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 |
| Orion Porfolio Solutions, LLC | 0.02% | Add +51.7% | 35,981 | $2.1M |
| Roble, Belko & Company, Inc | 0.26% | Reduce -0.0% | 33,221 | $2.0M |
| Blue Edge Capital, LLC | 0.27% | Reduce -10.3% | 32,455 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -23.0% | 32,049 | $1.9M |
| Apollon Financial, LLC | 0.31% | Add +32.8% | 31,756 | $1.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +4.3% | 31,785 | $1.9M |
| Stamos Capital Partners, L.P. | 0.35% | Reduce -36.2% | 31,383 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.2% | 30,717 | $1.8M |
| Kohmann Bosshard Financial Services, LLC | 0.18% | Reduce -4.2% | 30,278 | $1.8M |
| CarsonAllaria Wealth Management, Ltd. | 0.90% | Reduce -1.0% | 29,498 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +130.6% | 29,011 | $1.7M |
| TD Waterhouse Canada Inc. | 0.01% | No change | 28,809 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +205.9% | 28,453 | $1.7M |
| Savant Capital, LLC | 0.01% | Reduce -0.8% | 27,989 | $1.6M |
| Awm Capital, LLC | 0.14% | Add +0.2% | 25,704 | $1.5M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -26.7% | 25,608 | $1.5M |
| Prospect Financial Group LLC | 1.44% | Add +2.0% | 25,164 | $1.5M |
| Family Wealth Partners, LLC | 0.55% | Add +52.8% | 25,149 | $1.5M |
| Ellenbecker Investment Group | 0.21% | Reduce -21.3% | 24,572 | $1.4M |
| Spartan Planning & Wealth Management | 1.12% | Add +5.1% | 24,458 | $1.4M |
| SigFig Wealth Management, LLC | 0.04% | Reduce -3.1% | 23,655 | $1.4M |
| Vise Technologies, Inc. | 0.05% | Reduce -46.0% | 23,333 | $1.4M |
| Exencial Wealth Advisors, LLC | 0.04% | Reduce -1.6% | 23,208 | $1.4M |
| National Bank of Canada | 0.00% | No change | 22,800 | $1.3M |
| RFG Advisory, LLC | 0.03% | Add +264.3% | 22,599 | $1.3M |
| American State Bank (Iowa) | 0.68% | Reduce -26.5% | 22,599 | $1.3M |
| Shum Financial Group, Inc. | 0.98% | — | 22,283 | $1.3M |
| Hollencrest Capital Management | 0.05% | Reduce -10.1% | 21,524 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +8.5% | 21,246 | $1.2M |
| Tyche Wealth Partners LLC | 0.22% | Add +30.3% | 21,058 | $1.2M |
| Allworth Financial LP | 0.01% | Reduce -9.2% | 20,948 | $1.2M |
| National Philanthropic Trust | 0.01% | Reduce -10.7% | 20,226 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | No change | 20,000 | $1.2M |
| Destiny Capital Corp | 0.64% | Add +26.6% | 19,955 | $1.2M |
| HBW Advisory Services LLC | 0.13% | Add +3.6% | 19,866 | $1.2M |
| Peterson Wealth Advisors, LLC | 0.17% | Reduce -2.3% | 20,062 | $1.2M |
| Mfa Wealth Advisors, LLC | 0.25% | Add +1.3% | 19,625 | $1.2M |
| Securian Asset Management, Inc. | 0.03% | No change | 19,403 | $1.1M |
| VestGen Advisors, LLC | 0.04% | Add +52.2% | 18,227 | $1.1M |
| Cascade Wealth Advisors, Inc | 0.52% | Add +76.8% | 18,210 | $1.1M |
| Inman Jager Wealth Management, LLC | 0.67% | Add +1.4% | 17,993 | $1.1M |
| Wilkins Miller Wealth Management, LLC | 0.65% | Reduce -6.1% | 17,829 | $1.1M |
| Walter & Keenan Wealth Management LLC /in/ | 0.29% | Reduce -1.0% | 17,836 | $1.0M |
| Strategic Financial Planning, Inc. | 0.60% | Reduce -0.0% | 17,733 | $1.0M |
| Coastal Bridge Advisors, LLC | 0.08% | Add +44.4% | 17,454 | $1.0M |
| Kagan Cocozza Asset Management | 0.77% | Reduce -4.9% | 17,402 | $1.0M |
| Quest 10 Wealth Builders, Inc. | 0.94% | Reduce -1.5% | 17,308 | $1.0M |
| Quantinno Capital Management LP | 0.00% | Add +117.7% | 16,627 | $976K |
| Matthew Goff Investment Advisor, LLC | 0.16% | Reduce -0.1% | 15,990 | $939K |
