ISHARES CORE US REIT ETF (USRT) Institutional Shareholders
ISHARES CORE US REIT ETF (USRT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.08B in USRT holdings during the latest filing period.
Price T Rowe Associates Inc is currently the largest disclosed institutional shareholder of USRT tracked by InsiderSet, reporting ownership valued at approximately $319.10M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $303.30M, representing an estimated loss of -4.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed USRT value among the investors covered in this analysis. Major shareholders include Price T Rowe Associates Inc, Blackrock, Inc., Us Bancorp \De\, and several other long-term asset managers with concentrated positions in ISHARES CORE US REIT ETF (USRT).
This page ranks the largest institutional USRT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
427
Total Reported Value
$3.08B
Largest Holder
Price T Rowe Associates Inc
Largest Position
$319.10M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 0.03% | 4,802,136 | $319,102,000 | $303,302,910 | -$15,799,090 | -4.95% | |
| Blackrock, Inc. | 0.00% | 4,607,024 | $306,136,715 | $290,979,636 | -$15,157,079 | -4.95% | |
| Us Bancorp \De\ | 0.20% | 2,795,189 | $185,740,309 | $176,544,137 | -$9,196,172 | -4.95% | |
| Bank Of America Corp | 0.01% | 2,214,451 | $147,150,280 | $139,864,725 | -$7,285,555 | -4.95% | |
| Glenmede Trust Co Na | 0.57% | 1,938,379 | $128,805,284 | $122,428,018 | -$6,377,266 | -4.95% | |
| Lpl Financial Llc | 0.03% | 1,757,195 | $116,765,615 | $110,984,436 | -$5,781,179 | -4.95% | |
| Trust Co Of Tennessee | 13.88% | 1,195,061 | $79,412,282 | $75,480,053 | -$3,932,229 | -4.95% | |
| Savant Capital, Llc | 0.19% | 950,667 | $63,196,330 | $60,044,128 | -$3,152,202 | -4.99% | |
| Cerity Partners Llc | 0.08% | 940,273 | $62,481,095 | $59,387,643 | -$3,093,452 | -4.95% | |
| Rakuten Investment Management, Inc. | 0.16% | 841,781 | $56,870,724 | $53,166,888 | -$3,703,836 | -6.51% | |
| Morgan Stanley | 0.00% | 852,214 | $56,629,696 | $53,825,836 | -$2,803,860 | -4.95% | |
| Apollon Wealth Management, Llc | 0.68% | 841,122 | $55,892,576 | $53,125,266 | -$2,767,310 | -4.95% | |
| Disciplina Capital Management Llc | 5.37% | 782,526 | $51,998,853 | $49,424,342 | -$2,574,511 | -4.95% | |
| Fifth Third Bancorp | 0.08% | 776,678 | $51,610,247 | $49,054,982 | -$2,555,265 | -4.95% | |
| Prime Capital Investment Advisors, Llc | 0.50% | 773,229 | $51,381,076 | $48,837,144 | -$2,543,932 | -4.95% | |
| Fi3 Financial Advisors, Llc | 11.06% | 311,720 | $46,231,146 | $19,688,235 | -$26,542,911 | -57.41% | |
| Blueprint Investment Partners Llc | 3.58% | 646,149 | $42,936,585 | $40,810,771 | -$2,125,814 | -4.95% | |
| Mission Wealth Management, Lp | 0.52% | 630,453 | $41,893,570 | $39,819,411 | -$2,074,159 | -4.95% | |
| Corient Private Wealth Llc | 0.05% | 592,394 | $39,364,525 | $37,415,605 | -$1,948,920 | -4.95% | |
| Rodgers & Associates, Ltd | 2.42% | 401,892 | $26,705,712 | $25,383,499 | -$1,322,213 | -4.95% | |
| Charles Schwab Trust Co | 1.45% | 392,426 | $26,076,708 | $24,785,626 | -$1,291,082 | -4.95% | |
| Smi Advisory Services, Llc | 4.10% | 377,626 | $25,297,166 | $23,850,858 | -$1,446,308 | -5.72% | |
