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 |
| Equitable Holdings, Inc. | 0.02% | Add +16.5% | 51,103 | $2.9M |
| ES4, LLC | 1.87% | New | 49,011 | $2.9M |
| Creative Financial Designs Inc. | 0.18% | Add +1.5% | 48,944 | $2.9M |
| Apollon Financial, LLC | 0.40% | Add +28.3% | 48,786 | $2.9M |
| Pathstone Holdings, LLC | 0.01% | Add +2.0% | 48,160 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Add +27.4% | 44,679 | $2.6M |
| WealthTrak Capital Management LLC | 1.88% | Add +5.8% | 44,415 | $2.6M |
| Dogwood Wealth Management LLC | 1.12% | Add +4.1% | 43,413 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +29.1% | 43,268 | $2.6M |
| VestGen Advisors, LLC | 0.07% | Add +105.6% | 38,911 | $2.5M |
| My Portfolio Guide, LLC | 1.38% | — | 42,157 | $2.5M |
| Keystone Financial Group, Inc. | 1.29% | Reduce -0.6% | 42,043 | $2.5M |
| MML Investors Services, LLC | 0.01% | Reduce -30.4% | 40,772 | $2.4M |
| Comprehensive Money Management Services LLC | 1.48% | Add +0.6% | 38,166 | $2.3M |
| Ashton Thomas Securities, LLC | 0.26% | New | 35,423 | $2.1M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +6.9% | 34,051 | $2.0M |
| &partners | 0.01% | Reduce -0.9% | 33,240 | $2.0M |
| IFC & Insurance Marketing, Inc. | 2.05% | New | 33,223 | $2.0M |
| SeedSafe Financial LLC | 1.60% | Add +7.1% | 32,884 | $1.9M |
| Prosperity Bancshares Inc | 1.55% | Add +14.5% | 32,602 | $1.9M |
| Family Wealth Partners, LLC | 0.66% | Add +25.9% | 32,519 | $1.9M |
| RFG Advisory, LLC | 0.04% | Add +17.8% | 32,494 | $1.9M |
| Integrated Wealthcare, LLC | 1.60% | Add +4.9% | 32,336 | $1.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 31,785 | $1.9M |
| Alpha Financial Partners LLC | 1.08% | Add +4.7% | 30,718 | $1.8M |
| CarsonAllaria Wealth Management, Ltd. | 0.88% | Add +1.1% | 30,219 | $1.8M |
| Kohmann Bosshard Financial Services, LLC | 0.17% | Reduce -1.4% | 29,852 | $1.8M |
| Spartan Planning & Wealth Management | 1.29% | Add +10.9% | 29,579 | $1.8M |
| Vise Technologies, Inc. | 0.03% | No change | 30,733 | $1.8M |
| Wealthcare Capital Partners, LLC | 0.82% | Add +54.2% | 29,439 | $1.7M |
| TD Waterhouse Canada Inc. | 0.01% | Add +0.6% | 28,994 | $1.7M |
| Frontier Asset Management, LLC | 0.35% | New | 27,933 | $1.7M |
| TriaGen Wealth Management LLC | 0.45% | New | 27,879 | $1.7M |
| Farther Finance Advisors, LLC | 0.02% | Add +75.1% | 27,452 | $1.6M |
| Principia Wealth Advisory, LLC | 0.92% | Add +132.1% | 27,406 | $1.6M |
| Fonville Wealth Management LLC | 0.31% | Add +57.7% | 27,154 | $1.6M |
| Prospect Financial Group LLC | 1.46% | Add +0.4% | 26,737 | $1.6M |
| Arkadios Wealth Advisors | 0.03% | New | 26,683 | $1.6M |
| Trademark Financial Management, LLC | 0.77% | New | 26,656 | $1.6M |
| Cascade Wealth Advisors, Inc | 0.68% | Add +4.3% | 23,887 | $1.6M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +7.7% | 25,184 | $1.5M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -2.5% | 25,055 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -21.8% | 24,812 | $1.5M |
| Matthew Goff Investment Advisor, LLC | 0.24% | Add +30.9% | 24,660 | $1.5M |
| Tyche Wealth Partners LLC | 0.22% | Add +7.7% | 24,237 | $1.4M |
| IFP Advisors, Inc | 0.03% | Add +1566.3% | 23,744 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -38.5% | 23,600 | $1.4M |
| Hollencrest Capital Management | 0.05% | Reduce -7.5% | 23,093 | $1.4M |
| National Philanthropic Trust | 0.01% | Reduce -2.5% | 23,093 | $1.4M |
