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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
BlackRock, Inc.in group BlackRock, Inc.4,584,272$271M<0.01%-88,36413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,796,252$166M0.2%-15,59413F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,965,268$116M0.57%+219,23713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,819,664$108M0.07%-21,42313F-HRTimelineGroup
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.1,483,742$86.5M0.18%+741,87113F-HRTimelineGroup
Trust Co of Tennessee1,234,725$73.1M13.61%+127,23613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC956,526$56.6M0.27%+930,10313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY953,255$56.4M<0.01%-1,211,09213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC915,687$54.2M0.08%+43,78813F-HRTimelineGroup
Disciplina Capital Management LLC861,277$51M5.4%+92,40413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…777,590$46M0.08%+777,22613F-HRTimelineGroup
Prime Capital Investment Advisors, LLC774,046$45.8M0.53%+767,96613F-HRTimeline
LPL Financial LLC753,274$44.6M0.01%+70,39013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP713,800$42.2M0.04%+89,10013F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding624,995$37M+49,032Timeline
Corient Private Wealth LPin group Corient Private Wealth LP618,594$36.6M0.05%-18,90413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/591,718$35M<0.01%-841,64013F-HRTimelineGroup
HighTower Advisors, LLC558,811$33.1M0.04%-5,34913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP526,069$31.1M0.65%-1,65313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…420,291$25.3M0.06%-68,06013F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co411,038$24.3M1.58%-7,30313F-HRTimelineGroup
Rodgers & Associates, LTD399,013$23.6M2.4%+22,76213F-HRTimeline
CHOREO, LLC386,762$22.9M0.28%-54,23913F-HRTimeline
93 Financial Group, LLC376,929$22.3M9.95%+11,54813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…368,468$21.8M0.04%-50,43013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…365,635$21.6M0.27%+4,98313F-HRTimelineGroup
Blueprint Investment Partners LLCgroup of 2 filers holding347,683$20.6M+61,689Timeline
Financial & Tax Architects, LLC326,791$19.3M4.31%-1,53213F-HRTimeline
S. R. Schill & Associates302,482$17.9M12.09%-45,47113F-HRTimeline
FIDUCIENT ADVISORS LLC295,008$17.5M2.28%+47,74513F-HRTimeline
Stadion Money Management, LLC294,251$17.4M1.75%new13F-HRTimeline
Rockbridge Investment Management, LCC286,467$17M1.52%+6,92713F-HRTimeline
UBS Group AGgroup of 2 filers holding282,599$16.7M-18,421Timeline
Pure Financial Advisors, LLC278,174$16.5M0.24%+32,83413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS273,603$16.2M0.03%+29,40213F-HRTimeline
MPS Loria Financial Planners, LLC267,536$15.8M4.18%+16,88713F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC266,562$15.8M0.25%-10,25313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.253,954$15M0.02%+16,45313F-HRTimelineGroup
SUMITOMO LIFE INSURANCE CO249,700$14.8M0.35%-43,60013F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC243,940$14.4M0.76%+14,33413F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC243,684$14.4M0.06%-1,67413F-HRTimelineGroup
Pacific Life Fund Advisors LLC223,456$13.2M1.52%-74,57513F-HRTimeline
Biltmore Wealth Management, LLC223,292$13.2M4.7%+8,77913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC222,463$13.2M<0.01%+7,34213F-HR/ATimelineGroup