| Integrated Investment Consultants, LLC | 0.16% | No change | 15,969 | $938K |
| Farther Finance Advisors, LLC | 0.01% | Add +9.7% | 15,966 | $938K |
| &partners | 0.01% | Reduce -26.9% | 15,856 | $931K |
| Intergy Private Wealth, LLC | 0.28% | Add +1.7% | 15,223 | $894K |
| Range Financial Group LLC | 0.32% | Add +1.1% | 15,222 | $894K |
| Moisand Fitzgerald Tamayo, LLC | 0.10% | Reduce -1.4% | 15,040 | $883K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +4900.7% | 15,002 | $881K |
| 1834 Investment Advisors Co. | 0.11% | No change | 14,878 | $874K |
| Ellis Investment Partners, LLC | 0.15% | Add +15.8% | 14,539 | $854K |
| AE Wealth Management LLC | 0.01% | Reduce -25.1% | 14,518 | $852K |
| Aspen Wealth Management LLC | 0.19% | Reduce -3.9% | 14,251 | $837K |
| Halbert Hargrove Global Advisors, LLC | 0.04% | Reduce -3.6% | 14,151 | $831K |
| River Street Advisors LLC | 0.31% | Reduce -0.5% | 13,822 | $812K |
| Global Strategic Investment Solutions, LLC | 0.08% | Add +0.1% | 13,708 | $805K |
| NorthCoast Asset Management LLC | 0.00% | Add +4.4% | 13,621 | $800K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -31.1% | 13,606 | $799K |
| Engineers Gate Manager LP | 0.01% | Add +40.8% | 13,297 | $781K |
| Stifel Financial Corp. | 0.00% | Add +12.3% | 13,155 | $772K |
| Truist Financial Corp. | 0.00% | Reduce -0.6% | 13,066 | $767K |
| Mma Asset Management LLC | 0.26% | Add +34.9% | 13,032 | $765K |
| Aureus Asset Management, LLC | 0.05% | Add +0.3% | 12,954 | $761K |
| IPG Investment Advisors LLC | 0.13% | Add +7.5% | 12,672 | $744K |
| Brown Advisory Inc. | 0.00% | No change | 12,369 | $726K |
| WealthCollab, LLC | 0.32% | No change | 11,663 | $685K |
| Comerica Bank | 0.00% | Add +0.0% | 11,515 | $676K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -16.9% | 11,474 | $674K |
| Fonville Wealth Management LLC | 0.15% | Add +96.3% | 11,417 | $670K |
| J2 Capital Management Inc | 0.49% | Reduce -9.3% | 11,145 | $654K |
| Baird Financial Group, Inc. | 0.00% | Add +31.3% | 11,071 | $650K |
| Brighton Jones LLC | 0.02% | Reduce -0.4% | 11,052 | $649K |
| Parkside Financial Bank & Trust | 0.05% | Add +0.3% | 11,042 | $648K |
| Beam Wealth Advisors, Inc. | 0.17% | Add +0.9% | 10,802 | $634K |
| Insight Advisors, LLC/ PA | 0.10% | Reduce -0.1% | 10,662 | $626K |
| Presilium Private Wealth, LLC | 0.12% | Add +12.9% | 10,635 | $624K |
| Wealthspire Advisors, LLC | 0.00% | No change | 10,538 | $619K |
| Principal Securities, Inc. | 0.01% | Add +9.7% | 10,436 | $613K |
| Heck Capital Advisors, LLC | 0.05% | Reduce -41.3% | 10,298 | $605K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.1% | 10,092 | $593K |
| MBE Wealth Management, LLC | 0.26% | Reduce -0.4% | 10,062 | $591K |
| YHB Investment Advisors, Inc. | 0.04% | Reduce -1.2% | 9,908 | $582K |
| Mutual Advisors, LLC | 0.01% | Reduce -4.4% | 9,560 | $566K |
| HB Wealth Management, LLC | 0.00% | Add +12.2% | 9,632 | $566K |
| Wrenne Financial Planning LLC | 0.24% | Add +24.3% | 9,582 | $563K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -1.3% | 9,412 | $553K |
| CGN Advisors LLC | 0.05% | Reduce -2.4% | 9,402 | $552K |
| HF Advisory Group, LLC | 0.20% | Add +3.0% | 9,243 | $543K |
| Sharper & Granite LLC | 0.19% | Reduce -62.8% | 9,120 | $536K |
| Composition Wealth, LLC | 0.01% | Reduce -13.9% | 9,067 | $532K |
| 1832 Asset Management L.P. | 0.00% | Add +20.7% | 8,964 | $526K |
| Natixis | 0.00% | No change | 8,966 | $522K |
| Alpha Financial Partners LLC | 0.34% | Add +32.7% | 8,874 | $521K |
