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Disclosery

USRT ISHARES TR

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CRE U S REIT ETF (fund)

373 managers (378 13F filers) reported a position in USRT shares at 2025-03-31, 33,147,232 shares in all. 44 filers opened a position and 37 filers sold out during the quarter.

Managers
373
13F filers
378
New
44
Added
134
Reduced
124
Sold out
37
Shares held by filers
33,147,232

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
NWAM LLC9,729$560K0.05%-3,99213F-HRTimeline
Mutual Advisors, LLC10,044$556K0.02%-14713F-HRTimeline
NATIXISin group Natixis Investment Managers9,482$545K<0.01%+113F-HR/ATimelineGroup
CGN Advisors LLC9,332$538K0.05%-96613F-HRTimeline
HB Wealth Management, LLC9,135$526K<0.01%+45113F-HRTimeline
Parallel Advisors, LLC8,941$515K0.01%+1,76313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,986$515K0.01%013F-HRTimelineGroup
HF Advisory Group, LLC8,863$511K0.22%-29113F-HRTimeline
TOWNSQUARE CAPITAL LLC8,858$510K0.01%+30713F-HRTimeline
Garde Capital, Inc.8,472$488K0.03%013F-HRTimeline
Tyche Wealth Partners LLC8,417$485K0.1%+54113F-HRTimeline
FAMILY WEALTH PARTNERS, LLC8,349$481K0.22%+4,61913F-HRTimeline
MBL Wealth, LLC8,332$480K0.05%013F-HRTimeline
B&D White Capital Company, LLC8,315$479K0.07%-11,82613F-HRTimeline
SFG Wealth Management, LLC.7,890$454K0.22%+4,10613F-HRTimeline
Janney Montgomery Scott LLC7,738$446K<0.01%+32613F-HRTimeline
Brown Financial Advisory7,720$445K0.28%-1,13613F-HRTimeline
FMR LLCin group FMR LLC7,699$443K<0.01%+3,00113F-HRTimelineGroup
Fingerlakes Wealth Management, Inc.7,547$435K0.37%-9413F-HRTimeline
Quad-Cities Investment Group, LLC7,495$432K0.21%+9413F-HRTimeline
RHS Financial, LLC7,469$430K0.24%new13F-HRTimeline
OLD MISSION CAPITAL LLC7,424$428K0.01%new13F-HRTimeline
Quantinno Capital Management LP7,388$426K<0.01%+3,12713F-HRTimeline
FourThought Financial Partners, LLC7,342$423K0.04%+3913F-HRTimeline
MidAtlantic Capital Management, Inc.6,919$399K0.31%013F-HRTimeline
Landmark Wealth Management, LLC6,825$393K0.17%+20513F-HRTimeline
RFG Advisory, LLC6,715$387K0.01%-10,52713F-HRTimeline
Spectrum Wealth Counsel, LLC6,597$380K0.05%013F-HRTimeline
Onyx Bridge Wealth Group LLC6,193$357K0.05%-46613F-HRTimeline
1832 Asset Management L.P.6,176$356K<0.01%+27913F-HRTimeline
VERITY Wealth Advisors5,996$345K0.26%013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP5,867$338K0.01%013F-HRTimeline
FORTE ASSET MANAGEMENT LLC5,782$333K0.17%013F-HRTimeline
RVW Wealth, LLC5,717$329K0.03%013F-HRTimeline
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…5,700$328K0.18%-8,90013F-HRTimelineGroup
SageView Advisory Group, LLC5,604$323K0.01%-2,31313F-HRTimeline
Engineers Gate Manager LP5,578$321K0.01%-90213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,363$309K0.01%+1913F-HRTimeline
MARSHALL FINANCIAL GROUP INC /ADV5,317$306K0.1%-102,11913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,278$304K0.03%-1,08413F-HRTimeline
Advisory Services Network, LLC5,048$291K0.01%-1,41213F-HRTimeline
Bristlecone Advisors, LLC5,000$288K0.02%013F-HRTimeline
REDW Wealth LLC4,991$287K0.11%-12213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,962$286K0.02%013F-HRTimelineGroup
Wrenne Financial Planning LLC4,951$285K0.15%+38113F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.4,898$282K<0.01%-1,66313F-HRTimelineGroup
Summit Financial Consulting LLC4,863$280K0.26%13F-HRTimeline
Sequoia Financial Advisors, LLC4,850$279K<0.01%-4013F-HRTimeline
ORBA Wealth Advisors, L.L.C.4,820$278K0.14%013F-HRTimeline
Upper Left Wealth Management, LLC4,786$276K0.2%013F-HRTimeline
Values Added Financial LLC4,771$275K0.15%-95513F-HRTimeline
Goodwin Investment Advisory4,742$273K0.42%-21,20213F-HRTimeline
