USRT Institutional Ownership & Shareholders
ISHARES CORE US REIT ETF (USRT) is currently held by 440 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.02B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $306.23M, representing an estimated loss of -4.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% 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
440
Total Reported Value
$3.02B
Largest Holder
Price T Rowe Associates Inc
Largest Position
$319.10M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
61
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 | $306,232,213 | -$12,869,787 | -4.03% | |
| Blackrock, Inc. | 0.00% | 4,607,024 | $306,136,715 | $293,789,920 | -$12,346,795 | -4.03% | |
| Us Bancorp \De\ | 0.20% | 2,795,189 | $185,740,309 | $178,249,203 | -$7,491,106 | -4.03% | |
| Bank Of America Corp | 0.01% | 2,214,451 | $147,150,280 | $141,215,540 | -$5,934,740 | -4.03% | |
| Glenmede Trust Co Na | 0.57% | 1,938,379 | $128,805,284 | $123,610,429 | -$5,194,855 | -4.03% | |
| Lpl Financial Llc | 0.03% | 1,757,195 | $116,765,615 | $112,056,325 | -$4,709,290 | -4.03% | |
| Trust Co Of Tennessee | 13.11% | 1,202,727 | $74,063,937 | $76,697,901 | +$2,633,964 | +3.56% | |
| Savant Capital, Llc | 0.19% | 950,667 | $63,196,330 | $60,624,035 | -$2,572,295 | -4.07% | |
| Cerity Partners Llc | 0.08% | 940,273 | $62,481,095 | $59,961,209 | -$2,519,886 | -4.03% | |
| Apollon Wealth Management, Llc | 0.72% | 1,014,456 | $62,470,193 | $64,691,859 | +$2,221,666 | +3.56% | |
| Rakuten Investment Management, Inc. | 0.14% | 935,681 | $58,190,001 | $59,668,377 | +$1,478,376 | +2.54% | |
| Morgan Stanley | 0.00% | 852,214 | $56,629,696 | $54,345,687 | -$2,284,009 | -4.03% | |
| Disciplina Capital Management Llc | 5.37% | 782,526 | $51,998,853 | $49,901,683 | -$2,097,170 | -4.03% | |
| Fifth Third Bancorp | 0.08% | 776,678 | $51,610,247 | $49,528,756 | -$2,081,491 | -4.03% | |
| Fi3 Financial Advisors, Llc | 11.06% | 311,720 | $46,231,146 | $19,878,384 | -$26,352,762 | -57.00% | |
| Prime Capital Investment Advisors, Llc | 0.42% | 703,143 | $43,299,558 | $44,839,429 | +$1,539,871 | +3.56% | |
| Corient Private Wealth Llc | 0.05% | 592,394 | $39,364,525 | $37,776,965 | -$1,587,560 | -4.03% | |
| Blueprint Investment Partners Llc | 2.77% | 559,128 | $34,431,079 | $35,655,593 | +$1,224,514 | +3.56% | |
| Mission Wealth Management, Lp | 0.50% | 503,656 | $31,015,162 | $32,118,143 | +$1,102,981 | +3.56% | |
| Rodgers & Associates, Ltd | 2.36% | 406,752 | $25,047,790 | $25,938,575 | +$890,785 | +3.56% | |
| Stephens Inc | 0.27% | 356,379 | $23,681,367 | $22,726,289 | -$955,078 | -4.03% | |
| Sumitomo Life Insurance Co | 0.39% | 355,500 | $23,622,975 | $22,670,235 | -$952,740 | -4.03% | |
| Charles Schwab Trust Co | 1.30% | 365,806 | $22,526,333 | $23,327,449 | +$801,116 | +3.56% | |
| Financial & Tax Architects, Llc | 4.53% | 358,113 | $22,052,576 | $22,836,866 | +$784,290 | +3.56% | |
| 93 Financial Group, Llc | 8.99% | 353,267 | $21,754,203 | $22,527,837 | +$773,634 | +3.56% | |
| Fiducient Advisors Llc | 2.92% | 306,909 | $20,394,095 | $19,571,587 | -$822,508 | -4.03% | |
| S. R. Schill & Associates | 12.62% | 326,678 | $20,116,815 | $20,832,256 | +$715,441 | +3.56% | |
| Choreo, Llc | 0.20% | 323,323 | $19,910,236 | $20,618,308 | +$708,072 | +3.56% | |
| Osaic Holdings, Inc. | 0.02% | 292,646 | $19,449,476 | $18,662,035 | -$787,441 | -4.05% | |
| Blueprint Financial Advisors Llc | 2.03% | 308,146 | $18,975,617 | $19,650,470 | +$674,853 | +3.56% | |