| Garde Capital, Inc. | 0.03% | Add +3.4% | 8,763 | $515K |
| Glen Eagle Advisors, LLC | 0.07% | Add +9951.2% | 8,644 | $508K |
| Prairieview Wealth Partners, LLC | 0.48% | Reduce -0.5% | 8,641 | $507K |
| Susquehanna International Group, LLP | 0.00% | Reduce -74.6% | 8,536 | $501K |
| MBL Wealth, LLC | 0.04% | No change | 8,332 | $489K |
| Coldstream Capital Management Inc. | 0.01% | No change | 8,297 | $487K |
| Betterment LLC | 0.00% | Reduce -21.6% | 8,235 | $484K |
| Ieq Capital, LLC | 0.00% | New | 8,151 | $479K |
| Millennium Management | 0.00% | Reduce -84.0% | 8,150 | $479K |
| Townsquare Capital LLC | 0.07% | Reduce -6.3% | 7,899 | $464K |
| Forefront Wealth Partners, LLC | 0.12% | New | 7,805 | $458K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.21% | Add +31.6% | 7,500 | $440K |
| Quad-Cities Investment Group, LLC | 0.19% | Reduce -5.3% | 7,481 | $439K |
| FMR LLC | 0.00% | Add +10.4% | 7,390 | $434K |
| Parallel Advisors, LLC | 0.01% | Reduce -8.3% | 7,327 | $430K |
| FourThought Financial Partners, LLC | 0.04% | Reduce -3.0% | 7,160 | $420K |
| Ridgewood Investments LLC | 0.18% | Add +15.3% | 7,128 | $419K |
| Landmark Wealth Management, LLC | 0.16% | Add +3.6% | 7,021 | $412K |
| MidAtlantic Capital Management, Inc. | 0.28% | No change | 6,926 | $407K |
| Arkansas Financial Group, Inc. | 0.06% | Add +0.3% | 6,867 | $403K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -3.9% | 6,793 | $399K |
| Janney Montgomery Scott LLC | 0.00% | Add +5.5% | 6,765 | $397K |
| Seaside Wealth Management, Inc. | 0.12% | No change | 6,748 | $396K |
| Wealthspire Retirement, LLC | 0.03% | Add +58.0% | 6,732 | $395K |
| RDA Financial Network | 0.10% | Reduce -12.7% | 6,689 | $393K |
| Fingerlakes Wealth Management, Inc. | 0.25% | Reduce -4.7% | 6,452 | $379K |
| AQR Capital Management | 0.00% | Add +13.1% | 6,289 | $369K |
| Principia Wealth Advisory, LLC | 0.26% | Add +490.8% | 6,245 | $367K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -34.1% | 6,200 | $364K |
| Park Avenue Securities LLC | 0.00% | Add +31.2% | 6,205 | $364K |
| VERITY Wealth Advisors | 0.22% | No change | 5,996 | $352K |
| Summit Financial Consulting LLC | 0.28% | Add +9.3% | 5,974 | $351K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 5,867 | $345K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.02% | New | 5,794 | $340K |
| Forte Asset Management LLC | 0.16% | No change | 5,782 | $340K |
| RVW Wealth, LLC | 0.03% | No change | 5,717 | $336K |
| REDW Wealth LLC | 0.12% | Add +0.0% | 5,516 | $324K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.10% | Reduce -12.7% | 5,278 | $310K |
| Private Advisor Group, LLC | 0.00% | New | 5,124 | $301K |
| Veracity Capital LLC | 0.10% | Add +11.2% | 5,116 | $300K |
| Nwam LLC | 0.02% | Reduce -18.9% | 5,003 | $297K |
| Ritholtz Wealth Management | 0.01% | Reduce -3.7% | 5,010 | $294K |
| Bristlecone Advisors, LLC | 0.02% | No change | 5,000 | $294K |
| Silverlake Wealth Management LLC | 0.07% | Reduce -63.5% | 4,997 | $293K |
| Tidemark, LLC | 0.09% | Add +84.2% | 4,974 | $292K |
| Koesten, Hirschmann & Crabtree, INC. | 0.14% | Add +1955.5% | 4,851 | $285K |
| Finley Financial, LLC | 0.13% | No change | 4,780 | $281K |
| Upper Left Wealth Management, LLC | 0.18% | Reduce -0.1% | 4,779 | $281K |
| Merit Financial Group, LLC | 0.00% | Add +23.6% | 4,777 | $281K |
| Values Added Financial LLC | 0.12% | No change | 4,771 | $280K |
| OneAscent Financial Services LLC | 0.02% | Reduce -4.0% | 4,762 | $280K |
| Goodwin Investment Advisory | 0.30% | Reduce -0.4% | 4,725 | $277K |
