Who owns iShares Core U.S. REIT ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of USRT from SEC Form 13F filings across 443 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 443 institutions disclosed 49.1M shares of iShares Core U.S. REIT ETF worth $3.29B — about 76.5% of shares outstanding; the largest disclosed holder is PRICE T ROWE ASSOCIATES INC /MD/. Source: SEC Form 13F filings, parsed by EvidInvest.
443
13F holders
$3.29B
value, 2026 filers
76.5%
of shares outstanding (49.1M sh)
76
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of USRT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | PRICE T ROWE ASSOCIATES INC /MD/NEW | 4.8M | $319.1M | 0.0% | 7.5% | new |
| 2 | BlackRock, Inc. | 4.6M | $306.1M | 0.0% | 7.2% | +0.5% |
| 3 | US BANCORP \DE\ | 2.8M | $185.7M | 0.2% | 4.4% | 0.0% |
| 4 | BANK OF AMERICA CORP /DE/ | 2.2M | $147.2M | 0.0% | 3.5% | +274.2% |
| 5 | GLENMEDE TRUST CO NA | 1.9M | $128.8M | 0.6% | 3% | -1.4% |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.9M | $127.5M | 0.1% | 3% | +5.5% |
| 7 | LPL Financial LLC | 1.8M | $116.8M | 0.0% | 2.7% | +133.3% |
| 8 | Trust Co of Tennessee | 1.2M | $79.4M | 13.9% | 1.9% | -3.2% |
| 9 | Savant Capital, LLC | 950,667 | $63.2M | 0.2% | 1.5% | -0.6% |
| 10 | Cerity Partners LLC | 940,273 | $62.5M | 0.1% | 1.5% | +2.7% |
| 11 | MORGAN STANLEY | 852,214 | $56.6M | 0.0% | 1.3% | -10.6% |
| 12 | Rakuten Investment Management, Inc. | 841,781 | $56.9M | 0.2% | 1.3% | -43.3% |
| 13 | Apollon Wealth Management, LLC | 841,122 | $55.9M | 0.7% | 1.3% | +46.0% |
| 14 | Disciplina Capital Management LLC | 782,526 | $52.0M | 5.4% | 1.2% | -9.1% |
| 15 | FIFTH THIRD BANCORP | 776,678 | $51.6M | 0.1% | 1.2% | -0.1% |
| 16 | Prime Capital Investment Advisors, LLC | 773,229 | $51.4M | 0.5% | 1.2% | -0.1% |
| 17 | Blueprint Investment Partners LLC | 646,149 | $42.9M | 3.6% | 1% | +194.3% |
| 18 | MISSION WEALTH MANAGEMENT, LP | 630,453 | $41.9M | 0.5% | 1% | +19.8% |
| 19 | Corient Private Wealth LP | 592,394 | $39.4M | 0.1% | 0.9% | -4.2% |
| 20 | HighTower Advisors, LLC | 576,946 | $38.3M | 0.0% | 0.9% | +3.2% |
| 21 | Rodgers & Associates, LTD | 401,892 | $26.7M | 2.4% | 0.6% | +0.7% |
| 22 | Charles Schwab Trust Co | 392,426 | $26.1M | 1.5% | 0.6% | -4.5% |
| 23 | SMI Advisory Services, LLCNEW | 377,626 | $25.3M | 4.1% | 0.6% | new |
| 24 | NEUBERGER BERMAN GROUP LLC | 376,313 | $25.0M | 0.0% | 0.6% | +1771.7% |
| 25 | Blueprint Financial Advisors LLC | 359,790 | $23.9M | 2.7% | 0.6% | +180.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.