iShares Core US REIT ETFUSRTETF
13F holders, Q1 2026 (March 31)406holders +12
37new positions
26sold out
3famous investors
$59.18avg. 13F price*
At the end of Q1 2026, 406 institutions reported holding iShares Core US REIT ETF (USRT) in their 13F filings, up 12 from Q4 2025. 37 opened new positions and 26 sold out. The largest holders were BlackRock, Inc. ($271.3M), US Bancorp \de ($165.5M) and Glenmede Trust Co. NA ($116.3M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $37.4M |
| Exits | 26 | $12.3M |
All 13F filers, Q4 2025 → Q1 2026: 5,715,668 shares bought and 4,141,052 shares sold, net +1,574,616 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 406 holders
| BlackRock, Inc. | 0.00% | Reduce -1.9% | 4,584,272 | $271.3M |
| US Bancorp \de | 0.20% | Reduce -0.6% | 2,796,252 | $165.5M |
| Glenmede Trust Co. NA | 0.57% | Add +12.6% | 1,965,268 | $116.3M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -1.2% | 1,819,664 | $107.7M |
| Rakuten Investment Management, Inc. | 0.18% | Add +100.0% | 1,483,742 | $86.5M |
| Trust Co of Tennessee | 13.61% | Add +11.5% | 1,234,725 | $73.1M |
| Savant Capital, LLC | 0.27% | Add +3520.1% | 956,526 | $56.6M |
| Morgan Stanley | 0.00% | Reduce -56.0% | 953,255 | $56.4M |
| Cerity Partners LLC | 0.08% | Add +5.0% | 915,687 | $54.2M |
| Disciplina Capital Management LLC | 5.40% | Add +12.0% | 861,277 | $51.0M |
| Fifth Third Bancorp | 0.08% | Add +213523.6% | 777,590 | $46.0M |
| Prime Capital Investment Advisors, LLC | 0.53% | Add +12631.0% | 774,046 | $45.8M |
| LPL Financial LLC | 0.01% | Add +10.3% | 753,274 | $44.6M |
| Two Sigma Investments, LP | 0.04% | Add +14.3% | 713,800 | $42.2M |
| Corient Private Wealth LP | 0.05% | Reduce -3.0% | 618,594 | $36.6M |
| Bank of America Corp. | 0.00% | Reduce -58.7% | 591,718 | $35.0M |
| Apollon Wealth Management, LLC | 0.55% | Add +7.1% | 576,209 | $34.1M |
| HighTower Advisors, LLC | 0.04% | Reduce -0.9% | 558,811 | $33.1M |
| Mission Wealth Management, LP | 0.65% | Reduce -0.3% | 526,069 | $31.1M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -13.9% | 420,291 | $25.3M |
| Charles Schwab Trust Co | 1.58% | Reduce -1.8% | 411,038 | $24.3M |
| Rodgers & Associates, LTD | 2.40% | Add +6.0% | 399,013 | $23.6M |
| Choreo, LLC | 0.28% | Reduce -12.3% | 386,762 | $22.9M |
| 93 Financial Group, LLC | 9.95% | Add +3.2% | 376,929 | $22.3M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -12.0% | 368,468 | $21.8M |
| Stephens Inc. | 0.27% | Add +1.4% | 365,635 | $21.6M |
| Financial & Tax Architects, LLC | 4.31% | Reduce -0.5% | 326,791 | $19.3M |
| S. R. Schill & Associates | 12.09% | Reduce -13.1% | 302,482 | $17.9M |
| Fiducient Advisors LLC | 2.28% | Add +19.3% | 295,008 | $17.5M |
| Stadion Money Management, LLC | 1.75% | New | 294,251 | $17.4M |
| Rockbridge Investment Management, LCC | 1.52% | Add +2.5% | 286,467 | $17.0M |
| UBS Group AG | 0.00% | Reduce -6.3% | 281,989 | $16.7M |
| Pure Financial Advisors, LLC | 0.24% | Add +13.4% | 278,174 | $16.5M |
| Captrust Financial Advisors | 0.03% | Add +12.0% | 273,603 | $16.2M |
| MPS Loria Financial Planners, LLC | 4.18% | Add +6.7% | 267,536 | $15.8M |
| PGIM Custom Harvest LLC | 0.25% | Reduce -3.7% | 266,562 | $15.8M |
| Osaic Holdings, Inc. | 0.02% | Add +6.9% | 253,954 | $15.0M |
| Sumitomo Life Insurance Co. | 0.35% | Reduce -14.9% | 249,700 | $14.8M |
| Tectonic Advisors LLC | 0.76% | Add +6.2% | 243,940 | $14.4M |
| Lido Advisors, LLC | 0.06% | Reduce -0.7% | 243,684 | $14.4M |
| Pacific Life Fund Advisors LLC | 1.52% | Reduce -25.0% | 223,456 | $13.2M |
| Biltmore Wealth Management, LLC | 4.70% | Add +4.1% | 223,292 | $13.2M |
| Ameriprise Financial Inc. | 0.00% | Add +3.4% | 222,463 | $13.2M |
| Blueprint Investment Partners LLC | 1.33% | Add +23.2% | 219,533 | $13.0M |
| Cannon Financial Strategists, Inc. | 1.63% | Add +2.3% | 209,038 | $12.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +214.7% | 200,168 | $11.8M |
