iShares Core US REIT ETFUSRTETF
13F holders, Q2 2026 (June 30)442holders +36
58new positions
24sold out
4famous investors
$67.01avg. 13F price*
At the end of Q2 2026, 442 institutions reported holding iShares Core US REIT ETF (USRT) in their 13F filings, up 36 from Q1 2026. 58 opened new positions and 24 sold out. The largest holders were T. Rowe Price Associates Inc. ($319.1M), BlackRock, Inc. ($306.1M) and US Bancorp \de ($185.7M). 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 Steve Cohen (0.0% of Point72 Asset 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $399.2M |
| Exits | 24 | $31.1M |
All 13F filers, Q1 2026 → Q2 2026: 11,625,813 shares bought and 3,016,943 shares sold, net +8,608,870 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 442 holders
| T. Rowe Price Associates Inc. | 0.03% | New | 4,802,136 | $319.1M |
| BlackRock, Inc. | 0.00% | Add +0.5% | 4,607,024 | $306.1M |
| US Bancorp \de | 0.20% | Reduce -0.0% | 2,795,189 | $185.7M |
| Bank of America Corp. | 0.01% | Add +274.2% | 2,214,451 | $147.2M |
| Glenmede Trust Co. NA | 0.57% | Reduce -1.4% | 1,938,379 | $128.8M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +5.5% | 1,919,207 | $127.5M |
| LPL Financial LLC | 0.03% | Add +133.3% | 1,757,195 | $116.8M |
| Trust Co of Tennessee | 13.88% | Reduce -3.2% | 1,195,061 | $79.4M |
| Savant Capital, LLC | 0.19% | Reduce -0.6% | 950,667 | $63.2M |
| Cerity Partners LLC | 0.08% | Add +2.7% | 940,273 | $62.5M |
| Rakuten Investment Management, Inc. | 0.16% | Reduce -43.3% | 841,781 | $56.9M |
| Morgan Stanley | 0.00% | Reduce -10.6% | 852,214 | $56.6M |
| Apollon Wealth Management, LLC | 0.68% | Add +46.0% | 841,122 | $55.9M |
| Disciplina Capital Management LLC | 5.37% | Reduce -9.1% | 782,526 | $52.0M |
| Fifth Third Bancorp | 0.08% | Reduce -0.1% | 776,678 | $51.6M |
| Prime Capital Investment Advisors, LLC | 0.50% | Reduce -0.1% | 773,229 | $51.4M |
| Fi3 FINANCIAL ADVISORS, LLC | 11.06% | Add +2280.3% | 311,720 | $46.2M |
| Blueprint Investment Partners LLC | 3.58% | Add +194.3% | 646,149 | $42.9M |
| Mission Wealth Management, LP | 0.52% | Add +19.8% | 630,453 | $41.9M |
| Corient Private Wealth LP | 0.05% | Reduce -4.2% | 592,394 | $39.4M |
| HighTower Advisors, LLC | 0.04% | Add +3.3% | 576,946 | $38.3M |
| Rodgers & Associates, LTD | 2.42% | Add +0.7% | 401,892 | $26.7M |
| Charles Schwab Trust Co | 1.45% | Reduce -4.5% | 392,426 | $26.1M |
| SMI Advisory Services, LLC | 4.10% | New | 377,626 | $25.3M |
| Neuberger Berman Group LLC | 0.02% | Add +1771.7% | 376,313 | $25.0M |
| Blueprint Financial Advisors LLC | 2.66% | Add +180.8% | 359,790 | $23.9M |
| Choreo, LLC | 0.26% | Reduce -7.7% | 356,874 | $23.7M |
| Stephens Inc. | 0.27% | Reduce -2.5% | 356,379 | $23.7M |
| Sumitomo Life Insurance Co. | 0.39% | Add +42.4% | 355,500 | $23.6M |
| 93 Financial Group, LLC | 9.23% | Reduce -6.7% | 351,878 | $23.4M |
| Financial & Tax Architects, LLC | 4.75% | Add +3.7% | 338,845 | $22.5M |
| S. R. Schill & Associates | 13.10% | Add +8.0% | 326,591 | $21.7M |
| Fiducient Advisors LLC | 2.92% | Add +4.0% | 306,909 | $20.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -28.8% | 299,168 | $20.0M |
| Osaic Holdings, Inc. | 0.02% | Add +15.2% | 292,646 | $19.4M |
| Stadion Money Management, LLC | 1.60% | Reduce -5.1% | 279,251 | $18.6M |
| Pure Financial Advisors, LLC | 0.24% | Add +0.1% | 278,505 | $18.5M |
| MPS Loria Financial Planners, LLC | 4.21% | Add +3.0% | 275,472 | $18.3M |
| Captrust Financial Advisors | 0.03% | Add +0.1% | 273,818 | $18.2M |
| Rockbridge Investment Management, LCC | 1.47% | Reduce -5.0% | 272,169 | $18.1M |
| UBS Group AG | 0.00% | Reduce -4.3% | 269,733 | $17.9M |
| PGIM Custom Harvest LLC | 0.22% | Reduce -2.7% | 259,281 | $17.2M |
| Cetera Investment Advisers | 0.02% | Add +36.0% | 257,149 | $17.1M |
