iShares Core US REIT ETFUSRTETF
13F holders, Q3 2025 (September 30)361holders −7
24new positions
24sold out
2famous investors
$58.70avg. 13F price*
At the end of Q3 2025, 361 institutions reported holding iShares Core US REIT ETF (USRT) in their 13F filings, down 7 from Q2 2025. 24 opened new positions and 24 sold out. The largest holders were BlackRock, Inc. ($259.6M), US Bancorp \de ($167.4M) and Northwestern Mutual Wealth Management Co. ($102.7M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $24.0M |
| Exits | 24 | $14.4M |
All 13F filers, Q2 2025 → Q3 2025: 2,666,089 shares bought and 1,009,054 shares sold, net +1,657,035 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 361 holders
| BlackRock, Inc. | 0.00% | Add +5.9% | 4,420,350 | $259.6M |
| US Bancorp \de | 0.20% | Reduce -0.1% | 2,850,324 | $167.4M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +9.1% | 1,748,498 | $102.7M |
| Glenmede Investment Management, LP | 0.47% | Add +4.8% | 1,673,789 | $98.3M |
| Trust Co of Tennessee | 13.43% | Add +8.8% | 1,084,369 | $63.7M |
| Morgan Stanley | 0.00% | Reduce -3.9% | 1,027,444 | $60.3M |
| Cerity Partners LLC | 0.08% | Add +3.7% | 870,659 | $51.1M |
| Johns Hopkins University | 2.84% | No change | 868,007 | $51.0M |
| Heritage Financial Services, LLC | 4.11% | Add +5.3% | 778,350 | $45.7M |
| Rakuten Investment Management, Inc. | 0.15% | — | 741,871 | $43.2M |
| LPL Financial LLC | 0.01% | Add +9.3% | 689,948 | $40.5M |
| Disciplina Capital Management LLC | 4.90% | Add +3.0% | 686,085 | $40.3M |
| Corient Private Wealth LP | 0.05% | Reduce -11.7% | 582,377 | $34.2M |
| Mission Wealth Management, LP | 0.63% | Add +2.4% | 524,692 | $30.8M |
| HighTower Advisors, LLC | 0.03% | Add +21.9% | 523,132 | $30.7M |
| Apollon Wealth Management, LLC | 0.54% | Add +1.5% | 518,809 | $30.5M |
| Thrivent Financial for Lutherans | 0.06% | Add +351.4% | 467,182 | $27.4M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -5.4% | 468,884 | $27.2M |
| Choreo, LLC | 0.35% | Reduce -11.1% | 453,878 | $26.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.9% | 441,541 | $25.9M |
| UBS Group AG | 0.01% | Reduce -5.8% | 435,488 | $25.6M |
| Charles Schwab Trust Co | 1.69% | Reduce -0.3% | 425,024 | $25.0M |
| Fiducient Advisors LLC | 2.73% | Reduce -1.5% | 397,893 | $23.4M |
| Rodgers & Associates, LTD | 2.14% | Add +4.8% | 353,977 | $20.8M |
| S. R. Schill & Associates | 14.45% | Add +23.3% | 350,310 | $20.6M |
| Financial & Tax Architects, LLC | 4.50% | New | 347,503 | $20.4M |
| Stephens Inc. | 0.24% | Add +2.1% | 325,328 | $19.1M |
| Pacific Life Fund Advisors LLC | 1.94% | Reduce -12.7% | 321,387 | $18.9M |
| Osaic Holdings, Inc. | 0.02% | Add +12.6% | 297,324 | $17.4M |
| PGIM Custom Harvest LLC | 0.26% | Reduce -6.0% | 291,683 | $17.1M |
| Kestra Investment Management, LLC | 0.45% | Add +15.2% | 286,298 | $16.8M |
| Sumitomo Life Insurance Co. | 0.51% | Add +488.1% | 282,300 | $16.6M |
| Bank of America Corp. | 0.00% | Add +0.6% | 281,444 | $16.5M |
| Rockbridge Investment Management, LCC | 1.58% | Add +3.1% | 273,034 | $16.0M |
| Lido Advisors, LLC | 0.06% | Add +7.9% | 247,877 | $14.6M |
| MPS Loria Financial Planners, LLC | 3.85% | Add +2.6% | 246,711 | $14.5M |
| Pure Financial Advisors, LLC | 0.22% | Add +0.1% | 235,923 | $13.9M |
| Captrust Financial Advisors | 0.03% | Add +8.3% | 225,878 | $13.3M |
| Biltmore Wealth Management, LLC | 4.69% | Add +5.3% | 209,326 | $12.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.5% | 208,588 | $12.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.0% | 203,860 | $12.0M |
| Glenview Trust Co | 0.19% | Add +1.0% | 199,172 | $11.7M |
| BNP Paribas Financial Markets | 0.01% | Add +59.6% | 195,500 | $11.5M |
| Tectonic Advisors LLC | 0.63% | No change | 195,306 | $11.5M |
| Cannon Financial Strategists, Inc. | 1.63% | Add +6.6% | 193,464 | $11.4M |
