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Disclosery

USRT ISHARES TR

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CRE U S REIT ETF (fund)

433 managers (441 13F filers) reported a position in USRT shares at 2026-06-30, 49,075,693 shares in all. 58 filers opened a position and 24 filers sold out during the quarter.

Managers
433
13F filers
441
New
58
Added
178
Reduced
130
Sold out
24
Shares held by filers
49,075,693

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PRICE T ROWE ASSOCIATES INC /MD/4,802,136$319M0.03%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,607,024$306M<0.01%+22,75213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,795,189$186M0.2%-1,06313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,214,451$147M0.01%+1,622,73313F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,938,379$129M0.57%-26,88913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,919,207$128M0.07%+99,54313F-HRTimelineGroup
LPL Financial LLC1,757,195$117M0.03%+1,003,92113F-HRTimeline
Trust Co of Tennessee1,195,061$79.4M13.88%-39,66413F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding1,005,939$66.8M+658,256Timeline
Savant Capital, LLC950,667$63.2M0.19%-5,85913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC940,273$62.5M0.08%+24,58613F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding894,587$59.4M+269,592Timeline
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.841,781$56.9M0.16%-641,96113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY852,214$56.6M<0.01%-101,04113F-HRTimelineGroup
Disciplina Capital Management LLC782,526$52M5.37%-78,75113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…776,678$51.6M0.08%-91213F-HRTimelineGroup
Prime Capital Investment Advisors, LLC773,229$51.4M0.5%-81713F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC311,720$46.2M11.11%+298,62413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP630,453$41.9M0.52%+104,38413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP592,394$39.4M0.05%-26,20013F-HR/ATimelineGroup
HighTower Advisors, LLC576,946$38.3M0.04%+18,13513F-HRTimeline
Rodgers & Associates, LTD401,892$26.7M2.42%+2,87913F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co392,426$26.1M1.45%-18,61213F-HRTimelineGroup
SMI Advisory Services, LLC377,626$25.3M4.1%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC376,313$25M0.02%+356,20813F-HRTimelineGroup
CHOREO, LLC356,874$23.7M0.26%-29,88813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…356,379$23.7M0.27%-9,25613F-HRTimelineGroup
SUMITOMO LIFE INSURANCE CO355,500$23.6M0.39%+105,80013F-HRTimeline
93 Financial Group, LLC351,878$23.4M9.23%-25,05113F-HRTimeline
Financial & Tax Architects, LLC338,845$22.5M4.75%+12,05413F-HRTimeline
S. R. Schill & Associates326,591$21.7M13.1%+24,10913F-HRTimeline
FIDUCIENT ADVISORS LLC306,909$20.4M2.92%+11,90113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…299,168$20M0.03%-121,12313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.292,646$19.4M0.02%+38,69213F-HRTimelineGroup
Stadion Money Management, LLC279,251$18.6M1.6%-15,00013F-HRTimeline
Pure Financial Advisors, LLC278,505$18.5M0.24%+33113F-HRTimeline
MPS Loria Financial Planners, LLC275,472$18.3M4.21%+7,93613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS273,818$18.2M0.03%+21513F-HRTimeline
Rockbridge Investment Management, LCC272,169$18.1M1.47%-14,29813F-HRTimeline
UBS Group AGgroup of 2 filers holding270,217$18M-12,382Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC259,281$17.2M0.22%-7,28113F-HRTimelineGroup
