Security record
USRT
iShares Core U.S. REIT ETF · Financial Services · Asset Management
60Tracked holders
+2Δ holders
27.00MShares held
$1.80BReported value
+5New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +3.4% ·
share flow +30.0% ·
net new positions +3.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 60 | +2 | 27.00M | $1.80B | +5 | −3 |
| Q1 2026 | 59 | -4 | 20.33M | $1.20B | — | −4 |
| Q4 2025 | 63 | +3 | 21.91M | $1.25B | +4 | −1 |
| Q3 2025 | 8 | -2 | 5.97M | $350.34M | — | −2 |
| Q2 2025 | 7 | 0 | 4.27M | $241.27M | +2 | −2 |
| Q1 2025 | 5 | +1 | 178.08K | $10.26M | +2 | −1 |
| Q4 2024 | 4 | +1 | 124.33K | $7.13M | +2 | −1 |
| Q3 2024 | 2 | 0 | 7.08K | $435,676 | +1 | −1 |
| Q2 2024 | 2 | — | 54.20K | $2.90M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 4.80M | New | $319.10M | 0.0% | New | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 4.61M | +0.5% | $306.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 4.61M | +0.5% | $306.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 4.61M | +0.5% | $306.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 4.61M | +0.5% | $306.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 4.61M | +0.5% | $306.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 4.61M | +0.5% | $306.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 4.61M | +0.5% | $306.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Us Bancorp \De\ | 2.80M | 0.0% | $185.74M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 10 | Us Bancorp \De\ | 2.80M | 0.0% | $185.74M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 2.21M | +274.2% | $147.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 2.21M | +274.2% | $147.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 2.21M | +274.2% | $147.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 2.21M | +274.2% | $147.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 1.92M | +5.5% | $127.53M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | LPL Financial LLC | 1.76M | +133.3% | $116.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cerity Partners LLC | 940.27K | +2.7% | $62.48M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | Cerity Partners LLC | 940.27K | +2.7% | $62.48M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 19 | Cerity Partners LLC | 940.27K | +2.7% | $62.48M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 20 | Rakuten Investment Management, Inc. | 841.78K | -43.3% | $56.87M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 852.21K | -10.6% | $56.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 852.21K | -10.6% | $56.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 852.21K | -10.6% | $56.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 852.21K | -10.6% | $56.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 852.21K | -10.6% | $56.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 852.21K | -10.6% | $56.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 852.21K | -10.6% | $56.63M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Fifth Third Bancorp | 776.68K | -0.1% | $51.61M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 29 | Corient Private Wealth LP | 592.43K | -4.2% | $39.37M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 576.95K | +3.2% | $38.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Neuberger Berman Group LLC | 376.31K | +1771.7% | $25.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Neuberger Berman Group LLC | 376.31K | +1771.7% | $25.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 299.17K | -28.8% | $19.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 292.65K | +15.2% | $19.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 292.65K | +15.2% | $19.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 292.65K | +15.2% | $19.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Captrust Financial Advisors | 273.82K | +0.1% | $18.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | UBS Group AG | 269.73K | -4.3% | $17.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | UBS Group AG | 269.73K | -4.3% | $17.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Cetera Investment Advisers | 257.15K | +36.0% | $17.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Lido Advisors, LLC | 252.53K | +3.6% | $16.78M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 42 | Lido Advisors, LLC | 252.53K | +3.6% | $16.78M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 43 | Lido Advisors, LLC | 252.53K | +3.6% | $16.78M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 44 | Lido Advisors, LLC | 252.53K | +3.6% | $16.78M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 45 | Goldman Sachs Group ✦ | 243.42K | +21.6% | $16.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | Creative Planning | 175.54K | -0.7% | $11.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Creative Planning | 175.54K | -0.7% | $11.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Royal Bank Of Canada | 173.30K | -4.6% | $11.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Royal Bank Of Canada | 173.30K | -4.6% | $11.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Royal Bank Of Canada | 173.30K | -4.6% | $11.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Royal Bank Of Canada | 173.30K | -4.6% | $11.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Royal Bank Of Canada | 173.30K | -4.6% | $11.