Security record · archived quarter
USRT
iShares Core U.S. REIT ETF · Financial Services · Asset Management
63Tracked holders
+3Δ holders
21.91MShares held
$1.25BReported value
+4New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +5.0% ·
share flow +8.9% ·
net new positions +4.8%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 59 | +2 | 26.42M | $1.76B | +5 | −4 |
| Q1 2026 | 59 | -4 | 20.33M | $1.20B | n/a | −4 |
| Q4 2025 | 63 | +3 | 21.91M | $1.25B | +4 | −1 |
| Q3 2025 | 8 | -2 | 5.97M | $350.34M | n/a | −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 | n/a | 54.20K | $2.90M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 4.67M | +5.7% | $266.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 2 | Us Bancorp \De\ | 2.81M | n/a | $160.16M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 3 | Morgan Stanley ✦ | 2.16M | +110.7% | $123.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 4 | Northwestern Mutual Wealth… | 1.84M | n/a | $104.87M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.43M | n/a | $81.64M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 6 | Corient Private Wealth LP | 1.27M | n/a | $74.50M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 7 | Cerity Partners LLC | 871.90K | n/a | $49.66M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 8 | Rakuten Investment Management, Inc. | 741.87K | n/a | $43.23M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 682.88K | n/a | $38.90M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 624.70K | New | $35.58M | 0.1% | New | 1 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 589.38K | n/a | $33.57M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 564.16K | n/a | $32.13M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 488.35K | n/a | $28.11M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 300.99K | n/a | $17.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Bnp Paribas Financial Markets | 252.20K | n/a | $14.37M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Lido Advisors, LLC | 245.36K | n/a | $14.29M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 17 | Captrust Financial Advisors | 244.20K | n/a | $13.91M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 237.50K | n/a | $13.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Ameriprise Financial Inc | 215.12K | n/a | $12.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Cetera Investment Advisers | 198.56K | n/a | $11.31M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 137.47K | -66.3% | $7.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 22 | Creative Planning | 125.97K | n/a | $7.18M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mariner, LLC | 107.13K | n/a | $6.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Commonwealth Equity Services, Llc | 106.79K | n/a | $6.08M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 102.47K | n/a | $5.84M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 26 | Focus Partners Wealth | 86.54K | n/a | $4.93M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 84.90K | n/a | $4.84M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 76.34K | n/a | $4.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Jones Financial Companies Lllp | 68.39K | n/a | $3.90M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 63.61K | +22.2% | $3.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 58.58K | n/a | $3.34M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Raymond James Financial Inc | 53.95K | n/a | $3.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | State Street Global Advisors ✦ (passive) | 35.90K | -2.7% | $2.04M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 35.09K | n/a | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Zurcher Kantonalbank (Zurich… | 31.79K | n/a | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mercer Global Advisors Inc /Adv | 31.73K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | TD Waterhouse Canada Inc. | 28.81K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 22.80K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Neuberger Berman Group LLC | 20.11K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Truist Financial Corp | 18.96K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Jane Street Group, Llc | 18.64K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Quantinno Capital Management LP | 18.34K | n/a | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 15.77K | +150.8% | $898,258 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 44 | D. E. Shaw & Co. ✦ | 15.51K | New | $883,165 | 0.0% | New | 1 | SEC ↗ |
| 45 | Stifel Financial Corp | 13.42K | n/a | $764,372 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 46 | Brown Advisory Inc | 13.22K | n/a | $752,954 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Baird Financial Group, Inc. | 12.62K | n/a | $718,778 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | 1832 Asset Management L.P. | 11.76K | n/a | $669,736 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Renaissance Technologies ✦ | 10.80K | New | $615,111 | 0.0% | New | 1 | SEC ↗ |
| 50 | Citadel Advisors ✦ | 8.32K | New | $473,793 | 0.0% | New | 1 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 8.20K | +10.9% | $466,865 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Northern Trust Corp | 5.98K | n/a | $340,849 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | Daiwa Securities Group Inc. | 1.39K | n/a | $79,000 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 1.36K | n/a | $77,533 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 55 | Citigroup Inc | 1.24K | n/a | $70,346 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Cwm, Llc | 654 | n/a | $37,000 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 600 | n/a | $34,176 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Fifth Third Bancorp | 364 | n/a | $20,733 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Assetmark, Inc | 290 | n/a | $16,518 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Allspring Global Investments… | 62 | n/a | $3,528 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Russell Investments Group, Ltd. | 39 | n/a | $2,221 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | UBS AM, a distinct business unit of… | 29 | n/a | $1,652 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Qube Research & Technologies Ltd | 7 | n/a | $399 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $35.58M | 0.1% |
| D. E. Shaw & Co. | $883,165 | 0.0% |
| Renaissance Technologies | $615,111 | 0.0% |
| Citadel Advisors | $473,793 | 0.0% |
Exited
| Millennium Management | $478,568 | 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: Q4 2025 ·
Methodology ·
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