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 |
|---|---|---|---|---|---|
| Charles Schwab Investment Advisory | 2.7M | $146M | 12% | Dec 2023 |
|
| Us Bancorp | 2.4M | $129M | 32% | Dec 2023 |
|
| DiMeo Schneider & Associates | 806k | $44M | 25% | Dec 2023 |
|
| CI Private Wealth | 745k | $41M | -12% | Dec 2023 |
|
| Bank of America Corporation | 675k | $37M | 169% | Dec 2023 |
|
| Rsm Us Wealth Management | 593k | $32M | 10% | Dec 2023 |
|
| Wealth Enhancement Advisory Services | 518k | $28M | -25% | Mar 2024 |
|
| Mission Wealth Management | 460k | $25M | 15% | Dec 2023 |
|
| Charles Schwab Trust | 452k | $24M | 9% | Mar 2024 |
|
| Heritage Financial Services | 443k | $24M | 45% | Dec 2023 |
|
| Rockbridge Investment Management, LCC | 411k | $22M | 100% | Dec 2023 |
|
| HighTower Advisors | 405k | $22M | -18% | Dec 2023 |
|
| Advisory Alpha | 376k | $20M | -25% | Dec 2023 |
|
| HPM Partners | 337k | $18M | 57% | Dec 2023 |
|
| Financial & Tax Architects | 334k | $18M | -5% | Dec 2023 |
|
| S. R. Schill & Associates | 303k | $16M | 1% | Mar 2024 |
|
| UBS Group | 281k | $15M | 8% | Dec 2023 |
|
| BKD Wealth Advisors | 272k | $15M | -5% | Dec 2023 |
|
| Jpmorgan Chase & Co | 257k | $14M | 563% | Dec 2023 |
|
| Legacy Financial Group | 254k | $14M | 2020% | Mar 2024 |
|
| MBE Wealth Management | 237k | $13M | 6% | Dec 2023 |
|
| Ellenbecker Investment Group | 229k | $12M | -3% | Mar 2024 |
|
| Phillips Financial Management | 216k | $12M | -2% | Dec 2023 |
|
| Glenview Trust | 210k | $11M | 100% | Dec 2023 |
|
| Halbert Hargrove Global Advisors | 208k | $11M | -9% | Mar 2024 |
|
| Agincourt Capital Management | 200k | $11M | 1% | Mar 2024 |
|
| Pure Financial Advisors | 194k | $11M | 4% | Mar 2024 |
|
| Rodgers & Associates | 191k | $10M | 8% | Dec 2023 |
|
| Tectonic Advisors | 177k | $9.6M | 0% | Dec 2023 |
|
| Royal Bank of Canada | 171k | $9.3M | 127% | Dec 2023 |
|
| TPG Financial Advisors | 169k | $9.2M | -14% | Dec 2023 |
|
| ERn Financial | 169k | $9.1M | 1% | Mar 2024 |
|
| Advisor Group Holdings | 165k | $9.0M | 33% | Dec 2023 |
|
| Fund Evaluation Group | 165k | $7.8M | 0% | Dec 2023 |
|
| Goldman Sachs Group | 140k | $7.6M | 67% | Dec 2023 |
|
| Cornerstone Management | 125k | $6.8M | -6% | Dec 2023 |
|
| Lido Advisors | 118k | $6.4M | -18% | Dec 2023 |
|
| Commonwealth Equity Services | 115k | $6.3M | 4% | Dec 2023 |
|
| Spartan Planning & Wealth Management | 113k | $6.1M | 332% | Dec 2023 |
|
| SMI Advisory Services | 113k | $6.0M | 100% | Mar 2024 |
|
| Creative Planning | 103k | $5.6M | -3% | Dec 2023 |
|
| Bank of Nova Scotia | 103k | $5.6M | 48% | Dec 2023 |
|
| CIC Wealth | 101k | $5.5M | -2% | Mar 2024 |
|
| Marshall Financial Group | 100k | $5.4M | -1% | Dec 2023 |
|
| Biltmore Wealth Management | 99k | $5.4M | -47% | Dec 2023 |
|
| Sumitomo Life Insurance | 98k | $5.3M | -60% | Dec 2023 |
|
| Raymond James & Associates | 98k | $5.3M | 5% | Dec 2023 |
|
| Cornerstone Partners Capital Management | 97k | $5.3M | 0% | Dec 2023 |
|
| Krueger & Catalano Capital Partners | 96k | $5.2M | 8% | Dec 2023 |
|
| Congress Wealth Management LLC / DE / | 88k | $4.7M | -3% | Mar 2024 |
|
| Peak Financial Management | 86k | $4.6M | 5% | Dec 2023 |
|
| Topel & Distasi Wealth Management | 83k | $4.5M | 2% | Dec 2023 |
|
| CoreCap Advisors | 83k | $4.5M | 149% | Dec 2023 |