| Stadion Money Management, Llc | 1.60% | 279,251 | $18,556,229 | $17,807,836 | -$748,393 | -4.03% | |
| Pure Financial Advisors, Llc | 0.24% | 278,505 | $18,506,660 | $17,760,264 | -$746,396 | -4.03% | |
| Captrust Financial Advisors | 0.03% | 273,818 | $18,195,210 | $17,461,374 | -$733,836 | -4.03% | |
| Rockbridge Investment Management, Lcc | 1.47% | 272,169 | $18,085,653 | $17,356,217 | -$729,436 | -4.03% | |
| Ubs Group Ag | 0.00% | 269,733 | $17,923,758 | $17,200,873 | -$722,885 | -4.03% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 292,705 | $17,887,177 | $18,665,798 | +$778,621 | +4.35% | |
| Pgim Custom Harvest Llc | 0.22% | 259,281 | $17,229,249 | $16,534,349 | -$694,900 | -4.03% | |
| Mps Loria Financial Planners, Llc | 3.27% | 279,719 | $17,225,091 | $17,837,681 | +$612,590 | +3.56% | |
| Cetera Investment Advisers | 0.02% | 257,149 | $17,087,568 | $16,398,392 | -$689,176 | -4.03% | |
| Lido Advisors, Llc | 0.06% | 252,533 | $16,780,837 | $16,104,029 | -$676,808 | -4.03% | |
| Highpoint Advisor Group Llc | 0.58% | 249,669 | $16,590,513 | $15,921,392 | -$669,121 | -4.03% | |
| Goldman Sachs Group Inc | 0.00% | 243,424 | $16,175,525 | $15,523,148 | -$652,377 | -4.03% | |
| Tectonic Advisors Llc | 0.75% | 261,736 | $16,117,721 | $16,690,905 | +$573,184 | +3.56% | |
| Biltmore Wealth Management, Llc | 4.49% | 235,252 | $14,486,796 | $15,002,020 | +$515,224 | +3.56% | |
| Wealthcare Advisory Partners Llc | 0.24% | 227,191 | $13,990,417 | $14,487,970 | +$497,553 | +3.56% | |
| Cannon Financial Strategists, Inc. | 1.48% | 212,752 | $13,101,256 | $13,567,195 | +$465,939 | +3.56% | |
| Moller Wealth Partners | 2.40% | 212,750 | $13,101,125 | $13,567,068 | +$465,943 | +3.56% | |
| Earned Wealth Advisors, Llc | 0.83% | 194,590 | $12,930,473 | $12,409,004 | -$521,469 | -4.03% | |
| Freedom Day Solutions, Llc | 2.77% | 204,914 | $12,618,632 | $13,067,366 | +$448,734 | +3.56% | |
| Glenview Trust Co | 0.16% | 192,031 | $11,825,268 | $12,245,817 | +$420,549 | +3.56% |
Frequently asked questions about USRT
Who are the largest institutional holders of USRT?
The largest institutional holders of USRT reported in the latest SEC Form 13F filings include Price T Rowe Associates Inc, Blackrock, Inc., Us Bancorp \De\, Bank Of America Corp, and Glenmede Trust Co Na. InsiderSet ranks institutional holders by their latest reported USRT position.
What is USRT institutional ownership?
This page tracks USRT positions reported by institutional investment managers through SEC Form 13F. ISHARES CORE US REIT ETF (USRT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own USRT?
InsiderSet currently tracks 440 institutional managers reporting USRT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of USRT shareholders.
How much USRT stock do institutions own?
Institutional investment managers disclosed approximately $3.02B in USRT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was USRT institutional ownership last updated?
The latest USRT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional USRT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its USRT position after the reporting date.
Are institutions buying or selling USRT?
Institutional buying and selling can be analyzed by comparing USRT positions across consecutive 13F reporting periods. InsiderSet's USRT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View USRT ownership changes.
How has USRT institutional ownership changed over time?
InsiderSet tracks USRT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.