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 | 2.7M | $144M | 100% | Mar 2024 |
|
| Charles Schwab Investment Advisory | 2.6M | $140M | -3% | Mar 2024 |
|
| Us Bancorp | 2.3M | $126M | -1% | Mar 2024 |
|
| Northwestern Mutual Wealth Management Company | 1.0M | $56M | 100% | Mar 2024 |
|
| Morgan Stanley | 843k | $45M | 100% | Mar 2024 |
|
| Heritage Financial Services | 715k | $38M | 8% | Jun 2024 |
|
| CI Private Wealth | 656k | $35M | -12% | Mar 2024 |
|
| Rsm Us Wealth Management | 562k | $30M | -5% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 528k | $28M | 2% | Jun 2024 |
|
| Mission Wealth Management | 522k | $28M | 14% | Mar 2024 |
|
| Thrivent Financial for Lutherans | 493k | $27M | 100% | Mar 2024 |
|
| Charles Schwab Trust | 466k | $25M | 3% | Jun 2024 |
|
| Rockbridge Investment Management, LCC | 443k | $24M | 8% | Mar 2024 |
|
| Blueprint Investment Partners | 412k | $22M | 100% | Mar 2024 |
|
| S. R. Schill & Associates | 377k | $20M | 24% | Jun 2024 |
|
| Financial & Tax Architects | 334k | $18M | 0% | Mar 2024 |
|
| Stephens | 310k | $17M | 100% | Mar 2024 |
|
| Jpmorgan Chase & Co | 307k | $17M | 19% | Mar 2024 |
|
| Sumitomo Life Insurance | 295k | $15M | 31% | Jun 2024 |
|
| Advisor Group Holdings | 289k | $16M | 75% | Mar 2024 |
|
| Envestnet Asset Management | 285k | $15M | 100% | Mar 2024 |
|
| Glenmede Trust Company | 283k | $15M | 100% | Mar 2024 |
|
| UBS Group | 282k | $15M | 0% | Mar 2024 |
|
| BKD Wealth Advisors | 271k | $15M | 0% | Mar 2024 |
|
| MBE Wealth Management | 259k | $14M | 7% | Jun 2024 |
|
| Rodgers & Associates | 223k | $12M | 10% | Jun 2024 |
|
| Phillips Financial Management | 219k | $12M | 2% | Mar 2024 |
|
| Glenview Trust | 212k | $11M | 1% | Mar 2024 |
|
| Halbert Hargrove Global Advisors | 208k | $11M | -9% | Mar 2024 |
|
| Ellenbecker Investment Group | 207k | $11M | -10% | Jun 2024 |
|
| Schroder Investment Management Group | 205k | $11M | -24% | Mar 2024 |
|
| Pure Financial Advisors | 204k | $11M | 5% | Jun 2024 |
|
| Agincourt Capital Management | 202k | $11M | 1% | Jun 2024 |
|
| LPL Financial | 198k | $11M | 100% | Mar 2024 |
|
| Tectonic Advisors | 183k | $9.9M | 3% | Mar 2024 |
|
| ERn Financial | 180k | $9.7M | 7% | Jun 2024 |
|
| DiMeo Schneider & Associates | 178k | $9.6M | -78% | Mar 2024 |
|
| HPM Partners | 170k | $9.1M | -50% | Mar 2024 |
|
| Green Harvest Asset Management | 166k | $8.9M | 100% | Mar 2024 |
|
| Biltmore Wealth Management | 155k | $8.3M | 57% | Jun 2024 |
|
| Cornerstone Management | 152k | $8.2M | 10% | Jun 2024 |
|
| Ameriprise Financial | 138k | $7.4M | 100% | Mar 2024 |
|
| Bank of America Corporation | 124k | $6.7M | -82% | Mar 2024 |
|
| Legacy Financial Group | 124k | $6.6M | -51% | Jun 2024 |
|
| Commonwealth Equity Services | 121k | $6.5M | 5% | Mar 2024 |
|
| Raymond James & Associates | 120k | $6.4M | 17% | Jun 2024 |
|
| Lido Advisors | 116k | $6.3M | -1% | Mar 2024 |
|
| Krueger & Catalano Capital Partners | 115k | $6.2M | 15% | Jun 2024 |
|
| Fund Evaluation Group | 107k | $5.8M | -35% | Mar 2024 |
|
| CIC Wealth | 105k | $5.6M | 4% | Jun 2024 |
|
| Marshall Financial Group | 103k | $5.6M | 3% | Mar 2024 |
|
| Modern Wealth Management | 100k | $5.2M | 100% | Mar 2024 |
|
| Creative Planning | 98k | $5.3M | -5% | Mar 2024 |
|
| Cornerstone Partners Capital Management | 97k | $5.2M | 0% | Jun 2024 |
|
| Peak Financial Management | 91k | $4.9M | 1% | Jun 2024 |
