USRT institutional holders

iShares Core U.S. REIT ETF · 455 reporting institutions · $3.1B reported value

Funds that can replace USRT · USRT return decomposition

Institutional holdings

Institutions reporting USRT, largest first
InstitutionReported positionAdvisors at firmReport period
Blackrock, Inc.$306.1M02026-06-30
Glenmede Trust Co NA$227.1M62026-06-30
US Bancorp$185.7M02026-06-30
Bank of America Corp /de$147.2M02026-06-30
Northwestern Mutual Wealth Management Co$127.5M02026-06-30
Lpl Financial LLC$116.8M23,4582026-06-30
Trust Co of Tennessee$79.4M02026-06-30
Savant Wealth Management$63.2M4052026-06-30
Cerity Partners LLC$62.5M7772026-06-30
Rakuten Investment Management, Inc.$56.9M02026-06-30
Morgan Stanley$56.6M23,1852026-06-30
Apollon Wealth Management, LLC$55.9M1512026-06-30
Disciplina Capital Management LLC$52M32026-06-30
Fifth Third Bancorp$51.6M02026-06-30
Prime Capital Financial$51.4M2652026-06-30
Heritage Financial Services, LLC$49.4M02025-12-31
Fi3 Financial Advisors, LLC$46.2M92026-06-30
Blueprint Investment Partners LLC$42.9M52026-06-30
Mission Wealth Management, LP$41.9M1382026-06-30
Corient Private Wealth LP$39.4M6742026-06-30
Hightower Advisors, LLC$38.3M1,0462026-06-30
Rodgers & Associates, Ltd$26.7M122026-06-30
Charles Schwab Trust Co$26.1M02026-06-30
Smi Advisory Services, LLC$25.3M72026-06-30
Neuberger Berman Group LLC$25M02026-06-30
Blueprint Financial Advisors$23.9M392026-06-30
Choreo, LLC$23.7M1482026-06-30
Stephens Inc /ar$23.7M2432026-06-30
Sumitomo Life Insurance Co$23.6M02026-06-30
93 Financial Group, LLC$23.4M52026-06-30
Financial & Tax Architects, LLC$22.5M382026-06-30
S. R. Schill & Associates$21.7M32026-06-30
Fiducient Advisors LLC$20.4M692026-06-30
Wealth Enhancement Advisory Services, LLC$20M1,0262026-06-30
Osaic Holdings, Inc.$19.4M02026-06-30
Stadion Money Management, LLC$18.6M132026-06-30
Pure Financial Advisors, LLC$18.5M882026-06-30
Mps Loria Financial Planners, LLC$18.3M62026-06-30
Captrust Financial Advisors$18.2M9622026-06-30
Rockbridge Investment Management, Lcc$18.1M02026-06-30
UBS Group AG$17.9M02026-06-30
Pgim Custom Harvest LLC$17.2M02026-06-30
Cetera Investment Advisers$17.1M10,3702026-06-30
Lido Advisors, LLC$16.8M3202026-06-30
Tectonic Advisors LLC$16.8M32026-06-30
Highpoint Advisor Group LLC$16.6M1142026-06-30
Goldman Sachs Group Inc$16.2M02026-06-30
Biltmore Wealth Management, LLC$15.1M32026-06-30
Cannon Financial Strategists, Inc.$14.1M292026-06-30
Moller Wealth Partners$13.8M22026-06-30
Wealthcare Advisory Partners LLC$13.3M1702026-06-30
Earned Wealth Advisors, LLC$12.9M462026-06-30
Glenview Trust Co$12.8M02026-06-30
Creative Planning$11.7M1,1712026-06-30
Smartleaf Asset Management LLC$11.6M92026-06-30
Royal Bank of Canada$11.5M02026-06-30
Freedom Day Solutions, LLC$11.5M52026-06-30
O'Shaughnessy Asset Management, LLC$11.3M582026-06-30
Jpmorgan Chase & Co$11M02026-06-30