Cetera Investment Advisers257,149$17.1M0.02%+68,00313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC252,533$16.8M0.06%+8,84913F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC252,344$16.8M0.81%+8,40413F-HRTimelineGroup
HighPoint Advisor Group LLC249,669$16.6M0.58%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC243,424$16.2M<0.01%+43,25613F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding232,737$15.5M+26,198Timeline
Biltmore Wealth Management, LLC226,548$15.1M4.7%+3,25613F-HRTimeline
Cannon Financial Strategists, Inc.212,247$14.1M1.61%+3,20913F-HRTimeline
MOLLER WEALTH PARTNERS206,928$13.8M2.49%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding205,087$13.6M+83,063Timeline
EARNED WEALTH ADVISORS, LLC194,590$12.9M0.83%+15,32713F-HRTimeline
Glenview Trust Co192,115$12.8M0.18%-1,62013F-HR/ATimeline
Creative Planningin group Creative Planning175,537$11.7M0.01%-1,25413F-HRTimelineGroup
Smartleaf Asset Management LLC171,701$11.6M0.38%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA173,302$11.5M<0.01%-8,43213F-HRTimelineGroup
Freedom Day Solutions, LLC172,982$11.5M2.54%+6,27213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC170,628$11.3M0.05%+4,75413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO162,212$11M<0.01%-5,43013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC161,724$10.7M<0.01%-60,73913F-HRTimelineGroup
Cornerstone Management, Inc.156,555$10.4M1.5%-1,46913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC155,021$10.3M<0.01%-17,84913F-HRTimelineGroup
Gimbal Financial153,565$10.2M6.49%13F-HRTimeline
Compound Planning, Inc.137,999$9.17M0.24%-3,70913F-HRTimeline
ERn Financial, LLC132,502$8.8M1.46%+2,06213F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…124,877$8.3M0.69%-4,97113F-HRTimelineGroup
TPG Financial Advisors, LLC123,227$8.19M2.45%+4,61813F-HRTimeline
Spartan Planning & Wealth Management120,727$8.02M5.34%+91,14813F-HRTimeline
Rialto Wealth Management, LLC116,234$7.72M1.53%+7,96013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…115,955$7.71M0.65%13F-HRTimelineGroup
Financial Solutions Advisory Group, Inc.115,157$7.68M0.97%-28513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC110,801$7.36M0.01%+87713F-HRTimeline
Legacy Financial Group LLC109,467$7.27M0.82%-1,88413F-HRTimeline
Mariner, LLCin group Mariner, LLC108,528$7.21M0.01%-4,94313F-HRTimelineGroup
Peak Financial Management, Inc.104,740$6.96M1.6%+2,17113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…101,325$6.73M0.01%+26,53413F-HRTimelineGroup
Avior Wealth Management, LLC98,502$6.55M0.17%-19,02613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP94,706$6.41M<0.01%+9,58513F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC94,508$6.28M0.46%-27,70913F-HRTimeline
Cambridge Investment Research Advisors,…89,565$5.95M0.01%+28,59413F-HR/ATimeline
CoreCap Advisors, LLC88,426$5.88M0.17%+17,39013F-HRTimeline
Topel & Distasi Wealth Management, LLC78,423$5.21M2.51%-2,53313F-HRTimeline
Prosperity Planning, Inc.77,786$5.17M1.18%+62513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding77,573$5.15M+14,321Timeline
Envision Financial LLC76,982$5.12M2.36%+5,64913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK75,696$5.03M0.02%+15,36713F-HRTimelineGroup
Walkner Condon Financial Advisors LLC71,829$4.77M0.55%+4,73713F-HRTimeline
RETIREMITTEN FINANCIAL LLC71,672$4.76M2.01%+4,37513F-HRTimeline
Naviter Wealth, LLC70,349$4.67M0.42%+13,75513F-HRTimeline
Windsor Capital Management, LLC67,817$4.51M1.17%+1,37313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP67,800$4.51M<0.01%-646,00013F-HRTimelineGroup
Visionary Wealth Advisors66,953$4.45M0.18%-10,84013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…66,290$4.41M0.01%-302,17813F-HRTimelineGroup
