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 |
| Equitable Holdings, Inc. | 0.02% | Add +9.5% | 43,853 | $2.5M |
| Keystone Financial Group, Inc. | 1.26% | Add +9.3% | 42,279 | $2.4M |
| WealthTrak Capital Management LLC | 1.71% | Add +2.7% | 41,970 | $2.4M |
| Dogwood Wealth Management LLC | 1.05% | Reduce -2.5% | 41,718 | $2.4M |
| Old Mission Capital LLC | 0.09% | New | 41,256 | $2.3M |
| Fi3 FINANCIAL ADVISORS, LLC | 0.71% | Add +673.3% | 40,817 | $2.3M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +158.1% | 38,724 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +6.6% | 38,362 | $2.2M |
| Apollon Financial, LLC | 0.32% | Add +19.8% | 38,035 | $2.2M |
| Comprehensive Money Management Services LLC | 1.49% | Add +0.0% | 37,941 | $2.2M |
| State Street Corp. | 0.00% | Reduce -2.7% | 35,900 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +311.0% | 35,085 | $2.0M |
| &partners | 0.01% | Add +111.5% | 33,528 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +17.8% | 33,515 | $1.9M |
| Roble, Belko & Company, Inc | 0.25% | Add +0.0% | 33,233 | $1.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 31,785 | $1.8M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -45.7% | 31,863 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +3.3% | 31,729 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.2% | 31,664 | $1.8M |
| Integrated Wealthcare, LLC | 1.48% | — | 30,837 | $1.8M |
| Vise Technologies, Inc. | 0.03% | Add +31.7% | 30,733 | $1.8M |
| SeedSafe Financial LLC | 1.55% | — | 30,716 | $1.7M |
| Kohmann Bosshard Financial Services, LLC | 0.16% | No change | 30,278 | $1.7M |
| Jump Financial, LLC | 0.02% | New | 30,146 | $1.7M |
| CarsonAllaria Wealth Management, Ltd. | 0.84% | Add +1.3% | 29,875 | $1.7M |
| Alpha Financial Partners LLC | 1.02% | Add +230.6% | 29,341 | $1.7M |
| TD Waterhouse Canada Inc. | 0.01% | No change | 28,809 | $1.6M |
| Prosperity Bancshares Inc | 1.46% | — | 28,484 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | — | 28,309 | $1.6M |
| RFG Advisory, LLC | 0.03% | Add +22.0% | 27,576 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +99.0% | 27,075 | $1.5M |
| Spartan Planning & Wealth Management | 1.12% | Add +9.0% | 26,665 | $1.5M |
| Prospect Financial Group LLC | 1.41% | Add +5.8% | 26,636 | $1.5M |
| Savant Capital, LLC | 0.01% | Reduce -5.6% | 26,423 | $1.5M |
| Family Wealth Partners, LLC | 0.53% | Add +2.7% | 25,838 | $1.5M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +0.4% | 25,710 | $1.5M |
| Hollencrest Capital Management | 0.05% | Add +16.1% | 24,979 | $1.4M |
| Tocqueville Asset Management L.P. | 0.02% | New | 24,822 | $1.4M |
| National Philanthropic Trust | 0.01% | Add +17.1% | 23,681 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +10.1% | 23,393 | $1.3M |
| Exencial Wealth Advisors, LLC | 0.04% | No change | 23,208 | $1.3M |
| Cascade Wealth Advisors, Inc | 0.61% | Add +25.8% | 22,900 | $1.3M |
| SigFig Wealth Management, LLC | 0.04% | Reduce -3.6% | 22,798 | $1.3M |
| National Bank of Canada | 0.00% | No change | 22,800 | $1.3M |
| Tyche Wealth Partners LLC | 0.20% | Add +6.9% | 22,511 | $1.3M |
| Securian Asset Management, Inc. | 0.05% | Add +14.9% | 22,303 | $1.3M |
| Shum Financial Group, Inc. | 0.91% | Reduce -0.3% | 22,217 | $1.3M |
