iSHARES TRUST - Common Stock (USRT)

Historical Holders from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
USRT
Shares outstanding
49,573,952
Price per share
$56.96
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
35,178,888
Total reported value
$2,064,801,005
% of total 13F portfolios
0.02%
Share change
+1,595,451
Value change
+$94,211,108
Number of holders
354
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iSHARES TRUST - Common Stock (USRT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 6.6% $180,155,809 3,252,497 BlackRock Portfolio Management LLC 31 Mar 2025
BlackRock, Inc. 2.1% -71% $57,663,926 -$174,340,690 1,041,053 -75% BlackRock, Inc. 31 Mar 2025
As of 30 Sep 2025, iSHARES TRUST - Common Stock (USRT) has 354 institutional shareholders filing 13F forms. They hold 35,178,888 shares. of 49,573,952 outstanding shares (71%) .

Top 25 institutional shareholders own 47% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
BlackRock, Inc. 8.9% 4,420,350 +5.9% 0% $259,562,925
US BANCORP \DE\ 5.7% 2,850,324 -0.06% 0.2% $167,371,046
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3.5% 1,748,498 +9.1% 0.07% $102,671,841
Glenmede Investment Management, LP 3.4% 1,673,789 +4.8% 0.47% $98,284,890
Trust Co of Tennessee 2.2% 1,084,369 +8.8% 13% $63,674,699
MORGAN STANLEY 2.1% 1,027,444 -3.9% 0% $60,331,576
Cerity Partners LLC 1.8% 870,659 +3.7% 0.08% $51,125,026
Johns Hopkins University 1.8% 868,007 0% 2.8% $50,969,371
Heritage Financial Services, LLC 1.6% 778,350 +5.3% 4.1% $45,704,694
Rakuten Investment Management, Inc. 1.5% 741,871 0% 0.19% $43,228,823
LPL Financial LLC 1.4% 689,948 +9.3% 0.01% $40,513,770
Disciplina Capital Management LLC 1.4% 686,085 +3% 5% $40,286,911
Corient Private Wealth LLC 1.2% 582,377 -12% 0.05% $34,197,174
MISSION WEALTH MANAGEMENT, LP 1.1% 524,692 +2.4% 0.63% $30,809,933
HighTower Advisors, LLC 1.1% 523,132 +22% 0.03% $30,719,306
Apollon Wealth Management, LLC 1% 518,809 +1.5% 0.54% $30,464,455
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.95% 468,884 -5.4% 0.04% $27,237,497
Thrivent Financial for Lutherans 0.94% 467,182 +351% 0.05% $27,433,000
CHOREO, LLC 0.92% 453,878 -11% 0.35% $26,651,745
ENVESTNET ASSET MANAGEMENT INC 0.89% 441,541 -3.9% 0.01% $25,927,263
UBS Group AG 0.88% 435,488 -5.8% 0% $25,571,856
Charles Schwab Trust Co 0.86% 425,024 -0.35% 1.7% $24,957,409
FIDUCIENT ADVISORS LLC 0.8% 397,893 -1.5% 2.7% $23,364,307
Rodgers & Associates, LTD 0.71% 353,977 +4.8% 2.1% $20,785,519
S. R. Schill & Associates 0.71% 350,310 +23% 14% $20,570,187

Institutional Holders of iSHARES TRUST - Common Stock (USRT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 1,523,359 $87,068,170 -$1,213,542 $56.96 19
2025 Q3 35,178,888 $2,064,801,005 +$94,211,108 $58.72 354
2025 Q2 32,838,539 $1,857,749,975 +$26,411,262 $56.56 362
2025 Q1 33,037,187 $1,903,302,263 +$58,550,884 $57.60 372
2024 Q4 31,475,840 $1,805,347,634 +$132,534,778 $57.31 367
2024 Q3 28,663,668 $1,763,541,474 -$42,364,105 $61.57 345
2024 Q2 31,123,133 $1,665,985,932 +$143,398,284 $53.56 318
2024 Q1 27,022,605 $1,453,052,611 -$74,295,222 $53.80 323
2023 Q4 28,768,114 $1,560,260,134 +$161,212,169 $54.29 344
2023 Q3 25,596,038 $1,208,502,203 -$45,792,466 $47.18 322
2023 Q2 26,088,663 $1,340,324,756 +$111,273,478 $51.41 322
2023 Q1 23,906,059 $1,204,496,952 -$36,126,768 $50.40 313
2022 Q4 24,841,038 $1,233,056,857 +$97,793,158 $49.45 322
2022 Q3 22,619,684 $1,073,839,131 -$24,405,083 $47.50 285
2022 Q2 23,257,107 $1,243,589,472 -$38,001,159 $53.40 285
2022 Q1 23,548,166 $1,522,703,701 -$222,359,447 $64.65 282
2021 Q4 26,748,614 $1,788,123,637 +$175,004,635 $67.59 274
2021 Q3 22,567,312 $1,326,876,061 -$90,442,854 $58.65 229
2021 Q2 24,055,726 $1,405,923,612 +$164,001,561 $58.34 228
2021 Q1 21,236,004 $1,114,199,053 +$59,617,181 $52.40 210
2020 Q4 19,952,520 $965,379,417 +$63,175,060 $48.41 202
2020 Q3 18,106,847 $794,774,505 +$26,719,367 $43.74 186
2020 Q2 17,512,055 $758,322,737 -$32,922,359 $43.48 184
2020 Q1 18,480,124 $724,788,700 +$46,839,244 $39.17 198
2019 Q4 17,019,601 $929,121,465 +$36,246,612 $54.59 208
2019 Q3 15,433,068 $856,263,676 +$90,318,712 $55.55 176
2019 Q2 13,782,942 $717,340,540 +$83,855,955 $52.02 156
2019 Q1 12,168,078 $629,226,526 +$103,791,792 $51.72 146
2018 Q4 10,149,936 $456,987,590 +$157,523,523 $44.85 133
2018 Q3 6,162,855 $298,156,056 +$33,981,202 $48.38 108
2018 Q2 5,459,805 $268,197,249 +$49,288,214 $49.15 85
2018 Q1 4,473,971 $201,695,000 +$111,797,709 $45.07 78
2017 Q4 1,986,305 $98,527,922 +$61,793,436 $49.61 64
2017 Q3 707,060 $34,826,482 +$14,042,593 $49.25 42
2017 Q2 421,940 $20,753,447 +$3,786,444 $49.20 38
2017 Q1 344,918 $16,877,000 +$3,068,867 $48.92 31
2016 Q4 285,767 $13,940,000 +$1,128,002 $48.77 30
2016 Q3 259,787 $13,167,431 -$4,061,914 $50.71 32
2016 Q2 367,689 $19,001,583 -$851,580 $51.67 31
2016 Q1 355,665 $17,360,449 -$190,683 $48.98 33
2015 Q4 366,407 $17,333,366 -$3,946,507 $47.30 32
2015 Q3 407,051 $17,865,193 -$1,466,831 $43.88 28
2015 Q2 439,952 $19,132,924 +$742,219 $43.45 28
2015 Q1 422,710 $20,525,789 +$4,090,383 $48.57 27
2014 Q4 338,530 $15,999,981 -$135,669 $47.26 26
2014 Q3 347,818 $14,695,037 -$883,161 $42.23 29
2014 Q2 368,516 $16,080,267 +$2,048,660 $43.64 27
2014 Q1 321,193 $13,173,404 -$1,078,448 $41.01 23