Who owns iShares FTSE NAREIT Real Est 50 Ind?
- Ticker: USRT
- CUSIP Number: 464288521
Tip: Access positions for across all investors
Analyze quarterly positions in iShares FTSE NAREIT Real Est 50 Ind with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of iShares FTSE NAREIT Real Est 50 Ind stock
Who bought or sold iShares FTSE NAREIT Real Est 50 Ind this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| BlackRock | 2.9M | $157M | 9% | Jun 2024 |
|
| Us Bancorp | 2.7M | $166M | 1% | Sep 2024 |
|
| BlackRock | 2.4M | $146M | 100% | Sep 2024 |
|
| Glenmede Trust Company | 1.6M | $98M | 464% | Sep 2024 |
|
| Northwestern Mutual Wealth Management Company | 1.2M | $75M | 11% | Sep 2024 |
|
| Trust Co of Tennessee | 1.1M | $70M | 0% | Sep 2024 |
|
| Morgan Stanley | 860k | $46M | 2% | Jun 2024 |
|
| Envestnet Asset Management | 782k | $48M | 202% | Sep 2024 |
|
| Heritage Financial Services | 734k | $45M | 3% | Sep 2024 |
|
| CI Private Wealth | 668k | $6.4M | 1% | Sep 2024 |
|
| Thrivent Financial for Lutherans | 616k | $38M | 25% | Sep 2024 |
|
| Rsm Us Wealth Management | 566k | $35M | -1% | Sep 2024 |
|
| Kestra Investment Management | 549k | $34M | 100% | Sep 2024 |
|
| Wealth Enhancement Advisory Services | 528k | $28M | 2% | Jun 2024 |
|
| Mission Wealth Management | 502k | $31M | 0% | Sep 2024 |
|
| HighTower Advisors | 402k | $22M | 100% | Jun 2024 |
|
| Charles Schwab Trust | 391k | $24M | -16% | Sep 2024 |
|
| Prime Capital Investment Advisors | 382k | $24M | -2% | Sep 2024 |
|
| Blueprint Investment Partners | 381k | $23M | 101% | Sep 2024 |
|
| S. R. Schill & Associates | 377k | $20M | 24% | Jun 2024 |
|
| Advisor Group Holdings | 358k | $22M | 24% | Sep 2024 |
|
| Green Harvest Asset Management | 352k | $19M | 113% | Jun 2024 |
|
| Rockbridge Investment Management, LCC | 312k | $19M | -31% | Sep 2024 |
|
| Stephens | 311k | $19M | -3% | Sep 2024 |
|
| Jpmorgan Chase & Co | 299k | $18M | 1% | Sep 2024 |
|
| Financial & Tax Architects | 292k | $18M | 100% | Sep 2024 |
|
| DiMeo Schneider & Associates | 273k | $17M | 15% | Sep 2024 |
|
| MBE Wealth Management | 259k | $16M | 0% | Sep 2024 |
|
| HPM Partners | 256k | $16M | 29% | Sep 2024 |
|
| Rodgers & Associates | 239k | $15M | 7% | Sep 2024 |
|
| LPL Financial | 219k | $14M | 13% | Sep 2024 |
|
| Phillips Financial Management | 218k | $13M | -3% | Sep 2024 |
|
| Glenview Trust | 217k | $13M | 0% | Sep 2024 |
|
| Bank of America Corporation | 204k | $13M | -13% | Sep 2024 |
|
| Pure Financial Advisors | 202k | $12M | -1% | Sep 2024 |
|
| Vantage Financial Partners | 196k | $11M | 131% | Jun 2024 |
|
| Tectonic Advisors | 195k | $12M | 4% | Sep 2024 |
|
| Biltmore Wealth Management | 194k | $12M | 25% | Sep 2024 |
|
| ERn Financial | 182k | $11M | 1% | Sep 2024 |
|
| Ellenbecker Investment Group | 179k | $11M | -13% | Sep 2024 |
|
| Cannon Financial Strategists | 178k | $11M | 1% | Sep 2024 |
|
| Schroder Investment Management Group | 175k | $9.4M | -15% | Jun 2024 |
|
| BKD Wealth Advisors | 172k | $9.2M | -37% | Jun 2024 |
|
| O'shaughnessy Asset Management | 164k | $9.9M | 17% | Sep 2024 |
|
| Raymond James Financial Services Advisors | 139k | $8.5M | 213% | Sep 2024 |
|
| Cornerstone Management | 137k | $8.5M | -10% | Sep 2024 |
|
| Atomi Financial Group | 133k | $8.2M | 21% | Sep 2024 |
|
| SMI Advisory Services | 132k | $8.0M | 227% | Sep 2024 |
|
| Bnp Paribas Arbitrage, Snc | 123k | $7.5M | 84% | Sep 2024 |
|
