iShares Core US REIT ETFUSRTETF
13F holders, Q4 2025 (December 31)394holders +33
36new positions
22sold out
4famous investors
$57.05avg. 13F price*
At the end of Q4 2025, 394 institutions reported holding iShares Core US REIT ETF (USRT) in their 13F filings, up 33 from Q3 2025. 36 opened new positions and 22 sold out. The largest holders were BlackRock, Inc. ($266.2M), US Bancorp \de ($160.2M) and Morgan Stanley ($123.3M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $55.7M |
| Exits | 22 | $57.9M |
All 13F filers, Q3 2025 → Q4 2025: 5,234,973 shares bought and 1,824,587 shares sold, net +3,410,386 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 394 holders
| BlackRock, Inc. | 0.00% | Add +5.7% | 4,672,636 | $266.2M |
| US Bancorp \de | 0.19% | Reduce -1.4% | 2,811,846 | $160.2M |
| Morgan Stanley | 0.01% | Add +110.7% | 2,164,347 | $123.3M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +5.3% | 1,841,087 | $104.9M |
| Glenmede Trust Co. NA | 0.47% | — | 1,746,031 | $99.5M |
| Bank of America Corp. | 0.01% | Add +409.3% | 1,433,358 | $81.6M |
| Trust Co of Tennessee | 12.53% | Add +2.1% | 1,107,489 | $63.1M |
| Cerity Partners LLC | 0.07% | Add +0.1% | 871,899 | $49.7M |
| Heritage Financial Services, LLC | 4.13% | Add +11.5% | 867,698 | $49.4M |
| Disciplina Capital Management LLC | 5.01% | Add +12.1% | 768,873 | $43.8M |
| Rakuten Investment Management, Inc. | 0.15% | No change | 741,871 | $43.2M |
| LPL Financial LLC | 0.01% | Reduce -1.0% | 682,884 | $38.9M |
| Corient Private Wealth LP | 0.05% | Add +9.5% | 637,498 | $37.2M |
| Two Sigma Investments, LP | 0.06% | New | 624,700 | $35.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +33.5% | 589,379 | $33.6M |
| HighTower Advisors, LLC | 0.04% | Add +7.8% | 564,160 | $32.1M |
| Apollon Wealth Management, LLC | 0.53% | Add +3.7% | 537,928 | $30.6M |
| Mission Wealth Management, LP | 0.61% | Add +0.6% | 527,722 | $30.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +4.2% | 488,351 | $28.1M |
| Choreo, LLC | 0.32% | Reduce -2.8% | 441,001 | $25.3M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -10.3% | 418,898 | $24.0M |
| Charles Schwab Trust Co | 1.57% | Reduce -1.6% | 418,341 | $23.8M |
| Rodgers & Associates, LTD | 2.17% | Add +6.3% | 376,251 | $21.4M |
| 93 Financial Group, LLC | 9.06% | — | 365,381 | $20.8M |
| Stephens Inc. | 0.26% | Add +10.9% | 360,652 | $20.5M |
| S. R. Schill & Associates | 13.99% | Reduce -0.7% | 347,953 | $19.8M |
| Financial & Tax Architects, LLC | 4.20% | Reduce -5.5% | 328,323 | $18.7M |
| Kestra Investment Management, LLC | 0.44% | Add +11.2% | 318,466 | $18.1M |
| UBS Group AG | 0.00% | Reduce -30.9% | 300,991 | $17.1M |
| Pacific Life Fund Advisors LLC | 1.75% | Reduce -7.3% | 298,031 | $17.0M |
| Sumitomo Life Insurance Co. | 0.46% | Add +3.9% | 293,300 | $16.7M |
| Rockbridge Investment Management, LCC | 1.48% | Add +2.4% | 279,540 | $15.9M |
| PGIM Custom Harvest LLC | 0.23% | Reduce -5.1% | 276,815 | $15.8M |
| BNP Paribas Financial Markets | 0.01% | Add +29.0% | 252,200 | $14.4M |
| Lido Advisors, LLC | 0.06% | Reduce -1.0% | 245,358 | $14.3M |
| MPS Loria Financial Planners, LLC | 3.67% | Add +1.6% | 250,649 | $14.3M |
| Fiducient Advisors LLC | 1.75% | Reduce -37.9% | 247,263 | $14.1M |
| Pure Financial Advisors, LLC | 0.21% | Add +4.0% | 245,340 | $14.0M |
| Captrust Financial Advisors | 0.03% | Add +8.1% | 244,201 | $13.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -20.1% | 237,501 | $13.5M |
| Tectonic Advisors LLC | 0.69% | Add +17.6% | 229,606 | $13.1M |
| Ameriprise Financial Inc. | 0.00% | Add +3.1% | 215,121 | $12.3M |
| Biltmore Wealth Management, LLC | 4.61% | Add +2.5% | 214,513 | $12.2M |
| Cannon Financial Strategists, Inc. | 1.62% | Add +5.6% | 204,279 | $11.6M |
| Cetera Investment Advisers | 0.01% | Add +23.7% | 198,559 | $11.3M |
| Glenview Trust Co | 0.17% | Reduce -2.3% | 194,654 | $11.1M |
