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Disclosery

USRT ISHARES TR

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CRE U S REIT ETF (fund)

364 managers (369 13F filers) reported a position in USRT shares at 2025-06-30, 32,937,844 shares in all. 32 filers opened a position and 40 filers sold out during the quarter.

Managers
364
13F filers
369
New
32
Added
139
Reduced
127
Sold out
40
Shares held by filers
32,937,844

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
HB Wealth Management, LLC8,582$485K<0.01%-55313F-HRTimeline
Garde Capital, Inc.8,472$479K0.03%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,434$477K<0.01%-5,30413F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC8,430$477K0.05%-42813F-HRTimeline
MBL Wealth, LLC8,332$471K0.05%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC8,297$469K0.01%-4,02713F-HRTimeline
Parallel Advisors, LLC7,993$452K0.01%-94813F-HRTimeline
Quad-Cities Investment Group, LLC7,899$447K0.2%+40413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.7,892$446K<0.01%-5,38913F-HRTimeline
Wrenne Financial Planning LLC7,709$436K0.2%+2,75813F-HRTimeline
RDA Financial Network7,659$433K0.12%-2,29613F-HRTimeline
Quantinno Capital Management LP7,638$432K<0.01%+25013F-HRTimeline
1832 Asset Management L.P.7,426$420K<0.01%+1,25013F-HRTimeline
FourThought Financial Partners, LLC7,379$417K0.04%+3713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC7,066$400K0.01%-3,26013F-HRTimeline
MidAtlantic Capital Management, Inc.6,926$392K0.28%+713F-HRTimeline
Brown Financial Advisory6,850$387K0.21%-87013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.6,846$387K0.06%+2,19313F-HR/ATimeline
Fingerlakes Wealth Management, Inc.6,772$383K0.29%-77513F-HRTimeline
Landmark Wealth Management, LLC6,774$383K0.16%-5113F-HRTimeline
Seaside Wealth Management, Inc.6,748$382K0.12%+2,20613F-HRTimeline
FMR LLCin group FMR LLC6,691$378K<0.01%-1,00813F-HRTimelineGroup
Alpha Financial Partners LLC6,687$378K0.27%new13F-HRTimeline
Janney Montgomery Scott LLC6,415$363K<0.01%-1,32313F-HRTimeline
Fisher Asset Management, LLC6,414$363K<0.01%new13F-HRTimeline
RFG Advisory, LLC6,204$351K0.01%-51113F-HRTimeline
Ridgewood Investments LLC6,182$350K0.15%+2,11813F-HRTimeline
NWAM LLC6,172$346K0.02%-3,55713F-HR/ATimeline
Fi3 FINANCIAL ADVISORS, LLC6,043$342K0.12%-4,85813F-HRTimeline
VERITY Wealth Advisors5,996$339K0.23%013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP5,867$332K0.01%013F-HRTimeline
Fonville Wealth Management LLC5,815$329K0.08%+1,27913F-HRTimeline
FORTE ASSET MANAGEMENT LLC5,782$327K0.17%013F-HRTimeline
RVW Wealth, LLC5,717$323K0.03%013F-HRTimeline
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…5,700$322K0.17%013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,561$315K<0.01%+1,74213F-HRTimelineGroup
REDW Wealth LLC5,514$312K0.12%+52313F-HRTimeline
Summit Financial Consulting LLC5,465$309K0.28%+60213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,201$294K0.01%-16213F-HRTimeline
Bristlecone Advisors, LLC5,000$283K0.02%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,962$281K0.02%013F-HRTimelineGroup
Upper Left Wealth Management, LLC4,786$271K0.18%013F-HRTimeline
Finley Financial, LLC4,780$270K0.14%013F-HRTimeline
Values Added Financial LLC4,771$270K0.13%013F-HRTimeline
Goodwin Investment Advisory4,742$268K0.31%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,729$267K<0.01%+1,18913F-HRTimelineGroup
Veracity Capital LLC4,600$260K0.09%new13F-HRTimeline
NWF Advisory Services Inc.4,598$260K0.03%013F-HRTimeline