| Destiny Capital Corp | 0.65% | Add +10.7% | 22,086 | $1.3M |
| American State Bank (Iowa) | 0.60% | Reduce -3.4% | 21,826 | $1.2M |
| Allworth Financial LP | 0.01% | Add +3.4% | 21,655 | $1.2M |
| Ellenbecker Investment Group | 0.17% | Reduce -15.4% | 20,792 | $1.2M |
| HBW Advisory Services LLC | 0.13% | Add +2.1% | 20,294 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | Add +0.5% | 20,105 | $1.1M |
| Peterson Wealth Advisors, LLC | 0.15% | Reduce -1.1% | 19,845 | $1.1M |
| Wealthcare Capital Partners, LLC | 0.51% | New | 19,092 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +45.1% | 18,959 | $1.1M |
| VestGen Advisors, LLC | 0.05% | Add +3.8% | 18,927 | $1.1M |
| Matthew Goff Investment Advisor, LLC | 0.19% | Add +17.8% | 18,840 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -35.8% | 18,640 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Add +10.3% | 18,342 | $1.0M |
| Walter & Keenan Wealth Management LLC /in/ | 0.27% | Add +0.5% | 17,918 | $1.0M |
| Strategic Financial Planning, Inc. | 0.57% | Add +0.0% | 17,737 | $1.0M |
| Kagan Cocozza Asset Management | 0.70% | Reduce -0.1% | 17,388 | $990K |
| Inman Jager Wealth Management, LLC | 0.60% | Reduce -4.2% | 17,247 | $982K |
| Fonville Wealth Management LLC | 0.20% | Add +50.8% | 17,217 | $981K |
| Quest 10 Wealth Builders, Inc. | 0.88% | Reduce -0.8% | 17,176 | $978K |
| Comerica Bank | 0.00% | Add +49.1% | 17,166 | $978K |
| Nolet Wealth Management, LLC | 0.52% | — | 16,515 | $941K |
| Coastal Bridge Advisors, LLC | 0.07% | Reduce -6.3% | 16,358 | $932K |
| Integrated Investment Consultants, LLC | 0.18% | No change | 15,969 | $910K |
| Wilkins Miller Wealth Management, LLC | 0.54% | Reduce -11.5% | 15,776 | $899K |
| AQR Capital Management | 0.00% | Add +150.8% | 15,770 | $898K |
| Awm Capital, LLC | 0.08% | Reduce -38.7% | 15,762 | $898K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -1.8% | 15,677 | $893K |
| Gilpin Wealth Management, LLC | 0.70% | — | 15,514 | $884K |
| D. E. Shaw & Co. | 0.00% | New | 15,505 | $883K |
| Range Financial Group LLC | 0.30% | Add +0.4% | 15,279 | $870K |
| Moisand Fitzgerald Tamayo, LLC | 0.10% | Reduce -0.2% | 15,004 | $855K |
| 1834 Investment Advisors Co. | 0.11% | No change | 14,878 | $847K |
| Ellis Investment Partners, LLC | 0.15% | Add +1.3% | 14,721 | $839K |
| Intergy Private Wealth, LLC | 0.25% | Reduce -3.4% | 14,700 | $837K |
| Cahill Financial Advisors Inc. | 0.09% | New | 14,566 | $830K |
| River Street Advisors LLC | 0.30% | Add +3.0% | 14,242 | $811K |
| Aspen Wealth Management LLC | 0.17% | Reduce -2.4% | 13,916 | $793K |
| Global Strategic Investment Solutions, LLC | 0.08% | Add +0.2% | 13,736 | $782K |
| Stifel Financial Corp. | 0.00% | Add +2.0% | 13,419 | $764K |
| Brown Advisory Inc. | 0.00% | Add +6.9% | 13,219 | $753K |
| Aureus Asset Management, LLC | 0.05% | Reduce -0.2% | 12,923 | $736K |
| Mma Asset Management LLC | 0.26% | Reduce -3.0% | 12,645 | $720K |
| Baird Financial Group, Inc. | 0.00% | Add +14.0% | 12,619 | $719K |
| Mfa Wealth Advisors, LLC | 0.15% | Reduce -36.7% | 12,421 | $708K |
| IPG Investment Advisors LLC | 0.12% | Reduce -2.9% | 12,302 | $701K |
| AE Wealth Management LLC | 0.00% | Reduce -16.4% | 12,132 | $691K |