Cannon Financial Strategists, Inc.209,038$12.4M1.63%+4,75913F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding206,539$12.2M+86,784Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC200,168$11.8M<0.01%+136,55913F-HRTimelineGroup
Glenview Trust Co193,735$11.5M0.18%-91913F-HRTimeline
Cetera Investment Advisers189,146$11.2M0.01%-9,41313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA181,734$10.8M<0.01%+79,26513F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC179,263$10.6M0.71%+15,44113F-HRTimeline
Creative Planningin group Creative Planning176,791$10.5M0.01%+50,81713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC172,870$10.2M<0.01%-416,50913F-HRTimelineGroup
Smartleaf Asset Management LLC171,701$10M0.36%+24,41313F-HRTimeline
Freedom Day Solutions, LLC166,710$9.87M2.65%+6,37613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC165,874$9.82M0.05%-1,20013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO167,642$9.78M<0.01%+30,17013F-HR/ATimelineGroup
Cornerstone Management, Inc.158,024$9.35M1.49%+3,78713F-HRTimeline
Compound Planning, Inc.141,708$8.39M0.26%+60213F-HRTimeline
ERn Financial, LLC130,440$7.72M1.45%+1,59913F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…129,848$7.69M0.73%+1,08913F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding122,024$7.33M+3,619Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC122,217$7.23M0.52%-42,34013F-HRTimeline
TPG Financial Advisors, LLC118,609$7.02M2.28%+4,54713F-HRTimeline
Avior Wealth Management, LLC117,528$6.96M0.2%+4,82513F-HRTimeline
Financial Solutions Advisory Group, Inc.115,442$6.83M0.94%13F-HRTimeline
Mariner, LLCin group Mariner, LLC113,471$6.72M0.01%+6,33713F-HRTimelineGroup
Legacy Financial Group LLC111,351$6.59M0.83%-2913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC109,924$6.51M0.01%+3,13713F-HRTimeline
Rialto Wealth Management, LLC108,274$6.41M1.44%+9,75313F-HRTimeline
Peak Financial Management, Inc.102,569$6.07M1.54%+3,77813F-HRTimeline
CORNERSTONE PARTNERS CAPITAL MANAGEMENT…97,080$5.75M14.27%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP85,121$4.95M<0.01%+16,73413F-HRTimelineGroup
Topel & Distasi Wealth Management, LLC80,956$4.79M2.48%+1,37113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN78,083$4.62M<0.01%+1,74613F-HR/ATimelineGroup
Visionary Wealth Advisors77,793$4.6M0.2%+2,03813F-HRTimeline
Prosperity Planning, Inc.77,161$4.57M1.16%+2,04413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…74,791$4.43M0.01%-10,10713F-HRTimelineGroup
Envision Financial LLC71,333$4.22M2.27%+2,00613F-HRTimeline
CoreCap Advisors, LLC71,036$4.2M0.14%+4,12013F-HRTimeline
RETIREMITTEN FINANCIAL LLC67,297$3.98M1.93%13F-HRTimeline
Walkner Condon Financial Advisors LLC67,092$3.97M0.52%+7,62013F-HRTimeline
Windsor Capital Management, LLC66,444$3.93M1.11%+1,18313F-HRTimeline
AXS Investments LLC66,350$3.93M1.59%-2,27813F-HRTimeline
Millington Financial Advisors, LLC59,640$3.78M1.59%+4,29513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding63,252$3.74M-300,245Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC63,164$3.74M<0.01%+9,21713F-HRTimelineGroup
Waverly Advisors, LLC62,852$3.72M0.03%+74613F-HRTimeline
Fund Evaluation Group, LLC62,010$3.67M0.11%013F-HRTimeline
Cambridge Investment Research Advisors,…60,971$3.61M0.01%+33,89613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK60,329$3.57M0.02%+10,31513F-HRTimelineGroup
Stamos Capital Partners, L.P.57,453$3.4M0.53%+3,36113F-HRTimeline
U.S. Capital Wealth Advisors, LLC56,867$3.37M0.08%+87613F-HRTimeline
Naviter Wealth, LLC56,594$3.35M0.42%-6,27713F-HRTimeline
Modern Wealth Management, LLC55,174$3.29M0.06%-12,69413F-HRTimeline