| Lido Advisors, LLC | 0.06% | Add +3.6% | 252,533 | $16.8M |
| Tectonic Advisors LLC | 0.81% | Add +3.5% | 252,344 | $16.8M |
| HighPoint Advisor Group LLC | 0.58% | New | 249,669 | $16.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +21.6% | 243,424 | $16.2M |
| Biltmore Wealth Management, LLC | 4.70% | Add +1.5% | 226,548 | $15.1M |
| Cannon Financial Strategists, Inc. | 1.61% | Add +1.5% | 212,247 | $14.1M |
| Moller Wealth Partners | 2.49% | New | 206,928 | $13.8M |
| Wealthcare Advisory Partners LLC | 0.25% | Add +13.3% | 200,743 | $13.3M |
| Earned Wealth Advisors, LLC | 0.83% | Add +8.6% | 194,590 | $12.9M |
| Glenview Trust Co | 0.18% | Reduce -0.8% | 192,115 | $12.8M |
| Creative Planning | 0.01% | Reduce -0.7% | 175,537 | $11.7M |
| Smartleaf Asset Management LLC | 0.38% | No change | 171,701 | $11.6M |
| Royal Bank of Canada | 0.00% | Reduce -4.6% | 173,302 | $11.5M |
| Freedom Day Solutions, LLC | 2.54% | Add +3.8% | 172,982 | $11.5M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +2.9% | 170,628 | $11.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.2% | 162,212 | $11.0M |
| Focus Partners Wealth | 0.01% | Add +86.8% | 164,291 | $10.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -27.3% | 161,724 | $10.7M |
| Cornerstone Management, Inc. | 1.50% | Reduce -0.9% | 156,555 | $10.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.3% | 155,021 | $10.3M |
| Gimbal Financial | 6.49% | — | 153,565 | $10.2M |
| Compound Planning, Inc. | 0.24% | Reduce -2.6% | 137,999 | $9.2M |
| ERn Financial, LLC | 1.46% | Add +1.6% | 132,502 | $8.8M |
| Moody National Bank Trust Division | 0.69% | Reduce -3.8% | 124,877 | $8.3M |
| TPG Financial Advisors, LLC | 2.45% | Add +3.9% | 123,227 | $8.2M |
| Spartan Planning & Wealth Management | 5.34% | Add +308.1% | 120,727 | $8.0M |
| Rialto Wealth Management, LLC | 1.53% | Add +7.3% | 116,234 | $7.7M |
| Canandaigua National Bank & Trust Co. | 0.65% | — | 115,955 | $7.7M |
| Financial Solutions Advisory Group, Inc. | 0.97% | Reduce -0.3% | 115,157 | $7.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.8% | 110,801 | $7.4M |
| Legacy Financial Group LLC | 0.82% | Reduce -1.7% | 109,467 | $7.3M |
| Mariner, LLC | 0.01% | Reduce -4.4% | 108,528 | $7.2M |
| Peak Financial Management, Inc. | 1.60% | Add +2.1% | 104,740 | $7.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +35.5% | 101,325 | $6.7M |
| Avior Wealth Management, LLC | 0.17% | Reduce -16.2% | 98,502 | $6.5M |
| Jones Financial Companies LLLP | 0.00% | Add +11.3% | 94,706 | $6.4M |
| Phillips Financial Management, LLC | 0.46% | Reduce -22.7% | 94,508 | $6.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +46.9% | 89,565 | $6.0M |
| CoreCap Advisors, LLC | 0.17% | Add +24.5% | 88,426 | $5.9M |
| Topel & Distasi Wealth Management, LLC | 2.51% | Reduce -3.1% | 78,423 | $5.2M |
| Prosperity Planning, Inc. | 1.66% | Add +0.8% | 77,786 | $5.2M |
| Envision Financial LLC | 2.36% | Add +7.9% | 76,982 | $5.1M |
| Commerce Bank | 0.02% | Add +25.5% | 75,696 | $5.0M |
| Walkner Condon Financial Advisors LLC | 0.55% | Add +7.1% | 71,829 | $4.8M |
| Retiremitten Financial LLC | 2.01% | Add +6.5% | 71,672 | $4.8M |
| Naviter Wealth, LLC | 0.42% | Add +24.3% | 70,349 | $4.7M |
| Windsor Capital Management, LLC | 1.17% | Add +2.1% | 67,817 | $4.5M |
| Two Sigma Investments, LP | 0.00% | Reduce -90.5% | 67,800 | $4.5M |
| Visionary Wealth Advisors | 0.18% | Reduce -13.9% | 66,953 | $4.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -82.0% | 66,290 | $4.4M |
| Millington Financial Advisors, LLC | 1.70% | Add +5.2% | 62,738 | $4.3M |
| Wells Fargo & Company | 0.00% | Reduce -17.8% | 64,160 | $4.3M |
| Waverly Advisors, LLC | 0.02% | Add +0.3% | 63,069 | $4.2M |
| Nissay Asset Management Corp. /Japan | 0.02% | New | 62,393 | $4.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.5% | 61,568 | $4.1M |