| National Bank of Canada | 0.00% | No change | 22,800 | $1.3M |
| Securian Asset Management, Inc. | 0.05% | No change | 22,303 | $1.3M |
| Quantinno Capital Management LP | 0.00% | Add +21.6% | 22,300 | $1.3M |
| Shum Financial Group, Inc. | 0.93% | Reduce -0.3% | 22,141 | $1.3M |
| SigFig Wealth Management, LLC | 0.04% | Reduce -4.2% | 21,851 | $1.3M |
| Exencial Wealth Advisors, LLC | 0.04% | Reduce -6.0% | 21,820 | $1.3M |
| Allworth Financial LP | 0.00% | Reduce -5.2% | 20,532 | $1.2M |
| Cahill Financial Advisors Inc. | 0.13% | Add +40.5% | 20,466 | $1.2M |
| State Street Corp. | 0.00% | Reduce -43.5% | 20,300 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | No change | 20,105 | $1.2M |
| HBW Advisory Services LLC | 0.12% | Reduce -2.6% | 19,769 | $1.2M |
| Ellenbecker Investment Group | 0.16% | Reduce -5.2% | 19,719 | $1.2M |
| American State Bank (Iowa) | 0.56% | Reduce -10.0% | 19,652 | $1.2M |
| Aspen Wealth Management LLC | 0.23% | Add +41.2% | 19,650 | $1.2M |
| Nolet Wealth Management, LLC | 0.64% | Add +15.2% | 19,027 | $1.1M |
| Peterson Wealth Advisors, LLC | 0.15% | Reduce -6.5% | 18,559 | $1.1M |
| Coastal Bridge Advisors, LLC | 0.08% | Add +11.5% | 18,233 | $1.1M |
| Intergy Private Wealth, LLC | 0.31% | Add +21.7% | 17,895 | $1.1M |
| Walter & Keenan Wealth Management LLC /in/ | 0.30% | Reduce -0.9% | 17,749 | $1.1M |
| Aureus Asset Management, LLC | 0.07% | Add +37.3% | 17,743 | $1.1M |
| RHS Financial, LLC | 0.50% | Add +143.4% | 17,733 | $1.0M |
| Wealth Alliance, LLC | 0.10% | Add +181.5% | 17,614 | $1.0M |
| Quest 10 Wealth Builders, Inc. | 0.91% | Add +1.8% | 17,492 | $1.0M |
| Kagan Cocozza Asset Management | 0.72% | Reduce -1.2% | 17,172 | $1.0M |
| Mma Asset Management LLC | 0.35% | Add +33.3% | 16,855 | $998K |
| Inman Jager Wealth Management, LLC | 0.58% | Reduce -2.7% | 16,774 | $993K |
| River Street Advisors LLC | 0.32% | Add +12.5% | 16,016 | $948K |
| Integrated Investment Consultants, LLC | 0.20% | No change | 15,969 | $945K |
| Baird Financial Group, Inc. | 0.00% | Add +25.8% | 15,878 | $940K |
| Range Financial Group LLC | 0.30% | Reduce -0.5% | 15,201 | $900K |
| Ellis Investment Partners, LLC | 0.16% | Add +3.1% | 15,171 | $898K |
| Independent Wealth Network Inc. | 0.26% | Reduce -70.3% | 14,907 | $882K |
| 1834 Investment Advisors Co. | 0.11% | No change | 14,878 | $881K |
| Gilpin Wealth Management, LLC | 0.69% | Reduce -4.8% | 14,761 | $874K |
| Moisand Fitzgerald Tamayo, LLC | 0.09% | Reduce -1.8% | 14,737 | $872K |
| AQR Capital Management | 0.00% | Reduce -7.9% | 14,526 | $860K |
| Wilkins Miller Wealth Management, LLC | 0.51% | Reduce -10.5% | 14,123 | $836K |
| Destiny Capital Corp | 0.44% | Reduce -37.4% | 13,827 | $818K |
| Global Strategic Investment Solutions, LLC | 0.08% | Add +0.1% | 13,744 | $813K |
| FMR LLC | 0.00% | Add +65.8% | 13,588 | $804K |
| AE Wealth Management LLC | 0.00% | Add +11.4% | 13,513 | $800K |
| Stifel Financial Corp. | 0.00% | Add +0.4% | 13,467 | $797K |
| Kestra Investment Management, LLC | 0.01% | Reduce -95.8% | 13,240 | $784K |
| Virtus Family Office LLC | 0.67% | New | 13,223 | $783K |
| Wealthspire Retirement, LLC | 0.05% | Add +28.1% | 13,209 | $782K |
| Citadel Advisors | 0.00% | Add +57.9% | 13,131 | $777K |
| Forefront Wealth Partners, LLC | 0.32% | Add +11.2% | 13,116 | $776K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.22% | Reduce -67.9% | 13,096 | $775K |