|
| Congress Asset Management | 77k | $4.1M | -4% | Mar 2024 |
|
| Rockefeller Capital Management | 75k | $4.1M | -11% | Dec 2023 |
|
| Presilium Private Wealth | 75k | $4.1M | 100% | Dec 2023 |
|
| Mercer Global Advisors | 75k | $4.1M | 2% | Dec 2023 |
|
| U.S. Capital Wealth Advisors | 73k | $4.0M | -21% | Dec 2023 |
|
| Visionary Wealth Advisors | 71k | $3.9M | 4% | Dec 2023 |
|
| Strategic Financial | 70k | $3.8M | -5% | Dec 2023 |
|
| Wells Fargo & Company | 70k | $3.8M | -38% | Dec 2023 |
|
| Prosperity Planning | 62k | $3.4M | 3% | Mar 2024 |
|
| First Hawaiian Bank | 61k | $3.3M | 0% | Mar 2024 |
|
| Bellwether Advisors | 61k | $3.3M | -39% | Dec 2023 |
|
| Moneta Group Investment Advisors | 60k | $3.3M | -13% | Dec 2023 |
|
| Windsor Capital Management | 55k | $3.0M | 3% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 55k | $3.0M | 430% | Dec 2023 |
|
| O'shaughnessy Asset Management | 52k | $2.8M | -18% | Dec 2023 |
|
| Blue Edge Capital | 45k | $2.5M | -2% | Dec 2023 |
|
| Moody National Bank Trust Division | 45k | $2.4M | 0% | Mar 2024 |
|
| Kohmann Bosshard Financial Services | 43k | $2.3M | 0% | Mar 2024 |
|
| Charles Schwab Investment Management | 41k | $2.2M | -8% | Dec 2023 |
|
| Advantus Capital Management | 40k | $2.2M | 0% | Dec 2023 |
|
| RDA Financial Network | 40k | $2.1M | -4% | Mar 2024 |
|
| Atomi Financial Group | 38k | $2.1M | 100% | Dec 2023 |
|
| AE Wealth Management | 37k | $1.9M | -3% | Dec 2023 |
|
| CarsonAllaria Wealth Management | 36k | $2.0M | 1% | Dec 2023 |
|
| H D Vest Advisory Services | 35k | $1.9M | 362% | Dec 2023 |
|
| Gunma Bank | 35k | $1.9M | -50% | Dec 2023 |
|
| SigFig Wealth Management | 35k | $1.7M | -7% | Dec 2023 |
|
| Moisand Fitzgerald Tamayo | 34k | $1.8M | -36% | Mar 2024 |
|
| Cascade Wealth Advisors | 32k | $1.7M | 100% | Mar 2024 |
|
| Zurcher Kantonalbank | 31k | $1.7M | 0% | Dec 2023 |
|
| Telemus Capital | 30k | $1.6M | -8% | Dec 2023 |
|
| Horizon Financial Services | 30k | $1.6M | -11% | Dec 2023 |
|
| Roble, Belko & Company | 28k | $1.5M | -1% | Mar 2024 |
|
| Branch Banking & Trust Company | 28k | $1.5M | 101% | Dec 2023 |
|
| Fi3 FINANCIAL ADVISORS | 28k | $1.5M | -10% | Dec 2023 |
|
| Advisory Services Network | 28k | $1.5M | 3% | Dec 2023 |
|
| TD Waterhouse Canada | 27k | $1.5M | 34% | Dec 2023 |
|
| Brown Financial Advisory | 26k | $1.4M | 0% | Dec 2023 |
|
| RTD Financial Advisors | 26k | $1.4M | 3% | Dec 2023 |
|
| Awm Capital | 26k | $1.4M | -54% | Dec 2023 |
|
| Independent Wealth Network | 25k | $1.4M | -41% | Mar 2024 |
|
| Goodwin Investment Advisory | 25k | $1.3M | 62% | Dec 2023 |
|
| Walter & Keenan Financial Consulting | 24k | $1.3M | -1% | Dec 2023 |
|
| Orion Portfolio Solutions | 22k | $1.2M | 12% | Dec 2023 |
|
| Sharper & Granite | 22k | $1.1M | -5% | Mar 2024 |
|
| Source Financial Advisors | 22k | $1.2M | 5% | Dec 2023 |
|
| McMahon Financial Advisors | 22k | $1.2M | 0% | Dec 2023 |
|
| Naviter Wealth | 21k | $1.2M | -86% | Mar 2024 |
|
| Peterson Wealth Advisors | 21k | $1.1M | 2% | Mar 2024 |
|
| RVW Wealth | 20k | $1.1M | -2% | Mar 2024 |
|
| Hanson McClain Advisors | 18k | $994k | -5% | Dec 2023 |
|
| Strategic Financial Planning | 18k | $989k | 100% | Dec 2023 |
|
| Garrett Investment Advisors | 18k | $978k | 1% | Mar 2024 |
|
| Global Strategic Investment Solutions | 18k | $982k | 0% | Dec 2023 |
