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 $2.45B in USRT holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of USRT tracked by InsiderSet, reporting ownership valued at approximately $306.14M 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 $310.42M, representing an estimated gain of +1.40% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed USRT value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Us Bancorp \De\, Lpl Financial Llc, 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
411
Total Reported Value
$2.45B
Largest Holder
Blackrock, Inc.
Largest Position
$306.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 4,607,024 | $306,136,715 | $310,421,277 | +$4,284,562 | +1.40% | |
| Us Bancorp \De\ | 0.20% | 2,796,252 | $165,510,156 | $188,411,460 | +$22,901,304 | +13.84% | |
| Lpl Financial Llc | 0.03% | 1,757,195 | $116,765,615 | $118,399,799 | +$1,634,184 | +1.40% | |
| Northwestern Mutual Wealth Management Co | 0.07% | 1,819,664 | $107,705,935 | $122,608,960 | +$14,903,025 | +13.84% | |
| Trust Co Of Tennessee | 13.88% | 1,195,061 | $79,412,282 | $80,523,210 | +$1,110,928 | +1.40% | |
| Savant Capital, Llc | 0.27% | 956,526 | $56,616,781 | $64,450,722 | +$7,833,941 | +13.84% | |
| Morgan Stanley | 0.00% | 953,255 | $56,423,283 | $64,230,322 | +$7,807,039 | +13.84% | |
| Apollon Wealth Management, Llc | 0.68% | 841,122 | $55,892,576 | $56,674,800 | +$782,224 | +1.40% | |
| Cerity Partners Llc | 0.08% | 915,687 | $54,199,442 | $61,698,990 | +$7,499,548 | +13.84% | |
| Fifth Third Bancorp | 0.08% | 776,678 | $51,610,247 | $52,332,564 | +$722,317 | +1.40% | |
| Prime Capital Investment Advisors, Llc | 0.50% | 773,229 | $51,381,076 | $52,100,170 | +$719,094 | +1.40% | |
| Disciplina Capital Management Llc | 5.40% | 861,277 | $50,978,986 | $58,032,844 | +$7,053,858 | +13.84% | |
| Rakuten Investment Management, Inc. | 0.15% | 741,871 | $43,228,823 | $49,987,268 | +$6,758,445 | +15.63% | |
| Blueprint Investment Partners Llc | 3.58% | 646,149 | $42,936,585 | $43,537,520 | +$600,935 | +1.40% | |
| Two Sigma Investments, Lp | 0.04% | 713,800 | $42,249,822 | $48,095,844 | +$5,846,022 | +13.84% | |
| Mission Wealth Management, Lp | 0.52% | 630,453 | $41,893,570 | $42,479,923 | +$586,353 | +1.40% | |
| Hightower Advisors, Llc | 0.04% | 576,946 | $38,338,051 | $38,874,621 | +$536,570 | +1.40% | |
| Corient Private Wealth Llc | 0.05% | 618,594 | $36,604,082 | $41,680,864 | +$5,076,782 | +13.87% | |
| Bank Of America Corp | 0.00% | 591,718 | $35,023,802 | $39,869,959 | +$4,846,157 | +13.84% | |
| Rodgers & Associates, Ltd | 2.42% | 401,892 | $26,705,712 | $27,079,483 | +$373,771 | +1.40% | |
| Charles Schwab Trust Co | 1.45% | 392,426 | $26,076,708 | $26,441,664 | +$364,956 | +1.40% | |
| Smi Advisory Services, Llc | 4.10% | 377,626 | $25,297,166 | $25,444,440 | +$147,274 | +0.58% | |
| Choreo, Llc | 0.26% | 356,874 | $23,714,287 | $24,046,170 | +$331,883 | +1.40% | |
| Stephens Inc | 0.27% | 356,379 | $23,681,367 | $24,012,817 | +$331,450 | +1.40% | |
| 93 Financial Group, Llc | 9.23% | 351,878 | $23,382,295 | $23,709,540 | +$327,245 | +1.40% | |
| Financial & Tax Architects, Llc | 4.75% | 338,845 | $22,516,232 | $22,831,376 | +$315,144 | +1.40% | |
| S. R. Schill & Associates | 13.10% | 326,591 | $21,701,954 | $22,005,702 | +$303,748 | +1.40% | |
| Fiducient Advisors Llc | 2.92% | 306,909 | $20,394,095 | $20,679,528 | +$285,433 | +1.40% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 299,168 | $19,969,464 | $20,157,940 | +$188,476 | +0.94% | |
| Mps Loria Financial Planners, Llc | 4.21% | 275,472 | $18,305,133 | $18,561,303 | +$256,170 | +1.40% | |
| Rockbridge Investment Management, Lcc | 1.52% | 286,467 | $16,955,972 | $19,302,146 | +$2,346,174 | +13.84% | |
| Lido Advisors, Llc | 0.06% | 252,533 | $16,780,837 | $17,015,674 | +$234,837 | +1.40% | |
| Tectonic Advisors Llc | 0.81% | 252,344 | $16,768,232 | $17,002,939 | +$234,707 | +1.40% | |
| Ubs Group Ag | 0.00% | 281,989 | $16,690,929 | $19,000,419 | +$2,309,490 | +13.84% | |
| Highpoint Advisor Group Llc | 0.58% | 249,669 | $16,590,513 | $16,822,697 | +$232,184 | +1.40% | |
| Pure Financial Advisors, Llc | 0.24% | 278,174 | $16,465,094 | $18,743,364 | +$2,278,270 | +13.84% | |
| Captrust Financial Advisors | 0.03% | 273,603 | $16,193,256 | $18,435,370 | +$2,242,114 | +13.85% | |
| Pgim Custom Harvest Llc | 0.25% | 266,562 | $15,777,803 | $17,960,948 | +$2,183,145 | +13.84% | |
| Biltmore Wealth Management, Llc | 4.70% | 226,548 | $15,054,133 | $15,264,804 | +$210,671 | +1.40% | |
| Osaic Holdings, Inc. | 0.02% | 253,954 | $15,034,111 | $17,111,421 | +$2,077,310 | +13.82% | |
| Sumitomo Life Insurance Co | 0.35% | 249,700 | $14,779,743 | $16,824,786 | +$2,045,043 | +13.84% | |
| Cannon Financial Strategists, Inc. | 1.61% | 212,247 | $14,103,831 | $14,301,203 | +$197,372 | +1.40% | |
| Moller Wealth Partners | 2.49% | 206,928 | $13,750,340 | $13,942,809 | +$192,469 | +1.40% | |
| Wealthcare Advisory Partners Llc | 0.25% | 200,743 | $13,339,398 | $13,526,063 | +$186,665 | +1.40% | |
| Ameriprise Financial Inc | 0.00% | 222,463 | $13,172,229 | $14,989,557 | +$1,817,328 | +13.80% | |
| Goldman Sachs Group Inc | 0.00% | 200,168 | $11,847,944 | $13,487,320 | +$1,639,376 | +13.84% | |
| Freedom Day Solutions, Llc | 2.54% | 172,982 | $11,494,668 | $11,655,527 | +$160,859 | +1.40% | |
| Glenview Trust Co | 0.18% | 193,735 | $11,467,173 | $13,053,864 | +$1,586,691 | +13.84% | |
| Cetera Investment Advisers | 0.01% | 189,146 | $11,195,577 | $12,744,657 | +$1,549,080 | +13.84% | |
| Royal Bank Of Canada | 0.00% | 181,734 | $10,758,000 | $12,245,237 | +$1,487,237 | +13.82% |
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.