| Cornerstone Partners Capital Management, LLC | 11.50% | Reduce -38.7% | 59,495 | $4.0M |
| Financial Management, Inc. | 3.16% | Add +8.0% | 58,046 | $3.9M |
| Arax Advisory Partners | 0.03% | Add +22194.2% | 57,296 | $3.8M |
| Roble, Belko & Company, Inc | 0.41% | Add +8.4% | 56,493 | $3.8M |
| VestGen Advisors, LLC | 0.11% | Add +40.0% | 54,487 | $3.6M |
| D. E. Shaw & Co. | 0.00% | Add +1060.0% | 54,301 | $3.6M |
| Stamos Capital Partners, L.P. | 0.55% | Reduce -6.3% | 53,836 | $3.6M |
| Apollon Financial, LLC | 0.42% | Add +9.6% | 53,465 | $3.6M |
| Post Resch Tallon Group Inc. | 2.42% | Reduce -0.1% | 52,702 | $3.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +17.6% | 50,867 | $3.4M |
| Financial Planning Fort Collins, LLC | 2.64% | Reduce -2.4% | 50,102 | $3.3M |
| RFG Advisory, LLC | 0.05% | Add +53.8% | 49,983 | $3.3M |
| ES4, LLC | 1.71% | No change | 49,011 | $3.3M |
| Creative Financial Designs Inc. | 0.15% | Reduce -1.5% | 48,195 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.5% | 47,934 | $3.2M |
| Modern Wealth Management, LLC | 0.04% | Reduce -13.5% | 47,713 | $3.2M |
| Private Client Services, LLC | 0.81% | Reduce -15.3% | 46,509 | $3.1M |
| MML Investors Services, LLC | 0.01% | Add +13.7% | 46,358 | $3.1M |
| Renaissance Technologies | 0.00% | New | 46,219 | $3.1M |
| WealthTrak Capital Management LLC | 1.98% | Add +1.8% | 45,230 | $3.0M |
| Keystone Financial Group, Inc. | 1.54% | Add +5.1% | 44,189 | $2.9M |
| Weil Company, Inc. | 0.51% | New | 43,875 | $2.9M |
| Dogwood Wealth Management LLC | 1.12% | Reduce -1.2% | 42,890 | $2.9M |
| Prosperity Bancshares Inc | 1.78% | Add +25.5% | 40,915 | $2.7M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +19.8% | 40,796 | $2.7M |
| Comprehensive Money Management Services LLC | 1.61% | Add +0.7% | 38,419 | $2.6M |
| Wealth Alliance, LLC | 0.21% | Add +113.9% | 37,677 | $2.5M |
| IFC & Insurance Marketing, Inc. | 2.16% | Add +10.9% | 36,836 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Add +130.2% | 36,556 | $2.4M |
| Fonville Wealth Management LLC | 0.39% | Add +33.7% | 36,298 | $2.4M |
| Virtus Family Office LLC | 1.89% | Add +172.7% | 36,059 | $2.4M |
| Family Wealth Partners, LLC | 0.70% | Add +6.3% | 34,554 | $2.3M |
| SeedSafe Financial LLC | 1.64% | Add +4.2% | 34,255 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -23.9% | 34,001 | $2.3M |
| Integrated Wealthcare, LLC | 1.64% | Add +2.4% | 33,125 | $2.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 31,785 | $2.1M |
| Wealthcare Capital Partners, LLC | 0.88% | Add +8.7% | 31,994 | $2.1M |
| Cahill Financial Advisors Inc. | 0.20% | Add +54.2% | 31,562 | $2.1M |
| Tenet Wealth Partners, LLC | 1.53% | — | 29,632 | $2.1M |
| Alpha Financial Partners LLC | 1.07% | Reduce -0.5% | 30,563 | $2.0M |
| State Street Corp. | 0.00% | Add +50.3% | 30,500 | $2.0M |
| Kohmann Bosshard Financial Services, LLC | 0.17% | Add +1.6% | 30,337 | $2.0M |
| Principia Wealth Advisory, LLC | 0.99% | Add +8.9% | 29,851 | $2.0M |
| TriaGen Wealth Management LLC | 0.49% | Add +5.8% | 29,482 | $2.0M |
| CarsonAllaria Wealth Management, Ltd. | 0.85% | Reduce -2.5% | 29,461 | $2.0M |
| Farther Finance Advisors, LLC | 0.02% | Add +6.9% | 29,352 | $2.0M |
| Vise Technologies, Inc. | 0.02% | Reduce -4.9% | 29,218 | $1.9M |
| Arkadios Wealth Advisors | 0.03% | Add +9.3% | 29,171 | $1.9M |
| TD Waterhouse Canada Inc. | 0.01% | Add +0.1% | 29,024 | $1.9M |
| IFG Advisory, LLC | 0.07% | New | 28,599 | $1.9M |
| Frontier Asset Management, LLC | 0.33% | Add +0.6% | 28,093 | $1.9M |
| Forefront Wealth Partners, LLC | 0.56% | Add +107.0% | 27,155 | $1.8M |
| Cascade Wealth Advisors, Inc | 0.72% | Add +11.3% | 26,577 | $1.8M |
| Prospect Financial Group LLC | 1.44% | Add +0.7% | 26,936 | $1.8M |
| Matthew Goff Investment Advisor, LLC | 0.29% | Add +5.1% | 25,909 | $1.7M |
