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