ISHARES CORE US REIT ETF (USRT) Institutional Ownership

USRT is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $271,867 based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $271,867 in its June 30, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's USRT position is now estimated to be worth approximately $276,510.69, representing an estimated gain of +1.71% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks institutional ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ISHARES CORE US REIT ETF (USRT).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q2 20261$271,8674,091
Q1 20261$241,5004,080
Q4 20252$846,04614,853
Q3 20251$238,6844,065
Q2 20251$229,0844,050
Q1 20252$1,373,75623,850
Q4 20242$1,277,44222,290
Q3 20241$269,3834,375
Q2 20241$239,4884,471
Q1 20242$241,91721,779
Q4 20232$875,25725,712
Q2 20231$205,5773,999