| NWF Advisory Services Inc. | 0.03% | No change | 4,598 | $270K |
| United Advisor Group, LLC | 0.04% | Add +1.9% | 4,544 | $267K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +8.0% | 4,424 | $260K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -5.2% | 4,270 | $251K |
| Brown Financial Advisory | 0.13% | Reduce -37.7% | 4,270 | $251K |
| Braun-Bostich & Associates Inc. | 0.15% | Reduce -1.8% | 4,158 | $244K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.4% | 4,065 | $239K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -2.5% | 4,054 | $238K |
| Aletheian Wealth Advisors LLC | 0.11% | No change | 4,048 | $238K |
| Capstone Financial Advisors, Inc. | 0.01% | New | 4,043 | $237K |
| Epiq Partners, LLC | 0.11% | Add +0.2% | 4,009 | $235K |
| Jackson, Grant Investment Advisers, Inc. | 0.08% | Add +0.1% | 4,003 | $235K |
| Advisory Alpha, LLC | 0.01% | Add +0.3% | 4,017 | $235K |
| Diversify Wealth Management, LLC | 0.01% | New | 3,939 | $227K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -1.2% | 3,861 | $227K |
| HORAN Wealth, LLC | 0.04% | New | 3,852 | $226K |
| NewEdge Wealth, LLC | 0.00% | New | 3,918 | $226K |
| Parkwoods Wealth Partners, LLC | 0.08% | New | 3,829 | $225K |
| International Assets Investment Management, LLC | 0.02% | No change | 3,932 | $223K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 3,731 | $219K |
| IRON Financial LLC | 0.10% | Add +0.7% | 3,732 | $219K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 3,697 | $217K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 3,625 | $213K |
| Roundview Capital LLC | 0.01% | No change | 3,597 | $211K |
| GWN Securities Inc. | 0.05% | Reduce -3.5% | 3,531 | $207K |
| IVC Wealth Advisors LLC | 0.09% | Reduce -1.3% | 3,529 | $207K |
| Trademark Financial Management, LLC | 0.12% | Reduce -78.7% | 3,477 | $204K |
| Investment Planning Advisors, Inc. | 0.06% | New | 3,462 | $203K |
| Advisory Services Network, LLC | 0.00% | Reduce -32.8% | 3,023 | $178K |
| Old Second National Bank of Aurora | 0.04% | Reduce -1.8% | 2,989 | $176K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.7% | 2,983 | $175K |
| AlphaCore Capital LLC | 0.01% | Add +1.1% | 2,755 | $162K |
| Biltmore Family Office, LLC | 0.02% | No change | 2,306 | $135K |
| Asset Dedication, LLC | 0.01% | Reduce -76.8% | 2,274 | $134K |
| Bangor Savings Bank | 0.01% | No change | 2,220 | $130K |
| Tortoise Investment Management, LLC | 0.01% | Add +4.6% | 2,165 | $127K |
| Aptus Capital Advisors, LLC | 0.00% | Add +21.5% | 2,069 | $121K |
| Global Retirement Partners, LLC | 0.00% | Reduce -8.8% | 2,052 | $120K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.4% | 2,040 | $120K |
| MAI Capital Management | 0.00% | Reduce -86.7% | 1,896 | $111K |
| Maryland Capital Advisors Inc. | 0.04% | Add +1.2% | 1,877 | $110K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | New | 1,649 | $97K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -15.3% | 1,622 | $95K |
| TD Private Client Wealth LLC | 0.00% | No change | 1,366 | $80K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.7% | 1,355 | $80K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 1,295 | $76K |
| Copia Wealth Management | 0.05% | No change | 1,247 | $73K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,238 | $73K |
| MJT & Associates Financial Advisory Group, Inc. | 0.05% | No change | 1,042 | $61K |
| Fairscale Capital, LLC | 0.04% | No change | 906 | $53K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | Reduce -50.0% | 900 | $53K |
