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USRT · iShares Core U.S. REIT ETF ETF

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$65.34 -0.37 (-0.56%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 6
Total Value: $42,585,011
Total Shares: 640,858

Institutional Ownership Trend

17 quarters

Holder Concentration

Across 6 13F filers · Δ vs Mar 31, 2026
Top Holder
92.4%
Jun 2021 → Jun 2026 · range 8.6% – 100.0%
−7.6 pts
Top 5
100.0%
Jun 2021 → Jun 2026 · range 26.4% – 100.0%
−0.0 pts
Top 10
100.0%
Jun 2021 → Jun 2026 · range 39.4% – 100.0%
0.0 pts
HHI
8,570
Jun 2021 → Jun 2026 · range 256 – 10,000
Highly concentrated−1,430

Quarterly Activity

vs Mar 31, 2026
New
5
Increased
1
Decreased
0
Sold Out
0
Unchanged
0
Holder count: +5
Institutional value: +2525.2%
Shares held: +2238.4%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Principia Wealth Advisory, LLC +2,445 29,851

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 592,394 $39,364,581
Parkside Financial Bank & Trust 11,131 $739,654
HORAN Wealth, LLC 4,094 $272,046
ANCHOR CAPITAL ADVISORS LLC 3,223 $214,168
BROWN, LISLE/CUMMINGS, INC. 165 $10,964

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 5 Increased 1 Reduced 0 Sold out 0 Unchanged 0
Showing 6 of 6
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC USRT $39,364,581 92.44% 592,394
Principia Wealth Advisory, LLC USRT $1,983,598 4.66% 29,851
Parkside Financial Bank & Trust USRT $739,654 1.74% 11,131
HORAN Wealth, LLC USRT $272,046 0.64% 4,094
ANCHOR CAPITAL ADVISORS LLC USRT $214,168 0.50% 3,223
BROWN, LISLE/CUMMINGS, INC. USRT $10,964 0.03% 165