Security Snapshot

iSHARES TRUST - Common Stock (USRT) Institutional Ownership

CUSIP: 464288521

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

385

Shares (Excl. Options)

39,225,125

Price

$56.96

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Type / Class
Equity / Common Stock
Symbol
USRT
Shares outstanding
49,573,952
Price per share
$61.92
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
39,225,125
Total reported value
$2,237,699,617
% of total 13F portfolios
0.01%
Share change
+3,374,990
Value change
+$190,633,030
Number of holders
385
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • USRT - iSHARES TRUST - Common Stock is tracked under CUSIP 464288521.
  • 385 institutions reported positions in Q4 2025.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 385 to 243 between Q4 2025 and Q1 2026.
  • Reported value moved from $2,237,699,617 to $1,075,361,420.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 385 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 464288521?
CUSIP 464288521 identifies USRT - iSHARES TRUST - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

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 31 Dec 2025, 385 institutional investors reported holding 39,225,125 shares of iSHARES TRUST - Common Stock (USRT). This represents 79% of the company’s total 49,573,952 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iSHARES TRUST - Common Stock (USRT) together control 53% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 9.4% 4,672,636 +5.7% 0% $266,153,319
US BANCORP \DE\ 5.7% 2,811,846 -1.3% 0.19% $160,162,746
MORGAN STANLEY 4.4% 2,164,347 +111% 0.01% $123,281,293
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3.7% 1,841,087 +5.3% 0.07% $104,868,293
GLENMEDE TRUST CO NA 3.5% 1,746,031 0% 0.47% $99,453,925
BANK OF AMERICA CORP /DE/ 2.9% 1,433,358 +409% 0.01% $81,644,073
Trust Co of Tennessee 2.2% 1,107,489 +2.1% 13% $63,081,739
Cerity Partners LLC 1.8% 871,899 +0.14% 0.07% $49,663,304
Heritage Financial Services, LLC 1.8% 867,698 +11% 4.1% $49,424,059
Disciplina Capital Management LLC 1.6% 768,873 +12% 5.1% $43,795,006
Rakuten Investment Management, Inc. 1.5% 741,871 0% 0.15% $43,228,823
LPL Financial LLC 1.4% 682,884 -1% 0.01% $38,897,053
Corient Private Wealth LLC 1.3% 637,498 +9.5% 0.05% $37,247,507
TWO SIGMA INVESTMENTS, LP 1.3% 624,700 0.05% $35,582,912
ENVESTNET ASSET MANAGEMENT INC 1.2% 589,379 +33% 0.01% $33,571,041
HighTower Advisors, LLC 1.1% 564,160 +7.8% 0.04% $32,134,561
Apollon Wealth Management, LLC 1.1% 537,928 +3.7% 0.53% $30,640,364
MISSION WEALTH MANAGEMENT, LP 1.1% 527,722 +0.58% 0.61% $30,059,072
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.99% 488,351 +4.2% 0.04% $28,114,379
CHOREO, LLC 0.89% 441,001 -2.8% 0.33% $25,313,438
Thrivent Financial for Lutherans 0.84% 418,898 -10% 0.04% $24,024,000
Charles Schwab Trust Co 0.84% 418,341 -1.6% 1.6% $23,828,703
Rodgers & Associates, LTD 0.76% 376,251 +6.3% 2.2% $21,431,273
93 Financial Group, LLC 0.74% 365,381 0% 9.1% $20,812,105
STEPHENS INC /AR/ 0.73% 360,652 +11% 0.26% $20,542,736

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 18,152,851 $1,075,361,420 +$156,503,242 $59.19 243
2025 Q4 39,225,125 $2,237,699,617 +$190,633,030 $56.96 385
2025 Q3 35,177,974 $2,064,801,884 +$94,124,590 $58.72 356
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
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