| WealthCollab, LLC | 0.28% | Add +4.0% | 12,131 | $691K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Reduce -15.5% | 11,953 | $681K |
| Principia Wealth Advisory, LLC | 0.42% | Add +89.1% | 11,809 | $673K |
| Forefront Wealth Partners, LLC | 0.32% | Add +51.1% | 11,792 | $672K |
| Amicus Financial Advisors, LLC | 0.19% | — | 11,760 | $670K |
| 1832 Asset Management L.P. | 0.00% | Add +31.2% | 11,758 | $670K |
| J2 Capital Management Inc | 0.48% | Add +4.0% | 11,585 | $660K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +14.1% | 11,516 | $656K |
| Darden Wealth Group Inc | 0.31% | New | 11,300 | $644K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -2.2% | 11,218 | $639K |
| Glen Eagle Advisors, LLC | 0.09% | Add +28.5% | 11,108 | $633K |
| Parkside Financial Bank & Trust | 0.05% | Add +0.5% | 11,092 | $632K |
| Insight Advisors, LLC/ PA | 0.09% | Add +1.9% | 10,866 | $619K |
| Presilium Private Wealth, LLC | 0.11% | Add +1.6% | 10,804 | $615K |
| Renaissance Technologies | 0.00% | New | 10,799 | $615K |
| Principal Securities, Inc. | 0.01% | Add +2.2% | 10,669 | $608K |
| Wealthspire Retirement, LLC | 0.04% | Add +53.1% | 10,309 | $587K |
| Park Avenue Securities LLC | 0.01% | Add +66.2% | 10,310 | $587K |
| Beam Wealth Advisors, Inc. | 0.16% | Reduce -5.2% | 10,240 | $583K |
| Wrenne Financial Planning LLC | 0.24% | Add +6.3% | 10,181 | $580K |
| HB Wealth Management, LLC | 0.00% | Add +3.4% | 9,960 | $567K |
| HF Advisory Group, LLC | 0.19% | Add +4.1% | 9,621 | $548K |
| Garde Capital, Inc. | 0.03% | Add +9.4% | 9,588 | $546K |
| Heck Capital Advisors, LLC | 0.04% | Reduce -7.1% | 9,570 | $545K |
| YHB Investment Advisors, Inc. | 0.04% | Reduce -7.3% | 9,188 | $523K |
| Composition Wealth, LLC | 0.01% | Reduce -0.5% | 9,026 | $514K |
| Mutual Advisors, LLC | 0.01% | Reduce -7.9% | 8,805 | $502K |
| Natixis | 0.00% | Reduce -4.1% | 8,600 | $493K |
| MBE Wealth Management, LLC | 0.20% | Reduce -14.7% | 8,586 | $489K |
| Sharper & Granite LLC | 0.17% | Reduce -5.9% | 8,585 | $489K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -8.9% | 8,575 | $488K |
| Prairieview Wealth Partners, LLC | 0.44% | Reduce -1.4% | 8,519 | $485K |
| CGN Advisors LLC | 0.04% | Reduce -11.1% | 8,358 | $476K |
| MBL Wealth, LLC | 0.04% | No change | 8,332 | $475K |
| Citadel Advisors | 0.00% | New | 8,318 | $474K |
| Coldstream Capital Management Inc. | 0.01% | No change | 8,297 | $473K |
| FMR LLC | 0.00% | Add +10.9% | 8,196 | $467K |
| Ieq Capital, LLC | 0.00% | Reduce -1.3% | 8,049 | $458K |
| FourThought Financial Partners, LLC | 0.04% | Add +10.7% | 7,929 | $452K |
| Quad-Cities Investment Group, LLC | 0.18% | Add +2.1% | 7,636 | $435K |
| Parkwoods Wealth Partners, LLC | 0.12% | Add +94.6% | 7,452 | $424K |
| Parallel Advisors, LLC | 0.01% | Add +0.0% | 7,330 | $418K |
| RHS Financial, LLC | 0.20% | New | 7,286 | $415K |
| Betterment LLC | 0.00% | Reduce -13.8% | 7,097 | $404K |
| Upper Left Wealth Management, LLC | 0.24% | Add +47.4% | 7,045 | $401K |
| MidAtlantic Capital Management, Inc. | 0.25% | No change | 6,926 | $395K |
| Landmark Wealth Management, LLC | 0.15% | Reduce -1.8% | 6,897 | $393K |
| Summit Financial Consulting LLC | 0.28% | Add +14.9% | 6,866 | $391K |
