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Disclosery

USRT ISHARES TR

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CRE U S REIT ETF (fund)

Filings received so far for Q3 2026: 27 13F filers report a position in USRT shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Biltmore Wealth Management, LLC235,252$14.5M4.49%+8,70413F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…123,095$7.58M0.66%+7,14013F-HRTimelineGroup
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…120,696$7.43M0.61%-4,18113F-HRTimelineGroup
CoreCap Advisors, LLC90,589$5.58M0.16%+2,16313F-HRTimeline
Prosperity Planning, Inc.78,362$4.83M1.07%+57613F-HRTimeline
Post Resch Tallon Group Inc.55,983$3.45M2.37%+3,28113F-HRTimeline
PRIVATE CLIENT SERVICES, LLC44,687$2.75M0.74%-1,82213F-HRTimeline
Farther Finance Advisors, LLC31,337$1.93M0.01%+1,98513F-HRTimeline
SigFig Wealth Management, LLC20,610$1.27M0.03%-63313F-HRTimeline
Peterson Wealth Advisors, LLC18,469$1.14M0.13%-11213F-HRTimeline
Ridgewood Investments LLC15,942$982K0.36%+3,64113F-HRTimeline
Nautilus Advisors LLC15,201$936K0.57%+95513F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC14,255$878K0.59%-39013F-HRTimeline
Canandaigua National Trust Co of Florida11,046$680K0.38%13F-HRTimeline
HF Advisory Group, LLC8,948$551K0.16%-31213F-HRTimeline
RVW Wealth, LLC5,717$352K0.02%013F-HRTimeline
YHB Investment Advisors, Inc.5,206$321K0.02%-39913F-HRTimeline
Aletheian Wealth Advisors LLC4,047$249K0.1%013F-HRTimeline
EPIQ PARTNERS, LLC4,025$248K0.11%+313F-HRTimeline
FSA Investment Group, LLC3,754$231K0.07%+46313F-HRTimeline
Bangor Savings Bank3,170$195K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC354$21.8K<0.01%new13F-HRTimeline
Investors Research Corp331$20.4K<0.01%013F-HRTimeline
CX Institutional206$13K<0.01%+1013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP210$12.9K<0.01%013F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.200$12.3K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…48$2.96K<0.01%013F-HRTimeline