| Blueprint Investment Partners LLC | 1.09% | Add +20.0% | 178,154 | $10.1M |
| O'shaughnessy Asset Management, LLC | 0.05% | Reduce -2.1% | 167,074 | $9.5M |
| Phillips Financial Management, LLC | 0.60% | Reduce -0.5% | 164,557 | $9.4M |
| Earned Wealth Advisors, LLC | 0.66% | Add +99.3% | 163,822 | $9.3M |
| Freedom Day Solutions, LLC | 2.48% | Add +1.0% | 160,334 | $9.1M |
| Cornerstone Management, Inc. | 1.43% | Add +4.9% | 154,237 | $8.8M |
| Smartleaf Asset Management LLC | 0.32% | Add +8980.6% | 147,288 | $8.5M |
| Compound Planning, Inc. | 0.24% | Reduce -7.5% | 141,106 | $8.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -32.6% | 137,472 | $7.8M |
| ERn Financial, LLC | 1.38% | Add +1.8% | 128,841 | $7.3M |
| Moody National Bank Trust Division | 0.71% | Reduce -28.8% | 128,759 | $7.3M |
| Creative Planning | 0.01% | Add +1.4% | 125,974 | $7.2M |
| Legacy Financial Group LLC | 0.82% | Reduce -7.3% | 111,380 | $6.6M |
| TPG Financial Advisors, LLC | 2.17% | Add +9.9% | 114,062 | $6.5M |
| Avior Wealth Management, LLC | 0.20% | Reduce -16.6% | 112,703 | $6.4M |
| Blueprint Financial Advisors LLC | 0.94% | Add +28.2% | 107,840 | $6.1M |
| Mariner, LLC | 0.01% | Add +4.4% | 107,134 | $6.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.8% | 106,787 | $6.1M |
| Royal Bank of Canada | 0.00% | Add +113.1% | 102,469 | $5.8M |
| Wealthcare Advisory Partners LLC | 0.11% | New | 100,663 | $5.7M |
| Peak Financial Management, Inc. | 1.45% | Add +1.8% | 98,791 | $5.6M |
| Rialto Wealth Management, LLC | 1.34% | Add +10.8% | 98,521 | $5.6M |
| Cornerstone Partners Capital Management, LLC | 15.25% | No change | 97,080 | $5.5M |
| Focus Partners Wealth | 0.01% | Add +21.3% | 86,542 | $4.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +14.3% | 84,898 | $4.8M |
| Topel & Distasi Wealth Management, LLC | 2.21% | Add +7.2% | 79,585 | $4.5M |
| Wells Fargo & Company | 0.00% | Add +11.7% | 76,337 | $4.3M |
| Visionary Wealth Advisors | 0.19% | Reduce -3.4% | 75,755 | $4.3M |
| Prosperity Planning, Inc. | 1.58% | Add +6.7% | 75,117 | $4.3M |
| Envision Financial LLC | 2.09% | Add +9.5% | 69,327 | $3.9M |
| AXS Investments LLC | 1.35% | Reduce -36.1% | 68,628 | $3.9M |
| Jones Financial Companies LLLP | 0.00% | Add +14.5% | 68,387 | $3.9M |
| Modern Wealth Management, LLC | 0.07% | Reduce -3.7% | 67,868 | $3.9M |
| CoreCap Advisors, LLC | 0.13% | Reduce -0.9% | 66,916 | $3.8M |
| Windsor Capital Management, LLC | 1.09% | Add +0.7% | 65,261 | $3.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +22.2% | 63,609 | $3.6M |
| Naviter Wealth, LLC | 0.47% | Add +55.7% | 62,871 | $3.6M |
| Waverly Advisors, LLC | 0.03% | Reduce -0.3% | 62,106 | $3.5M |
| Fund Evaluation Group, LLC | 0.12% | No change | 62,010 | $3.5M |
| Walkner Condon Financial Advisors LLC | 0.47% | Add +30.1% | 59,472 | $3.4M |
| Millington Financial Advisors, LLC | 1.48% | Add +12.2% | 55,345 | $3.3M |
| MML Investors Services, LLC | 0.01% | Add +17.5% | 58,580 | $3.3M |
| Alongside, LLC | 1.07% | — | 56,535 | $3.2M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Add +6.8% | 55,991 | $3.2M |
| Private Client Services, LLC | 0.96% | Add +21.9% | 54,211 | $3.1M |
| Stamos Capital Partners, L.P. | 0.50% | Add +72.4% | 54,092 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.0% | 53,947 | $3.1M |
| Financial Management, Inc. | 2.81% | — | 51,916 | $3.0M |
| Independent Wealth Network Inc. | 0.87% | Add +4.8% | 50,155 | $2.9M |
| Commerce Bank | 0.02% | Add +9.2% | 50,014 | $2.8M |
| Creative Financial Designs Inc. | 0.17% | Add +2.9% | 48,207 | $2.7M |
| Post Resch Tallon Group Inc. | 2.31% | Add +32.3% | 47,947 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Add +19.7% | 47,234 | $2.7M |
| Financial Planning Fort Collins, LLC | 2.31% | — | 46,196 | $2.6M |
"% 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.