Integrated Wealth Concepts LLC4,502$255K<0.01%-14,23713F-HRTimeline
United Advisor Group, LLC4,459$252K0.04%-9913F-HRTimeline
Advisory Services Network, LLC4,500$252K<0.01%-54813F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP4,392$248K0.02%013F-HRTimelineGroup
EP Wealth Advisors, LLC4,351$246K<0.01%+7113F-HRTimeline
Wealthspire Retirement, LLC4,260$241K0.02%new13F-HRTimeline
Braun-Bostich & Associates Inc.4,232$239K0.16%new13F-HRTimeline
Onyx Bridge Wealth Group LLC4,160$235K0.03%-2,03313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…4,095$232K0.01%new13F-HRTimeline
Sequoia Financial Advisors, LLC4,050$229K<0.01%-80013F-HRTimeline
Aletheian Wealth Advisors LLC4,048$229K0.11%-313F-HRTimeline
Advisory Alpha, LLC4,006$227K0.01%-22513F-HRTimeline
EPIQ PARTNERS, LLC4,000$226K0.12%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.3,998$226K0.08%+513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,932$222K0.02%-1,34613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,909$221K0.01%-22713F-HRTimeline
Horan Securities, Inc.3,886$220K0.08%+30113F-HRTimeline
Merit Financial Group, LLC3,865$219K<0.01%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,792$214K<0.01%-76613F-HRTimelineGroup
IRON Financial LLC3,706$210K0.11%+2313F-HRTimeline
Wilmington Savings Fund Society, FSB3,697$209K<0.01%-61513F-HRTimeline
GWN SECURITIES INC.3,658$207K0.04%-17,57513F-HRTimeline
Roundview Capital LLC3,597$203K0.01%-8713F-HRTimeline
IVC Wealth Advisors LLC3,574$202K0.1%-1,09113F-HRTimeline
Atria Wealth Solutions, Inc.3,566$202K<0.01%-6,42313F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA3,044$172K0.04%-1613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,963$168K<0.01%+20713F-HRTimelineGroup
AlphaCore Capital LLC2,726$154K0.01%+2,68613F-HRTimeline
Tidemark, LLC2,700$153K0.05%+1,13313F-HRTimeline
Biltmore Family Office, LLC2,306$130K0.02%013F-HRTimeline
Global Retirement Partners, LLC2,251$127K<0.01%13F-HRTimeline
Bangor Savings Bank2,220$126K0.01%+74013F-HRTimeline
Tortoise Investment Management, LLC2,070$117K0.01%013F-HRTimeline
NewEdge Advisors, LLC2,049$116K<0.01%+1113F-HRTimeline
Smartleaf Asset Management LLC1,916$108K0.01%+1,75313F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,854$105K0.04%013F-HRTimeline
IFP Advisors, Inc1,837$104K<0.01%-1,70213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,800$102K0.03%new13F-HRTimeline
Aptus Capital Advisors, LLC1,703$96.3K<0.01%-14,48813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,366$77.3K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,346$76.1K0.02%-4413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,294$73.2K<0.01%-11413F-HRTimelineGroup
Copia Wealth Management1,247$70.5K0.06%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,238$70K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.1,214$68.7K0.01%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.1,176$67K<0.01%-3,72213F-HRTimelineGroup
Essential Partners LLC1,122$63.5K0.03%13F-HRTimeline
Cape Investment Advisory, Inc.1,116$63.1K0.02%+10013F-HRTimeline
Principia Wealth Advisory, LLC1,057$59.8K0.05%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…1,042$58.9K0.07%013F-HR/ATimeline
Steward Partners Investment Advisory, L…904$51.1K<0.01%013F-HRTimeline
UMB Bank, n.a.900$50.9K<0.01%013F-HR/ATimeline
Fairscale Capital, LLC906$50.7K0.04%013F-HRTimeline
HARBOUR INVESTMENTS, INC.820$46.4K<0.01%+49313F-HRTimeline
Lowe Wealth Advisors, LLC798$45.1K0.02%013F-HRTimeline
Archer Investment Corp692$39.1K0.01%013F-HRTimeline