|
| Congress Wealth Management LLC / DE / | 88k | $4.7M | -3% | Mar 2024 |
|
| Vantage Financial Partners | 85k | $4.6M | 100% | Mar 2024 |
|
| Petix & Botte | 84k | $4.5M | 100% | Mar 2024 |
|
| Topel & Distasi Wealth Management | 84k | $4.5M | 1% | Mar 2024 |
|
| Cambridge Associates | 80k | $4.3M | 0% | Mar 2024 |
|
| Congress Asset Management | 77k | $4.1M | -4% | Mar 2024 |
|
| Royal Bank of Canada | 77k | $4.1M | -55% | Mar 2024 |
|
| Mercer Global Advisors | 76k | $4.1M | 2% | Mar 2024 |
|
| Bank of Nova Scotia | 76k | $4.1M | -26% | Mar 2024 |
|
| Rockefeller Capital Management | 75k | $4.1M | 1% | Mar 2024 |
|
| Clark Capital Management Group | 75k | $4.0M | 100% | Mar 2024 |
|
| Goldman Sachs Group | 74k | $4.0M | -47% | Mar 2024 |
|
| Mariner Wealth Advisors | 71k | $3.8M | 470% | Mar 2024 |
|
| Visionary Wealth Advisors | 70k | $3.8M | -2% | Mar 2024 |
|
| Warren Averett Asset Management | 68k | $3.7M | 100% | Mar 2024 |
|
| Honkamp Krueger Financial Services | 65k | $3.5M | 100% | Mar 2024 |
|
| Presilium Private Wealth | 65k | $3.5M | -10% | Jun 2024 |
|
| Prosperity Planning | 65k | $3.5M | 4% | Jun 2024 |
|
| First Hawaiian Bank | 61k | $3.3M | 0% | Jun 2024 |
|
| O'shaughnessy Asset Management | 61k | $3.3M | 17% | Mar 2024 |
|
| Bellwether Advisors | 57k | $3.1M | -6% | Mar 2024 |
|
| Wells Fargo & Company | 56k | $3.0M | -20% | Mar 2024 |
|
| Cetera Investment Advisers | 55k | $3.0M | 100% | Mar 2024 |
|
| Windsor Capital Management | 55k | $3.0M | 3% | Mar 2024 |
|
| State Street Corporation | 54k | $2.9M | 18% | Mar 2024 |
|
| U.S. Capital Wealth Advisors | 50k | $2.7M | -19% | Jun 2024 |
|
| Moody National Bank Trust Division | 49k | $2.6M | 11% | Jun 2024 |
|
| Coco Enterprises | 45k | $2.3M | 100% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 44k | $2.4M | -3% | Jun 2024 |
|
| Atomi Financial Group | 44k | $2.4M | 14% | Mar 2024 |
|
| Flow Traders US | 43k | $2.3M | 100% | Mar 2024 |
|
| Advantus Capital Management | 41k | $2.2M | 0% | Jun 2024 |
|
| Blue Edge Capital | 41k | $2.2M | -10% | Mar 2024 |
|
| SMI Advisory Services | 40k | $2.2M | -64% | Jun 2024 |
|
| Independent Wealth Network | 40k | $2.2M | -4% | Jun 2024 |
|
| Advisory Alpha | 39k | $2.1M | -90% | Mar 2024 |
|
| Charles Schwab Investment Management | 39k | $2.1M | -6% | Mar 2024 |
|
| AlphaStar Capital Management | 37k | $2.0M | 100% | Mar 2024 |
|
| Kohmann Bosshard Financial Services | 36k | $1.9M | -18% | Jun 2024 |
|
| CarsonAllaria Wealth Management | 35k | $1.9M | -2% | Jun 2024 |
|
| Moisand Fitzgerald Tamayo | 34k | $1.8M | -36% | Mar 2024 |
|
| Cascade Wealth Advisors | 32k | $1.7M | 100% | Mar 2024 |
|
| Equitable Holdings | 32k | $1.7M | 17% | Mar 2024 |
|
| SigFig Wealth Management | 32k | $1.6M | -8% | Mar 2024 |
|
| Zurcher Kantonalbank | 31k | $1.7M | 0% | Mar 2024 |
|
| Burns Wealth Management | 31k | $1.7M | 100% | Mar 2024 |
|
| Roble, Belko & Company | 28k | $1.5M | -1% | Mar 2024 |
|
| Eqis Capital Management | 28k | $1.5M | 100% | Mar 2024 |
|
| TD Waterhouse Canada | 27k | $1.4M | 0% | Mar 2024 |
|
| Goodwin Investment Advisory | 27k | $1.5M | 9% | Mar 2024 |
|
| Source Financial Advisors | 27k | $1.4M | 6% | Jun 2024 |
|
| Awm Capital | 26k | $1.4M | 0% | Mar 2024 |
|
| Miracle Mile Advisors | 25k | $1.4M | 100% | Jun 2024 |
|
| RDA Financial Network | 25k | $1.3M | -38% | Jun 2024 |
|
| Stamos Capital Partners | 23k | $1.3M | -12% | Mar 2024 |