| 49 Wealth Management, LLC | 0.32% | New | 25,507 | $1.7M |
| Alongside, LLC | 0.32% | — | 25,507 | $1.7M |
| &partners | 0.01% | Reduce -25.2% | 24,865 | $1.7M |
| Coastal Bridge Advisors, LLC | 0.10% | Add +30.7% | 23,826 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.2% | 23,768 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.9% | 22,688 | $1.5M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -9.6% | 22,662 | $1.5M |
| Securian Asset Management, Inc. | 0.05% | Reduce -2.0% | 21,853 | $1.5M |
| Allworth Financial LP | 0.01% | Add +8.4% | 22,250 | $1.5M |
| Shum Financial Group, Inc. | 0.89% | Reduce -0.1% | 22,124 | $1.5M |
| SigFig Wealth Management, LLC | 0.04% | Reduce -2.8% | 21,243 | $1.4M |
| Hollencrest Capital Management | 0.09% | Reduce -6.6% | 21,561 | $1.4M |
| National Philanthropic Trust | 0.02% | Reduce -6.6% | 21,561 | $1.4M |
| HBW Advisory Services LLC | 0.13% | Add +7.9% | 21,336 | $1.4M |
| Quantinno Capital Management LP | 0.00% | Reduce -10.2% | 20,020 | $1.3M |
| Kestra Investment Management, LLC | 0.03% | Add +51.0% | 19,996 | $1.3M |
| Tyche Wealth Partners LLC | 0.18% | Reduce -18.4% | 19,790 | $1.3M |
| Aspen Wealth Management LLC | 0.22% | Add +0.1% | 19,660 | $1.3M |
| Intergy Private Wealth, LLC | 0.30% | Add +8.0% | 19,326 | $1.3M |
| American State Bank (Iowa) | 0.52% | Reduce -2.2% | 19,224 | $1.3M |
| Nolet Wealth Management, LLC | 0.70% | Add +0.1% | 19,036 | $1.3M |
| Mma Asset Management LLC | 0.40% | Add +11.4% | 18,780 | $1.2M |
| Geneos Wealth Management Inc. | 0.03% | Add +5419.3% | 18,600 | $1.2M |
| Ellenbecker Investment Group | 0.14% | Reduce -5.7% | 18,594 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +258.2% | 18,593 | $1.2M |
| Peterson Wealth Advisors, LLC | 0.15% | Add +0.1% | 18,581 | $1.2M |
| River Street Advisors LLC | 0.36% | Add +14.1% | 18,279 | $1.2M |
| Walter & Keenan Wealth Management LLC /in/ | 0.29% | Add +0.0% | 17,753 | $1.2M |
| Quest 10 Wealth Builders, Inc. | 0.91% | Add +1.3% | 17,714 | $1.2M |
| Wealthspire Retirement, LLC | 0.06% | Add +31.6% | 17,380 | $1.2M |
| Thompson David Blair | 0.58% | Add +346.5% | 17,375 | $1.2M |
| Ellis Investment Partners, LLC | 0.17% | Add +11.7% | 16,949 | $1.1M |
| Inman Jager Wealth Management, LLC | 0.60% | Add +0.5% | 16,859 | $1.1M |
| Aureus Asset Management, LLC | 0.07% | Reduce -7.4% | 16,434 | $1.1M |
| IFP Advisors, Inc | 0.02% | Reduce -31.0% | 16,375 | $1.1M |
| Integrated Investment Consultants, LLC | 0.21% | No change | 15,969 | $1.1M |
| Strategic Financial Planning, Inc. | 0.55% | New | 15,829 | $1.1M |
| Kagan Cocozza Asset Management | 0.65% | Reduce -9.3% | 15,576 | $1.0M |
| Independent Wealth Network Inc. | 0.26% | Add +3.5% | 15,431 | $1.0M |
| AQR Capital Management | 0.00% | Add +6.2% | 15,425 | $1.0M |
| Range Financial Group LLC | 0.27% | Reduce -1.3% | 15,001 | $997K |
| 1834 Investment Advisors Co. | 0.11% | No change | 14,878 | $989K |
| Gilpin Wealth Management, LLC | 0.67% | Reduce -0.8% | 14,645 | $973K |
| Moisand Fitzgerald Tamayo, LLC | 0.09% | Reduce -0.9% | 14,599 | $970K |
| FMR LLC | 0.00% | Add +6.1% | 14,411 | $958K |
| Nautilus Advisors LLC | 0.56% | Add +13.7% | 14,246 | $951K |
| Wilkins Miller Wealth Management, LLC | 0.51% | Reduce -0.8% | 14,005 | $931K |
| RHS Financial, LLC | 0.38% | Reduce -21.1% | 13,989 | $930K |
| Global Strategic Investment Solutions, LLC | 0.08% | Add +0.1% | 13,757 | $914K |
| Stifel Financial Corp. | 0.00% | Reduce -0.2% | 13,445 | $893K |
| AE Wealth Management LLC | 0.00% | Reduce -2.6% | 13,157 | $874K |
| Brown Advisory Inc. | 0.00% | No change | 13,019 | $865K |
| Advocate Investing Services LLC | 0.65% | No change | 12,700 | $844K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -49.9% | 12,624 | $839K |
| RKL Wealth Management LLC | 0.07% | New | 12,551 | $834K |
