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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts | 2.7M | $141M | 100% | Jun 2023 |
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| Charles Schwab Investment Advisory | 2.4M | $125M | -2% | Jun 2023 |
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| BlackRock | 1.8M | $93M | -7% | Jun 2023 |
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| Us Bancorp | 1.4M | $72M | 12% | Jun 2023 |
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| CI Private Wealth | 878k | $45M | -4% | Jun 2023 |
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| DiMeo Schneider & Associates | 720k | $37M | 3% | Jun 2023 |
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| Envestnet Asset Management | 656k | $34M | -32% | Jun 2023 |
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| Morgan Stanley | 646k | $33M | 5% | Jun 2023 |
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| Thrivent Financial for Lutherans | 616k | $32M | -3% | Jun 2023 |
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| Rsm Us Wealth Management | 548k | $28M | -1% | Jun 2023 |
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| Advisory Alpha | 461k | $24M | 8% | Jun 2023 |
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| Northwestern Mutual Wealth Management Company | 456k | $23M | 23% | Jun 2023 |
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| Charles Schwab Trust | 419k | $21M | 0% | Jun 2023 |
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| HighTower Advisors | 392k | $20M | 2% | Jun 2023 |
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| Mission Wealth Management | 368k | $19M | 7% | Jun 2023 |
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| S. R. Schill & Associates | 323k | $17M | 3% | Jun 2023 |
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| Pnc Financial Services | 318k | $16M | -44% | Jun 2023 |
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| BKD Wealth Advisors | 293k | $15M | 2% | Jun 2023 |
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| Schroder Investment Management Group | 265k | $14M | 0% | Jun 2023 |
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| Legacy Financial Group | 253k | $13M | 0% | Jun 2023 |
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| Ellenbecker Investment Group | 242k | $12M | -3% | Jun 2023 |
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| Heritage Financial Services | 236k | $12M | 56% | Jun 2023 |
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| Halbert Hargrove Global Advisors | 230k | $12M | -2% | Jun 2023 |
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| MBE Wealth Management | 223k | $11M | 2% | Jun 2023 |
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| Wealth Enhancement Advisory Services | 216k | $11M | -2% | Jun 2023 |
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| Fund Evaluation Group | 206k | $11k | 0% | Jun 2023 |
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| Phillips Financial Management | 198k | $10M | 4% | Jun 2023 |
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| Agincourt Capital Management | 196k | $10M | 1% | Jun 2023 |
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| Pure Financial Advisors | 192k | $9.8M | 5% | Jun 2023 |
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| Sumitomo Life Insurance | 178k | $8.9M | 100% | Jun 2023 |
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| Biltmore Wealth Management | 175k | $9.0M | 2% | Jun 2023 |
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| UBS Group | 168k | $8.6M | 6% | Jun 2023 |
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| Tectonic Advisors | 166k | $8.6M | 0% | Jun 2023 |
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| TPG Financial Advisors | 163k | $8.4M | 6% | Jun 2023 |
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| Rodgers & Associates | 155k | $8.0M | 10% | Jun 2023 |
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| HPM Partners | 154k | $7.9M | -49% | Jun 2023 |
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| Lido Advisors | 154k | $7.9M | -3% | Jun 2023 |
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| LPL Financial | 153k | $7.9M | -10% | Jun 2023 |
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| ERn Financial | 146k | $7.5M | 1% | Jun 2023 |
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| Wiser Wealth Management | 134k | $6.9M | 6% | Jun 2023 |
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| Cornerstone Management | 134k | $6.9M | 7% | Jun 2023 |
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| Merriman Wealth Management | 126k | $6.5M | 100% | Jun 2023 |
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| Procyon Private Wealth Partners | 124k | $6.4M | 12% | Jun 2023 |
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| Barber Financial | 121k | $6.1M | -16% | Mar 2023 |
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| Green Harvest Asset Management | 114k | $5.9M | -14% | Jun 2023 |
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| Creative Planning | 109k | $5.6M | -5% | Jun 2023 |
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| Congress Wealth Management LLC / DE / | 109k | $5.6M | -3% | Jun 2023 |
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| Advisor Group Holdings | 105k | $5.4M | 15% | Jun 2023 |
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| Congress Asset Management | 105k | $5.4M | -3% | Jun 2023 |
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| Relative Value Partners | 105k | $5.4M | 4% | Jun 2023 |
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| Commonwealth Equity Services | 103k | $5.3M | 6% | Jun 2023 |
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| Moisand Fitzgerald Tamayo | 103k | $5.3M | 3% | Jun 2023 |
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| U.S. Capital Wealth Advisors | 102k | $5.2M | -4% | Jun 2023 |
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| Bank of America Corporation | 97k | $5.0M | -48% | Jun 2023 |
