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Disclosery

USRT ISHARES TR

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CRE U S REIT ETF (fund)

400 managers (407 13F filers) reported a position in USRT shares at 2026-03-31, 40,268,706 shares in all. 37 filers opened a position and 27 filers sold out during the quarter.

Managers
400
13F filers
407
New
37
Added
188
Reduced
110
Sold out
27
Shares held by filers
40,268,706

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
EP Wealth Advisors, LLC11,570$685K<0.01%-16,73913F-HRTimeline
Amicus Financial Advisors, LLC11,533$683K0.19%-22713F-HRTimeline
AWM CAPITAL, LLC11,415$676K0.06%-4,34713F-HRTimeline
IPG Investment Advisors LLC11,350$672K0.12%-95213F-HRTimeline
Darden Wealth Group Inc11,300$669K0.34%013F-HRTimeline
Parkside Financial Bank & Trust11,107$657K0.05%+1513F-HRTimeline
BRIGHTON JONES LLC11,097$657K0.01%new13F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,095$657K0.01%+42613F-HRTimelineGroup
PRESILIUM PRIVATE WEALTH, LLC11,080$656K0.12%+27613F-HRTimeline
Insight Advisors, LLC/ PA11,050$654K0.12%+18413F-HRTimeline
Navalign, LLC10,659$631K0.16%+8,24813F-HRTimeline
BEAM WEALTH ADVISORS, INC.10,400$616K0.15%+16013F-HRTimeline
1832 Asset Management L.P.10,316$611K<0.01%-1,44213F-HRTimeline
Wrenne Financial Planning LLC10,309$610K0.24%+12813F-HRTimeline
Ridgewood Investments LLC9,900$586K0.24%13F-HRTimeline
HB Wealth Management, LLC9,814$581K<0.01%-14613F-HRTimeline
WESTBOURNE INVESTMENTS, INC.9,662$572K0.27%+4,32413F-HRTimeline
Heck Capital Advisors, LLC9,593$568K0.04%+2313F-HRTimeline
Garde Capital, Inc.9,588$568K0.03%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …8,803$560K0.01%+3,60513F-HRTimelineGroup
Wealthspire Advisors, LLC9,462$560K<0.01%+4,19313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,234$547K<0.01%-1,07613F-HRTimelineGroup
HF Advisory Group, LLC8,781$520K0.18%-84013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…8,522$504K0.01%-5313F-HRTimelineGroup
PRAIRIEVIEW WEALTH PARTNERS, LLC8,446$500K0.41%-7313F-HRTimeline
FourThought Financial Partners, LLC8,433$499K0.04%+50413F-HRTimeline
Mutual Advisors, LLC8,384$496K0.01%-42113F-HRTimeline
MBL Wealth, LLC8,332$493K0.04%013F-HRTimeline
NewEdge Advisors, LLC8,324$493K<0.01%+3,84713F-HR/ATimeline
COLDSTREAM CAPITAL MANAGEMENT INC8,297$491K0.01%013F-HRTimeline
Landmark Wealth Management, LLC8,232$487K0.13%+1,33513F-HRTimeline
Parkwoods Wealth Partners, LLC8,220$487K0.12%+76813F-HRTimeline
Summit Financial Consulting LLC8,104$480K0.34%+1,23813F-HRTimeline
MBE Wealth Management, LLC8,079$478K0.2%-50713F-HRTimeline
IEQ CAPITAL, LLC8,049$476K<0.01%013F-HRTimeline
Betterment LLC8,009$474K<0.01%+91213F-HRTimeline
Sanctuary Advisors, LLC7,926$469K<0.01%-23,73813F-HRTimeline
Parallel Advisors, LLC7,815$463K0.01%+48513F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,738$458K<0.01%-11,22113F-HRTimelineGroup
Quad-Cities Investment Group, LLC7,598$450K0.18%-3813F-HRTimeline
Janney Montgomery Scott LLC7,555$447K<0.01%+84713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,509$444K<0.01%+1,90013F-HRTimelineGroup
Composition Wealth, LLC7,385$437K0.01%-1,64113F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC7,104$420K0.04%+2,70513F-HRTimeline
CGN Advisors LLC7,068$418K0.03%-1,29013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.6,811$418K0.06%+16513F-HRTimeline
Upper Left Wealth Management, LLC7,017$415K0.25%-2813F-HRTimeline
MidAtlantic Capital Management, Inc.6,926$410K0.28%013F-HRTimeline
Seaside Wealth Management, Inc.6,748$399K0.11%013F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT6,922$394K0.5%13F-HRTimeline
Hexagon Capital Partners LLC6,410$379K0.06%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,233$369K<0.01%new13F-HRTimeline
Tidemark, LLC6,148$364K0.09%+50213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC6,113$362K0.02%new13F-HRTimeline
Krane Financial Solutions LLC6,006$356K0.24%13F-HRTimeline
VERITY Wealth Advisors5,996$355K0.24%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC5,943$352K0.01%-65113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …5,910$350K0.02%+1,00813F-HRTimelineGroup
YHB Investment Advisors, Inc.5,873$348K0.02%-3,31513F-HRTimeline
KLINGENSTEIN FIELDS & CO LP5,867$347K0.01%013F-HRTimeline
Veracity Capital LLC5,842$346K0.12%+26513F-HRTimeline