| Seaside Wealth Management, Inc. | 0.11% | No change | 6,748 | $384K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.8% | 6,708 | $382K |
| Arkansas Financial Group, Inc. | 0.05% | Reduce -3.2% | 6,646 | $379K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -2.9% | 6,594 | $376K |
| Wealth Alliance, LLC | 0.03% | New | 6,258 | $356K |
| Snowden Capital Advisors LLC | 0.01% | New | 6,239 | $355K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -1.9% | 6,080 | $346K |
| Rehmann Capital Advisory Group | 0.02% | New | 6,070 | $346K |
| VERITY Wealth Advisors | 0.21% | No change | 5,996 | $342K |
| Northern Trust Corp. | 0.00% | New | 5,984 | $341K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 5,867 | $334K |
| RVW Wealth, LLC | 0.02% | No change | 5,717 | $326K |
| RDA Financial Network | 0.08% | Reduce -14.7% | 5,709 | $325K |
| Fingerlakes Wealth Management, Inc. | 0.21% | Reduce -11.6% | 5,707 | $325K |
| Forte Asset Management LLC | 0.15% | Reduce -1.5% | 5,695 | $324K |
| Tidemark, LLC | 0.09% | Add +13.5% | 5,646 | $322K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 5,609 | $319K |
| Veracity Capital LLC | 0.09% | Add +9.0% | 5,577 | $318K |
| REDW Wealth LLC | 0.12% | Add +0.1% | 5,520 | $314K |
| Private Advisor Group, LLC | 0.00% | Add +6.2% | 5,440 | $310K |
| Westbourne Investments, Inc. | 0.14% | New | 5,338 | $304K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +20.6% | 5,335 | $304K |
| Diversify Wealth Management, LLC | 0.01% | Add +32.0% | 5,198 | $302K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -50.0% | 5,269 | $300K |
| BDFS Capital LLC | 0.15% | — | 5,066 | $289K |
| Ritholtz Wealth Management | 0.01% | No change | 5,010 | $285K |
| OneAscent Financial Services LLC | 0.03% | Add +2.9% | 4,902 | $279K |
| Koesten, Hirschmann & Crabtree, INC. | 0.14% | No change | 4,851 | $276K |
| Finley Financial, LLC | 0.12% | No change | 4,780 | $272K |
| United Advisor Group, LLC | 0.03% | Add +2.8% | 4,672 | $266K |
| Nautilus Advisors LLC | 0.17% | New | 4,665 | $266K |
| NWF Advisory Services Inc. | 0.03% | No change | 4,598 | $262K |
| HCR Wealth Advisors | 0.03% | New | 4,537 | $258K |
| NewEdge Advisors, LLC | 0.00% | Add +119.5% | 4,477 | $255K |
| Wealthcare Capital Management LLC | 0.02% | New | 4,399 | $251K |
| Values Added Financial LLC | 0.11% | Reduce -8.1% | 4,383 | $250K |
| Silverlake Wealth Management LLC | 0.06% | Reduce -13.1% | 4,343 | $247K |
| Braun-Bostich & Associates Inc. | 0.15% | Add +3.4% | 4,301 | $245K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.1% | 4,273 | $243K |
| Thompson David Blair | 0.14% | — | 4,252 | $242K |
| Capstone Financial Advisors, Inc. | 0.01% | Add +1.7% | 4,111 | $234K |
| PDS Planning, Inc | 0.02% | New | 4,061 | $231K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.3% | 4,054 | $231K |
| Onyx Bridge Wealth Group LLC | 0.02% | Reduce -0.5% | 4,032 | $230K |
| IVC Wealth Advisors LLC | 0.10% | Add +13.7% | 4,013 | $229K |
| Jackson, Grant Investment Advisers, Inc. | 0.08% | Add +0.2% | 4,012 | $229K |
| Epiq Partners, LLC | 0.11% | No change | 4,009 | $228K |
| Brown Financial Advisory | 0.12% | Reduce -6.3% | 4,003 | $228K |
| International Assets Investment Management, LLC | 0.02% | Add +1.5% | 3,990 | $227K |
| Cardiff Park Advisors, LLC | 0.02% | Add +1842.7% | 3,963 | $226K |