Millington Financial Advisors, LLC62,738$4.32M1.7%+3,09813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN64,160$4.26M<0.01%-13,92313F-HRTimelineGroup
Waverly Advisors, LLC63,069$4.19M0.02%+21713F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN62,393$4.15M0.02%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC61,568$4.09M<0.01%-1,59613F-HRTimelineGroup
CORNERSTONE PARTNERS CAPITAL MANAGEMENT…59,495$3.95M11.5%-37,58513F-HRTimeline
Financial Management, Inc.58,046$3.86M3.16%+4,30413F-HRTimeline
Arax Advisory Partners57,296$3.81M0.03%+57,03913F-HRTimeline
Roble, Belko & Company, Inc56,493$3.75M0.41%+4,38413F-HRTimeline
VestGen Advisors, LLC54,487$3.62M0.11%+15,57613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.54,301$3.61M<0.01%+49,62013F-HRTimelineGroup
Stamos Capital Partners, L.P.53,836$3.58M0.55%-3,61713F-HRTimeline
Post Resch Tallon Group Inc.52,702$3.5M2.42%-6913F-HRTimeline
Financial Planning Fort Collins, LLC50,102$3.34M2.64%-1,25313F-HRTimeline
RFG Advisory, LLC49,983$3.32M0.05%+17,48913F-HRTimeline
ES4, LLC49,011$3.26M1.71%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV48,195$3.2M0.15%-74913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC47,934$3.19M0.01%-22613F-HRTimelineGroup
Modern Wealth Management, LLC47,713$3.17M0.04%-7,46113F-HRTimeline
PRIVATE CLIENT SERVICES, LLC46,509$3.09M0.81%-8,42313F-HRTimeline
MML INVESTORS SERVICES, LLC46,358$3.08M0.01%+5,58613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC46,219$3.07M<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC45,230$3.01M1.98%+81513F-HRTimeline
Keystone Financial Group, Inc.44,189$2.94M1.54%+2,14613F-HRTimeline
Weil Company, Inc.43,875$2.92M0.51%new13F-HRTimeline
Dogwood Wealth Management LLC42,890$2.85M1.12%-52313F-HRTimeline
Prosperity Bancshares Inc40,915$2.72M1.78%+8,31313F-HRTimeline
Comprehensive Money Management Services…38,419$2.55M1.61%+25313F-HRTimeline
WEALTH ALLIANCE, LLC37,677$2.5M0.21%+20,06313F-HRTimeline
IFC & Insurance Marketing, Inc.36,836$2.45M2.16%+3,61313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.36,556$2.43M<0.01%+20,67813F-HRTimelineGroup
Fonville Wealth Management LLC36,298$2.41M0.39%+9,14413F-HRTimeline
Virtus Family Office LLC36,059$2.4M1.89%+22,83613F-HRTimeline
FAMILY WEALTH PARTNERS, LLC34,554$2.3M0.7%+2,03513F-HRTimeline
SeedSafe Financial LLC34,255$2.28M1.64%+1,37113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,001$2.26M<0.01%-10,67813F-HRTimelineGroup
INTEGRATED WEALTHCARE, LLC33,125$2.2M1.64%+78913F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…31,785$2.15M<0.01%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC31,562$2.1M0.2%+11,09613F-HRTimeline
TENET WEALTH PARTNERS, LLC29,632$2.06M1.53%13F-HRTimeline
Alpha Financial Partners LLC30,563$2.03M1.07%-15513F-HRTimeline
STATE STREET CORPin group STATE STREET CORP30,500$2.03M<0.01%+10,20013F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC30,337$2.02M0.17%+48513F-HRTimeline
Principia Wealth Advisory, LLC29,851$1.98M0.99%+2,44513F-HRTimeline
TriaGen Wealth Management LLC29,482$1.96M0.49%+1,60313F-HRTimeline
CarsonAllaria Wealth Management, Ltd.29,461$1.96M0.85%-75813F-HRTimeline
Farther Finance Advisors, LLC29,352$1.95M0.02%+1,90013F-HRTimeline
Vise Technologies, Inc.29,218$1.94M0.02%-1,51513F-HRTimeline
Arkadios Wealth Advisors29,171$1.94M0.03%+2,48813F-HRTimeline
TD Waterhouse Canada Inc.29,024$1.93M0.01%+3013F-HRTimeline
IFG Advisory, LLC28,599$1.9M0.07%new13F-HRTimeline
Frontier Asset Management, LLC28,093$1.87M0.33%+16013F-HRTimeline