RDA Financial Network5,836$345K0.09%+12713F-HRTimeline
RVW Wealth, LLC5,717$338K0.03%013F-HRTimeline
FORTE ASSET MANAGEMENT LLC5,695$337K0.15%013F-HRTimeline
Fingerlakes Wealth Management, Inc.5,542$328K0.22%-16513F-HRTimeline
NWAM LLC5,538$328K0.02%new13F-HRTimeline
REDW Wealth LLC5,521$327K0.13%+113F-HRTimeline
Integrated Wealth Concepts LLC5,191$307K<0.01%+91813F-HRTimeline
BDFS Capital LLC5,127$303K0.15%+6113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…4,981$301K0.01%-35413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,996$296K0.01%-1413F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP4,942$293K<0.01%new13F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.4,851$287K0.14%013F-HRTimeline
United Advisor Group, LLC4,831$286K0.04%+15913F-HRTimeline
Finley Financial, LLC4,780$283K0.13%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,681$277K<0.01%-10,82413F-HRTimelineGroup
NWF Advisory Services Inc.4,598$272K0.03%013F-HRTimeline
GWN SECURITIES INC.4,320$256K0.05%+49513F-HRTimeline
Platform Technology Partners4,307$255K0.05%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,257$253K0.02%+26713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,256$252K0.05%-8713F-HRTimeline
PDS Planning, Inc4,126$244K0.02%+6513F-HRTimeline
Capstone Financial Advisors, Inc.4,125$244K0.01%+1413F-HRTimeline
Sequoia Financial Advisors, LLC4,080$242K<0.01%+2613F-HRTimeline
Redwood Financial Network Corp4,069$241K0.16%new13F-HRTimeline
Aletheian Wealth Advisors LLC4,048$240K0.12%13F-HRTimeline
EPIQ PARTNERS, LLC4,017$238K0.11%+813F-HRTimeline
Jackson, Grant Investment Advisers, Inc.4,015$238K0.08%+313F-HRTimeline
MAI Capital Management3,980$236K<0.01%+1,41513F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,976$235K0.02%+1313F-HRTimeline
IVC Wealth Advisors LLC3,971$235K0.1%-4213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,959$234K0.01%+99613F-HRTimeline
Onyx Bridge Wealth Group LLC3,926$232K0.02%-10613F-HRTimeline
Goodwin Investment Advisory3,922$232K0.28%013F-HRTimeline
NewEdge Wealth, LLC3,918$232K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC3,917$232K0.01%new13F-HRTimeline
Thompson David Blair3,891$230K0.13%-36113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,886$230K<0.01%+413F-HRTimelineGroup
IRON Financial LLC3,788$224K0.1%+1313F-HRTimeline
HORAN Wealth, LLC3,899$222K0.02%new13F-HRTimeline
Wilmington Savings Fund Society, FSB3,697$219K0.01%013F-HRTimeline
Sharper & Granite LLC3,675$218K0.07%-4,91013F-HRTimeline
Values Added Financial LLC3,660$217K0.09%-72313F-HRTimeline
Roundview Capital LLC3,597$213K0.01%013F-HRTimeline
Olde Wealth Management, LLC3,596$212K0.07%+1113F-HRTimeline
Braun-Bostich & Associates Inc.3,557$211K0.13%-74413F-HRTimeline
Westfuller Advisors, LLC3,518$208K0.09%+1213F-HRTimeline
Sunbelt Securities, Inc.3,469$205K0.01%-7,74913F-HRTimeline
LGL PARTNERS, LLC3,428$203K0.08%new13F-HRTimeline
Soltis Investment Advisors LLC3,391$201K0.01%new13F-HRTimeline
CX Institutional3,365$199K0.01%+2,53413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,069$182K<0.01%+1,90513F-HRTimelineGroup
Advisory Services Network, LLC2,893$171K<0.01%new13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,792$165K0.03%-5113F-HRTimeline
AlphaCore Capital LLC2,726$161K<0.01%-2913F-HRTimeline
Biltmore Family Office, LLC2,306$136K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC2,248$133K<0.01%+17913F-HRTimeline
Bangor Savings Bank2,220$131K0.01%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.2,210$131K<0.01%+82113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,095$124K<0.01%+73413F-HRTimelineGroup
Asset Dedication, LLC1,997$118K0.01%-27713F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,550$91.7K0.01%013F-HRTimeline
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…1,400$83K0.04%-1,90013F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC1,377$81.5K0.01%+513F-HRTimeline
Financial Perspectives, Inc1,319$78.1K0.02%+413F-HRTimeline
Copia Wealth Management1,247$73.8K0.05%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,242$73.5K<0.01%-23013F-HRTimeline
Federation des caisses Desjardins du Qu…1,238$73.3K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,176$69.6K<0.01%+75013F-HRTimeline
FIRST HORIZON CORP1,098$65K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,065$63K0.01%new13F-HRTimelineGroup