Financial Planning Fort Collins, LLC51,355$3.27M2.56%+5,15913F-HRTimeline
PRIVATE CLIENT SERVICES, LLC54,932$3.25M0.97%+72113F-HRTimeline
Financial Management, Inc.53,742$3.18M2.99%+1,82613F-HRTimeline
Post Resch Tallon Group Inc.52,771$3.13M2.53%+4,82413F-HRTimeline
Roble, Belko & Company, Inc52,109$3.08M0.39%+18,87613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.51,103$2.91M0.02%+7,25013F-HRTimelineGroup
ES4, LLC49,011$2.9M1.87%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV48,944$2.9M0.18%+73713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC48,160$2.85M0.01%+92613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…44,679$2.64M<0.01%+9,59413F-HRTimelineGroup
WealthTrak Capital Management LLC44,415$2.63M1.88%+2,44513F-HRTimeline
Dogwood Wealth Management LLC43,413$2.57M1.12%+1,69513F-HRTimeline
VestGen Advisors, LLC38,911$2.54M0.07%+19,98413F-HRTimeline
My Portfolio Guide, LLC42,157$2.5M1.38%13F-HRTimeline
Keystone Financial Group, Inc.42,043$2.49M1.29%-23613F-HRTimeline
MML INVESTORS SERVICES, LLC40,772$2.41M0.01%-17,80813F-HRTimeline
Comprehensive Money Management Services…38,166$2.26M1.48%+22513F-HRTimeline
ASHTON THOMAS SECURITIES, LLC35,423$2.1M0.26%new13F-HRTimeline
&PARTNERS33,240$1.99M0.01%-28813F-HRTimeline
IFC & Insurance Marketing, Inc.33,223$1.97M2.05%new13F-HRTimeline
SeedSafe Financial LLC32,884$1.95M1.6%+2,16813F-HRTimeline
Prosperity Bancshares Inc32,602$1.93M1.55%+4,11813F-HRTimeline
FAMILY WEALTH PARTNERS, LLC32,519$1.92M0.66%+6,68113F-HRTimeline
RFG Advisory, LLC32,494$1.92M0.04%+4,91813F-HRTimeline
INTEGRATED WEALTHCARE, LLC32,336$1.91M1.6%+1,49913F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…31,785$1.85M<0.01%013F-HRTimeline
Alpha Financial Partners LLC30,718$1.82M1.08%+1,37713F-HRTimeline
CarsonAllaria Wealth Management, Ltd.30,219$1.79M0.88%+34413F-HRTimeline
Kohmann Bosshard Financial Services, LLC29,852$1.77M0.17%-42613F-HR/ATimeline
Spartan Planning & Wealth Management29,579$1.75M1.29%+2,91413F-HRTimeline
Vise Technologies, Inc.30,733$1.75M0.03%013F-HRTimeline
TD Waterhouse Canada Inc.28,994$1.73M0.01%+18513F-HRTimeline
Frontier Asset Management, LLC27,933$1.65M0.35%new13F-HRTimeline
TriaGen Wealth Management LLC27,879$1.65M0.45%new13F-HRTimeline
Farther Finance Advisors, LLC27,452$1.63M0.02%+11,77513F-HRTimeline
Principia Wealth Advisory, LLC27,406$1.62M0.92%+15,59713F-HRTimeline
Fonville Wealth Management LLC27,154$1.61M0.31%+9,93713F-HRTimeline
Prospect Financial Group LLC26,737$1.58M1.46%+10113F-HRTimeline
Arkadios Wealth Advisors26,683$1.58M0.03%new13F-HRTimeline
Trademark Financial Management, LLC26,656$1.58M0.77%new13F-HRTimeline
Cascade Wealth Advisors, Inc23,887$1.56M0.68%+98713F-HRTimeline
Gladstone Institutional Advisory LLC25,184$1.49M0.06%+1,79113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC25,055$1.48M0.01%-65513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV24,812$1.47M<0.01%-6,91713F-HRTimeline
Matthew Goff Investment Advisor, LLC24,660$1.46M0.24%+5,82013F-HRTimeline
Tyche Wealth Partners LLC24,237$1.43M0.22%+1,72613F-HRTimeline
IFP Advisors, Inc23,744$1.41M0.03%+22,31913F-HRTimeline
Orion Porfolio Solutions, LLC23,600$1.4M0.01%-14,76213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT23,093$1.37M0.05%-1,88613F-HRTimeline
National Philanthropic Trust23,093$1.37M0.01%-58813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/22,800$1.35M<0.01%013F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC22,303$1.32M0.05%013F-HRTimeline
Quantinno Capital Management LP22,300$1.32M<0.01%+3,95813F-HRTimeline
