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Disclosery

USRT ISHARES TR

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CRE U S REIT ETF (fund)

356 managers (362 13F filers) reported a position in USRT shares at 2025-09-30, 35,224,079 shares in all. 24 filers opened a position and 24 filers sold out during the quarter.

Managers
356
13F filers
362
New
24
Added
156
Reduced
117
Sold out
24
Shares held by filers
35,224,079

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
BlackRock, Inc.in group BlackRock, Inc.4,420,350$260M<0.01%+245,31013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,850,324$167M0.2%-1,80213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,748,498$103M0.07%+145,65213F-HRTimelineGroup
Glenmede Investment Management, LP1,673,789$98.3M0.47%+76,49613F-HRTimeline
Trust Co of Tennessee1,084,369$63.7M13.43%+87,43613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,027,444$60.3M<0.01%-41,29413F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC870,659$51.1M0.08%+31,32813F-HRTimelineGroup
Johns Hopkins University868,007$51M2.84%013F-HRTimeline
Heritage Financial Services, LLC778,350$45.7M4.11%+39,47013F-HRTimeline
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.741,871$43.2M0.15%13F-HRTimelineGroup
LPL Financial LLC689,948$40.5M0.01%+58,61613F-HRTimeline
Disciplina Capital Management LLC686,085$40.3M4.9%+20,16713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP582,377$34.2M0.05%-76,79913F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding550,565$32.3M+15,554Timeline
MISSION WEALTH MANAGEMENT, LP524,692$30.8M0.63%+12,26313F-HRTimeline
HighTower Advisors, LLC523,132$30.7M0.03%+93,86713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…467,182$27.4M0.05%+363,68213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…468,884$27.2M0.04%-26,61913F-HRTimeline
CHOREO, LLC453,878$26.7M0.35%-56,61913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC441,541$25.9M0.01%-17,71413F-HRTimelineGroup
UBS Group AGin group UBS Group AG435,488$25.6M<0.01%-26,97513F-HRTimelineGroup
Charles Schwab Trust Coin group Charles Schwab Trust Co425,024$25M1.69%-1,49713F-HRTimelineGroup
FIDUCIENT ADVISORS LLC397,893$23.4M2.73%-6,01613F-HRTimeline
Rodgers & Associates, LTD353,977$20.8M2.14%+16,17013F-HRTimeline
S. R. Schill & Associates350,310$20.6M14.45%+66,20413F-HRTimeline
Financial & Tax Architects, LLC347,503$20.4M4.5%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…325,328$19.1M0.24%+6,60513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding324,843$19.1M+56,845Timeline
Pacific Life Fund Advisors LLC321,387$18.9M1.94%-46,71213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.297,324$17.4M0.02%+33,26613F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC291,683$17.1M0.26%-18,52913F-HRTimelineGroup
SUMITOMO LIFE INSURANCE CO282,300$16.6M0.51%+234,30013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/281,444$16.5M<0.01%+1,70313F-HR/ATimelineGroup
Rockbridge Investment Management, LCC273,034$16M1.58%+8,09413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC247,877$14.6M0.06%+18,22813F-HRTimelineGroup
MPS Loria Financial Planners, LLC246,711$14.5M3.85%+6,31513F-HRTimeline
Pure Financial Advisors, LLC235,923$13.9M0.22%+18213F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding232,544$13.7M+26,825Timeline
CAPTRUST FINANCIAL ADVISORS225,878$13.3M0.03%+17,28713F-HRTimeline
Biltmore Wealth Management, LLC209,326$12.3M4.69%+10,53713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC208,588$12.2M<0.01%-9,82213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO203,860$12M<0.01%-4,19213F-HR/ATimelineGroup