| Goodwin Investment Advisory | 0.25% | Reduce -17.0% | 3,922 | $223K |
| NewEdge Wealth, LLC | 0.00% | No change | 3,918 | $223K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +4.0% | 3,882 | $221K |
| GWN Securities Inc. | 0.04% | Add +8.3% | 3,825 | $218K |
| DV Trading LLC | 0.02% | — | 3,808 | $217K |
| IRON Financial LLC | 0.10% | Add +1.1% | 3,775 | $215K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,697 | $211K |
| Aznar Financial Advisors, LLC | 0.20% | — | 3,599 | $205K |
| Roundview Capital LLC | 0.01% | No change | 3,597 | $205K |
| Olde Wealth Management, LLC | 0.06% | New | 3,585 | $204K |
| Merit Financial Group, LLC | 0.00% | Reduce -25.1% | 3,580 | $204K |
| Advisory Alpha, LLC | 0.01% | Reduce -11.3% | 3,565 | $203K |
| Andrews Advisory Associates, LLC | 0.11% | — | 3,536 | $201K |
| Westfuller Advisors, LLC | 0.08% | New | 3,506 | $200K |
| Global Retirement Partners, LLC | 0.00% | Add +62.3% | 3,330 | $190K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.09% | Reduce -56.0% | 3,300 | $188K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -23.3% | 2,963 | $169K |
| Old Second National Bank of Aurora | 0.03% | Reduce -4.9% | 2,843 | $162K |
| AlphaCore Capital LLC | 0.00% | No change | 2,755 | $157K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -7.7% | 2,754 | $157K |
| MAI Capital Management | 0.00% | Add +35.3% | 2,565 | $146K |
| SageView Advisory Group, LLC | 0.00% | New | 2,447 | $139K |
| Navalign, LLC | 0.03% | New | 2,411 | $137K |
| Biltmore Family Office, LLC | 0.02% | No change | 2,306 | $131K |
| Asset Dedication, LLC | 0.01% | No change | 2,274 | $130K |
| Bangor Savings Bank | 0.01% | No change | 2,220 | $126K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 2,069 | $118K |
| Maryland Capital Advisors Inc. | 0.04% | Reduce -2.6% | 1,828 | $104K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | Reduce -6.0% | 1,550 | $88K |
| TD Private Client Wealth LLC | 0.00% | Add +7.8% | 1,472 | $84K |
| IFP Advisors, Inc | 0.00% | Add +179.4% | 1,425 | $81K |
| Daiwa Securities Group Inc. | 0.00% | Add +106.1% | 1,389 | $79K |
| Raffa Wealth Management, LLC | 0.01% | Add +1.3% | 1,372 | $78K |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.1% | 1,361 | $78K |
| Financial Perspectives, Inc | 0.02% | New | 1,315 | $75K |
| Copia Wealth Management | 0.05% | No change | 1,247 | $71K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,238 | $71K |
| Citigroup Inc. | 0.00% | Add +53.8% | 1,235 | $70K |
| Capital Analysts, LLC | 0.00% | Add +347.7% | 1,164 | $66K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 1,024 | $58K |
| MJT & Associates Financial Advisory Group, Inc. | 0.04% | Reduce -9.8% | 940 | $54K |
| Fairscale Capital, LLC | 0.03% | No change | 906 | $52K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | No change | 900 | $51K |
| UMB Bank, n.a. | 0.00% | No change | 900 | $51K |
| CX Institutional | 0.00% | Add +36.7% | 831 | $47K |
| SHP Wealth Management | 0.00% | — | 815 | $46K |
| Cape Investment Advisory, Inc. | 0.01% | New | 726 | $41K |
| Brown Brothers Harriman & Co. | 0.00% | New | 709 | $40K |
| Archer Investment Corp | 0.01% | No change | 692 | $39K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.03% | — | 661 | $38K |
