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iShares Core U.S. REIT ETF (USRT) Institutional Ownership

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$53.33
+0.63 (+1.20%)
(As of 05/15/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Core U.S. REIT ETF (NYSEARCA:USRT)

Number of
Institutional Buyers
(last 12 months)
183
Total
Institutional Inflows
(last 12 months)
$508.50M
Number of
Institutional Sellers
(last 12 months)
140
Total
Institutional Outflows
(last 12 months)
$290.09M
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USRT Institutional Buying and Selling by Quarter

iShares Core U.S. REIT ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024Blue Edge Capital LLC40,527$2.18M0.4%-10.4%0.093%
5/14/2024 Stamos Capital Partners L.P.23,260$1.25M0.3%-12.5%0.053%
5/14/2024 EP Wealth Advisors LLC7,909$426K0.0%-53.4%0.018%
5/14/2024 Natixis9,544$513K0.0%+6.2%0.022%
5/13/2024 O Shaughnessy Asset Management LLC61,071$3.29M0.0%+16.8%0.140%
5/11/2024 Orion Capital Management LLC900$48K0.0%-40.0%0.002%
5/10/2024 Allstate Corp4,392$236K0.0%N/A0.010%
5/10/2024 Osaic Holdings Inc.288,605$15.53M0.0%+75.0%0.662%
5/10/2024 Rodgers & Associates LTD201,814$10.86M1.4%+5.8%0.463%
5/10/2024 Fiducient Advisors LLC178,173$9.59M1.9%-77.9%0.409%
5/9/2024 Orion Portfolio Solutions LLC19,539$1.05M0.0%-11.8%0.045%
5/9/2024 Kingsview Wealth Management LLC11,773$633K0.0%-5.1%0.027%
5/9/2024 SageView Advisory Group LLC21,095$1.14M0.1%+350.6%0.048%
5/9/2024 Charles Schwab Investment Advisory Inc.2,596,716$139.70M0.2%-3.4%5.956%
5/8/2024 Financial & Tax Architects LLC334,306$17.99M4.9%+0.2%0.767%
5/8/2024 Avantax Advisory Services Inc.5,443$293K0.0%-84.6%0.012%
5/8/2024 US Bancorp DE2,345,856$126.21M0.2%-1.0%5.380%
5/7/2024 Atomi Financial Group Inc.43,732$2.35M0.2%+13.8%0.100%
5/7/2024 CarsonAllaria Wealth Management Ltd.35,298$1.90M1.2%-2.3%0.081%
5/7/2024 Tectonic Advisors LLC183,117$9.85M0.8%+3.3%0.420%
5/7/2024 Mitsubishi UFJ Asset Management UK Ltd.14,600$785K0.4%-14.6%0.033%
5/7/2024 Topel & Distasi Wealth Management LLC84,249$4.53M2.0%+1.3%0.193%
5/6/2024 Envestnet Portfolio Solutions Inc.12,422$668K0.0%-18.0%0.028%
5/6/2024 Destiny Capital Corp CO5,556$299K0.2%+25.1%0.013%
5/6/2024 Advisory Alpha LLC39,371$2.12M0.1%-89.5%0.090%
5/2/2024 Daiwa Securities Group Inc.15,634$841K0.0%+58.2%0.036%
5/2/2024 Choreo LLC562,143$30.24M0.8%-5.3%1.289%
5/2/2024 Presilium Private Wealth LLC72,056$3.88M1.0%-3.9%0.165%
5/2/2024 REDW Wealth LLC7,019$378K0.1%-23.9%0.016%
5/1/2024 Janney Montgomery Scott LLC6,869$370K0.0%+5.4%0.016%
5/1/2024 Source Financial Advisors LLC25,205$1.36M0.4%+15.3%0.058%
5/1/2024 Concourse Financial Group Securities Inc.1,850$100K0.0%N/A0.004%
5/1/2024 Mission Wealth Management LP522,438$28.11M0.7%+13.5%1.198%
5/1/2024 Sequoia Financial Advisors LLC4,479$241K0.0%-72.2%0.010%
4/30/2024 Beam Wealth Advisors Inc.11,895$640K0.4%+9.2%0.027%
4/29/2024Commonwealth Equity Services LLC120,990$6.51M0.0%+5.0%0.278%
4/29/2024 Benjamin F. Edwards & Company Inc.3,613$194K0.0%-18.0%0.008%
4/27/2024 Fonville Wealth Management LLC4,711$253K0.1%+6.5%0.011%
4/26/2024 Securian Asset Management Inc.40,803$2.20M0.1%+2.5%0.093%
4/26/2024 YHB Investment Advisors Inc.6,974$375K0.0%+73.2%0.016%
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4/26/2024 Sumitomo Life Insurance Co.225,200$11.86M0.3%+129.8%0.516%
4/26/2024 Brown Financial Advisory26,140$1.41M1.1%-0.8%0.060%
4/25/2024 One Day In July LLC6,075$327K0.0%-4.8%0.014%
4/25/2024 Freedom Day Solutions LLC100,025$5.38M1.9%+4.6%0.229%
4/24/2024 Landmark Wealth Management LLC7,013$377K0.2%+5.3%0.016%
