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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
Larson Financial Group LLC189$12.6K<0.01%-7013F-HRTimeline
MATHER GROUP, LLC.181$12K<0.01%-72413F-HRTimeline
Capital Investment Advisory Services, L…158$10.5K<0.01%013F-HRTimeline
Caitlin John, LLC139$9.24K0.01%new13F-HRTimeline
MCF Advisors LLC118$7.86K<0.01%new13F-HRTimeline
Realta Investment Advisors107$7.11K<0.01%+1213F-HRTimeline
Godfrey Financial Associates, Inc.106$7.04K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.100$6.64K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC100$6.64K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC98$6.53K<0.01%+113F-HRTimeline
High Note Wealth, LLC96$6.38K<0.01%new13F-HRTimeline
Strive Financial Group ,LLC93$6.18K<0.01%013F-HR/ATimeline
FIDUCIARY FINANCIAL ADVISORS90$5.96K<0.01%new13F-HRTimeline
Oakmont Advisory Group, LLC84$5.58K<0.01%new13F-HRTimeline
Downshift Financial, LLC83$5.55K<0.01%new13F-HRTimeline
Quantum Portfolio Management LLC82$5.45K<0.01%new13F-HRTimeline
Index Technologies Group LLC82$5.45K<0.01%new13F-HRTimeline
Breakwater Investment Management80$5.32K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC75$4.98K<0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …62$4.16K<0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC58$3.86K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.49$3.26K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…48$3.19K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC47$3.11K<0.01%-4813F-HRTimeline
Valued Wealth Advisors LLC41$2.73K<0.01%013F-HRTimeline
Abound Wealth Management11$731<0.01%new13F-HRTimeline
Buck Wealth Strategies, LLC9$611<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.8$532<0.01%013F-HR/ATimeline
Bear Mountain Capital, Inc.4$269<0.01%013F-HRTimeline
Key Financial Inc2$133<0.01%013F-HRTimeline
Paladin Advisory Group, LLC2$133<0.01%013F-HRTimeline
Hughes Financial Services, LLC2$133<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.