| Legacy Financial Group | 122k | $7.5M | -1% | Sep 2024 |
|
| Raymond James & Associates | 122k | $7.5M | 2% | Sep 2024 |
|
| Krueger & Catalano Capital Partners | 115k | $6.2M | 15% | Jun 2024 |
|
| Commonwealth Equity Services | 113k | $7.0M | 0% | Sep 2024 |
|
| School Employees Retirement Board Of Ohio | 113k | $6.9M | 100% | Sep 2024 |
|
| Marshall Financial Group | 112k | $6.9M | 1% | Sep 2024 |
|
| Lido Advisors | 111k | $5.9M | -5% | Jun 2024 |
|
| Merriman Wealth Management | 109k | $6.7M | -3% | Sep 2024 |
|
| CIC Wealth | 108k | $6.7M | 3% | Sep 2024 |
|
| Captrust Financial Advisors | 99k | $6.1M | 1030% | Sep 2024 |
|
| Cornerstone Partners Capital Management | 97k | $6.0M | 0% | Sep 2024 |
|
| Cetera Investment Advisers | 97k | $5.2M | 75% | Jun 2024 |
|
| Mariner Wealth Advisors | 96k | $5.9M | -1% | Sep 2024 |
|
| Modern Wealth Management | 95k | $5.9M | -5% | Sep 2024 |
|
| Executive Wealth Management | 94k | $5.8M | 100% | Sep 2024 |
|
| Creative Planning | 93k | $5.7M | -5% | Sep 2024 |
|
| TPG Financial Advisors | 93k | $5.7M | -50% | Sep 2024 |
|
| Peak Financial Management | 91k | $5.6M | 0% | Sep 2024 |
|
| Fund Evaluation Group | 88k | $5.4M | 0% | Sep 2024 |
|
| Topel & Distasi Wealth Management | 81k | $5.0M | -5% | Sep 2024 |
|
| Cambridge Associates | 80k | $4.9M | 0% | Sep 2024 |
|
| Mercer Global Advisors | 76k | $4.0M | 0% | Jun 2024 |
|
| Congress Wealth Management LLC / DE / | 76k | $4.7M | -13% | Sep 2024 |
|
| Rockefeller Capital Management | 76k | $4.1M | 1% | Jun 2024 |
|
| Visionary Wealth Advisors | 72k | $4.5M | -1% | Sep 2024 |
|
| Prosperity Planning | 66k | $4.0M | 2% | Sep 2024 |
|
| Congress Asset Management | 64k | $4.0M | -10% | Sep 2024 |
|
| Presilium Private Wealth | 64k | $3.9M | -2% | Sep 2024 |
|
| Wells Fargo & Company | 62k | $3.8M | 9% | Sep 2024 |
|
| First Hawaiian Bank | 61k | $3.8M | 0% | Sep 2024 |
|
| Bank of Nova Scotia | 61k | $3.7M | -20% | Sep 2024 |
|
| Windsor Capital Management | 59k | $3.6M | -1% | Sep 2024 |
|
| CoreCap Advisors | 56k | $3.5M | 100% | Sep 2024 |
|
| Royal Bank of Canada | 52k | $3.2M | -4% | Sep 2024 |
|
| Moody National Bank Trust Division | 49k | $3.0M | -1% | Sep 2024 |
|
| U.S. Capital Wealth Advisors | 48k | $2.9M | -4% | Sep 2024 |
|
| AlphaStar Capital Management | 47k | $2.9M | 8% | Sep 2024 |
|
| Goldman Sachs Group | 42k | $2.3M | -43% | Jun 2024 |
|
| Moneta Group Investment Advisors | 42k | $2.6M | -14% | Sep 2024 |
|
| Independent Wealth Network | 42k | $2.6M | 3% | Sep 2024 |
|
| Advantus Capital Management | 41k | $2.2M | 0% | Jun 2024 |
|
| Blue Edge Capital | 41k | $2.2M | 0% | Jun 2024 |
|
| Sumitomo Life Insurance | 39k | $2.4M | -87% | Sep 2024 |
|
| Cascade Wealth Advisors | 39k | $2.4M | 1% | Sep 2024 |
|
| Kohmann Bosshard Financial Services | 36k | $2.2M | 1% | Sep 2024 |
|
| Flow Traders US | 35k | $2.2M | 100% | Sep 2024 |
|
| CarsonAllaria Wealth Management | 33k | $2.0M | -4% | Sep 2024 |
|
| State Street Corporation | 33k | $1.8M | -39% | Jun 2024 |
|
| Equitable Holdings | 32k | $1.7M | 0% | Jun 2024 |
|
| Zurcher Kantonalbank | 31k | $1.9M | -3% | Sep 2024 |
|
| SigFig Wealth Management | 31k | $1.6M | -5% | Jun 2024 |
|
| Jane Street | 30k | $1.9M | 100% | Sep 2024 |
|
| Sanctuary Advisors | 30k | $1.5M | 100% | Jun 2024 |
|
| Roble, Belko & Company | 28k | $1.7M | 1% | Sep 2024 |
|
| TD Waterhouse Canada | 27k | $1.7M | 0% | Sep 2024 |
|
| Miracle Mile Advisors | 27k | $1.7M | 7% | Sep 2024 |