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| Cornerstone Partners Capital Management | 97k | $5.0M | 0% | Jun 2023 |
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| AE Wealth Management | 93k | $4.8M | 26% | Jun 2023 |
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| Marshall Financial Group | 92k | $4.7M | 5% | Jun 2023 |
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| Royal Bank of Canada | 84k | $4.3M | -36% | Jun 2023 |
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| Phoenix Holdings | 83k | $4.3M | -46% | Jun 2023 |
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| Wells Fargo & Company | 81k | $4.2M | -5% | Jun 2023 |
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| Cambridge Associates | 80k | $4.1M | 0% | Jun 2023 |
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| Rockefeller Capital Management | 80k | $4.1M | 74% | Jun 2023 |
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| Topel & Distasi Wealth Management | 79k | $4.1M | 1% | Jun 2023 |
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| CIC Wealth | 78k | $4.0M | 3% | Jun 2023 |
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| Strategic Financial | 77k | $3.9M | -12% | Jun 2023 |
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| Krueger & Catalano Capital Partners | 72k | $3.7M | 100% | Jun 2023 |
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| Moneta Group Investment Advisors | 71k | $3.6M | 5% | Jun 2023 |
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| Gunma Bank | 70k | $3.6M | 0% | Jun 2023 |
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| Mercer Global Advisors | 70k | $3.6M | -7% | Jun 2023 |
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| Visionary Wealth Advisors | 68k | $3.5M | 1% | Jun 2023 |
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| Raymond James & Associates | 68k | $3.5M | 100% | Jun 2023 |
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| O'shaughnessy Asset Management | 68k | $3.5M | 40% | Jun 2023 |
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| Mid-American Wealth Advisory Group | 65k | $3.4M | 100% | Jun 2023 |
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| Blueprint Investment Partners | 65k | $3.3M | 0% | Jun 2023 |
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| First Hawaiian Bank | 61k | $3.2M | 0% | Jun 2023 |
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| Bank of Nova Scotia | 61k | $3.1M | 100% | Jun 2023 |
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| Prosperity Planning | 60k | $3.1M | 5% | Jun 2023 |
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| Cabana | 59k | $3.0M | 100% | Jun 2023 |
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| Prostatis Group | 57k | $53k | 100% | Jun 2023 |
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| Awm Capital | 55k | $2.8M | 1% | Jun 2023 |
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| Goldman Sachs Group | 53k | $2.7M | -16% | Jun 2023 |
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| Windsor Capital Management | 51k | $2.6M | 6% | Jun 2023 |
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| State Street Corporation | 51k | $2.6M | 2% | Jun 2023 |
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| Coco Enterprises | 50k | $2.6M | 1% | Jun 2023 |
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| Naviter Wealth | 50k | $2.5M | 110% | Jun 2023 |
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| Blue Edge Capital | 47k | $2.4M | 1% | Jun 2023 |
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| Susquehanna International | 46k | $2.3M | 161% | Jun 2023 |
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| RDA Financial Network | 45k | $2.3M | -21% | Jun 2023 |
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| Moody National Bank Trust Division | 45k | $2.3M | 12% | Jun 2023 |
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| 3Chopt Investment Partners | 44k | $2.3M | -1% | Jun 2023 |
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| Kohmann Bosshard Financial Services | 43k | $2.2M | 0% | Jun 2023 |
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| Foundations Investment Advisors | 42k | $2.2M | 100% | Jun 2023 |
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| Garde Capital | 42k | $2.1M | -6% | Jun 2023 |
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| SigFig Wealth Management | 39k | $2.3M | -2% | Jun 2023 |
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| Advantus Capital Management | 39k | $2.0M | 0% | Jun 2023 |
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| Independent Wealth Network | 38k | $2.0M | 8% | Jun 2023 |
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| Fi3 FINANCIAL ADVISORS | 38k | $1.9M | -33% | Jun 2023 |
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| Eqis Capital Management | 38k | $1.9M | -7% | Jun 2023 |
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| CarsonAllaria Wealth Management | 36k | $1.8M | 1% | Jun 2023 |
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| Clark Capital Management Group | 34k | $1.7M | 100% | Jun 2023 |
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| Jpmorgan Chase & Co | 34k | $1.7M | 48% | Jun 2023 |
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| Telemus Capital | 33k | $1.7M | -5% | Jun 2023 |
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| Burns Wealth Management | 33k | $1.7M | -1% | Jun 2023 |
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| Horizon Financial Services | 32k | $1.7M | 3% | Jun 2023 |
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| Stamos Capital Partners | 30k | $1.6M | 394% | Jun 2023 |
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| IPG Investment Advisors | 28k | $1.4M | 282% | Jun 2023 |
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| Vise Technologies | 27k | $1.4M | 33% | Jun 2023 |
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| Brown Financial Advisory | 27k | $1.4M | -27% | Jun 2023 |
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| Walter & Keenan Financial Consulting | 26k | $1.4M | 11% | Jun 2023 |