| Brown Advisory Inc. | 0.00% | Reduce -1.5% | 13,019 | $771K |
| Advocate Investing Services LLC | 0.64% | New | 12,700 | $752K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -67.4% | 12,617 | $747K |
| Nautilus Advisors LLC | 0.51% | Add +168.6% | 12,532 | $742K |
| J2 Capital Management Inc | 0.50% | Add +6.9% | 12,380 | $733K |
| WealthCollab, LLC | 0.30% | No change | 12,131 | $718K |
| Banque Cantonale Vaudoise | 0.03% | New | 12,126 | $718K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Reduce -0.3% | 11,916 | $705K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -59.1% | 11,570 | $685K |
| Amicus Financial Advisors, LLC | 0.19% | Reduce -1.9% | 11,533 | $683K |
| Awm Capital, LLC | 0.06% | Reduce -27.6% | 11,415 | $676K |
| IPG Investment Advisors LLC | 0.12% | Reduce -7.7% | 11,350 | $672K |
| Darden Wealth Group Inc | 0.34% | No change | 11,300 | $669K |
| Parkside Financial Bank & Trust | 0.05% | Add +0.1% | 11,107 | $657K |
| Brighton Jones LLC | 0.01% | New | 11,097 | $657K |
| Principal Securities, Inc. | 0.01% | Add +4.0% | 11,095 | $657K |
| Presilium Private Wealth, LLC | 0.12% | Add +2.5% | 11,080 | $656K |
| Insight Advisors, LLC/ PA | 0.12% | Add +1.7% | 11,050 | $654K |
| Navalign, LLC | 0.16% | Add +342.1% | 10,659 | $631K |
| Beam Wealth Advisors, Inc. | 0.15% | Add +1.6% | 10,400 | $616K |
| 1832 Asset Management L.P. | 0.00% | Reduce -12.3% | 10,316 | $611K |
| Wrenne Financial Planning LLC | 0.24% | Add +1.3% | 10,309 | $610K |
| Ridgewood Investments LLC | 0.24% | — | 9,900 | $586K |
| HB Wealth Management, LLC | 0.00% | Reduce -1.5% | 9,814 | $581K |
| Westbourne Investments, Inc. | 0.27% | Add +81.0% | 9,662 | $572K |
| Heck Capital Advisors, LLC | 0.04% | Add +0.2% | 9,593 | $568K |
| Garde Capital, Inc. | 0.03% | No change | 9,588 | $568K |
| Diversify Wealth Management, LLC | 0.01% | Add +69.3% | 8,803 | $560K |
| Wealthspire Advisors, LLC | 0.00% | Add +79.6% | 9,462 | $560K |
| Park Avenue Securities LLC | 0.00% | Reduce -10.4% | 9,234 | $547K |
| HF Advisory Group, LLC | 0.18% | Reduce -8.7% | 8,781 | $520K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -0.6% | 8,522 | $504K |
| Prairieview Wealth Partners, LLC | 0.41% | Reduce -0.9% | 8,446 | $500K |
| FourThought Financial Partners, LLC | 0.04% | Add +6.4% | 8,433 | $499K |
| Mutual Advisors, LLC | 0.01% | Reduce -4.8% | 8,384 | $496K |
| MBL Wealth, LLC | 0.04% | No change | 8,332 | $493K |
| NewEdge Advisors, LLC | 0.00% | Add +85.9% | 8,324 | $493K |
| Coldstream Capital Management Inc. | 0.01% | No change | 8,297 | $491K |
| Landmark Wealth Management, LLC | 0.13% | Add +19.4% | 8,232 | $487K |
| Parkwoods Wealth Partners, LLC | 0.12% | Add +10.3% | 8,220 | $487K |
| Summit Financial Consulting LLC | 0.34% | Add +18.0% | 8,104 | $480K |
| MBE Wealth Management, LLC | 0.20% | Reduce -5.9% | 8,079 | $478K |
| Ieq Capital, LLC | 0.00% | No change | 8,049 | $476K |
| Betterment LLC | 0.00% | Add +12.8% | 8,009 | $474K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -75.0% | 7,926 | $469K |
| Parallel Advisors, LLC | 0.01% | Add +6.6% | 7,815 | $463K |
| Truist Financial Corp. | 0.00% | Reduce -59.2% | 7,738 | $458K |
| Quad-Cities Investment Group, LLC | 0.18% | Reduce -0.5% | 7,598 | $450K |
| Janney Montgomery Scott LLC | 0.00% | Add +12.6% | 7,555 | $447K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +33.9% | 7,509 | $444K |