Glenview Trust Co199,172$11.7M0.19%+1,99013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS195,500$11.5M0.01%+73,00013F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC195,306$11.5M0.63%013F-HRTimelineGroup
Cannon Financial Strategists, Inc.193,464$11.4M1.63%+12,02913F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…180,843$10.6M0.9%-73713F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC170,742$10M0.06%+11,76413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC165,394$9.71M0.64%-3,85113F-HRTimeline
Cetera Investment Advisers160,543$9.43M0.01%+12,82713F-HRTimeline
Freedom Day Solutions, LLC158,796$9.32M2.53%+7,70213F-HRTimeline
Compound Planning, Inc.152,591$8.96M0.29%+7,13113F-HRTimeline
Cornerstone Management, Inc.147,076$8.64M1.43%+20,44913F-HRTimeline
Avior Wealth Management, LLC135,065$7.93M0.26%-19,77113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding130,017$7.61M+36,041Timeline
ERn Financial, LLC126,521$7.43M1.47%-31,99913F-HRTimeline
Creative Planningin group Creative Planning124,168$7.29M0.01%-5,38313F-HRTimelineGroup
Legacy Financial Group LLC120,173$7.06M0.92%+2,07113F-HRTimeline
AXS Investments LLC107,415$6.31M1.99%+8,41513F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC103,934$6.1M0.01%-2,12713F-HRTimeline
TPG Financial Advisors, LLC103,736$6.09M2.27%-46713F-HRTimeline
Mariner, LLCin group Mariner, LLC102,602$6.02M0.01%+2,75313F-HRTimelineGroup
CORNERSTONE PARTNERS CAPITAL MANAGEMENT…97,080$5.7M16.51%013F-HRTimeline
Peak Financial Management, Inc.97,038$5.7M1.51%+2,32013F-HRTimeline
Rialto Wealth Management, LLC88,898$5.22M1.35%+5,58413F-HRTimeline
EARNED WEALTH ADVISORS, LLC82,189$4.83M0.79%+13,68213F-HRTimeline
Visionary Wealth Advisors78,444$4.61M0.21%+4,71413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…74,243$4.36M0.01%-70613F-HRTimelineGroup
Topel & Distasi Wealth Management, LLC74,240$4.36M2.15%+2,88813F-HRTimeline
Modern Wealth Management, LLC70,501$4.14M0.08%-10,25313F-HRTimeline
Prosperity Planning, Inc.70,433$4.14M1.12%+2,89513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN68,315$4.01M<0.01%-10,55013F-HRTimelineGroup
CoreCap Advisors, LLC67,502$3.96M0.14%+5,24413F-HRTimeline
Windsor Capital Management, LLC64,784$3.8M1.05%+4,41613F-HRTimeline
Envision Financial LLC63,302$3.72M2.13%+12,98713F-HRTimeline
Waverly Advisors, LLC62,293$3.66M0.04%+3,24913F-HRTimeline
Fund Evaluation Group, LLC62,010$3.64M0.13%-19,32213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP59,748$3.48M<0.01%+12,37813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC55,624$3.27M<0.01%+95413F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC52,436$3.08M0.08%-25713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC52,043$3.06M<0.01%-8,89513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC49,847$2.93M0.01%-37,81913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA48,075$2.82M<0.01%+9,24613F-HRTimelineGroup
Millington Financial Advisors, LLC49,312$2.82M1.37%+2,92513F-HRTimeline
Independent Wealth Network Inc.47,871$2.81M0.9%+3,64513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV46,871$2.75M0.18%+2,48313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK45,819$2.69M0.01%+34,89013F-HRTimelineGroup
Walkner Condon Financial Advisors LLC45,709$2.68M0.43%+10,83713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC44,484$2.61M0.87%+18,45313F-HRTimeline
Dogwood Wealth Management LLC42,803$2.51M1.14%+1,76613F-HRTimeline
WealthTrak Capital Management LLC40,857$2.4M1.97%+15013F-HRTimeline