|
| McMahon Financial Advisors | 23k | $1.2M | 6% | Jun 2024 |
|
| RTD Financial Advisors | 23k | $1.2M | -13% | Jun 2024 |
|
| Colony | 22k | $1.2M | 67% | Mar 2024 |
|
| Sharper & Granite | 22k | $1.1M | -5% | Mar 2024 |
|
| AE Wealth Management | 22k | $1.2M | -41% | Mar 2024 |
|
| Naviter Wealth | 21k | $1.2M | -86% | Mar 2024 |
|
| Cowa | 21k | $1.1M | 469% | Mar 2024 |
|
| SageView Advisory Group | 21k | $11M | 351% | Mar 2024 |
|
| Hanson McClain Advisors | 20k | $1.1M | 4% | Jun 2024 |
|
| Orion Portfolio Solutions | 20k | $1.1M | -12% | Mar 2024 |
|
| Peterson Wealth Advisors | 19k | $1.0M | -9% | Jun 2024 |
|
| HBW Advisory Services | 19k | $1.0M | 10% | Jun 2024 |
|
| Global Strategic Investment Solutions | 18k | $973k | 0% | Mar 2024 |
|
| Vise Technologies | 18k | $969k | 5% | Mar 2024 |
|
| Fi3 FINANCIAL ADVISORS | 18k | $915k | -35% | Mar 2024 |
|
| Strategic Financial Planning | 18k | $958k | -2% | Mar 2024 |
|
| Renaissance Technologies | 17k | $931k | 80% | Mar 2024 |
|
| Northern Oak Capital Management | 17k | $905k | 0% | Mar 2024 |
|
| Fil | 17k | $889k | 100% | Mar 2024 |
|
| Prudential Financial | 17k | $887k | 61% | Mar 2024 |
|
| Integrated Investment Consultants | 16k | $882k | 0% | Jun 2024 |
|
| MAI Wealth Advisors | 16k | $870k | 4% | Mar 2024 |
|
| Daiwa Securities Group | 16k | $841k | 58% | Mar 2024 |
|
| Apollon Wealth Management | 15k | $817k | -4% | Jun 2024 |
|
| Garrett Investment Advisors | 15k | $816k | -16% | Jun 2024 |
|
| Walter & Keenan Financial Consulting | 15k | $804k | -5% | Jun 2024 |
|
| Citadel Advisors | 15k | $791k | 29% | Mar 2024 |
|
| Mitsubishi UFJ Asset Management | 15k | $785k | -15% | Mar 2024 |
|
| Range Financial Group | 15k | $782k | 5% | Mar 2024 |
|
| Millington Financial Advisors | 14k | $732k | -3% | Mar 2024 |
|
| Private Client Services | 13k | $720k | 5% | Mar 2024 |
|
| Coldstream Capital Management | 13k | $719k | 0% | Mar 2024 |
|
| Mml Investors Services | 13k | $706k | -15% | Mar 2024 |
|
| Principal Securities | 13k | $696k | 4% | Mar 2024 |
|
| Brian McDonald | 13k | $683k | 100% | Mar 2024 |
|
| D. E. Shaw & Co | 12k | $669k | 100% | Mar 2024 |
|
| Branch Banking & Trust Company | 12k | $658k | -56% | Mar 2024 |
|
| Helen Stephens Group | 12k | $653k | -29% | Jun 2024 |
|
| RVW Wealth | 12k | $647k | -41% | Jun 2024 |
|
| Kingsview Wealth Management | 12k | $633k | -5% | Mar 2024 |
|
| RFG Advisory | 12k | $616k | -6% | Jun 2024 |
|
| Mutual Advisors | 11k | $585k | -30% | Mar 2024 |
|
| Simplicity Wealth | 11k | $579k | -71% | Jun 2024 |
|
| Brown Financial Advisory | 11k | $576k | -59% | Jun 2024 |
|
| Drive Wealth Management | 11k | $577k | -22% | Mar 2024 |
|
| Atria Wealth Solutions | 9.2k | $492k | -36% | Jun 2024 |
|
| EP Wealth Advisors | 7.9k | $426k | -53% | Mar 2024 |
|
| Advisory Services Network | 7.5k | $405k | -73% | Mar 2024 |
|
| Envestnet Portfolio Solutions | 6.5k | $350k | -47% | Jun 2024 |
|
| H D Vest Advisory Services | 5.4k | $293k | -85% | Mar 2024 |
|
| Wrenne Financial Planning | 5.3k | $287k | -60% | Mar 2024 |
|
| Horizon Financial Services | 246.00 | $13k | -99% | Mar 2024 |
|
Who sold out of iShares FTSE NAREIT Real Est 50 Ind?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| HighTower Advisors | Dec 2023 | 405k | $22M |
| Gunma Bank | Mar 2024 | 35k | $1.9M |
| Navalign | Dec 2023 | 13k | $729k |
| Nomura Asset Management | Dec 2023 | 13k | $722k |