| Composition Wealth, LLC | 0.01% | Reduce -18.2% | 7,385 | $437K |
| Wealthcare Capital Management LLC | 0.04% | Add +61.5% | 7,104 | $420K |
| CGN Advisors LLC | 0.03% | Reduce -15.4% | 7,068 | $418K |
| Arkansas Financial Group, Inc. | 0.06% | Add +2.5% | 6,811 | $418K |
| Upper Left Wealth Management, LLC | 0.25% | Reduce -0.4% | 7,017 | $415K |
| MidAtlantic Capital Management, Inc. | 0.28% | No change | 6,926 | $410K |
| Seaside Wealth Management, Inc. | 0.11% | No change | 6,748 | $399K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -41.4% | 6,744 | $399K |
| Summitpoint Capital Management | 0.50% | — | 6,922 | $394K |
| Hexagon Capital Partners LLC | 0.06% | New | 6,410 | $379K |
| Johnson Investment Counsel Inc. | 0.00% | New | 6,233 | $369K |
| Tidemark, LLC | 0.09% | Add +8.9% | 6,148 | $364K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 6,113 | $362K |
| Krane Financial Solutions LLC | 0.24% | — | 6,006 | $356K |
| VERITY Wealth Advisors | 0.24% | No change | 5,996 | $355K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -9.9% | 5,943 | $352K |
| OneAscent Financial Services LLC | 0.02% | Add +20.6% | 5,910 | $350K |
| YHB Investment Advisors, Inc. | 0.02% | Reduce -36.1% | 5,873 | $348K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 5,867 | $347K |
| Veracity Capital LLC | 0.12% | Add +4.8% | 5,842 | $346K |
| RDA Financial Network | 0.09% | Add +2.2% | 5,836 | $345K |
| RVW Wealth, LLC | 0.03% | No change | 5,717 | $338K |
| Forte Asset Management LLC | 0.15% | No change | 5,695 | $337K |
| Fingerlakes Wealth Management, Inc. | 0.22% | Reduce -2.9% | 5,542 | $328K |
| Nwam LLC | 0.02% | New | 5,538 | $328K |
| REDW Wealth LLC | 0.13% | Add +0.0% | 5,521 | $327K |
| Integrated Wealth Concepts LLC | 0.00% | Add +21.5% | 5,191 | $307K |
| BDFS Capital LLC | 0.15% | Add +1.2% | 5,127 | $303K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -6.6% | 4,981 | $301K |
| Ritholtz Wealth Management | 0.01% | Reduce -0.3% | 4,996 | $296K |
| Allstate Corp. | 0.00% | New | 4,942 | $293K |
| Koesten, Hirschmann & Crabtree, INC. | 0.14% | No change | 4,851 | $287K |
| United Advisor Group, LLC | 0.04% | Add +3.4% | 4,831 | $286K |
| Finley Financial, LLC | 0.13% | No change | 4,780 | $283K |
| D. E. Shaw & Co. | 0.00% | Reduce -69.8% | 4,681 | $277K |
| NWF Advisory Services Inc. | 0.03% | No change | 4,598 | $272K |
| GWN Securities Inc. | 0.05% | Add +12.9% | 4,320 | $256K |
| Platform Technology Partners | 0.05% | New | 4,307 | $255K |
| International Assets Investment Management, LLC | 0.02% | Add +6.7% | 4,257 | $253K |
| Silverlake Wealth Management LLC | 0.05% | Reduce -2.0% | 4,256 | $252K |
| PDS Planning, Inc | 0.02% | Add +1.6% | 4,126 | $244K |
| Capstone Financial Advisors, Inc. | 0.01% | Add +0.3% | 4,125 | $244K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.6% | 4,080 | $242K |
| Redwood Financial Network Corp | 0.16% | New | 4,069 | $241K |
| Aletheian Wealth Advisors LLC | 0.12% | — | 4,048 | $240K |
| Epiq Partners, LLC | 0.11% | Add +0.2% | 4,017 | $238K |
| Jackson, Grant Investment Advisers, Inc. | 0.08% | Add +0.1% | 4,015 | $238K |
| MAI Capital Management | 0.00% | Add +55.2% | 3,980 | $236K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.3% | 3,976 | $235K |
| IVC Wealth Advisors LLC | 0.10% | Reduce -1.1% | 3,971 | $235K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +33.6% | 3,959 | $234K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -2.6% | 3,926 | $232K |