Forefront Wealth Partners, LLC27,155$1.8M0.56%+14,03913F-HRTimeline
Cascade Wealth Advisors, Inc26,577$1.79M0.72%+2,69013F-HRTimeline
Prospect Financial Group LLC26,936$1.79M1.44%+19913F-HRTimeline
Matthew Goff Investment Advisor, LLC25,909$1.72M0.29%+1,24913F-HRTimeline
49 WEALTH MANAGEMENT, LLC25,507$1.69M0.32%new13F-HR/ATimeline
ALONGSIDE, LLC25,507$1.69M0.32%13F-HRTimeline
&PARTNERS24,865$1.65M0.01%-8,37513F-HRTimeline
Coastal Bridge Advisors, LLC23,826$1.58M0.1%+5,59313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV23,768$1.58M<0.01%-1,04413F-HR/ATimeline
Orion Porfolio Solutions, LLC22,688$1.51M0.01%-91213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC22,662$1.51M0.01%-2,39313F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC21,853$1.5M0.05%-45013F-HRTimeline
Allworth Financial LP22,250$1.48M0.01%+1,71813F-HRTimeline
Shum Financial Group, Inc.22,124$1.47M0.89%-1713F-HRTimeline
SigFig Wealth Management, LLC21,243$1.44M0.04%-60813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT21,561$1.43M0.09%-1,53213F-HRTimeline
National Philanthropic Trust21,561$1.43M0.02%-1,53213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding20,608$1.43M+11,805Timeline
Integrated Wealth Concepts LLC21,436$1.42M0.01%+16,24513F-HRTimeline
HBW ADVISORY SERVICES LLC21,336$1.42M0.13%+1,56713F-HRTimeline
Quantinno Capital Management LP20,020$1.33M<0.01%-2,28013F-HRTimeline
Tyche Wealth Partners LLC19,790$1.32M0.18%-4,44713F-HRTimeline
Aspen Wealth Management LLC19,660$1.31M0.22%+1013F-HRTimeline
Intergy Private Wealth, LLC19,326$1.28M0.3%+1,43113F-HRTimeline
American State Bank (Iowa)19,224$1.28M0.52%-42813F-HRTimeline
Nolet Wealth Management, LLC19,036$1.26M0.7%+913F-HRTimeline
MMA ASSET MANAGEMENT LLC18,780$1.25M0.4%+1,92513F-HRTimeline
Geneos Wealth Management Inc.18,600$1.24M0.03%+18,26313F-HRTimeline
Ellenbecker Investment Group18,594$1.24M0.14%-1,12513F-HRTimeline
Peterson Wealth Advisors, LLC18,581$1.23M0.15%+2213F-HRTimeline
River Street Advisors LLC18,279$1.21M0.36%+2,26313F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…17,753$1.18M0.29%+413F-HRTimeline
Quest 10 Wealth Builders, Inc.17,714$1.18M0.91%+22213F-HRTimeline
Wealthspire Retirement, LLC17,380$1.15M0.06%+4,17113F-HRTimeline
Thompson David Blair17,375$1.15M0.58%+13,48413F-HRTimeline
Ellis Investment Partners, LLC16,949$1.13M0.17%+1,77813F-HRTimeline
Inman Jager Wealth Management, LLC16,859$1.12M0.6%+8513F-HRTimeline
Aureus Asset Management, LLC16,434$1.09M0.07%-1,30913F-HRTimeline
IFP Advisors, Inc16,375$1.09M0.02%-7,36913F-HRTimeline
Integrated Investment Consultants, LLC15,969$1.06M0.21%013F-HRTimeline
Strategic Financial Planning, Inc.15,829$1.05M0.55%new13F-HRTimeline
Kagan Cocozza Asset Management15,576$1.04M0.65%-1,59613F-HRTimeline
Independent Wealth Network Inc.15,431$1.03M0.26%+52413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC15,425$1.03M<0.01%+89913F-HRTimelineGroup
Range Financial Group LLC15,001$997K0.27%-20013F-HRTimeline
1834 INVESTMENT ADVISORS CO14,878$989K0.11%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC14,645$973K0.67%-11613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC14,599$970K0.09%-13813F-HRTimeline
FMR LLCin group FMR LLC14,411$958K<0.01%+82313F-HRTimelineGroup
Nautilus Advisors LLC14,246$951K0.56%+1,71413F-HRTimeline
Wilkins Miller Wealth Management, LLC14,005$931K0.51%-11813F-HRTimeline
RHS Financial, LLC13,989$930K0.38%-3,74413F-HRTimeline
Global Strategic Investment Solutions, …13,757$914K0.08%+1313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,445$893K<0.01%-2213F-HRTimelineGroup
AE Wealth Management LLC13,157$874K<0.01%-35613F-HRTimeline