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 | 3.9M | $225M | 2% | Mar 2025 |
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| Us Bancorp | 2.9M | $168M | 5% | Mar 2025 |
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| Glenmede Trust Company | 1.6M | $91M | -1% | Mar 2025 |
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| Northwestern Mutual Wealth Management Company | 1.3M | $76M | 9% | Dec 2024 |
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| Trust Co of Tennessee | 992k | $57M | -15% | Mar 2025 |
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| Bank of America Corporation | 985k | $56M | 382% | Dec 2024 |
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| Morgan Stanley | 920k | $53M | 100% | Dec 2024 |
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| Heritage Financial Services | 728k | $42M | -5% | Mar 2025 |
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| CI Private Wealth | 669k | $39M | 1% | Mar 2025 |
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| Apollon Wealth Management | 579k | $33M | 376% | Mar 2025 |
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| Thrivent Financial for Lutherans | 563k | $32M | -9% | Mar 2025 |
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| Rsm Us Wealth Management | 553k | $32M | -4% | Mar 2025 |
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| LPL Financial | 546k | $31M | -30% | Mar 2025 |
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| Mission Wealth Management | 517k | $30M | 2% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 494k | $28M | -6% | Mar 2025 |
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| HighTower Advisors | 407k | $23M | -1% | Dec 2024 |
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| Charles Schwab Trust | 401k | $23M | 0% | Mar 2025 |
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| Envestnet Asset Management | 398k | $23M | -5% | Mar 2025 |
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| Prime Capital Investment Advisors | 377k | $22M | -1% | Dec 2024 |
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| DiMeo Schneider & Associates | 369k | $21M | 35% | Dec 2024 |
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| UBS Group | 365k | $21M | 2% | Mar 2025 |
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| HPM Partners | 333k | $19M | -5% | Mar 2025 |
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| Pacific Life Fund Advisors | 329k | $19M | 100% | Mar 2025 |
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| Rodgers & Associates | 324k | $19M | 9% | Mar 2025 |
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| Green Harvest Asset Management | 320k | $18M | -5% | Dec 2024 |
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| Stephens | 318k | $18M | -2% | Mar 2025 |
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| Blueprint Investment Partners | 317k | $18M | 5% | Mar 2025 |
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| Financial & Tax Architects | 309k | $18M | 1% | Mar 2025 |
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| S. R. Schill & Associates | 275k | $16M | -12% | Mar 2025 |
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| Rockbridge Investment Management, LCC | 275k | $16M | -12% | Dec 2024 |
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| Advisor Group Holdings | 262k | $15M | -27% | Mar 2025 |
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| MPS Loria Financial Planners | 248k | $14M | 100% | Mar 2025 |
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| Kestra Investment Management | 226k | $13M | 751963% | Mar 2025 |
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| Jpmorgan Chase & Co | 221k | $13M | -29% | Mar 2025 |
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| Glenview Trust | 218k | $13M | 2% | Mar 2025 |
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| Bnp Paribas Arbitrage, Snc | 207k | $12M | 23% | Mar 2025 |
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| Pure Financial Advisors | 206k | $12M | -5% | Mar 2025 |
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| Biltmore Wealth Management | 195k | $11M | 0% | Mar 2025 |
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| Tectonic Advisors | 195k | $11M | 0% | Mar 2025 |
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| Cannon Financial Strategists | 182k | $11M | 1% | Mar 2025 |
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| Captrust Financial Advisors | 176k | $10M | 30% | Mar 2025 |
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| Ameriprise Financial | 175k | $10M | 15% | Mar 2025 |
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| Phillips Financial Management | 173k | $10M | -5% | Mar 2025 |
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| O'shaughnessy Asset Management | 171k | $9.8M | 4% | Dec 2024 |
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| ERn Financial | 171k | $9.8M | -8% | Mar 2025 |
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| Cetera Investment Advisers | 169k | $9.7M | 19% | Dec 2024 |
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| AXS Investments | 158k | $9.1M | 100% | Mar 2025 |
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| Quadrature Capital | 156k | $8.9M | 100% | Dec 2024 |
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| Krueger & Catalano Capital Partners | 154k | $8.9M | 5% | Mar 2025 |
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| Atomi Financial Group | 145k | $8.4M | 8% | Mar 2025 |
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| Creative Planning | 145k | $8.3M | 60% | Mar 2025 |
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| Lido Advisors | 140k | $8.0M | 22% | Dec 2024 |
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| Blueprint Financial Advisors | 125k | $7.2M | 100% | Mar 2025 |
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| Cornerstone Management | 124k | $7.1M | -7% | Mar 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 119k | $6.9M | 5078% | Mar 2025 |
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| Legacy Financial Group | 117k | $6.7M | -2% | Mar 2025 |