4/24/2024 Simplicity Wealth LLC37,143$2.00M0.0%N/A0.085%
4/23/2024 Venturi Wealth Management LLC1,987$107K0.0%+37.7%0.005%
4/23/2024 Tyche Wealth Partners LLC10,703$576K0.1%-10.2%0.025%
4/23/2024 Raymond James Financial Services Advisors Inc.45,796$2.46M0.0%-16.7%0.105%
4/22/2024 HF Advisory Group LLC9,171$493K0.3%+5.4%0.021%
4/22/2024 Drive Wealth Management LLC10,727$577K0.2%-22.4%0.025%
4/22/2024 Raymond James & Associates102,439$5.51M0.0%+4.7%0.235%
4/22/2024 Strategic Financial Planning Inc.17,810$958K0.7%-2.3%0.041%
4/19/2024 FORVIS Wealth Advisors LLC270,822$14.57M0.4%-0.3%0.620%
4/19/2024 Veracity Capital LLC4,724$254K0.1%-12.5%0.011%
4/18/2024 Naviter Wealth LLC21,384$1.15M0.2%-86.1%0.049%
4/18/2024 Congress Wealth Management LLC DE 87,459$4.71M0.1%-3.5%0.200%
4/18/2024 Hexagon Capital Partners LLC3,672$198K0.0%+75.5%0.008%
4/17/2024 River Street Advisors LLC7,097$382K0.3%+7.6%0.016%
4/16/2024 Moisand Fitzgerald Tamayo LLC33,874$1.82M0.3%-35.7%0.078%
4/16/2024 Wealth Enhancement Advisory Services LLC517,753$27.86M0.1%-24.7%1.186%
4/16/2024 ERn Financial LLC169,148$9.10M1.6%+0.7%0.388%
4/15/2024 SMI Advisory Services LLC112,457$6.04M1.7%N/A0.258%
4/15/2024 Peterson Wealth Advisors LLC20,722$1.12M0.2%+2.4%0.047%
4/15/2024 Cascade Wealth Advisors Inc32,364$1.66M1.4%N/A0.074%
4/15/2024 CIC Wealth LLC101,421$5.46M1.6%-2.1%0.232%
4/15/2024 Windsor Capital Management LLC55,206$2.97M0.9%+2.6%0.126%
4/13/2024 Quad Cities Investment Group LLC6,676$359K0.2%+13.6%0.016%
4/12/2024 Charles Schwab Trust Co452,213$24.33M2.3%+8.8%1.114%
4/12/2024 Global Assets Advisory LLC11,742$632K0.0%N/A0.029%
4/12/2024 Range Financial Group LLC14,527$782K0.4%+5.4%0.036%
4/11/2024 RDA Financial Network39,517$2.13M0.7%-3.8%0.097%
4/11/2024 Roble Belko & Company Inc27,971$1.51M0.3%-1.1%0.069%
4/11/2024 International Assets Investment Management LLC7,408$392K0.0%-5.9%0.018%
4/11/2024 Congress Asset Management Co. MA76,802$4.13M0.0%-3.7%0.189%
4/11/2024 Independent Wealth Network Inc.25,354$1.36M3.6%-40.7%0.062%
4/11/2024 RFG Advisory LLC12,169$655K0.0%-55.9%0.030%
4/10/2024 Legacy Financial Group LLC253,774$13.65M2.8%+2,019.9%0.625%
4/9/2024 Ellenbecker Investment Group228,917$12.32M2.6%-3.3%0.564%
4/8/2024 RVW Wealth LLC20,308$1.09M0.1%-2.0%0.050%
4/5/2024 Agincourt Capital Management LLC200,433$10.78M10.2%+1.2%0.494%
4/5/2024 VERITY Wealth Advisors5,996$323K0.2%+57.9%0.015%
4/4/2024 S. R. Schill & Associates303,311$16.32M7.1%+0.7%0.747%
3/22/2024 PNC Financial Services Group Inc.3,446$187K0.0%-98.9%0.008%
3/15/2024B. Riley Wealth Advisors Inc.3,697$201K0.0%N/A0.009%
3/12/2024Spartan Planning & Wealth Management113,143$6.14M6.5%+332.3%0.279%
3/6/2024 SageView Advisory Group LLC4,682$246K0.0%N/A0.012%
3/4/2024 Congress Asset Management Co. MA79,745$4.33M0.0%-15.4%0.196%
2/28/2024 EP Wealth Advisors LLC16,986$922K0.0%N/A0.042%
2/21/2024Garde Capital Inc.11,895$646K0.0%-71.4%0.029%
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2/14/2024Visionary Wealth Advisors71,259$3.87M0.3%+3.5%0.176%
2/14/2024 Stamos Capital Partners L.P.26,580$1.44M0.4%-16.7%0.065%
2/14/2024 Schroder Investment Management Group270,000$14.66M0.0%+217.6%0.665%
2/13/2024Stephens Inc. AR293,784$15.95M0.3%-9.3%0.724%
2/13/2024 Exencial Wealth Advisors LLC32,055$1.74M0.1%+1.4%0.079%
2/13/2024Tower Research Capital LLC TRC1,105$60K0.0%-74.5%0.003%
2/13/2024 Coco Enterprises LLC43,911$2.38M1.7%-12.0%0.108%
2/12/2024 ORBA Wealth Advisors L.L.C.5,422$294K0.2%N/A0.013%
2/12/2024Bank of Nova Scotia102,920$5.58M0.0%+47.9%0.253%
2/12/2024 Strategic Financial Planning Inc.18,222$989K0.8%N/A0.045%
(Data available from 1/1/2016 forward)