Focus Partners Wealth$10.9M1,0482026-06-30
Ameriprise Financial Inc$10.7M02026-06-30
Cornerstone Management, Inc.$10.4M92026-06-30
Envestnet Pmc$10.3M602026-06-30
Gimbal Financial$10.2M62026-06-30
Compound Planning, Inc.$9.2M752026-06-30
Ern Financial, LLC$8.8M102026-06-30
Moody National Bank Trust Division$8.3M02026-06-30
Tpg Financial Advisors, LLC$8.2M182026-06-30
Spartan Planning & Wealth Management$8M32026-06-30
Rialto Wealth Management, LLC$7.7M82026-06-30
Canandaigua National Bank & Trust Co$7.7M02026-06-30
Financial Solutions Advisory Group$7.7M82026-06-30
Commonwealth Equity Services, LLC$7.4M2,8632026-06-30
Legacy Financial Group LLC$7.3M82026-06-30
Mariner, LLC$7.2M02026-06-30
Peak Financial Management, Inc.$7M72026-06-30
Rockefeller Capital Management LP$6.7M3462026-06-30
Avior Wealth Management, LLC$6.5M692026-06-30
Jones Financial Companies LLLP$6.4M02026-06-30
Phillips Financial Management, LLC$6.3M152026-06-30
Corecap Advisors, LLC$5.9M1182026-06-30
Topel & Distasi Wealth Management, LLC$5.2M02026-06-30
Prosperity Planning, Inc.$5.2M112026-06-30
Envision Financial LLC$5.1M42026-06-30
Commerce Bank$5M02026-06-30
Walkner Condon Financial Advisors LLC$4.8M152026-06-30
Retiremitten Financial LLC$4.8M52026-06-30
Naviter Wealth, LLC$4.7M162026-06-30
Windsor Capital Management, LLC$4.5M62026-06-30
Two Sigma Investments, LP$4.5M02026-06-30
Visionary Wealth Advisors$4.4M462026-06-30
Millington Financial Advisors, LLC$4.3M52026-06-30
Wells Fargo & Company/mn$4.3M02026-06-30
Waverly Advisors, LLC$4.2M2312026-06-30
Nissay Asset Management Corp /japan$4.1M02026-06-30
Raymond James Financial Inc$4.1M02026-06-30
Cornerstone Partners Capital Management, LLC$4M02026-06-30
Financial Management, Inc.$3.9M82026-06-30
Arax Advisory Partners$3.8M2322026-06-30
Vestgen Advisors, LLC$3.6M582026-06-30
D. E. Shaw & Co., LP$3.6M02026-06-30
Stamos Capital Partners, LP$3.6M02026-06-30
Apollon Financial, LLC$3.6M202026-06-30
Post Resch Tallon Group Inc.$3.5M62026-06-30
Kestra Advisory Services, LLC$3.4M1,4792026-06-30
U.S. Capital Wealth Advisors, LLC$3.4M02026-03-31
Financial Planning Fort Collins, LLC$3.3M32026-06-30
Rfg Advisory, LLC$3.3M1912026-06-30
Es4, LLC$3.3M02026-06-30
Creative Financial Designs Inc /adv$3.2M02026-06-30
Pathstone Holdings, LLC$3.2M02026-06-30
Modern Wealth Management, LLC$3.2M1612026-06-30
Private Client Services, LLC$3.1M662026-06-30
MML Investors Services, LLC$3.1M5,1202026-06-30
Renaissance Technologies LLC$3.1M02026-06-30
Wealthtrak Capital Management LLC$3M52026-06-30
Keystone Financial Group, Inc.$2.9M72026-06-30
Weil Company, Inc.$2.9M132026-06-30
Dogwood Wealth Management LLC$2.9M42026-06-30
Prosperity Bancshares Inc$2.7M02026-06-30
Focus Partners Advisor Solutions, LLC$2.7M422026-06-30
Comprehensive Money Management Services LLC$2.6M02026-06-30
The Wealth Alliance, LLC$2.5M122026-06-30
My Portfolio Guide, LLC$2.5M32026-03-31