| Neuberger Berman Group Llc | 0.02% | 376,313 | $25,005,999 | $23,767,929 | -$1,238,070 | -4.95% | |
| Blueprint Financial Advisors Llc | 2.66% | 359,790 | $23,908,034 | $22,724,336 | -$1,183,698 | -4.95% | |
| Choreo, Llc | 0.26% | 356,874 | $23,714,287 | $22,540,162 | -$1,174,125 | -4.95% | |
| Stephens Inc | 0.27% | 356,379 | $23,681,367 | $22,508,898 | -$1,172,469 | -4.95% | |
| Sumitomo Life Insurance Co | 0.39% | 355,500 | $23,622,975 | $22,453,380 | -$1,169,595 | -4.95% | |
| 93 Financial Group, Llc | 9.23% | 351,878 | $23,382,295 | $22,224,614 | -$1,157,681 | -4.95% | |
| Financial & Tax Architects, Llc | 4.75% | 338,845 | $22,516,232 | $21,401,450 | -$1,114,782 | -4.95% | |
| S. R. Schill & Associates | 13.10% | 326,591 | $21,701,954 | $20,627,488 | -$1,074,466 | -4.95% | |
| Fiducient Advisors Llc | 2.92% | 306,909 | $20,394,095 | $19,384,372 | -$1,009,723 | -4.95% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 299,168 | $19,969,464 | $18,895,451 | -$1,074,013 | -5.38% | |
| Osaic Holdings, Inc. | 0.02% | 292,646 | $19,449,476 | $18,483,521 | -$965,955 | -4.97% | |
| Stadion Money Management, Llc | 1.60% | 279,251 | $18,556,229 | $17,637,493 | -$918,736 | -4.95% | |
| Pure Financial Advisors, Llc | 0.24% | 278,505 | $18,506,660 | $17,590,376 | -$916,284 | -4.95% | |
| Mps Loria Financial Planners, Llc | 4.21% | 275,472 | $18,305,133 | $17,398,812 | -$906,321 | -4.95% | |
| Captrust Financial Advisors | 0.03% | 273,818 | $18,195,210 | $17,294,345 | -$900,865 | -4.95% | |
| Rockbridge Investment Management, Lcc | 1.47% | 272,169 | $18,085,653 | $17,190,194 | -$895,459 | -4.95% | |
| Ubs Group Ag | 0.00% | 269,733 | $17,923,758 | $17,036,336 | -$887,422 | -4.95% | |
| Pgim Custom Harvest Llc | 0.22% | 259,281 | $17,229,249 | $16,376,188 | -$853,061 | -4.95% | |
| Cetera Investment Advisers | 0.02% | 257,149 | $17,087,568 | $16,241,531 | -$846,037 | -4.95% | |
| Lido Advisors, Llc | 0.06% | 252,533 | $16,780,837 | $15,949,984 | -$830,853 | -4.95% | |
| Tectonic Advisors Llc | 0.81% | 252,344 | $16,768,232 | $15,938,047 | -$830,185 | -4.95% | |
| Highpoint Advisor Group Llc | 0.58% | 249,669 | $16,590,513 | $15,769,094 | -$821,419 | -4.95% | |
| Goldman Sachs Group Inc | 0.00% | 243,424 | $16,175,525 | $15,374,660 | -$800,865 | -4.95% | |
| Biltmore Wealth Management, Llc | 4.70% | 226,548 | $15,054,133 | $14,308,772 | -$745,361 | -4.95% | |
| Cannon Financial Strategists, Inc. | 1.61% | 212,247 | $14,103,831 | $13,405,521 | -$698,310 | -4.95% | |
| Moller Wealth Partners | 2.49% | 206,928 | $13,750,340 | $13,069,572 | -$680,768 | -4.95% | |
| Wealthcare Advisory Partners Llc | 0.25% | 200,743 | $13,339,398 | $12,678,928 | -$660,470 | -4.95% | |
| Earned Wealth Advisors, Llc | 0.83% | 194,590 | $12,930,473 | $12,290,304 | -$640,169 | -4.95% |
Frequently asked questions about USRT
Who owns the most USRT stock?
The largest holders of USRT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES CORE US REIT ETF (USRT).
Is USRT widely held by superinvestors?
Many widely followed stocks like USRT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly USRT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.