| Moody National Bank Trust Division | 0.90% | Reduce -0.4% | 180,843 | $10.6M |
| O'shaughnessy Asset Management, LLC | 0.06% | Add +7.4% | 170,742 | $10.0M |
| Phillips Financial Management, LLC | 0.64% | Reduce -2.3% | 165,394 | $9.7M |
| Cetera Investment Advisers | 0.01% | Add +8.7% | 160,543 | $9.4M |
| Freedom Day Solutions, LLC | 2.53% | Add +5.1% | 158,796 | $9.3M |
| Compound Planning, Inc. | 0.29% | Add +4.9% | 152,591 | $9.0M |
| Blueprint Investment Partners LLC | 1.23% | Add +10.3% | 148,450 | $8.7M |
| Cornerstone Management, Inc. | 1.43% | Add +16.1% | 147,076 | $8.6M |
| Avior Wealth Management, LLC | 0.26% | Reduce -12.8% | 135,065 | $7.9M |
| ERn Financial, LLC | 1.47% | Reduce -20.2% | 126,521 | $7.4M |
| Creative Planning | 0.01% | Reduce -4.2% | 124,168 | $7.3M |
| Legacy Financial Group LLC | 0.92% | Add +1.8% | 120,173 | $7.1M |
| AXS Investments LLC | 1.99% | Add +8.5% | 107,415 | $6.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.0% | 103,934 | $6.1M |
| TPG Financial Advisors, LLC | 2.27% | Reduce -0.5% | 103,736 | $6.1M |
| Mariner, LLC | 0.01% | Add +2.8% | 102,602 | $6.0M |
| Cornerstone Partners Capital Management, LLC | 16.51% | No change | 97,080 | $5.7M |
| Peak Financial Management, Inc. | 1.51% | Add +2.5% | 97,038 | $5.7M |
| Rialto Wealth Management, LLC | 1.35% | Add +6.7% | 88,898 | $5.2M |
| Blueprint Financial Advisors LLC | 1.07% | Add +18.2% | 84,094 | $4.9M |
| Earned Wealth Advisors, LLC | 0.79% | Add +20.0% | 82,189 | $4.8M |
| Visionary Wealth Advisors | 0.21% | Add +6.4% | 78,444 | $4.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.9% | 74,243 | $4.4M |
| Topel & Distasi Wealth Management, LLC | 2.15% | Add +4.0% | 74,240 | $4.4M |
| Focus Partners Wealth | 0.01% | Add +0.8% | 71,326 | $4.2M |
| Modern Wealth Management, LLC | 0.08% | Reduce -12.7% | 70,501 | $4.1M |
| Prosperity Planning, Inc. | 1.56% | Add +4.3% | 70,433 | $4.1M |
| Wells Fargo & Company | 0.00% | Reduce -13.4% | 68,315 | $4.0M |
| CoreCap Advisors, LLC | 0.14% | Add +8.4% | 67,502 | $4.0M |
| Windsor Capital Management, LLC | 1.05% | Add +7.3% | 64,784 | $3.8M |
| Envision Financial LLC | 2.13% | Add +25.8% | 63,302 | $3.7M |
| Waverly Advisors, LLC | 0.04% | Add +5.5% | 62,293 | $3.7M |
| Fund Evaluation Group, LLC | 0.13% | Reduce -23.8% | 62,010 | $3.6M |
| Jones Financial Companies LLLP | 0.00% | Add +26.1% | 59,748 | $3.5M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +152.5% | 58,691 | $3.4M |
| Raymond James Financial Inc. | 0.00% | Add +1.8% | 55,624 | $3.3M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Reduce -0.5% | 52,436 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -14.6% | 52,043 | $3.1M |
| MML Investors Services, LLC | 0.01% | Reduce -43.1% | 49,847 | $2.9M |
| Royal Bank of Canada | 0.00% | Add +23.8% | 48,075 | $2.8M |
| Millington Financial Advisors, LLC | 1.37% | Add +6.3% | 49,312 | $2.8M |
| Independent Wealth Network Inc. | 0.91% | Add +8.2% | 47,871 | $2.8M |
| Creative Financial Designs Inc. | 0.18% | Add +5.6% | 46,871 | $2.8M |
| Commerce Bank | 0.01% | Add +319.2% | 45,819 | $2.7M |
| Walkner Condon Financial Advisors LLC | 0.42% | Add +31.1% | 45,709 | $2.7M |
| Private Client Services, LLC | 0.87% | Add +70.9% | 44,484 | $2.6M |
| Dogwood Wealth Management LLC | 1.14% | Add +4.3% | 42,803 | $2.5M |
| WealthTrak Capital Management LLC | 1.97% | Add +0.4% | 40,857 | $2.4M |
| Naviter Wealth, LLC | 0.28% | Add +32.6% | 40,373 | $2.4M |
| Equitable Holdings, Inc. | 0.02% | Add +6.1% | 40,060 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Add +3.7% | 39,455 | $2.3M |
| Keystone Financial Group, Inc. | 1.28% | Add +2.6% | 38,690 | $2.3M |
| Comprehensive Money Management Services LLC | 1.58% | Add +3.0% | 37,933 | $2.2M |
| State Street Corp. | 0.00% | Add +112.1% | 36,900 | $2.2M |
| Post Resch Tallon Group Inc. | 1.89% | Add +2.8% | 36,254 | $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.