|
| Source Financial Advisors | 27k | $1.6M | 0% | Sep 2024 |
|
| Goodwin Investment Advisory | 27k | $1.6M | -2% | Sep 2024 |
|
| Eqis Capital Management | 26k | $1.6M | -6% | Sep 2024 |
|
| Awm Capital | 26k | $1.4M | -1% | Jun 2024 |
|
| Pathstone Holdings | 25k | $1.5M | 88% | Sep 2024 |
|
| Cowa | 24k | $1.5M | 16% | Sep 2024 |
|
| Burns Wealth Management | 24k | $1.5M | -9% | Sep 2024 |
|
| Sharper & Granite | 24k | $1.5M | -2% | Sep 2024 |
|
| Halbert Hargrove Global Advisors | 23k | $1.4M | 0% | Sep 2024 |
|
| Vise Technologies | 23k | $1.2M | 29% | Jun 2024 |
|
| AE Wealth Management | 23k | $1.4M | 0% | Sep 2024 |
|
| B&D White Capital Company | 23k | $1.4M | 100% | Sep 2024 |
|
| Shum Financial Group | 22k | $1.4M | 100% | Sep 2024 |
|
| Jones Financial Companies, L.L | 22k | $1.4M | 232% | Sep 2024 |
|
| McMahon Financial Advisors | 22k | $1.4M | -5% | Sep 2024 |
|
| RTD Financial Advisors | 22k | $1.3M | -5% | Sep 2024 |
|
| Hanson McClain Advisors | 21k | $1.3M | 3% | Sep 2024 |
|
| Stamos Capital Partners | 20k | $1.2M | -15% | Sep 2024 |
|
| Integrated Wealth Concepts | 20k | $1.2M | 2% | Sep 2024 |
|
| RDA Financial Network | 20k | $1.2M | -19% | Sep 2024 |
|
| Orion Portfolio Solutions | 20k | $1.2M | 0% | Sep 2024 |
|
| Simplicity Wealth | 19k | $1.2M | 78% | Sep 2024 |
|
| Honkamp Krueger Financial Services | 19k | $1.0M | -71% | Jun 2024 |
|
| Redhawk Wealth Advisors | 19k | $1.1M | 100% | Sep 2024 |
|
| HBW Advisory Services | 19k | $1.1M | -1% | Sep 2024 |
|
| Aptus Capital Advisors | 18k | $1.1M | 1% | Sep 2024 |
|
| Global Strategic Investment Solutions | 18k | $1.1M | 0% | Sep 2024 |
|
| Peterson Wealth Advisors | 18k | $1.1M | -5% | Sep 2024 |
|
| Strategic Financial Planning | 18k | $1.1M | -2% | Sep 2024 |
|
| Moisand Fitzgerald Tamayo | 18k | $1.1M | -3% | Sep 2024 |
|
| Trademark Financial Management | 17k | $1.0M | 100% | Sep 2024 |
|
| Colony | 17k | $1.0M | -64% | Sep 2024 |
|
| Walter & Keenan Financial Consulting | 17k | $1.0M | 12% | Sep 2024 |
|
| Cambridge Investment Research Advisors | 16k | $1.0M | 43% | Sep 2024 |
|
| Integrated Investment Consultants | 16k | $983k | -3% | Sep 2024 |
|
| Private Client Services | 16k | $978k | 15% | Sep 2024 |
|
| Mitsubishi UFJ Asset Management | 16k | $973k | 8% | Sep 2024 |
|
| Nwam | 16k | $961k | 100% | Sep 2024 |
|
| MAI Wealth Advisors | 16k | $954k | -5% | Sep 2024 |
|
| Kovitz Investment Group Partners | 15k | $945k | 100% | Sep 2024 |
|
| Fi3 FINANCIAL ADVISORS | 15k | $937k | -15% | Sep 2024 |
|
| Stratos Wealth Partners | 15k | $930k | 100% | Sep 2024 |
|
| Apollon Wealth Management | 15k | $925k | -1% | Sep 2024 |
|
| Sumitomo Mitsui Trust Holdings | 15k | $921k | 100% | Sep 2024 |
|
| Garrett Investment Advisors | 13k | $783k | -17% | Sep 2024 |
|
| Susquehanna International | 12k | $745k | -34% | Sep 2024 |
|
| Naviter Wealth | 10k | $636k | -76% | Sep 2024 |
|
| Advisory Alpha | 5.9k | $365k | -84% | Sep 2024 |
|
| Citadel Advisors | 5.2k | $318k | -80% | Sep 2024 |
|
Who sold out of iShares FTSE NAREIT Real Est 50 Ind?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Charles Schwab Investment Management | Jun 2024 | 2.6M | $137M |
| Agincourt Capital Management | Jun 2024 | 202k | $11M |
| Bellwether Advisors | Jun 2024 | 57k | $3.1M |
| Coco Enterprises | Jun 2024 | 45k | $2.3M |
| Napa Wealth Management | Jun 2024 | 44k | $2.4M |
| D. E. Shaw & Co | Jun 2024 | 31k | $1.6M |