USRT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USRT shares?

During the previous two years, 343 institutional investors and hedge funds held shares of iShares Core U.S. REIT ETF. The most heavily invested institutionals were Exchange Traded Concepts LLC ($140.58M), Charles Schwab Investment Advisory Inc. ($139.70M), US Bancorp DE ($126.21M), Bank of America Corp DE ($46.88M), Corient Private Wealth LLC ($40.45M), McCutchen Group LLC ($35.36M), and Thrivent Financial for Lutherans ($31.56M).Learn more on USRT's institutional investors.

Which institutional investors have been buying iShares Core U.S. REIT ETF stock?

Of the 288 institutional investors that purchased iShares Core U.S. REIT ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Exchange Traded Concepts LLC ($2.74M), US Bancorp DE ($1.39M), Fiducient Advisors LLC ($815.53K), Bank of America Corp DE ($606.08K), Cowa LLC ($508.45K), Heritage Financial Services LLC ($496.66K), and Bank Julius Baer & Co. Ltd Zurich ($472.64K).

How much institutional buying is happening at iShares Core U.S. REIT ETF?

Institutional investors have bought a total of 17,951,686 shares in the last 24 months. This purchase volume represents approximately $922.35M in transactions.

Which iShares Core U.S. REIT ETF major shareholders have been selling company stock?

Of the 207 institutional investors that sold iShares Core U.S. REIT ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fiducient Advisors LLC ($757.40K), Envestnet Asset Management Inc. ($636.29K), Wealth Enhancement Advisory Services LLC ($619.93K), PNC Financial Services Group Inc. ($566.42K), Cowa LLC ($563.07K), Advisory Alpha LLC ($555.17K), and Victory Capital Management Inc. ($298.26K).

How much institutional selling is happening at iShares Core U.S. REIT ETF?

Institutional investors have sold a total of 9,428,407 shares in the last 24 months. This volume of shares sold represents approximately $488.05M in transactions.


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This page (NYSEARCA:USRT) was last updated on 5/16/2024 by MarketBeat.com Staff

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