ISHARES CORE US REIT ETF USRT
$67.46
+1.3% 52w: $54.08 – $67.65
Latest 13F among current holders filed 3 days ago (Jul 2, 2026)
Price — last 12 months
research preview data54.0860.8767.65
Jun 20, 2025 Jul 2, 2026
Institutional holders
400
+11 QoQ
13F value
$2.38B
+4.4% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
1.0×
$6K calls / $6K puts
Institutional value by quarter
Number of holders
Who owns USRT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 4.6M | $271.3M | 0.0% | -1.9% |
| US BANCORP \DE\ | Wealth advisor | 2.8M | $165.5M | 0.2% | -0.6% |
| GLENMEDE TRUST CO NA | Diversified mechanical | 2.0M | $116.3M | 0.6% | +12.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.8M | $107.7M | 0.1% | -1.2% |
| Rakuten Investment Management, Inc. | Wealth advisor | 1.5M | $86.5M | 0.2% | +100.0% |
| Trust Co of Tennessee | Wealth advisor | 1.2M | $73.1M | 13.6% | +11.5% |
| Savant Capital, LLC | Wealth advisor | 956.5K | $56.6M | 0.3% | +3520.1% |
| MORGAN STANLEY | Bank broker | 953.3K | $56.4M | 0.0% | -56.0% |
| Cerity Partners LLC | Diversified mechanical | 915.7K | $54.2M | 0.1% | +5.0% |
| Disciplina Capital Management LLC | Wealth advisor | 861.3K | $51.0M | 5.4% | +12.0% |
| FIFTH THIRD BANCORP | Diversified mechanical | 777.6K | $46.0M | 0.1% | +213523.6% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 774.0K | $45.8M | 0.5% | +12631.0% |
| LPL Financial LLC | Bank broker | 753.3K | $44.6M | 0.0% | +10.3% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 713.8K | $42.2M | 0.0% | +14.3% |
| Corient Private Wealth LLC | Diversified mechanical | 618.6K | $36.6M | 0.1% | -51.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 591.7K | $35.0M | 0.0% | -58.7% |
| Apollon Wealth Management, LLC | Diversified mechanical | 576.2K | $34.1M | 0.6% | +7.1% |
| HighTower Advisors, LLC | Diversified mechanical | 558.8K | $33.1M | 0.0% | -0.9% |
| MISSION WEALTH MANAGEMENT, LP | Wealth advisor | 526.1K | $31.1M | 0.7% | -0.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 420.3K | $25.3M | 0.1% | -13.9% |
| Charles Schwab Trust Co | Wealth advisor | 411.0K | $24.3M | 1.6% | -1.7% |
| Rodgers & Associates, LTD | Wealth advisor | 399.0K | $23.6M | 2.4% | +6.0% |
| CHOREO, LLC | Wealth advisor | 386.8K | $22.9M | 0.3% | -12.3% |
| 93 Financial Group, LLC | Wealth advisor | 376.9K | $22.3M | 9.9% | +3.2% |
| Thrivent Financial for Lutherans | Diversified mechanical | 368.5K | $21.8M | 0.0% | -12.0% |
| STEPHENS INC /AR/ | Diversified mechanical | 365.6K | $21.6M | 0.3% | +1.4% |
| Financial & Tax Architects, LLC | Wealth advisor | 326.8K | $19.3M | 4.3% | -0.5% |
| S. R. Schill & Associates | Wealth advisor | 302.5K | $17.9M | 12.1% | -13.1% |
| FIDUCIENT ADVISORS LLC | Wealth advisor | 295.0K | $17.5M | 2.3% | +19.3% |
| Stadion Money Management, LLC | Wealth advisor | 294.3K | $17.4M | 1.8% | New |
| Rockbridge Investment Management, LCC | Wealth advisor | 286.5K | $17.0M | 1.5% | +2.5% |
| UBS Group AG | Bank broker | 282.0K | $16.7M | 0.0% | -6.3% |
| Pure Financial Advisors, LLC | Wealth advisor | 278.2K | $16.5M | 0.2% | +13.4% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 273.6K | $16.2M | 0.0% | +12.0% |
| MPS Loria Financial Planners, LLC | Wealth advisor | 267.5K | $15.8M | 4.2% | +6.7% |
| PGIM Custom Harvest LLC | Wealth advisor | 266.6K | $15.8M | 0.2% | -3.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 254.0K | $15.0M | 0.0% | +6.9% |
| SUMITOMO LIFE INSURANCE CO | Wealth advisor | 249.7K | $14.8M | 0.3% | -14.9% |
| TECTONIC ADVISORS LLC | Wealth advisor | 243.9K | $14.4M | 0.8% | +6.2% |
| Lido Advisors, LLC | Wealth advisor | 243.7K | $14.4M | 0.1% | -0.7% |
| Pacific Life Fund Advisors LLC | Wealth advisor | 223.5K | $13.2M | 1.5% | -25.0% |
| Biltmore Wealth Management, LLC | Wealth advisor | 223.3K | $13.2M | 4.7% | +4.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 222.5K | $13.2M | 0.0% | +3.4% |
| Blueprint Investment Partners LLC | Wealth advisor | 219.5K | $13.0M | 1.3% | +23.2% |
| Cannon Financial Strategists, Inc. | Wealth advisor | 209.0K | $12.4M | 1.6% | +2.3% |
| GOLDMAN SACHS GROUP INC | Bank broker | 200.2K | $11.8M | 0.0% | +214.7% |
| Glenview Trust Co | Other | 193.7K | $11.5M | 0.2% | -0.5% |
| Cetera Investment Advisers | Wealth advisor | 189.1K | $11.2M | 0.0% | -4.7% |
| ROYAL BANK OF CANADA | Bank broker | 181.7K | $10.8M | 0.0% | +77.4% |
| EARNED WEALTH ADVISORS, LLC | Wealth advisor | 179.3K | $10.6M | 0.7% | +9.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.