Ifc & Insurance Marketing, Inc.$2.4M82026-06-30
Baird Financial Group, Inc.$2.4M02026-06-30
Fonville Wealth Management LLC$2.4M122026-06-30
Virtus Family Office LLC$2.4M22026-06-30
Family Wealth Partners, LLC$2.3M02026-06-30
Seedsafe Financial LLC$2.3M42026-06-30
Susquehanna International Group, LLP$2.3M02026-06-30
Integrated Wealthcare, LLC$2.2M32026-06-30
Zurcher Kantonalbank (zurich Cantonalbank)$2.1M02026-06-30
Wealthcare Capital Partners, LLC$2.1M82026-06-30
Cahill Financial Advisors, Inc.$2.1M122026-06-30
Tenet Wealth Partners, LLC$2.1M32026-06-30
Alpha Financial Partners LLC$2M62026-06-30
State Street Corp$2M02026-06-30
Kohmann Bosshard Financial Services, Llc.$2M32026-06-30
Principia Wealth Advisory, LLC$2M42026-06-30
Triagen Wealth Management LLC$2M32026-06-30
Carsonallaria Wealth Management, Ltd.$2M62026-06-30
Farther Finance Advisors, LLC$2M3342026-06-30
Vise Technologies, Inc.$1.9M02026-06-30
Arkadios Wealth Advisors$1.9M2262026-06-30
TD Waterhouse Canada Inc.$1.9M02026-06-30
Ifg Advisory, LLC$1.9M1102026-06-30
Frontier Asset Management, LLC$1.9M92026-06-30
Forefront Wealth Partners, LLC$1.8M302026-06-30
Cascade Wealth Advisors, Inc$1.8M32026-06-30
Prospect Financial Group LLC$1.8M22026-06-30
The Goff Financial Group$1.7M22026-06-30
49 Wealth Management, LLC$1.7M1462026-06-30
Alongside, LLC$1.7M252026-06-30
&partners$1.7M5552026-06-30
Coastal Bridge Advisors, LLC$1.6M392026-06-30
Mercer Global Advisors Inc /adv$1.6M02026-06-30
Orion Porfolio Solutions, LLC$1.5M1992026-06-30
Moneta Group Investment Advisors LLC$1.5M2562026-06-30
Securian Asset Management, Inc$1.5M02026-06-30
Allworth Financial, LP$1.5M3172026-06-30
Shum Financial Group, Inc.$1.5M42026-06-30
Sigfig Wealth Management, LLC$1.4M42026-06-30
National Philanthropic Trust$1.4M02026-06-30
Hollencrest Capital Management$1.4M152026-06-30
Integrated Wealth Concepts LLC$1.4M4802026-06-30
Hbw Advisory Services LLC$1.4M682026-06-30
Quantinno Capital Management LP$1.3M02026-06-30
Kestra Investment Management, LLC$1.3M92026-06-30
Astra Wealth Management Group$1.3M142026-06-30
Aspen Wealth Management LLC$1.3M82026-06-30
Exencial Wealth Advisors, LLC$1.3M02026-03-31
Intergy Private Wealth, LLC$1.3M52026-06-30
American State Bank (iowa)$1.3M02026-06-30
Nolet Wealth Management, LLC$1.3M32026-06-30
Mma Asset Management LLC$1.2M202026-06-30
Geneos Wealth Management, Inc.$1.2M1932026-06-30
Ellenbecker Investment Group$1.2M202026-06-30
Peterson Wealth Advisors, LLC$1.2M142026-06-30
River Street Advisors LLC$1.2M102026-06-30
Walter & Keenan Wealth Management LLC /in/ /adv$1.2M62026-06-30
Quest 10 Wealth Builders, Inc.$1.2M32026-06-30
Wealthspire Retirement, LLC$1.2M1462026-06-30
Thompson David Blair$1.2M02026-06-30
Ellis Investment Partners, LLC$1.1M182026-06-30
Inman Jager Wealth Management, LLC$1.1M32026-06-30
Aureus Asset Management, LLC$1.1M22026-06-30
Ifp Advisors, Inc$1.1M3182026-06-30