Shum Financial Group, Inc.22,141$1.31M0.93%-7613F-HRTimeline
SigFig Wealth Management, LLC21,851$1.29M0.04%-94713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC21,820$1.29M0.04%-1,38813F-HRTimeline
Allworth Financial LP20,532$1.22M<0.01%-1,12313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC20,466$1.21M0.13%+5,90013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP20,300$1.2M<0.01%-15,60013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC20,105$1.19M<0.01%013F-HRTimelineGroup
HBW ADVISORY SERVICES LLC19,769$1.17M0.12%-52513F-HRTimeline
Ellenbecker Investment Group19,719$1.17M0.16%-1,07313F-HRTimeline
American State Bank (Iowa)19,652$1.16M0.56%-2,17413F-HRTimeline
Aspen Wealth Management LLC19,650$1.16M0.23%+5,73413F-HRTimeline
Nolet Wealth Management, LLC19,027$1.13M0.64%+2,51213F-HRTimeline
Peterson Wealth Advisors, LLC18,559$1.1M0.15%-1,28613F-HRTimeline
Coastal Bridge Advisors, LLC18,233$1.08M0.08%+1,87513F-HRTimeline
Intergy Private Wealth, LLC17,895$1.06M0.31%+3,19513F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…17,749$1.05M0.3%-16913F-HRTimeline
Aureus Asset Management, LLC17,743$1.05M0.07%+4,82013F-HRTimeline
RHS Financial, LLC17,733$1.05M0.5%+10,44713F-HRTimeline
WEALTH ALLIANCE, LLC17,614$1.04M0.1%+11,35613F-HRTimeline
Quest 10 Wealth Builders, Inc.17,492$1.04M0.91%+31613F-HRTimeline
Kagan Cocozza Asset Management17,172$1.02M0.72%-21613F-HRTimeline
MMA ASSET MANAGEMENT LLC16,855$998K0.35%+4,21013F-HRTimeline
Inman Jager Wealth Management, LLC16,774$993K0.58%-47313F-HRTimeline
River Street Advisors LLC16,016$948K0.32%+1,77413F-HRTimeline
Integrated Investment Consultants, LLC15,969$945K0.2%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.15,878$940K<0.01%+3,25913F-HRTimelineGroup
Range Financial Group LLC15,201$900K0.3%-7813F-HRTimeline
Ellis Investment Partners, LLC15,171$898K0.16%+45013F-HRTimeline
Independent Wealth Network Inc.14,907$882K0.26%-35,24813F-HRTimeline
1834 INVESTMENT ADVISORS CO14,878$881K0.11%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC14,761$874K0.69%-75313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC14,737$872K0.09%-26713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,526$860K<0.01%-1,24413F-HRTimelineGroup
Wilkins Miller Wealth Management, LLC14,123$836K0.51%-1,65313F-HRTimeline
Destiny Capital Corp/CO13,827$818K0.44%-8,25913F-HRTimeline
Global Strategic Investment Solutions, …13,744$813K0.08%+813F-HRTimeline
FMR LLCin group FMR LLC13,588$804K<0.01%+5,39213F-HRTimelineGroup
AE Wealth Management LLC13,513$800K<0.01%+1,38113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,467$797K<0.01%+4813F-HRTimelineGroup
Virtus Family Office LLC13,223$783K0.67%new13F-HRTimeline
Wealthspire Retirement, LLC13,209$782K0.05%+2,90013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,131$777K<0.01%+4,81313F-HRTimelineGroup
Forefront Wealth Partners, LLC13,116$776K0.32%+1,32413F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC13,096$775K0.22%-27,72113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,019$771K<0.01%-20013F-HRTimelineGroup
Advocate Investing Services LLC12,700$752K0.64%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12,617$747K0.02%-26,10713F-HRTimelineGroup
Nautilus Advisors LLC12,532$742K0.51%+7,86713F-HRTimeline
J2 Capital Management Inc12,380$733K0.5%+79513F-HRTimeline
WealthCollab, LLC12,131$718K0.3%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise12,126$718K0.03%new13F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC11,916$705K0.03%-3713F-HRTimeline