Naviter Wealth, LLC40,373$2.37M0.28%+9,92713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.40,060$2.35M0.02%+2,30213F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC39,455$2.32M0.01%+1,39413F-HRTimelineGroup
Keystone Financial Group, Inc.38,690$2.27M1.28%+98213F-HRTimeline
Comprehensive Money Management Services…37,933$2.23M1.58%+1,09313F-HRTimeline
STATE STREET CORPin group STATE STREET CORP36,900$2.17M<0.01%+19,50013F-HRTimelineGroup
Post Resch Tallon Group Inc.36,254$2.13M1.88%+99713F-HRTimeline
Orion Porfolio Solutions, LLC35,981$2.11M0.02%+12,25913F-HRTimeline
Roble, Belko & Company, Inc33,221$1.95M0.26%-1113F-HRTimeline
Blue Edge Capital, LLC32,455$1.91M0.27%-3,71513F-HRTimeline
Sanctuary Advisors, LLC32,049$1.88M0.01%-9,58713F-HR/ATimeline
Zurcher Kantonalbank (Zurich Cantonalba…31,785$1.85M<0.01%+1,29613F-HRTimeline
Stamos Capital Partners, L.P.31,383$1.84M0.35%-17,79713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV30,717$1.8M<0.01%-3,49813F-HRTimeline
Kohmann Bosshard Financial Services, LLC30,278$1.78M0.18%-1,32713F-HRTimeline
CarsonAllaria Wealth Management, Ltd.29,498$1.73M0.9%-29913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC29,011$1.7M<0.01%+16,43113F-HRTimelineGroup
TD Waterhouse Canada Inc.28,809$1.69M0.01%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC27,989$1.64M0.01%-22113F-HR/ATimelineGroup
AWM CAPITAL, LLC25,704$1.51M0.14%+4313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC25,608$1.5M0.01%-9,31313F-HRTimeline
Prospect Financial Group LLC25,164$1.48M1.44%+50413F-HRTimeline
FAMILY WEALTH PARTNERS, LLC25,149$1.48M0.55%+8,69013F-HRTimeline
Ellenbecker Investment Group24,572$1.44M0.21%-6,63813F-HRTimeline
Spartan Planning & Wealth Management24,458$1.44M1.12%+1,17913F-HRTimeline
SigFig Wealth Management, LLC23,655$1.38M0.04%-74613F-HRTimeline
Vise Technologies, Inc.23,333$1.37M0.05%-19,83913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC23,208$1.36M0.04%-37713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/22,800$1.34M<0.01%013F-HRTimelineGroup
RFG Advisory, LLC22,599$1.33M0.03%+16,39513F-HRTimeline
American State Bank (Iowa)22,599$1.33M0.68%-8,16313F-HRTimeline
Shum Financial Group, Inc.22,283$1.31M0.98%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT21,524$1.26M0.05%-2,42413F-HRTimeline
Gladstone Institutional Advisory LLC21,246$1.25M0.05%+1,67113F-HRTimeline
Tyche Wealth Partners LLC21,058$1.24M0.22%+4,89613F-HRTimeline
Allworth Financial LP20,948$1.23M0.01%-2,11813F-HRTimeline
National Philanthropic Trust20,226$1.19M0.01%-2,42413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC20,000$1.17M<0.01%013F-HRTimelineGroup
Destiny Capital Corp/CO19,955$1.17M0.64%+4,19713F-HRTimeline
HBW ADVISORY SERVICES LLC19,866$1.17M0.13%+69213F-HRTimeline
Peterson Wealth Advisors, LLC20,062$1.17M0.17%-46113F-HRTimeline
MFA WEALTH ADVISORS, LLC19,625$1.15M0.25%+24513F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC19,403$1.14M0.03%013F-HRTimeline
VestGen Advisors, LLC18,227$1.07M0.04%+6,25213F-HRTimeline
Cascade Wealth Advisors, Inc18,210$1.06M0.52%+7,91113F-HRTimeline
Inman Jager Wealth Management, LLC17,993$1.06M0.67%+25213F-HRTimeline
Wilkins Miller Wealth Management, LLC17,829$1.05M0.65%-1,15813F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…17,836$1.05M0.29%-18813F-HRTimeline
Strategic Financial Planning, Inc.17,733$1.04M0.6%-413F-HRTimeline
Coastal Bridge Advisors, LLC17,454$1.02M0.08%+5,36913F-HRTimeline
Kagan Cocozza Asset Management17,402$1.02M0.77%-89513F-HRTimeline
Quest 10 Wealth Builders, Inc.17,308$1.02M0.94%-26113F-HRTimeline
Quantinno Capital Management LP16,627$976K<0.01%+8,98913F-HRTimeline