| Goodwin Investment Advisory | 0.28% | No change | 3,922 | $232K |
| NewEdge Wealth, LLC | 0.00% | No change | 3,918 | $232K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 3,917 | $232K |
| Thompson David Blair | 0.13% | Reduce -8.5% | 3,891 | $230K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.1% | 3,886 | $230K |
| IRON Financial LLC | 0.10% | Add +0.3% | 3,788 | $224K |
| HORAN Wealth, LLC | 0.02% | New | 3,899 | $222K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 3,697 | $219K |
| Sharper & Granite LLC | 0.07% | Reduce -57.2% | 3,675 | $218K |
| Values Added Financial LLC | 0.09% | Reduce -16.5% | 3,660 | $217K |
| Roundview Capital LLC | 0.01% | No change | 3,597 | $213K |
| Olde Wealth Management, LLC | 0.07% | Add +0.3% | 3,596 | $212K |
| Braun-Bostich & Associates Inc. | 0.13% | Reduce -17.3% | 3,557 | $211K |
| Westfuller Advisors, LLC | 0.09% | Add +0.3% | 3,518 | $208K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -69.1% | 3,469 | $205K |
| LGL Partners, LLC | 0.08% | New | 3,428 | $203K |
| Soltis Investment Advisors LLC | 0.01% | New | 3,391 | $201K |
| CX Institutional | 0.01% | Add +304.9% | 3,365 | $199K |
| Capital Analysts, LLC | 0.00% | Add +163.7% | 3,069 | $182K |
| Advisory Services Network, LLC | 0.00% | New | 2,893 | $171K |
| Old Second National Bank of Aurora | 0.03% | Reduce -1.8% | 2,792 | $165K |
| AlphaCore Capital LLC | 0.00% | Reduce -1.1% | 2,726 | $161K |
| Biltmore Family Office, LLC | 0.02% | No change | 2,306 | $136K |
| Aptus Capital Advisors, LLC | 0.00% | Add +8.7% | 2,248 | $133K |
| Bangor Savings Bank | 0.01% | No change | 2,220 | $131K |
| Daiwa Securities Group Inc. | 0.00% | Add +59.1% | 2,210 | $131K |
| PNC Financial Services Group, Inc. | 0.00% | Add +53.9% | 2,095 | $124K |
| Asset Dedication, LLC | 0.01% | Reduce -12.2% | 1,997 | $118K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 1,550 | $92K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.04% | Reduce -57.6% | 1,400 | $83K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.4% | 1,377 | $81K |
| Financial Perspectives, Inc | 0.02% | Add +0.3% | 1,319 | $78K |
| Copia Wealth Management | 0.05% | No change | 1,247 | $74K |
| TD Private Client Wealth LLC | 0.00% | Reduce -15.6% | 1,242 | $74K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,238 | $73K |
| Harbour Investments, Inc. | 0.00% | Add +176.1% | 1,176 | $70K |
| First Horizon Corp. | 0.00% | New | 1,098 | $65K |
| Tompkins Financial Corp. | 0.01% | New | 1,065 | $63K |
| Strategic Advisory Partners, LLC | 0.05% | New | 987 | $58K |
| Fairscale Capital, LLC | 0.04% | No change | 906 | $54K |
| Mather Group, Llc. | 0.00% | New | 905 | $54K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | No change | 900 | $53K |
| UMB Bank, n.a. | 0.00% | No change | 900 | $53K |
| PlanVest Financial, Inc | 0.04% | — | 858 | $51K |
| SHP Wealth Management | 0.00% | Add +0.4% | 818 | $48K |
| Cwm, LLC | 0.00% | Add +24.5% | 814 | $48K |
| Synergy Investment Management, LLC | 0.02% | New | 808 | $48K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 709 | $42K |
| TD Capital Management LLC | 0.00% | New | 696 | $41K |
| Archer Investment Corp | 0.01% | No change | 692 | $41K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.03% | No change | 661 | $39K |
| Signaturefd, LLC | 0.00% | Add +0.2% | 642 | $38K |
