |
| Bangor Savings Bank | 0.01% | Add +50.0% | 2,220 | $126K |
| Tortoise Investment Management, LLC | 0.01% | No change | 2,070 | $117K |
| NewEdge Advisors, LLC | 0.00% | Add +0.5% | 2,049 | $116K |
| Smartleaf Asset Management LLC | 0.01% | Add +1075.5% | 1,916 | $108K |
| Maryland Capital Advisors Inc. | 0.04% | No change | 1,854 | $105K |
| IFP Advisors, Inc | 0.00% | Reduce -48.1% | 1,837 | $104K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | New | 1,800 | $102K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -89.5% | 1,703 | $96K |
| TD Private Client Wealth LLC | 0.00% | No change | 1,366 | $77K |
| Raffa Wealth Management, LLC | 0.02% | Reduce -3.2% | 1,346 | $76K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.1% | 1,294 | $73K |
| Copia Wealth Management | 0.06% | No change | 1,247 | $71K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,238 | $70K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,214 | $69K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -76.0% | 1,176 | $67K |
| Essential Partners LLC | 0.03% | — | 1,122 | $63K |
| Cape Investment Advisory, Inc. | 0.02% | Add +9.8% | 1,116 | $63K |
| Principia Wealth Advisory, LLC | 0.05% | New | 1,057 | $60K |
| MJT & Associates Financial Advisory Group, Inc. | 0.07% | No change | 1,042 | $59K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 904 | $51K |
| UMB Bank, n.a. | 0.00% | No change | 900 | $51K |
| Fairscale Capital, LLC | 0.04% | No change | 906 | $51K |
| Harbour Investments, Inc. | 0.00% | Add +150.8% | 820 | $46K |
| Lowe Wealth Advisors, LLC | 0.02% | No change | 798 | $45K |
| Archer Investment Corp | 0.01% | No change | 692 | $39K |
| Armor Investment Advisors, LLC | 0.01% | No change | 620 | $35K |
| Private Trust Co. NA | 0.00% | Reduce -4.7% | 614 | $35K |
| Beacon Capital Management, LLC | 0.00% | Add +0.7% | 573 | $32K |
| Cwm, LLC | 0.00% | Reduce -66.1% | 569 | $32K |
| Founders Financial Alliance, LLC | 0.01% | Add +101.8% | 555 | $31K |
| Covenant Partners, LLC | 0.01% | Add +9.1% | 551 | $31K |
| Financial Freedom, LLC | 0.02% | Add +0.6% | 515 | $29K |
| Smithfield Trust Co | 0.00% | No change | 521 | $29K |
| Robinswood Financial LLC | 0.01% | No change | 505 | $29K |
| Opal Wealth Advisors, LLC | 0.01% | No change | 490 | $28K |
| Fifth Third Bancorp | 0.00% | No change | 364 | $21K |
| CX Institutional | 0.00% | Reduce -25.5% | 336 | $19K |
| Investors Research Corp | 0.00% | No change | 330 | $19K |
| Colonial Trust Co / SC | 0.00% | Reduce -63.8% | 328 | $18K |
| Dunhill Financial, LLC | 0.01% | New | 314 | $18K |
| Atwood & Palmer Inc. | 0.00% | No change | 303 | $17K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 300 | $17K |
| Legacy Bridge, LLC | 0.01% | Add +4.9% | 279 | $16K |
| Signaturefd, LLC | 0.00% | Add +4.4% | 262 | $15K |
| Ameritas Advisory Services, LLC | 0.00% | New | 257 | $15K |
| Capital Analysts, LLC | 0.00% | Reduce -1.1% | 259 | $14K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | Reduce -21.3% | 236 | $13K |
| Brooklyn Investment Group | 0.00% | New | 231 | $13K |
| Hantz Financial Services, Inc. | 0.00% | New | 231 | $13K |
| LRI Investments, LLC | 0.00% | No change | 215 | $12K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +5250.0% | 214 | $12K |
| North Star Investment Management Corp. | 0.00% | Add +0.9% | 212 | $12K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 204 | $12K |
| Transce3nd, LLC | 0.00% | No change | 194 | $11K |
| Assetmark, Inc. | 0.00% | Add +282.6% | 176 | $10K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 165 | $9K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.6% | 164 | $9K |
| Iron Horse Wealth Management, LLC | 0.00% | Reduce -4.8% | 158 | $9K |
| Larson Financial Group LLC | 0.00% | Add +146.0% | 155 | $9K |
| SYM FINANCIAL Corp | 0.00% | Reduce -62.5% | 138 | $8K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 114 | $6K |
| Mid-American Wealth Advisory Group, Inc. | 0.00% | New | 105 | $6K |
| Park Square Financial Group, LLC | 0.00% | No change | 103 | $6K |
| Ancora Advisors LLC | 0.00% | Reduce -49.2% | 100 | $6K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.1% | 95 | $5K |
| Lanark Financial, Inc. | 0.00% | New | 100 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 86 | $5K |
| Breakwater Investment Management | 0.00% | New | 80 | $5K |
| Pineridge Advisors LLC | 0.00% | No change | 76 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 58 | $3K |
| Bellwether Advisors, LLC | 0.00% | No change | 54 | $3K |
| Geneos Wealth Management Inc. | 0.00% | New | 37 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 21 | $1K |
| Russell Investments Group, Ltd. | 0.00% | No change | 20 | $1K |
| Simplex Trading, LLC | 0.00% | New | 20 | $1K |
| MV Capital Management, Inc. | 0.00% | No change | 8 | $453 |
| Qube Research & Technologies Ltd | 0.00% | New | 7 | $396 |
| Legacy Investment Solutions, LLC | 0.00% | — | 7 | $388 |
| Legacy Wealth Managment, LLC | 0.00% | New | 7 | $388 |
| Blue Trust, Inc. | 0.00% | No change | 2 | $132 |
| Paladin Advisory Group, LLC | 0.00% | No change | 2 | $113 |
| Key Financial Inc | 0.00% | No change | 2 | $113 |
| Hughes Financial Services, LLC | 0.00% | Reduce -60.0% | 2 | $113 |
| 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.