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| Citadel Advisors | 113k | $6.5M | 57% | Mar 2025 |
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| Commonwealth Equity Services | 107k | $6.1M | -5% | Dec 2024 |
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| Mariner Wealth Advisors | 101k | $5.8M | 5% | Mar 2025 |
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| Disciplina Capital Management | 99k | $5.7M | 100% | Mar 2025 |
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| Royal Bank of Canada | 98k | $5.6M | 13% | Mar 2025 |
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| CoreCap Advisors | 98k | $5.6M | 110% | Mar 2025 |
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| Cornerstone Partners Capital Management | 97k | $5.6M | 0% | Mar 2025 |
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| H D Vest Advisory Services | 95k | $5.5M | 1236% | Dec 2024 |
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| TPG Financial Advisors | 95k | $5.5M | -1% | Mar 2025 |
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| Peak Financial Management | 92k | $5.3M | 1% | Dec 2024 |
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| Modern Wealth Management | 86k | $2.7M | -2% | Mar 2025 |
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| Armis Advisers | 85k | $4.8M | 100% | Mar 2025 |
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| Topel & Distasi Wealth Management | 82k | $4.7M | 1% | Mar 2025 |
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| Wells Fargo & Company | 82k | $4.7M | 21% | Mar 2025 |
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| Fund Evaluation Group | 81k | $4.7M | -8% | Mar 2025 |
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| Congress Wealth Management LLC / DE / | 79k | $4.5M | 4% | Dec 2024 |
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| Rockefeller Capital Management | 78k | $4.5M | 2% | Dec 2024 |
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| Moody National Bank Trust Division | 76k | $4.4M | 54% | Mar 2025 |
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| Rialto Wealth Management | 76k | $4.3M | 26% | Mar 2025 |
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| Sumitomo Life Insurance | 74k | $4.3M | -29% | Mar 2025 |
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| Visionary Wealth Advisors | 72k | $4.1M | -1% | Dec 2024 |
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| Raymond James Financial | 68k | $3.9M | -61% | Mar 2025 |
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| Prosperity Planning | 66k | $3.8M | 0% | Mar 2025 |
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| Warren Averett Asset Management | 63k | $3.6M | -1% | Dec 2024 |
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| First Hawaiian Bank | 61k | $3.5M | 0% | Mar 2025 |
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| Spartan Planning & Wealth Management | 60k | $3.5M | -10% | Mar 2025 |
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| Capital Performance Advisors | 59k | $3.4M | 100% | Mar 2025 |
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| Windsor Capital Management | 58k | $3.4M | 1% | Mar 2025 |
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| Congress Asset Management | 53k | $3.0M | -1% | Mar 2025 |
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| U.S. Capital Wealth Advisors | 52k | $3.0M | 5% | Mar 2025 |
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| Envision Financial | 49k | $2.8M | 99% | Mar 2025 |
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| Dogwood Wealth Management | 44k | $2.5M | -3% | Mar 2025 |
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| Mercer Global Advisors | 44k | $2.5M | -12% | Mar 2025 |
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| Independent Wealth Network | 43k | $2.5M | 2% | Mar 2025 |
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| Goldman Sachs Group | 43k | $2.5M | 0% | Mar 2025 |
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| Ellenbecker Investment Group | 42k | $2.4M | -65% | Mar 2025 |
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| Better Money Decisions | 42k | $2.4M | 100% | Mar 2025 |
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| Creative Financial Designs | 41k | $2.4M | 5% | Mar 2025 |
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| Naviter Wealth | 40k | $2.3M | 26% | Mar 2025 |
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| Susquehanna International | 39k | $2.2M | 224% | Dec 2024 |
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| Advantus Capital Management | 39k | $2.2M | 0% | Mar 2025 |
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| Sanctuary Advisors | 38k | $2.2M | 7% | Dec 2024 |
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| State Street Corporation | 38k | $2.2M | -10% | Mar 2025 |
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| Moneta Group Investment Advisors | 37k | $2.1M | -3% | Mar 2025 |
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| Blue Edge Capital | 37k | $2.1M | -5% | Mar 2025 |
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| National Bank Of Canada /fi/ | 36k | $2.1M | 0% | Mar 2025 |
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| Comprehensive Money Management Services | 36k | $2.1M | 1% | Mar 2025 |
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| Equitable Holdings | 35k | $2.0M | -1% | Dec 2024 |
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| Stamos Capital Partners | 35k | $2.0M | 74% | Dec 2024 |
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| Post Resch Tallon Group | 35k | $2.0M | 100% | Mar 2025 |
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| Presilium Private Wealth | 35k | $2.0M | -45% | Mar 2025 |
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| Keystone Financial Group | 33k | $1.9M | 12% | Mar 2025 |
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| Kohmann Bosshard Financial Services | 33k | $1.9M | -4% | Mar 2025 |
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| Pathstone Holdings | 32k | $1.8M | 18% | Mar 2025 |