|
| Helen Stephens Group | 17k | $927k | -14% | Mar 2024 |
|
| Vise Technologies | 17k | $930k | -42% | Dec 2023 |
|
| Mitsubishi UFJ Asset Management | 17k | $928k | -16% | Dec 2023 |
|
| HBW Advisory Services | 17k | $923k | -2% | Dec 2023 |
|
| EP Wealth Advisors | 17k | $922k | 100% | Dec 2023 |
|
| Northern Oak Capital Management | 17k | $913k | 0% | Dec 2023 |
|
| Integrated Investment Consultants | 16k | $882k | 0% | Mar 2024 |
|
| Apollon Wealth Management | 16k | $887k | -3% | Dec 2023 |
|
| Sequoia Financial Advisors | 16k | $875k | 100% | Dec 2023 |
|
| Mutual Advisors | 16k | $847k | 15% | Dec 2023 |
|
| MAI Wealth Advisors | 16k | $841k | 2% | Dec 2023 |
|
| Albion Financial Group | 15k | $833k | 351% | Dec 2023 |
|
| Envestnet Portfolio Solutions | 15k | $822k | 100% | Dec 2023 |
|
| Range Financial Group | 15k | $782k | 5% | Mar 2024 |
|
| Millington Financial Advisors | 14k | $763k | 2% | Dec 2023 |
|
| Drive Wealth Management | 14k | $751k | -33% | Dec 2023 |
|
| Coldstream Capital Management | 13k | $725k | 0% | Dec 2023 |
|
| Colony | 13k | $724k | 100% | Dec 2023 |
|
| Nomura Asset Management | 13k | $722k | 100% | Dec 2023 |
|
| Private Client Services | 13k | $694k | 100% | Dec 2023 |
|
| Mariner Wealth Advisors | 13k | $682k | 3% | Dec 2023 |
|
| Principal Securities | 13k | $678k | 100% | Dec 2023 |
|
| Institutional & Family Asset Management | 12k | $675k | 2% | Dec 2023 |
|
| Kingsview Wealth Management | 12k | $674k | 0% | Dec 2023 |
|
| RFG Advisory | 12k | $655k | -56% | Mar 2024 |
|
| Atria Wealth Solutions | 12k | $653k | 162% | Dec 2023 |
|
| Tyche Wealth Partners | 12k | $647k | 100% | Dec 2023 |
|
| Garde Capital | 12k | $646k | -71% | Dec 2023 |
|
| Global Assets Advisory | 12k | $222k | 100% | Mar 2024 |
|
| Citadel Advisors | 11k | $619k | -62% | Dec 2023 |
|
| Insight Advisors, LLC/ PA | 11k | $609k | 4% | Dec 2023 |
|
| Neuberger Berman Group | 11k | $600k | 100% | Dec 2023 |
|
| Ellis Investment Partners | 11k | $586k | 3% | Mar 2024 |
|
| BEAM Asset Management | 11k | $591k | -20% | Dec 2023 |
|
| Cary Street Partner Investment Advisory | 11k | $591k | -12% | Dec 2023 |
|
| Comprehensive Portfolio Management | 11k | $591k | 1% | Dec 2023 |
|
| WealthCollab | 11k | $576k | 100% | Dec 2023 |
|
| Cambridge Investment Research Advisors | 10k | $550k | -8% | Dec 2023 |
|
| Relative Value Partners | 10k | $549k | -51% | Dec 2023 |
|
| Daiwa Securities Group | 9.9k | $536k | 47% | Dec 2023 |
|
| IPG Investment Advisors | 9.6k | $521k | -65% | Dec 2023 |
|
| GW & Wade | 9.6k | $520k | -3% | Dec 2023 |
|
| Fingerlakes Wealth Management | 9.6k | $519k | 3% | Dec 2023 |
|
| REDW Stanley Financial Advisors | 9.2k | $501k | -20% | Dec 2023 |
|
| Betterment | 7.4k | $400k | -24% | Dec 2023 |
|
| Janney Montgomery Scott | 6.5k | $354k | -33% | Dec 2023 |
|
| Paul Damon & Associates | 5.3k | $289k | -52% | Dec 2023 |
|
| Pnc Financial Services | 3.4k | $187k | -99% | Dec 2023 |
|
Who sold out of iShares FTSE NAREIT Real Est 50 Ind?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wiser Wealth Management | Sep 2023 | 138k | $6.5M |
| Navalign | Dec 2023 | 13k | $729k |
| Washington Trust Company | Sep 2023 | 13k | $616k |
| Alpha Financial Partners | Sep 2023 | 12k | $553k |
| Eclectic Associates | Sep 2023 | 9.8k | $460k |