| J2 Capital Management Inc | 0.55% | Reduce -0.1% | 12,370 | $822K |
| Ridgewood Investments LLC | 0.31% | Add +24.3% | 12,301 | $817K |
| WealthCollab, LLC | 0.29% | No change | 12,131 | $806K |
| Banque Cantonale Vaudoise | 0.03% | Reduce -0.6% | 12,057 | $801K |
| NewEdge Advisors, LLC | 0.00% | Add +42.0% | 11,819 | $785K |
| Sheets Smith Wealth Management | 0.08% | New | 11,456 | $761K |
| Amicus Financial Advisors, LLC | 0.18% | Reduce -2.8% | 11,208 | $745K |
| Summitpoint Capital Management | 0.80% | Add +61.1% | 11,155 | $741K |
| Parkside Financial Bank & Trust | 0.05% | Add +0.2% | 11,131 | $740K |
| Awm Capital, LLC | 0.06% | Reduce -2.7% | 11,107 | $738K |
| Principal Securities, Inc. | 0.01% | Reduce -0.1% | 11,083 | $736K |
| Insight Advisors, LLC/ PA | 0.13% | Add +0.1% | 11,060 | $735K |
| Brighton Jones LLC | 0.01% | Reduce -0.4% | 11,052 | $734K |
| 1832 Asset Management L.P. | 0.00% | Add +6.8% | 11,016 | $732K |
| Wrenne Financial Planning LLC | 0.25% | Add +6.3% | 10,956 | $728K |
| Presilium Private Wealth, LLC | 0.11% | Reduce -1.4% | 10,928 | $726K |
| Beam Wealth Advisors, Inc. | 0.16% | Add +4.7% | 10,888 | $724K |
| Darden Wealth Group Inc | 0.28% | Reduce -4.4% | 10,800 | $718K |
| Diversify Advisory Services, LLC | 0.01% | New | 10,304 | $716K |
| Diversify Wealth Management, LLC | 0.01% | Add +17.1% | 10,304 | $716K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Reduce -9.7% | 10,756 | $715K |
| Point72 Asset Management | 0.00% | New | 10,730 | $713K |
| Garde Capital, Inc. | 0.03% | Add +7.7% | 10,330 | $686K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -10.8% | 10,316 | $686K |
| Trademark Financial Management, LLC | 0.28% | Reduce -61.8% | 10,195 | $677K |
| MAI Capital Management | 0.00% | Add +151.5% | 10,011 | $665K |
| HB Wealth Management, LLC | 0.00% | Add +1.7% | 9,985 | $664K |
| Parkwoods Wealth Partners, LLC | 0.11% | Add +21.4% | 9,983 | $663K |
| Heck Capital Advisors, LLC | 0.04% | Add +0.4% | 9,631 | $640K |
| Wealthspire Advisors, LLC | 0.00% | No change | 9,462 | $629K |
| Independent Financial Group, LLC | 0.01% | New | 9,355 | $622K |
| HF Advisory Group, LLC | 0.19% | Add +5.5% | 9,260 | $615K |
| Private Advisor Group, LLC | 0.00% | New | 9,209 | $612K |
| Wealthcare Capital Management LLC | 0.06% | Add +28.1% | 9,102 | $605K |
| Park Avenue Securities LLC | 0.00% | Reduce -4.2% | 8,848 | $588K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -0.3% | 8,494 | $564K |
| Landmark Wealth Management, LLC | 0.13% | Add +1.7% | 8,372 | $556K |
| Summit Financial Consulting LLC | 0.38% | Add +3.1% | 8,354 | $555K |
| MBL Wealth, LLC | 0.04% | No change | 8,332 | $554K |
| Coldstream Capital Management Inc. | 0.01% | No change | 8,297 | $551K |
| Betterment LLC | 0.00% | Add +3.5% | 8,288 | $551K |
| Prairieview Wealth Partners, LLC | 0.41% | Reduce -2.5% | 8,238 | $547K |
| Nwam LLC | 0.03% | Add +48.3% | 8,212 | $546K |
| Westbourne Investments, Inc. | 0.22% | Reduce -16.7% | 8,050 | $535K |
| Ieq Capital, LLC | 0.00% | No change | 8,049 | $535K |
| Mutual Advisors, LLC | 0.01% | Reduce -4.7% | 7,989 | $531K |
| MBE Wealth Management, LLC | 0.18% | Reduce -2.8% | 7,851 | $522K |
| FourThought Financial Partners, LLC | 0.04% | Reduce -7.7% | 7,783 | $517K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.4% | 7,733 | $514K |
| Allstate Corp. | 0.01% | Add +56.0% | 7,712 | $512K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +0.1% | 7,516 | $499K |
| Quad-Cities Investment Group, LLC | 0.18% | Reduce -1.6% | 7,480 | $497K |
| Cresset Asset Management, LLC | 0.00% | New | 7,400 | $492K |
| Composition Wealth, LLC | 0.01% | No change | 7,385 | $491K |
| Parallel Advisors, LLC | 0.01% | Reduce -6.5% | 7,308 | $486K |
| MidAtlantic Capital Management, Inc. | 0.29% | No change | 6,926 | $460K |