| Glenview Trust Co | 0.18% | Reduce -0.5% | 193,735 | $11.5M |
| Cetera Investment Advisers | 0.01% | Reduce -4.7% | 189,146 | $11.2M |
| Royal Bank of Canada | 0.00% | Add +77.4% | 181,734 | $10.8M |
| Earned Wealth Advisors, LLC | 0.71% | Add +9.4% | 179,263 | $10.6M |
| Wealthcare Advisory Partners LLC | 0.20% | Add +75.9% | 177,100 | $10.5M |
| Creative Planning | 0.01% | Add +40.3% | 176,791 | $10.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -70.7% | 172,870 | $10.2M |
| Smartleaf Asset Management LLC | 0.36% | Add +16.6% | 171,701 | $10.0M |
| Freedom Day Solutions, LLC | 2.65% | Add +4.0% | 166,710 | $9.9M |
| O'shaughnessy Asset Management, LLC | 0.05% | Reduce -0.7% | 165,874 | $9.8M |
| JPMorgan Chase & Co. | 0.00% | Add +21.9% | 167,642 | $9.8M |
| Cornerstone Management, Inc. | 1.49% | Add +2.5% | 158,024 | $9.4M |
| Compound Planning, Inc. | 0.26% | Add +0.4% | 141,708 | $8.4M |
| ERn Financial, LLC | 1.45% | Add +1.2% | 130,440 | $7.7M |
| Moody National Bank Trust Division | 0.73% | Add +0.8% | 129,848 | $7.7M |
| Blueprint Financial Advisors LLC | 1.12% | Add +18.8% | 128,150 | $7.6M |
| Phillips Financial Management, LLC | 0.52% | Reduce -25.7% | 122,217 | $7.2M |
| TPG Financial Advisors, LLC | 2.28% | Add +4.0% | 118,609 | $7.0M |
| Avior Wealth Management, LLC | 0.20% | Add +4.3% | 117,528 | $7.0M |
| Financial Solutions Advisory Group, Inc. | 0.94% | — | 115,442 | $6.8M |
| Mariner, LLC | 0.01% | Add +5.9% | 113,471 | $6.7M |
| Legacy Financial Group LLC | 0.83% | Reduce -0.0% | 111,351 | $6.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.9% | 109,924 | $6.5M |
| Rialto Wealth Management, LLC | 1.44% | Add +9.9% | 108,274 | $6.4M |
| Peak Financial Management, Inc. | 1.54% | Add +3.8% | 102,569 | $6.1M |
| Cornerstone Partners Capital Management, LLC | 14.27% | No change | 97,080 | $5.7M |
| Focus Partners Wealth | 0.01% | Add +1.6% | 87,973 | $5.3M |
| Jones Financial Companies LLLP | 0.00% | Add +24.5% | 85,121 | $4.9M |
| Topel & Distasi Wealth Management, LLC | 2.48% | Add +1.7% | 80,956 | $4.8M |
| Wells Fargo & Company | 0.00% | Add +2.3% | 78,083 | $4.6M |
| Visionary Wealth Advisors | 0.20% | Add +2.7% | 77,793 | $4.6M |
| Prosperity Planning, Inc. | 1.65% | Add +2.7% | 77,161 | $4.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -11.9% | 74,791 | $4.4M |
| Envision Financial LLC | 2.27% | Add +2.9% | 71,333 | $4.2M |
| CoreCap Advisors, LLC | 0.14% | Add +6.2% | 71,036 | $4.2M |
| Retiremitten Financial LLC | 1.93% | — | 67,297 | $4.0M |
| Walkner Condon Financial Advisors LLC | 0.52% | Add +12.8% | 67,092 | $4.0M |
| Windsor Capital Management, LLC | 1.17% | Add +1.8% | 66,444 | $3.9M |
| AXS Investments LLC | 1.59% | Reduce -3.3% | 66,350 | $3.9M |
| Millington Financial Advisors, LLC | 1.59% | Add +7.8% | 59,640 | $3.8M |
| Raymond James Financial Inc. | 0.00% | Add +17.1% | 63,164 | $3.7M |
| Waverly Advisors, LLC | 0.03% | Add +1.2% | 62,852 | $3.7M |
| Fund Evaluation Group, LLC | 0.11% | No change | 62,010 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +125.2% | 60,971 | $3.6M |
| Commerce Bank | 0.02% | Add +20.6% | 60,329 | $3.6M |
| Stamos Capital Partners, L.P. | 0.53% | Add +6.2% | 57,453 | $3.4M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Add +1.6% | 56,867 | $3.4M |
| Naviter Wealth, LLC | 0.42% | Reduce -10.0% | 56,594 | $3.3M |
| Modern Wealth Management, LLC | 0.06% | Reduce -18.7% | 55,174 | $3.3M |
| Financial Planning Fort Collins, LLC | 2.56% | Add +11.2% | 51,355 | $3.3M |
| Private Client Services, LLC | 0.97% | Add +1.3% | 54,932 | $3.3M |
| Financial Management, Inc. | 2.99% | Add +3.5% | 53,742 | $3.2M |
| Post Resch Tallon Group Inc. | 2.54% | Add +10.1% | 52,771 | $3.1M |
| Roble, Belko & Company, Inc | 0.39% | Add +56.8% | 52,109 | $3.1M |
"% 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.