| UMB Bank, n.a. | 0.00% | No change | 900 | $53K |
| Harbour Investments, Inc. | 0.00% | No change | 820 | $48K |
| Citigroup Inc. | 0.00% | New | 803 | $47K |
| Lowe Wealth Advisors, LLC | 0.02% | No change | 798 | $47K |
| Founders Financial Alliance, LLC | 0.01% | Add +33.3% | 740 | $43K |
| Archer Investment Corp | 0.01% | No change | 692 | $41K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -42.7% | 674 | $40K |
| CX Institutional | 0.00% | Add +81.0% | 608 | $36K |
| Bank of Montreal | 0.00% | New | 600 | $35K |
| Cwm, LLC | 0.00% | Add +3.9% | 591 | $35K |
| Private Trust Co. NA | 0.00% | Reduce -3.4% | 593 | $35K |
| Covenant Partners, LLC | 0.01% | Add +1.4% | 559 | $33K |
| Smithfield Trust Co | 0.00% | No change | 521 | $31K |
| Essential Partners LLC | 0.01% | Reduce -53.6% | 521 | $31K |
| Financial Freedom, LLC | 0.02% | Add +0.8% | 519 | $30K |
| IFP Advisors, Inc | 0.00% | Reduce -72.2% | 510 | $30K |
| Robinswood Financial LLC | 0.01% | No change | 505 | $30K |
| Root Financial Partners, LLC | 0.00% | New | 491 | $29K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -55.3% | 404 | $24K |
| Fifth Third Bancorp | 0.00% | No change | 364 | $21K |
| Investors Research Corp | 0.00% | Add +0.3% | 331 | $19K |
| Colonial Trust Co / SC | 0.00% | No change | 328 | $19K |
| Dunhill Financial, LLC | 0.01% | No change | 314 | $18K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 305 | $18K |
| Assetmark, Inc. | 0.00% | Add +67.6% | 295 | $17K |
| Legacy Bridge, LLC | 0.01% | No change | 279 | $16K |
| Capital Analysts, LLC | 0.00% | Add +0.4% | 260 | $16K |
| Signaturefd, LLC | 0.00% | Add +0.4% | 263 | $15K |
| Hantz Financial Services, Inc. | 0.00% | No change | 231 | $14K |
| North Star Investment Management Corp. | 0.00% | Add +0.5% | 213 | $13K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 204 | $12K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 165 | $10K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -26.2% | 158 | $9K |
| Lanark Financial, Inc. | 0.00% | No change | 100 | $6K |
| Ancora Advisors LLC | 0.00% | No change | 100 | $6K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.1% | 96 | $6K |
| Breakwater Investment Management | 0.00% | No change | 80 | $5K |
| Pineridge Advisors LLC | 0.00% | No change | 76 | $4K |
| Bear Mountain Capital, Inc. | 0.00% | New | 75 | $4K |
| Larson Financial Group LLC | 0.00% | Reduce -57.4% | 66 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 58 | $3K |
| Colonial Trust Advisors | 0.00% | New | 55 | $3K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -57.0% | 49 | $3K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -70.7% | 48 | $3K |
| MCF Advisors LLC | 0.00% | New | 47 | $3K |
| SYM FINANCIAL Corp | 0.00% | Reduce -67.4% | 45 | $3K |
| Russell Investments Group, Ltd. | 0.00% | Add +95.0% | 39 | $2K |
| Geneos Wealth Management Inc. | 0.00% | No change | 37 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 31 | $2K |
| Realta Investment Advisors | 0.00% | New | 28 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 21 | $1K |
| Simplex Trading, LLC | 0.00% | No change | 20 | $1K |
| MV Capital Management, Inc. | 0.00% | No change | 8 | $470 |
| Qube Research & Technologies Ltd | 0.00% | No change | 7 | $411 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 7 | $406 |
| Key Financial Inc | 0.00% | No change | 2 | $118 |
| Paladin Advisory Group, LLC | 0.00% | No change | 2 | $117 |
| Hughes Financial Services, LLC | 0.00% | No change | 2 | $117 |
"% 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.