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| Drive Wealth Management | 25k | $1.3M | -10% | Jun 2023 |
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| Equitable Holdings | 24k | $1.3M | 0% | Jun 2023 |
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| Advisory Services Network | 24k | $1.2M | 139% | Jun 2023 |
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| Mitsubishi UFJ Asset Management | 23k | $1.2M | 21% | Jun 2023 |
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| Peterson Wealth Advisors | 22k | $1.2M | -15% | Jun 2023 |
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| RTD Financial Advisors | 22k | $1.1M | 0% | Jun 2023 |
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| RVW Wealth | 21k | $1.1M | -5% | Jun 2023 |
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| Northern Trust | 21k | $1.1M | 2% | Jun 2023 |
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| Orion Portfolio Solutions | 20k | $1.0M | 0% | Jun 2023 |
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| Hanson McClain Advisors | 20k | $1.0M | -8% | Jun 2023 |
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| Source Financial Advisors | 19k | $997k | 0% | Jun 2023 |
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| Helen Stephens Group | 19k | $984k | -1% | Jun 2023 |
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| Atria Wealth Solutions | 19k | $982k | -3% | Jun 2023 |
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| Global Strategic Investment Solutions | 18k | $930k | 0% | Jun 2023 |
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| Garrett Investment Advisors | 18k | $917k | 7% | Jun 2023 |
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| Apollon Wealth Management | 18k | $917k | 2% | Jun 2023 |
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| Parallel Advisors | 18k | $912k | -19% | Jun 2023 |
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| Roble, Belko & Company | 18k | $910k | -5% | Jun 2023 |
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| Peak Financial Management | 17k | $892k | 100% | Jun 2023 |
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| Sharper & Granite | 17k | $876k | 0% | Jun 2023 |
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| HBW Advisory Services | 17k | $870k | 3% | Jun 2023 |
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| Northern Oak Capital Management | 17k | $870k | -1% | Jun 2023 |
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| Mml Investors Services | 17k | $862k | 13% | Jun 2023 |
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| Integrated Investment Consultants | 16k | $843k | 0% | Jun 2023 |
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| Zurcher Kantonalbank | 16k | $835k | 29% | Jun 2023 |
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| Goodwin Investment Advisory | 16k | $808k | -29% | Jun 2023 |
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| MAI Wealth Advisors | 15k | $792k | 0% | Jun 2023 |
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| Mutual Advisors | 15k | $743k | 0% | Jun 2023 |
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| BEAM Asset Management | 14k | $735k | -3% | Jun 2023 |
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| Coldstream Capital Management | 14k | $698k | -84% | Jun 2023 |
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| Multi-Financial Securities | 14k | $696k | -2% | Jun 2023 |
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| Millington Financial Advisors | 14k | $692k | -22% | Jun 2023 |
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| Range Financial Group | 13k | $691k | 1% | Jun 2023 |
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| Washington Trust Company | 13k | $671k | 0% | Jun 2023 |
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| Kingsview Wealth Management | 13k | $668k | 9% | Jun 2023 |
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| Branch Banking & Trust Company | 13k | $659k | 2% | Jun 2023 |
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| Citigroup | 13k | $633k | -83% | Mar 2023 |
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| Alpha Financial Partners | 12k | $635k | -28% | Jun 2023 |
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| Institutional & Family Asset Management | 12k | $628k | -31% | Jun 2023 |
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| Paul Damon & Associates | 12k | $616k | 0% | Jun 2023 |
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| Cambridge Investment Research Advisors | 12k | $613k | -9% | Jun 2023 |
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| Benjamin F. Edwards & Company | 12k | $612k | -11% | Jun 2023 |
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| Citadel Advisors | 11k | $576k | -65% | Jun 2023 |
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| Comprehensive Portfolio Management | 11k | $556k | -12% | Jun 2023 |
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| First Republic Investment Management | 9.2k | $473k | -65% | Jun 2023 |
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| MAS Advisors | 8.4k | $430k | -33% | Jun 2023 |
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| Allen Investment Management | 7.2k | $370k | -74% | Jun 2023 |
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| Veracity Capital | 5.9k | $305k | -95% | Jun 2023 |
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| Wealthcare Advisory Partners | 5.3k | $271k | -90% | Jun 2023 |
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| Cowa | 4.9k | $252k | -99% | Jun 2023 |
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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 |
|---|---|---|---|
| Vatera Holdings | Mar 2023 | 266k | $13M |
| Belpointe Asset Management | Mar 2023 | 77k | $3.9M |
| Summit Wealth Group | Mar 2023 | 64k | $1.0k |
| Frank. Day | Mar 2023 | 62k | $3.1M |
| Belvedere Trading | Mar 2023 | 37k | $1.8M |
| J.w. Cole Advisors | Mar 2023 | 20k | $1.0M |
| Brian McDonald | Dec 2022 | 14k | $746k |