| Bank of Montreal | 0.00% | Add +6.5% | 639 | $38K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2003.5% | 610 | $36K |
| Private Trust Co. NA | 0.00% | No change | 593 | $35K |
| Root Financial Partners, LLC | 0.00% | No change | 548 | $32K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +32.2% | 534 | $32K |
| Financial Freedom, LLC | 0.02% | Add +0.4% | 527 | $31K |
| Smithfield Trust Co | 0.00% | No change | 521 | $31K |
| Opal Wealth Advisors, LLC | 0.01% | New | 490 | $29K |
| Robinswood Financial LLC | 0.01% | Reduce -5.0% | 480 | $28K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +16.4% | 355 | $21K |
| Truvestments Capital LLC | 0.00% | New | 353 | $21K |
| Miller Capital Partners, Inc. | 0.01% | No change | 350 | $21K |
| Hilton Head Capital Partners, LLC | 0.01% | Add +0.3% | 348 | $21K |
| Geneos Wealth Management Inc. | 0.00% | Add +810.8% | 337 | $20K |
| Investors Research Corp | 0.00% | No change | 331 | $20K |
| Essential Partners LLC | 0.01% | Reduce -14.2% | 315 | $19K |
| Dunhill Financial, LLC | 0.00% | No change | 314 | $19K |
| Hanson & Doremus Investment Management | 0.00% | New | 300 | $18K |
| Legacy Bridge, LLC | 0.01% | Add +33.5% | 291 | $17K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | Add +9.6% | 285 | $17K |
| Assetmark, Inc. | 0.00% | Reduce -3.5% | 280 | $17K |
| Larson Financial Group LLC | 0.00% | Reduce -0.8% | 259 | $15K |
| Arax Advisory Partners | 0.00% | New | 257 | $15K |
| Sound Income Strategies, LLC | 0.00% | Add +1095.2% | 251 | $15K |
| Colonial Trust Co / SC | 0.00% | Add +1.3% | 237 | $14K |
| Hantz Financial Services, Inc. | 0.00% | No change | 231 | $14K |
| North Star Investment Management Corp. | 0.00% | Add +0.5% | 217 | $13K |
| Vanguard National Trust Co | 0.00% | — | 209 | $12K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 165 | $10K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -45.9% | 158 | $9K |
| Russell Investments Group, Ltd. | 0.00% | Add +276.9% | 147 | $9K |
| Godfrey Financial Associates, Inc. | 0.01% | Reduce -11.7% | 106 | $6K |
| Strive Financial Group ,LLC | 0.00% | No change | 93 | $6K |
| Evergreen Advisors, LLC | 0.00% | New | 100 | $6K |
| 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% | No change | 97 | $6K |
| Realta Investment Advisors | 0.00% | Add +26.7% | 95 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -99.1% | 95 | $6K |
| Breakwater Investment Management | 0.00% | No change | 80 | $5K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 62 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 58 | $3K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 49 | $3K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | Reduce -94.9% | 48 | $3K |
| AdvisorNet Financial, Inc | 0.00% | No change | 48 | $3K |
| Valued Wealth Advisors LLC | 0.00% | New | 41 | $2K |
| Kelleher Financial Advisors | 0.00% | New | 24 | $1K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 16 | $947 |
| BNP Paribas Financial Markets | 0.00% | Reduce -100.0% | 10 | $592 |
| MV Capital Management, Inc. | 0.00% | No change | 8 | $474 |
| Bear Mountain Capital, Inc. | 0.00% | No change | 4 | $259 |
| Paladin Advisory Group, LLC | 0.00% | No change | 2 | $118 |
| Key Financial Inc | 0.00% | No change | 2 | $118 |
| Hughes Financial Services, LLC | 0.00% | No change | 2 | $118 |
| Citigroup Inc. | 0.00% | Reduce -99.9% | 1 | $59 |
"% 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.