STRATEGIC ADVISORY PARTNERS, LLC987$58.4K0.05%new13F-HRTimeline
Fairscale Capital, LLC906$53.6K0.04%013F-HRTimeline
MATHER GROUP, LLC.905$53.5K<0.01%new13F-HRTimeline
UMB Bank, n.a.900$53.3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PENSION & WEALTH MANAGEMENT ADVISORS, I…900$53.3K0.02%013F-HRTimeline
PlanVest Financial, Inc858$50.8K0.04%13F-HRTimeline
SHP Wealth Management818$48.4K<0.01%+313F-HRTimeline
CWM, LLCin group CWM, LLC814$48.2K<0.01%+16013F-HRTimelineGroup
Synergy Investment Management, LLC808$47.8K0.02%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO709$42K<0.01%013F-HRTimelineGroup
TD Capital Management LLC696$41.2K<0.01%new13F-HRTimeline
Archer Investment Corp692$41K0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…661$39.1K0.03%013F-HRTimeline
SIGNATUREFD, LLC642$38K<0.01%+113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/639$37.8K<0.01%+3913F-HRTimelineGroup
PRIVATE TRUST CO NA593$35.1K<0.01%013F-HRTimeline
Root Financial Partners, LLC548$32.4K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…534$31.6K<0.01%+13013F-HRTimeline
Financial Freedom, LLC527$31.2K0.02%+213F-HRTimeline
Smithfield Trust Co521$31K<0.01%013F-HRTimeline
Opal Wealth Advisors, LLC490$29K0.01%new13F-HRTimeline
Robinswood Financial LLC480$28.4K0.01%-2513F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…355$21K<0.01%+5013F-HR/ATimelineGroup
Truvestments Capital LLC353$20.9K<0.01%new13F-HRTimeline
Miller Capital Partners, Inc.350$20.7K0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC348$20.6K0.01%+113F-HRTimeline
Geneos Wealth Management Inc.337$19.9K<0.01%+30013F-HRTimeline
Investors Research Corp331$19.6K<0.01%013F-HRTimeline
Essential Partners LLC315$18.6K0.01%-5213F-HRTimeline
Dunhill Financial, LLC314$18.6K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management300$18K<0.01%new13F-HRTimeline
Legacy Bridge, LLC291$17.2K0.01%+7313F-HRTimeline
Wealth Enhancement Trust Services, Inc.285$16.9K<0.01%+2513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC280$16.6K<0.01%-1013F-HRTimelineGroup
Larson Financial Group LLC259$15.3K<0.01%-213F-HRTimeline
Arax Advisory Partners257$15.2K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC251$14.9K<0.01%+23013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors237$14K<0.01%+313F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.231$14K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
North Star Investment Management Corp.217$12.8K<0.01%+113F-HRTimeline
Vanguard National Trust Coin group VANGUARD GROUP INC209$12.4K<0.01%13F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.165$9.77K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…158$9.35K<0.01%-13413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…147$8.7K<0.01%+10813F-HRTimelineGroup
Godfrey Financial Associates, Inc.106$6.27K0.01%-1413F-HRTimeline
Strive Financial Group ,LLC93$6K<0.01%013F-HRTimeline
Evergreen Advisors, LLC100$5.94K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.100$5.92K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC100$5.92K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC97$5.78K<0.01%013F-HRTimeline
Realta Investment Advisors95$5.62K<0.01%+2013F-HRTimeline
Glen Eagle Advisors, LLC95$5.61K<0.01%-11,01313F-HRTimeline
Breakwater Investment Management80$4.74K<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …62$3.72K<0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC58$3.49K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.49$2.9K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…48$2.84K<0.01%-89213F-HRTimeline
AdvisorNet Financial, Inc48$2.84K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC41$2.43K<0.01%new13F-HRTimeline
KELLEHER FINANCIAL ADVISORS24$1.37K<0.01%new13F-HRTimeline
Hamilton Point Investment Advisors, LLC16$947<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10$592<0.01%-252,19013F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.8$474<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.4$259<0.01%013F-HRTimeline
Key Financial Inc2$118<0.01%013F-HRTimeline
Paladin Advisory Group, LLC2$118<0.01%013F-HRTimeline
Hughes Financial Services, LLC2$118<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$59<0.01%-1,23413F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.