| Upper Left Wealth Management, LLC | 0.25% | Reduce -2.3% | 6,856 | $456K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.9% | 6,803 | $452K |
| Seaside Wealth Management, Inc. | 0.11% | No change | 6,748 | $448K |
| Johnson Investment Counsel Inc. | 0.00% | Add +7.9% | 6,728 | $447K |
| Arkansas Financial Group, Inc. | 0.06% | Reduce -1.4% | 6,713 | $446K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -0.5% | 6,710 | $446K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +0.5% | 6,144 | $408K |
| Destiny Capital Corp | 0.19% | Reduce -55.9% | 6,095 | $405K |
| Krane Financial Solutions LLC | 0.25% | Add +0.6% | 6,041 | $401K |
| VERITY Wealth Advisors | 0.24% | No change | 5,996 | $398K |
| Truist Financial Corp. | 0.00% | Reduce -23.0% | 5,959 | $396K |
| RDA Financial Network | 0.09% | Add +1.0% | 5,893 | $392K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 5,867 | $390K |
| RVW Wealth, LLC | 0.03% | No change | 5,717 | $380K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +45.7% | 5,706 | $379K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -4.0% | 5,706 | $379K |
| Forte Asset Management LLC | 0.15% | No change | 5,695 | $378K |
| YHB Investment Advisors, Inc. | 0.02% | Reduce -4.6% | 5,605 | $372K |
| Fingerlakes Wealth Management, Inc. | 0.20% | Add +0.6% | 5,573 | $370K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 5,550 | $369K |
| REDW Wealth LLC | 0.13% | Add +0.0% | 5,523 | $367K |
| OneAscent Financial Services LLC | 0.02% | Reduce -7.6% | 5,460 | $363K |
| CGN Advisors LLC | 0.03% | Reduce -23.1% | 5,433 | $361K |
| Redwood Financial Network Corp | 0.19% | Add +27.2% | 5,175 | $344K |
| Daiwa Securities Group Inc. | 0.00% | Add +131.4% | 5,115 | $340K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.16% | Add +264.3% | 5,100 | $339K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +2.1% | 5,085 | $338K |
| Hexagon Capital Partners LLC | 0.05% | Reduce -22.1% | 4,994 | $332K |
| Tidemark, LLC | 0.07% | Reduce -19.9% | 4,926 | $327K |
| United Advisor Group, LLC | 0.03% | Add +0.8% | 4,872 | $324K |
| Koesten, Hirschmann & Crabtree, INC. | 0.13% | No change | 4,851 | $322K |
| Ritholtz Wealth Management | 0.00% | Reduce -3.9% | 4,801 | $319K |
| Finley Financial, LLC | 0.13% | No change | 4,780 | $318K |
| NWF Advisory Services Inc. | 0.03% | No change | 4,598 | $306K |
| GWN Securities Inc. | 0.05% | Add +5.9% | 4,576 | $304K |
| PDS Planning, Inc | 0.02% | Add +7.3% | 4,429 | $294K |
| Prosperity Financial Group, Inc. | 0.09% | New | 4,396 | $292K |
| Platform Technology Partners | 0.05% | No change | 4,307 | $286K |
| International Assets Investment Management, LLC | 0.02% | Add +0.1% | 4,259 | $284K |
| NewEdge Wealth, LLC | 0.00% | Add +6.0% | 4,151 | $276K |
| Capstone Financial Advisors, Inc. | 0.01% | Add +0.6% | 4,148 | $276K |
| Global Retirement Partners, LLC | 0.00% | — | 4,134 | $275K |
| HORAN Wealth, LLC | 0.03% | Add +5.0% | 4,094 | $272K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.3% | 4,091 | $272K |
| Silverlake Wealth Management LLC | 0.05% | Reduce -4.4% | 4,067 | $270K |
| Cardiff Park Advisors, LLC | 0.02% | Add +1.8% | 4,049 | $269K |
| Aletheian Wealth Advisors LLC | 0.11% | Reduce -0.0% | 4,047 | $269K |
| Epiq Partners, LLC | 0.12% | Add +0.1% | 4,022 | $267K |
| Jackson, Grant Investment Advisers, Inc. | 0.08% | Add +0.1% | 4,018 | $267K |
| Olde Wealth Management, LLC | 0.08% | Add +11.5% | 4,010 | $266K |
| D.A. Davidson & Co. | 0.00% | New | 3,989 | $265K |
| Goodwin Investment Advisory | 0.52% | Reduce -0.0% | 3,921 | $261K |
| IVC Wealth Advisors LLC | 0.10% | Reduce -2.4% | 3,875 | $257K |
| Onyx Bridge Wealth Group LLC | 0.02% | Reduce -1.9% | 3,851 | $256K |
| IRON Financial LLC | 0.10% | Add +0.6% | 3,809 | $253K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -3.9% | 3,806 | $253K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 3,697 | $246K |