Armor Investment Advisors, LLC620$35.1K0.01%013F-HRTimeline
PRIVATE TRUST CO NA614$34.7K<0.01%-3013F-HRTimeline
Beacon Capital Management, LLC573$32.4K<0.01%+413F-HRTimeline
CWM, LLCin group CWM, LLC569$32K<0.01%-1,10813F-HRTimelineGroup
Founders Financial Alliance, LLC555$31.4K0.01%+28013F-HRTimeline
Covenant Partners, LLC551$31.2K0.01%+4613F-HRTimeline
Financial Freedom, LLC515$29.1K0.02%+313F-HRTimeline
Smithfield Trust Co521$29K<0.01%013F-HRTimeline
Robinswood Financial LLC505$28.6K0.01%013F-HRTimeline
Opal Wealth Advisors, LLC490$27.7K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…364$20.6K<0.01%013F-HRTimelineGroup
CX Institutional336$19K<0.01%-11513F-HR/ATimeline
Investors Research Corp330$18.7K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors328$18.4K<0.01%-57813F-HRTimelineGroup
Dunhill Financial, LLC314$17.8K0.01%new13F-HRTimeline
ATWOOD & PALMER INC303$17.1K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…300$17K<0.01%new13F-HRTimelineGroup
Legacy Bridge, LLC279$15.8K0.01%+1313F-HRTimeline
SIGNATUREFD, LLC262$14.8K<0.01%+1113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…257$14.6K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC259$14K<0.01%-313F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.236$13.3K0.01%-6413F-HRTimeline
Brooklyn Investment Group231$13.1K<0.01%new13F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.231$13K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LRI Investments, LLC215$12.2K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…214$12.1K<0.01%+21013F-HRTimeline
North Star Investment Management Corp.212$12K<0.01%+213F-HRTimeline
CARDIFF PARK ADVISORS, LLC204$11.5K<0.01%013F-HRTimeline
Transce3nd, LLC194$11K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC176$9.96K<0.01%+13013F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.165$9.33K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc164$9.26K<0.01%+113F-HRTimeline
Iron Horse Wealth Management, LLC158$8.94K<0.01%-813F-HRTimeline
Larson Financial Group LLC155$8.79K<0.01%+9213F-HRTimeline
SYM FINANCIAL Corp138$7.8K<0.01%-23013F-HRTimeline
Strategic Wealth Partners, Ltd.114$6.45K<0.01%13F-HRTimeline
Mid-American Wealth Advisory Group, Inc.105$5.94K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC103$5.83K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC100$5.66K<0.01%-9713F-HRTimelineGroup
Golden State Wealth Management, LLC95$5.4K<0.01%+113F-HRTimeline
LANARK FINANCIAL, INC.100$5K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC86$4.86K<0.01%013F-HRTimeline
Breakwater Investment Management80$4.53K<0.01%new13F-HRTimeline
Pineridge Advisors LLC76$4.3K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC58$3.31K<0.01%013F-HRTimeline
Bellwether Advisors, LLC54$3.05K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.37$2.09K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC21$1.19K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…20$1.13K<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC20$1K<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.8$453<0.01%013F-HRTimeline
Qube Research & Technologies Ltd7$396<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC7$388<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…7$388<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.2$132<0.01%013F-HRTimeline
Key Financial Inc2$113<0.01%013F-HRTimeline
Paladin Advisory Group, LLC2$113<0.01%013F-HRTimeline
Hughes Financial Services, LLC2$113<0.01%-313F-HRTimeline
Creekmur Asset Management LLC1$34<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.