13F reference period
Q2 2026
Security Snapshot
ISHARES CORE U.S. REIT ETF - Common Stock (USRT) Institutional Ownership
CUSIP: 464288521
13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026
Institutions Reporting
442
Shares (Excl. Options)
48.77M
Full value: 48,772,427 · shares · 30 Jun 2026Price
$66.45
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / Common Stock
- Symbol
- USRT
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 48,772,427
- Total 13F value
- $3,243,135,612
- Portfolio coverage rank
- 0.02%
- Share change
- +8,395,895
- Value change
- +$561,337,075
- Number of holders
- 442
- Shares outstanding
- 70,172,149
- SEC-reported price per share
- $61.58
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- USRT - ISHARES CORE U.S. REIT ETF - Common Stock is tracked under CUSIP 464288521.
- 442 institutions reported positions in Q2 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 406 to 442 between Q1 2026 and Q2 2026.
- SEC-reported value moved from to
$2.38B
Full value: $2,382,101,050 · USD · 31 Mar 2026.$3.24B
Full value: $3,243,135,612 · USD · 30 Jun 2026
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 442 institutions filings for Q2 2026.
Security key
464288521
13F reference period
Q2 2026
13F holders
442
13D/G owners
2
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 464288521:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
USRT
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 5% | -23% | $215,195,805 | +$14,907,040 | 3,494,573 | +7.4% | BlackRock Portfolio Management LLC | 30 Sep 2026 |
| BlackRock, Inc. | 2.1% | -71% | $57,663,926 | -$174,340,690 | 1,041,053 | -75% | BlackRock, Inc. | 31 Mar 2025 |
As of 30 Jun 2026,
442
institutional investors reported holding
shares of
ISHARES CORE U.S. REIT ETF - Common Stock (USRT).
This represents
70%
of the company’s total
outstanding shares.
48.77M
Full value: 48,772,427 · shares · 30 Jun 202670.17M
Full value: 70,172,149 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
46%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | 6.8% | 4,802,136 | 0.03% | $319,102,000 | |
| BlackRock, Inc. | 6.6% | 4,607,024 | +0.5% | 0% | $306,136,715 |
| US BANCORP \DE\ | 4% | 2,795,189 | -0.04% | 0.2% | $185,740,309 |
| BANK OF AMERICA CORP /DE/ | 3.2% | 2,214,451 | +274% | 0.01% | $147,150,280 |
| GLENMEDE TRUST CO NA | 2.8% | 1,938,379 | -1.4% | 0.57% | $128,805,284 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.7% | 1,919,207 | +5.5% | 0.07% | $127,531,305 |
| LPL Financial LLC | 2.5% | 1,757,195 | +133% | 0.03% | $116,765,615 |
| Trust Co of Tennessee | 1.7% | 1,195,061 | -3.2% | 14% | $79,412,282 |
| Savant Capital, LLC | 1.4% | 950,667 | -0.61% | 0.19% | $63,196,330 |
| Cerity Partners LLC | 1.3% | 940,273 | +2.7% | 0.08% | $62,481,095 |
| MORGAN STANLEY | 1.2% | 852,214 | -11% | 0% | $56,629,696 |
| Rakuten Investment Management, Inc. | 1.2% | 841,781 | -43% | 0.16% | $56,870,724 |
| Apollon Wealth Management, LLC | 1.2% | 841,122 | +46% | 0.68% | $55,892,576 |
| Disciplina Capital Management LLC | 1.1% | 782,526 | -9.1% | 5.4% | $51,998,853 |
| FIFTH THIRD BANCORP | 1.1% | 776,678 | -0.12% | 0.08% | $51,610,247 |
| Prime Capital Investment Advisors, LLC | 1.1% | 773,229 | -0.11% | 0.5% | $51,381,076 |
| Blueprint Investment Partners LLC | 0.92% | 646,149 | +194% | 3.6% | $42,936,585 |
| MISSION WEALTH MANAGEMENT, LP | 0.9% | 630,453 | +20% | 0.52% | $41,893,570 |
| Corient Private Wealth LP | 0.84% | 592,394 | -4.2% | 0.05% | $39,364,525 |
| HighTower Advisors, LLC | 0.82% | 576,946 | +3.2% | 0.04% | $38,338,051 |
| Rodgers & Associates, LTD | 0.57% | 401,892 | +0.72% | 2.4% | $26,705,712 |
| Charles Schwab Trust Co | 0.56% | 392,426 | -4.5% | 1.5% | $26,076,708 |
| SMI Advisory Services, LLC | 0.54% | 377,626 | 4.1% | $25,297,166 | |
| NEUBERGER BERMAN GROUP LLC | 0.54% | 376,313 | +1772% | 0.02% | $25,005,999 |
| Blueprint Financial Advisors LLC | 0.51% | 359,790 | +181% | 2.7% | $23,908,034 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
51
Headline period
Q2 2026
Rows shown
1-25 of 51
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 12,067,255 | $743,054,876 | -$1,059,586 | $61.58 | 178 |
| 2026 Q2 | 48,772,427 | $3,243,135,612 | +$561,337,075 | $66.45 | 442 |
| 2026 Q1 | 40,252,738 | $2,382,101,050 | +$109,121,204 | $59.19 | 406 |
| 2025 Q4 | 39,300,050 | $2,241,967,303 | +$190,760,149 | $56.96 | 389 |
| 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 |