Integrated Investment Consultants, LLC$1.1M102026-06-30
Strategic Financial Planning, Inc.$1.1M22026-06-30
Kagan Cocozza Asset Management$1M22026-06-30
Independent Wealth Network Inc.$1M342026-06-30
Aqr Capital Management LLC$1M12026-06-30
Range Financial Group LLC$996.8K72026-06-30
1834 Investment Advisors Co$988.6K162026-06-30
Comerica Bank$977.8K02025-12-31
Gilpin Wealth Management, LLC$973.2K42026-06-30
Moisand Fitzgerald Tamayo, LLC$970.1K102026-06-30
Fmr LLC$957.6K02026-06-30
Nautilus Advisors LLC$950.9K32026-06-30
Wilkins Miller Wealth Management, LLC$930.7K22026-06-30
Rhs Financial, LLC$929.6K22026-06-30
Global Strategic Investment Solutions, LLC$914.1K42026-06-30
Stifel Financial Corp$893.4K02026-06-30
Ae Wealth Management LLC$874.3K4712026-06-30
Brown Advisory Inc$865.1K02026-06-30
Advocate Investing Services$843.9K52026-06-30
Gladstone Institutional Advisory LLC$838.9K1082026-06-30
Rkl Private Wealth$834K292026-06-30
J2 Capital Management Inc$822K22026-06-30
Ridgewood Investments LLC$817.4K42026-06-30
Wealthcollab, LLC$806.1K12026-06-30
Newedge Advisors$785.4K6012026-06-30
Sheets Smith Wealth Management$761.3K102026-06-30
Amicus Financial Advisors, LLC$744.8K192026-06-30
Summitpoint Capital Management$741.3K22026-06-30
Awm Capital, LLC$738.1K292026-06-30
Principal Securities, Inc.$736.5K1,4632026-06-30
Insight Advisors, LLC/ PA$734.9K122026-06-30
Brighton Jones LLC$734.4K1592026-06-30
1832 Asset Management LP$732K02026-06-30
Wrenne Financial Planning LLC$728K72026-06-30
Presilium Private Wealth, LLC$726.2K52026-06-30
Beam Wealth Advisors, Inc.$723.5K252026-06-30
Darden Wealth Group Inc$717.7K52026-06-30
Diversify Advisory Services, LLC$715.9K1162026-06-30
Diversify Wealth Management, LLC$715.9K782026-06-30
Halbert Hargrove Global Advisors, LLC$714.7K432026-06-30
Point72 Asset Management, LP$713K02026-06-30
Garde Capital, Inc.$686.4K92026-06-30
Ep Wealth Advisors, LLC$685.5K3382026-06-30
Trademark Financial Management, LLC$677.5K22026-06-30
Mai Capital Management$665.2K3082026-06-30
Hb Wealth Management, LLC$663.5K1692026-06-30
Parkwoods Wealth Partners, LLC$663.4K312026-06-30
Parkside Financial Bank & Trust$657.4K02026-03-31
Heck Capital Advisors, LLC$640K242026-06-30
Wealthspire Advisors, LLC$628.8K2372026-06-30
Independent Financial Group, LLC$621.6K4812026-06-30
Hf Advisory Group, LLC$615.4K22026-06-30
Private Advisor Group, LLC$611.9K9272026-06-30
Wealthcare Capital Management LLC$604.8K322026-06-30
Cary Street Partners Financial LLC$564.4K02026-06-30
Landmark Wealth Management, LLC$556.3K02026-06-30
Summit Financial Consulting LLC$555.1K62026-06-30
Mbl Advisors$553.7K102026-06-30
Coldstream Capital Management Inc$551.3K1362026-06-30
Prairieview Wealth Partners, LLC$547.4K42026-06-30
Nwam LLC$545.7K622026-06-30
Westbourne Investments, Inc.$534.9K52026-06-30

The 250 largest of 455 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30