| Sharper & Granite LLC | 0.08% | No change | 3,675 | $244K |
| Values Added Financial LLC | 0.09% | No change | 3,660 | $243K |
| Roundview Capital LLC | 0.01% | No change | 3,597 | $239K |
| Capital Analysts, LLC | 0.01% | Add +16.8% | 3,583 | $238K |
| Tortoise Investment Management, LLC | 0.02% | New | 3,555 | $236K |
| Westfuller Advisors, LLC | 0.09% | Add +0.6% | 3,538 | $235K |
| Braun-Bostich & Associates Inc. | 0.13% | Reduce -2.4% | 3,473 | $231K |
| LGL Partners, LLC | 0.08% | Add +0.6% | 3,447 | $229K |
| Trivium Point Advisory, LLC | 0.02% | New | 3,385 | $225K |
| Sax Wealth Advisors, LLC | 0.01% | New | 3,767 | $223K |
| Synergy Asset Management, LLC | 0.02% | New | 3,334 | $222K |
| PNC Financial Services Group, Inc. | 0.00% | Add +58.1% | 3,312 | $220K |
| DV Trading LLC | 0.02% | New | 3,300 | $219K |
| Advisory Alpha, LLC | 0.01% | New | 3,295 | $219K |
| FSA Investment Group, LLC | 0.07% | New | 3,291 | $219K |
| Bailard, Inc. | 0.00% | New | 3,237 | $215K |
| Anchor Capital Advisors LLC | 0.01% | New | 3,223 | $214K |
| HCR Wealth Advisors | 0.02% | New | 3,210 | $213K |
| CIBC Bancorp USA Inc. | 0.00% | New | 3,198 | $213K |
| Bangor Savings Bank | 0.02% | Add +42.8% | 3,170 | $211K |
| Members Trust Co | 0.01% | New | 3,115 | $207K |
| Vawter Financial, Ltd. | 0.08% | New | 3,092 | $205K |
| E6 Portfolios, LLC | 0.16% | New | 3,054 | $203K |
| Symphony Financial, Ltd. Co. | 0.02% | New | 2,988 | $202K |
| Veracity Capital LLC | 0.05% | Reduce -48.0% | 3,038 | $202K |
| Qube Research & Technologies Ltd | 0.00% | New | 2,987 | $198K |
| AlphaCore Capital LLC | 0.00% | No change | 2,726 | $181K |
| Biltmore Family Office, LLC | 0.02% | No change | 2,306 | $153K |
| Asset Dedication, LLC | 0.01% | No change | 1,997 | $133K |
| Maryland Capital Advisors Inc. | 0.04% | — | 1,736 | $115K |
| Atlas Capital Advisors Inc. | 0.01% | New | 1,700 | $113K |
| Russell Investments Group, Ltd. | 0.00% | Add +1040.8% | 1,677 | $111K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -26.8% | 1,646 | $109K |
| Old Second National Bank of Aurora | 0.02% | Reduce -41.6% | 1,629 | $108K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 1,550 | $103K |
| Bank of Montreal | 0.00% | Add +129.9% | 1,469 | $98K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.6% | 1,385 | $92K |
| Financial Perspectives, Inc | 0.02% | Add +0.6% | 1,327 | $88K |
| Copia Wealth Management | 0.05% | No change | 1,247 | $83K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,238 | $82K |
| Harbour Investments, Inc. | 0.00% | Add +2.3% | 1,203 | $80K |
| TD Private Client Wealth LLC | 0.00% | Reduce -5.6% | 1,173 | $78K |
| Compass Financial Management LLC | 0.01% | — | 1,168 | $78K |
| Summit Wealth Group, LLC | 0.02% | New | 1,113 | $74K |
| First Horizon Corp. | 0.00% | Reduce -15.5% | 928 | $62K |
| Fairscale Capital, LLC | 0.04% | No change | 906 | $60K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | No change | 900 | $60K |
| UMB Bank, n.a. | 0.00% | No change | 900 | $60K |
| AdvisorNet Financial, Inc | 0.00% | Add +1693.8% | 861 | $57K |
| PlanVest Financial, Inc | 0.04% | No change | 858 | $57K |
| SHP Wealth Management | 0.00% | Add +0.6% | 823 | $55K |
| Synergy Investment Management, LLC | 0.01% | Add +0.1% | 809 | $54K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +39.0% | 742 | $49K |
| GeoWealth Management, LLC | 0.00% | New | 738 | $49K |
| Cape Investment Advisory, Inc. | 0.01% | New | 732 | $49K |
| First Command Advisory Services, Inc. | 0.00% | New | 725 | $48K |
| CENTRAL TRUST Co | 0.00% | New | 716 | $48K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 709 | $47K |
| Archer Investment Corp | 0.01% | No change | 692 | $46K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.03% | No change | 661 | $44K |