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| Awm Capital | 32k | $1.8M | -1% | Mar 2025 |
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| CarsonAllaria Wealth Management | 31k | $1.8M | -5% | Mar 2025 |
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| Zurcher Kantonalbank | 31k | $1.7M | 0% | Mar 2025 |
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| TD Waterhouse Canada | 29k | $1.7M | 0% | Mar 2025 |
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| Millington Financial Advisors | 29k | $1.5M | 18% | Mar 2025 |
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| Walkner Condon Financial Advisors | 29k | $1.6M | 100% | Mar 2025 |
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| Colony | 28k | $1.6M | 7% | Mar 2025 |
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| Savant Capital Management | 28k | $1.6M | -1% | Mar 2025 |
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| Sharper & Granite | 27k | $1.6M | 2% | Mar 2025 |
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| Roble, Belko & Company | 27k | $1.6M | -4% | Mar 2025 |
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| AE Wealth Management | 27k | $1.5M | 15% | Dec 2024 |
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| Eqis Capital Management | 25k | $1.5M | -4% | Dec 2024 |
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| SigFig Wealth Management | 25k | $1.3M | -4% | Mar 2025 |
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| Bank of Nova Scotia | 24k | $1.4M | -60% | Dec 2024 |
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| Orion Portfolio Solutions | 24k | $1.4M | 23% | Dec 2024 |
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| Burns Wealth Management | 24k | $1.4M | 2% | Mar 2025 |
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| Hollencrest Securities | 23k | $1.3M | 100% | Mar 2025 |
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| Integrated Wealth Concepts | 23k | $1.3M | 16% | Dec 2024 |
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| Prospect Financial Group | 23k | $1.3M | 16% | Mar 2025 |
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| Cascade Wealth Advisors | 22k | $1.2M | -48% | Mar 2025 |
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| Shum Financial Group | 22k | $1.3M | 0% | Mar 2025 |
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| Vise Technologies | 22k | $1.2M | 6% | Dec 2024 |
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| McMahon Financial Advisors | 22k | $1.2M | -1% | Mar 2025 |
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| Gwn Securities | 21k | $1.2M | 100% | Mar 2025 |
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| Apollon Financial | 21k | $1.2M | 100% | Mar 2025 |
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| Jones Financial Companies, L.L | 21k | $1.2M | -43% | Mar 2025 |
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| Peterson Wealth Advisors | 21k | $1.1M | 38% | Mar 2025 |
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| Hanson McClain Advisors | 20k | $1.1M | 0% | Mar 2025 |
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| B&D White Capital Company | 20k | $1.2M | -11% | Dec 2024 |
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| Neuberger Berman Group | 20k | $1.2M | 0% | Mar 2025 |
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| Halbert Hargrove Global Advisors | 20k | $1.1M | -3% | Mar 2025 |
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| Cambridge Investment Research Advisors | 20k | $1.1M | 10% | Mar 2025 |
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| HBW Advisory Services | 19k | $1.1M | 0% | Mar 2025 |
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| Renaissance Technologies | 19k | $1.1M | 9% | Mar 2025 |
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| Wilkins Miller Wealth Management | 19k | $1.1M | 100% | Mar 2025 |
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| Kagan Cocozza Asset Management | 18k | $1.1M | 0% | Mar 2025 |
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| Inman Jager Wealth Management | 18k | $1.1M | 4% | Mar 2025 |
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| Walter & Keenan Financial Consulting | 18k | $1.0M | 0% | Mar 2025 |
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| Quest 10 Wealth Builders | 18k | $1.0M | -4% | Mar 2025 |
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| Strategic Financial Planning | 18k | $1.0M | 0% | Dec 2024 |
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| Aptus Capital Advisors | 16k | $933k | -23% | Mar 2025 |
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| Sumitomo Mitsui Trust Holdings | 15k | $843k | -49% | Mar 2025 |
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| Branch Banking & Trust Company | 14k | $799k | -54% | Mar 2025 |
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| MBE Wealth Management | 12k | $716k | -93% | Mar 2025 |
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| BKD Wealth Advisors | 10k | $595k | -46% | Mar 2025 |
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| Marshall Financial Group | 5.3k | $306k | -95% | Mar 2025 |
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| Goodwin Investment Advisory | 4.7k | $273k | -82% | Mar 2025 |
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| Executive Wealth Management | 3.5k | $203k | -96% | Dec 2024 |
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| Albion Financial Group | 56.00 | $3.2k | -100% | Mar 2025 |
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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 |
|---|---|---|---|
| Prudential Financial | Sep 2024 | 211k | $13M |
| School Employees Retirement Board Of Ohio | Dec 2024 | 113k | $6.5M |
| Merriman Wealth Management | Sep 2024 | 109k | $6.7M |
| Cambridge Associates | Sep 2024 | 80k | $4.9M |
| SMI Advisory Services | Dec 2024 | 66k | $3.7M |
| Capstone Investment Advisors | Dec 2024 | 54k | $3.1M |
| Flow Traders US | Sep 2024 | 35k | $2.2M |
| Jane Street | Dec 2024 | 26k | $1.5M |
| Cowa | Sep 2024 | 24k | $1.5M |
| Simplicity Wealth | Dec 2024 | 19k | $1.1M |