Matthew Goff Investment Advisor, LLC15,990$939K0.16%-1913F-HRTimeline
Integrated Investment Consultants, LLC15,969$938K0.16%013F-HRTimeline
Farther Finance Advisors, LLC15,966$938K0.01%+1,41413F-HRTimeline
&PARTNERS15,856$931K0.01%-5,82913F-HRTimeline
Intergy Private Wealth, LLC15,223$894K0.28%+25613F-HRTimeline
Range Financial Group LLC15,222$894K0.32%+17213F-HRTimeline
Moisand Fitzgerald Tamayo, LLC15,040$883K0.1%-21513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…15,002$881K0.02%+14,70213F-HRTimelineGroup
1834 INVESTMENT ADVISORS CO14,878$874K0.11%013F-HRTimeline
Ellis Investment Partners, LLC14,539$854K0.15%+1,97913F-HRTimeline
AE Wealth Management LLC14,518$852K0.01%-4,86413F-HRTimeline
Aspen Wealth Management LLC14,251$837K0.19%-57713F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC14,151$831K0.04%-52813F-HRTimeline
River Street Advisors LLC13,822$812K0.31%-7213F-HRTimeline
Global Strategic Investment Solutions, …13,708$805K0.08%+1613F-HRTimeline
NorthCoast Asset Management LLC13,621$800K<0.01%+57613F-HRTimeline
Cambridge Investment Research Advisors,…13,606$799K<0.01%-6,15313F-HRTimeline
Engineers Gate Manager LP13,297$781K0.01%+3,85413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,155$772K<0.01%+1,44113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,066$767K<0.01%-7713F-HRTimelineGroup
MMA ASSET MANAGEMENT LLC13,032$765K0.26%+3,36913F-HRTimeline
Aureus Asset Management, LLC12,954$761K0.05%+3313F-HRTimeline
IPG Investment Advisors LLC12,672$744K0.13%+88113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,369$726K<0.01%013F-HRTimelineGroup
WealthCollab, LLC11,663$685K0.32%013F-HRTimeline
COMERICA BANK11,515$676K<0.01%+213F-HRTimeline
Sunbelt Securities, Inc.11,474$674K0.05%-2,34013F-HRTimeline
Fonville Wealth Management LLC11,417$670K0.15%+5,60213F-HRTimeline
J2 Capital Management Inc11,145$654K0.49%-1,13813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.11,071$650K<0.01%+2,63713F-HRTimelineGroup
BRIGHTON JONES LLC11,052$649K0.02%-4313F-HRTimeline
Parkside Financial Bank & Trust11,042$648K0.05%+2913F-HRTimeline
BEAM WEALTH ADVISORS, INC.10,802$634K0.17%+9313F-HRTimeline
Insight Advisors, LLC/ PA10,662$626K0.1%-1013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC10,635$624K0.12%+1,21513F-HRTimeline
Wealthspire Advisors, LLC10,538$619K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,436$613K0.01%+92613F-HRTimelineGroup
Heck Capital Advisors, LLC10,298$605K0.05%-7,23813F-HRTimeline
MBE Wealth Management, LLC10,062$591K0.26%-4213F-HRTimeline
YHB Investment Advisors, Inc.9,908$582K0.04%-12413F-HRTimeline
Mutual Advisors, LLC9,560$566K0.01%-43913F-HRTimeline
HB Wealth Management, LLC9,632$566K<0.01%+1,05013F-HRTimeline
Wrenne Financial Planning LLC9,582$563K0.24%+1,87313F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…9,412$553K0.01%-12413F-HRTimelineGroup
CGN Advisors LLC9,402$552K0.05%-23313F-HRTimeline
HF Advisory Group, LLC9,243$543K0.2%+26813F-HRTimeline
Sharper & Granite LLC9,120$536K0.19%-15,42113F-HRTimeline
Composition Wealth, LLC9,067$532K0.01%-1,47013F-HRTimeline
1832 Asset Management L.P.8,964$526K<0.01%+1,53813F-HRTimeline
NATIXISin group Natixis Investment Managers8,966$522K<0.01%013F-HRTimelineGroup
Alpha Financial Partners LLC8,874$521K0.34%+2,18713F-HRTimeline
Garde Capital, Inc.8,763$515K0.03%+29113F-HRTimeline
Glen Eagle Advisors, LLC8,644$508K0.07%+8,55813F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC8,641$507K0.48%-4413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,536$501K<0.01%-25,07113F-HRTimelineGroup
MBL Wealth, LLC8,332$489K0.04%013F-HRTimeline