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 162.21K | -3.2% | $10.96M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 162.21K | -3.2% | $10.96M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 162.21K | -3.2% | $10.96M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 162.21K | -3.2% | $10.96M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 57 | Focus Partners Wealth | 164.29K | +86.8% | $10.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Ameriprise Financial Inc | 161.72K | -27.3% | $10.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Ameriprise Financial Inc | 161.72K | -27.3% | $10.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Envestnet Asset Management Inc | 155.02K | -10.3% | $10.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Commonwealth Equity Services, Llc | 110.80K | +0.8% | $7.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Mariner, LLC | 108.53K | -4.4% | $7.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Rockefeller Capital Management L.P. | 101.33K | +35.5% | $6.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Jones Financial Companies Lllp | 94.71K | +11.3% | $6.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Two Sigma Investments ✦ | 67.80K | -90.5% | $4.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Wells Fargo & Company/Mn | 64.16K | -17.8% | $4.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Wells Fargo & Company/Mn | 64.16K | -17.8% | $4.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Raymond James Financial Inc | 61.57K | -2.5% | $4.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Raymond James Financial Inc | 61.57K | -2.5% | $4.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | D. E. Shaw & Co. ✦ | 54.30K | +1060.0% | $3.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Mml Investors Services, Llc | 46.36K | +13.7% | $3.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Renaissance Technologies ✦ | 46.22K | New | $3.07M | 0.0% | New | 1 | SEC ↗ |
| 73 | Baird Financial Group, Inc. | 36.56K | +130.2% | $2.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Baird Financial Group, Inc. | 36.56K | +130.2% | $2.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Susquehanna International Group, Llp | 34.00K | -23.9% | $2.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Zurcher Kantonalbank (Zurich… | 31.79K | 0.0% | $2.15M | 0.0% | Held | 3 | SEC ↗ |
| 77 | State Street Global Advisors ✦ (passive) | 30.50K | +50.2% | $2.03M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 78 | TD Waterhouse Canada Inc. | 29.02K | +0.1% | $1.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Mercer Global Advisors Inc /Adv | 23.77K | -4.2% | $1.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Quantinno Capital Management LP | 20.02K | -10.2% | $1.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | AQR Capital Management ✦ | 15.43K | +6.2% | $1.03M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 82 | AQR Capital Management ✦ | 15.43K | +6.2% | $1.03M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 83 | Fidelity (FMR) ✦ | 14.41K | +6.1% | $957,600 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 84 | Fidelity (FMR) ✦ | 14.41K | +6.1% | $957,600 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 85 | Stifel Financial Corp | 13.45K | -0.2% | $893,353 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Stifel Financial Corp | 13.45K | -0.2% | $893,353 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Brown Advisory Inc | 13.02K | 0.0% | $865,113 | 0.0% | Held | 3 | SEC ↗ |
| 88 | 1832 Asset Management L.P. | 11.02K | +6.8% | $732,013 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Point72 Asset Management ✦ | 10.73K | New | $713,009 | 0.0% | New | 1 | SEC ↗ |
| 90 | Truist Financial Corp | 5.96K | -23.0% | $395,976 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Daiwa Securities Group Inc. | 5.12K | +131.4% | $339,892 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Pnc Financial Services Group, Inc. | 3.31K | +58.1% | $220,088 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Pnc Financial Services Group, Inc. | 3.31K | +58.1% | $220,088 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | CIBC Bancorp USA Inc. | 3.20K | New | $212,507 | 0.0% | New | 1 | SEC ↗ |
| 95 | CIBC Bancorp USA Inc. | 3.20K | New | $212,507 | 0.0% | New | 1 | SEC ↗ |
| 96 | Qube Research & Technologies Ltd | 2.99K | New | $198,486 | 0.0% | New | 1 | SEC ↗ |
| 97 | Russell Investments Group, Ltd. | 1.68K | +1040.8% | $111,461 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Bank Of Montreal /Can/ | 1.47K | +129.9% | $97,615 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Bank Of Montreal /Can/ | 1.47K | +129.9% | $97,615 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | UBS AM, a distinct business unit of… | 484 | -20.7% | $32,162 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| T. Rowe Price | $319.10M | 0.0% |
| Renaissance Technologies | $3.07M | 0.0% |
| Point72 Asset Management | $713,009 | 0.0% |
| CIBC Bancorp USA Inc. | $212,507 | 0.0% |
| CIBC Bancorp USA Inc. | $212,507 | 0.0% |
| Qube Research & Technologies… | $198,486 | 0.0% |
Exited
| National Bank Of Canada /Fi/ | $1.35M | was 0.0% |
| Citadel Advisors | $777,224 | was 0.0% |
| Bnp Paribas Financial Markets | $592 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 397 holders, 39.86M shares, $2.31B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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