IVC Wealth Advisors LLC4,665$269K0.14%-3113F-HRTimeline
Finley Financial, LLC4,780$266K0.15%013F-HRTimeline
Sheaff Brock Investment Advisors, LLC4,600$265K0.02%-50013F-HRTimeline
NWF Advisory Services Inc.4,598$265K0.04%013F-HRTimeline
United Advisor Group, LLC4,558$263K0.05%+19213F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,558$263K<0.01%new13F-HRTimelineGroup
Seaside Wealth Management, Inc.4,542$262K0.09%+9413F-HRTimeline
Fonville Wealth Management LLC4,536$255K0.08%013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP4,392$253K0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB4,312$248K<0.01%013F-HRTimeline
EP Wealth Advisors, LLC4,280$247K<0.01%-4413F-HRTimeline
Advisory Alpha, LLC4,231$244K0.01%-60713F-HR/ATimeline
ARKANSAS FINANCIAL GROUP, INC.4,653$244K0.04%+97613F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC4,136$238K0.01%-1,30913F-HRTimeline
Ridgewood Investments LLC4,064$234K0.11%+1,58013F-HRTimeline
Hexagon Capital Partners LLC4,060$234K0.04%+10313F-HRTimeline
Forefront Wealth Partners, LLC4,057$234K0.16%new13F-HRTimeline
Aletheian Wealth Advisors LLC4,051$233K0.13%+113F-HRTimeline
Beacon Pointe Advisors, LLC4,043$233K<0.01%new13F-HRTimeline
EPIQ PARTNERS, LLC4,000$230K0.12%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.3,993$230K0.09%+313F-HRTimeline
Lakeshore Capital Group, Inc.3,923$226K0.22%+313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,819$220K<0.01%new13F-HRTimelineGroup
Roundview Capital LLC3,684$212K0.02%013F-HRTimeline
IRON Financial LLC3,683$212K0.12%+1613F-HRTimeline
Horan Securities, Inc.3,585$207K0.08%+1513F-HRTimeline
RTD Financial Advisors, Inc.3,575$206K0.03%-7,15913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,540$204K<0.01%-4,80913F-HRTimelineGroup
IFP Advisors, Inc3,539$204K0.01%+3,02913F-HRTimeline
Members Trust Co3,512$202K0.01%new13F-HRTimeline
Parkside Financial Bank & Trust3,200$184K0.02%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA3,060$176K0.04%-6013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,756$139K<0.01%+213F-HRTimelineGroup
Olde Wealth Management, LLC2,328$134K0.05%new13F-HRTimeline
Biltmore Family Office, LLC2,306$133K0.02%013F-HRTimeline
Tortoise Investment Management, LLC2,070$119K0.01%013F-HR/ATimeline
NewEdge Advisors, LLC2,038$117K<0.01%+6613F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,854$107K0.05%013F-HRTimeline
CWM, LLCin group CWM, LLC1,677$97K<0.01%+1,03413F-HRTimelineGroup
Tidemark, LLC1,567$90.3K0.03%+1,07513F-HRTimeline
Bangor Savings Bank1,480$85.2K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,408$81.1K<0.01%-3513F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC1,390$80K0.02%+613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,366$78.7K<0.01%+5213F-HRTimeline
Copia Wealth Management1,247$71.8K0.07%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,238$71.3K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.1,214$69.9K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…1,042$60K0.06%13F-HRTimeline
Cape Investment Advisory, Inc.1,016$58.5K0.02%-32113F-HRTimeline
Fairscale Capital, LLC906$52.2K0.05%013F-HRTimeline
Steward Partners Investment Advisory, L…904$52.1K<0.01%013F-HRTimeline
UMB Bank, n.a.900$51.8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Colonial Trust Co / SCin group Colonial Trust Advisors906$51.7K0.01%-35113F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC887$51.1K0.01%+9513F-HRTimeline
Lowe Wealth Advisors, LLC798$46K0.02%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC700$40.3K<0.01%013F-HRTimeline
Archer Investment Corp692$39.9K0.01%013F-HRTimeline
PRIVATE TRUST CO NA644$37.1K<0.01%013F-HRTimeline