| Cwm, LLC | 0.00% | Add +10.7% | 654 | $37K |
| Signaturefd, LLC | 0.00% | Add +143.7% | 641 | $37K |
| Bank of Montreal | 0.00% | No change | 600 | $34K |
| Private Trust Co. NA | 0.00% | No change | 593 | $34K |
| Covenant Partners, LLC | 0.01% | Add +5.9% | 592 | $34K |
| Root Financial Partners, LLC | 0.00% | Add +11.6% | 548 | $31K |
| Smithfield Trust Co | 0.00% | No change | 521 | $30K |
| Financial Freedom, LLC | 0.01% | Add +1.2% | 525 | $30K |
| WealthShield Partners, LLC | 0.00% | New | 506 | $29K |
| Robinswood Financial LLC | 0.01% | No change | 505 | $29K |
| Harbour Investments, Inc. | 0.00% | Reduce -48.0% | 426 | $24K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 404 | $23K |
| Essential Partners LLC | 0.01% | Reduce -29.6% | 367 | $21K |
| Fifth Third Bancorp | 0.00% | No change | 364 | $21K |
| Miller Capital Partners, Inc. | 0.01% | — | 350 | $20K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 347 | $20K |
| Investors Research Corp | 0.00% | No change | 331 | $19K |
| Dunhill Financial, LLC | 0.01% | No change | 314 | $18K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 305 | $17K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +84.8% | 292 | $17K |
| Assetmark, Inc. | 0.00% | Reduce -1.7% | 290 | $17K |
| Larson Financial Group LLC | 0.00% | Add +295.4% | 261 | $15K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 260 | $15K |
| Colonial Trust Co / SC | 0.00% | Reduce -28.7% | 234 | $13K |
| Hantz Financial Services, Inc. | 0.00% | No change | 231 | $13K |
| Legacy Bridge, LLC | 0.01% | Reduce -21.9% | 218 | $12K |
| North Star Investment Management Corp. | 0.00% | Add +1.4% | 216 | $12K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 165 | $9K |
| Center for Financial Planning, Inc. | 0.00% | New | 135 | $8K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 120 | $7K |
| 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 +1.0% | 97 | $6K |
| Strive Financial Group ,LLC | 0.00% | — | 93 | $5K |
| Breakwater Investment Management | 0.00% | No change | 80 | $5K |
| Realta Investment Advisors | 0.00% | Add +167.9% | 75 | $4K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 62 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 58 | $3K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 49 | $3K |
| AdvisorNet Financial, Inc | 0.00% | No change | 48 | $3K |
| Russell Investments Group, Ltd. | 0.00% | No change | 39 | $2K |
| Geneos Wealth Management Inc. | 0.00% | No change | 37 | $2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 29 | $2K |
| Greenline Wealth Management LLC | 0.00% | — | 26 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 21 | $1K |
| Creative Capital Management Investments LLC | 0.00% | New | 16 | $911 |
| Hamilton Point Investment Advisors, LLC | 0.00% | New | 16 | $911 |
| MV Capital Management, Inc. | 0.00% | No change | 8 | $456 |
| Qube Research & Technologies Ltd | 0.00% | No change | 7 | $399 |
| Bear Mountain Capital, Inc. | 0.00% | Reduce -94.7% | 4 | $236 |
| Paladin Advisory Group, LLC | 0.00% | No change | 2 | $114 |
| Key Financial Inc | 0.00% | No change | 2 | $114 |
| Hughes Financial Services, LLC | 0.00% | No change | 2 | $114 |
"% 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.