| Signaturefd, LLC | 0.00% | Add +0.2% | 643 | $43K |
| Meramec Financial Planners, LLC | 0.01% | New | 579 | $40K |
| Private Trust Co. NA | 0.00% | No change | 593 | $39K |
| Smithfield Trust Co | 0.00% | No change | 521 | $35K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -20.7% | 484 | $32K |
| Robinswood Financial LLC | 0.01% | No change | 480 | $32K |
| Citigroup Inc. | 0.00% | Add +41400.0% | 415 | $28K |
| Continuum Advisory, LLC | 0.00% | New | 372 | $25K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +4.2% | 370 | $25K |
| Truvestments Capital LLC | 0.00% | No change | 353 | $23K |
| Hilton Head Capital Partners, LLC | 0.01% | Add +0.6% | 350 | $23K |
| Miller Capital Partners, Inc. | 0.01% | No change | 350 | $23K |
| Brooklyn FI, LLC | 0.00% | New | 336 | $23K |
| Investors Research Corp | 0.00% | No change | 331 | $22K |
| Dunhill Financial, LLC | 0.00% | No change | 314 | $21K |
| CGC Financial Services, LLC | 0.00% | New | 310 | $21K |
| Assetmark, Inc. | 0.00% | Add +9.3% | 306 | $20K |
| Hanson & Doremus Investment Management | 0.00% | No change | 300 | $20K |
| Essential Partners LLC | 0.01% | Reduce -6.0% | 296 | $20K |
| Legacy Bridge, LLC | 0.01% | No change | 291 | $19K |
| Hantz Financial Services, Inc. | 0.00% | Add +19.1% | 275 | $18K |
| Catherine Avery Investment Management LLC | 0.01% | New | 239 | $16K |
| Colonial Trust Co / SC | 0.00% | No change | 237 | $16K |
| North Star Investment Management Corp. | 0.00% | Add +0.5% | 218 | $14K |
| Tompkins Financial Corp. | 0.00% | Reduce -80.3% | 210 | $14K |
| Vanguard National Trust Co | 0.00% | No change | 209 | $14K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | Reduce -29.8% | 200 | $13K |
| CX Institutional | 0.00% | Reduce -94.2% | 196 | $13K |
| Larson Financial Group LLC | 0.00% | Reduce -27.0% | 189 | $13K |
| Mather Group, Llc. | 0.00% | Reduce -80.0% | 181 | $12K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 165 | $11K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 158 | $10K |
| Caitlin John, LLC | 0.01% | New | 139 | $9K |
| MCF Advisors LLC | 0.00% | New | 118 | $8K |
| Realta Investment Advisors | 0.00% | Add +12.6% | 107 | $7K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 106 | $7K |
| Lanark Financial, Inc. | 0.00% | No change | 100 | $7K |
| Ancora Advisors LLC | 0.00% | No change | 100 | $7K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.0% | 98 | $7K |
| High Note Wealth, LLC | 0.00% | New | 96 | $6K |
| Strive Financial Group ,LLC | 0.00% | No change | 93 | $6K |
| Fiduciary Financial Advisors | 0.00% | New | 90 | $6K |
| Oakmont Advisory Group, LLC | 0.00% | New | 84 | $6K |
| Downshift Financial, LLC | 0.00% | New | 83 | $6K |
| Index Technologies Group LLC | 0.00% | New | 82 | $5K |
| Quantum Portfolio Management LLC | 0.00% | New | 82 | $5K |
| Breakwater Investment Management | 0.00% | No change | 80 | $5K |
| IAG Wealth Partners, LLC | 0.00% | New | 75 | $5K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 62 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 58 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 49 | $3K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 48 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -50.5% | 47 | $3K |
| Valued Wealth Advisors LLC | 0.00% | No change | 41 | $3K |
| Abound Wealth Management | 0.00% | New | 11 | $731 |
| Buck Wealth Strategies, LLC | 0.00% | New | 9 | $611 |
| MV Capital Management, Inc. | 0.00% | No change | 8 | $532 |
| Bear Mountain Capital, Inc. | 0.00% | No change | 4 | $269 |
| Paladin Advisory Group, LLC | 0.00% | No change | 2 | $133 |
| Key Financial Inc | 0.00% | No change | 2 | $133 |
| Hughes Financial Services, LLC | 0.00% | No change | 2 | $133 |
"% 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.