Armor Investment Advisors, LLC620$35.7K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC575$33.1K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC569$32.8K<0.01%+213F-HRTimeline
Smithfield Trust Co521$30K<0.01%013F-HRTimeline
Financial Freedom, LLC512$29.5K0.02%+213F-HRTimeline
Robinswood Financial LLC505$29.1K0.01%013F-HRTimeline
Covenant Partners, LLC505$29.1K0.01%+10513F-HRTimeline
Synergy Investment Management, LLC493$28.4K0.01%-23613F-HRTimeline
Opal Wealth Advisors, LLC490$28.2K0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc467$26.8K0.01%013F-HRTimeline
CX Institutional451$26K<0.01%new13F-HRTimeline
Continuum Advisory, LLC405$23.3K<0.01%-3913F-HRTimeline
SYM FINANCIAL Corp368$21.2K<0.01%+4413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…364$21K<0.01%-6413F-HRTimelineGroup
Investors Research Corp330$19K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.327$18.8K<0.01%-8113F-HRTimeline
ATWOOD & PALMER INC303$17.5K<0.01%-2813F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.300$17.3K0.01%+1013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC262$16K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC275$15.8K<0.01%new13F-HRTimeline
Legacy Bridge, LLC266$15.3K0.01%+6113F-HRTimeline
SIGNATUREFD, LLC251$14.4K<0.01%+113F-HRTimeline
LRI Investments, LLC215$12.4K<0.01%new13F-HRTimeline
North Star Investment Management Corp.210$12.1K<0.01%+113F-HRTimeline
CARDIFF PARK ADVISORS, LLC204$11.8K<0.01%-4313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC197$11.3K<0.01%+9713F-HRTimelineGroup
Transce3nd, LLC194$11.2K<0.01%013F-HRTimeline
First PREMIER Bank166$10K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC166$9.56K<0.01%-1213F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.165$9.5K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc163$9.39K<0.01%+113F-HRTimeline
Smartleaf Asset Management LLC163$9.32K<0.01%-78913F-HRTimeline
GW&K Investment Management, LLC162$9K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/123$7.08K<0.01%new13F-HRTimelineGroup
Park Square Financial Group, LLC103$5.93K<0.01%-313F-HRTimeline
Golden State Wealth Management, LLC94$5.46K<0.01%013F-HR/ATimeline
McIlrath & Eck, LLC93$5.36K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC86$4.95K<0.01%013F-HRTimeline
Pineridge Advisors LLC76$4.38K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.75$4.32K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC63$3.64K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC58$3.34K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT56$3.24K<0.01%-18,81213F-HRTimeline
Bellwether Advisors, LLC54$3.11K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC46$2.65K<0.01%-10213F-HRTimelineGroup
AlphaCore Capital LLC40$2.3K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC33$1.9K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC25$1.44K<0.01%new13F-HRTimeline
WASHINGTON TRUST Co24$1.38K<0.01%013F-HRTimeline
Sound Income Strategies, LLC21$1.21K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…20$1.15K<0.01%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA8$461<0.01%new13F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.8$461<0.01%013F-HRTimeline
Fairway Wealth LLC6$346<0.01%new13F-HRTimeline
Hughes Financial Services, LLC5$288<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…4$230<0.01%-213F-HRTimeline
Blue Trust, Inc.2$134<0.01%013F-HRTimeline
Key Financial Inc2$115<0.01%new13F-HRTimeline
Paladin Advisory Group, LLC2$115<0.01%013F-HRTimeline
Kiker Wealth Management, LLC2$115<0.01%013F-HRTimeline
Keystone Global Partners, LLC1$58<0.01%13F-HRTimeline
Creekmur Asset Management LLC1$34<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-2,94913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.