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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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 | 57% | Mar 2024 |
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Charles Schwab Investment Advisory | 2.6M | $140M | -3% | Mar 2024 |
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Us Bancorp | 2.3M | $126M | -1% | Mar 2024 |
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Northwestern Mutual Wealth Management Company | 1.0M | $56M | 31% | Mar 2024 |
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Morgan Stanley | 843k | $45M | 23% | Mar 2024 |
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CI Private Wealth | 656k | $35M | -12% | Mar 2024 |
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Rsm Us Wealth Management | 562k | $30M | -5% | Mar 2024 |
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Mission Wealth Management | 522k | $28M | 14% | Mar 2024 |
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Wealth Enhancement Advisory Services | 518k | $28M | -25% | Mar 2024 |
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Thrivent Financial for Lutherans | 493k | $27M | -23% | Mar 2024 |
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Charles Schwab Trust | 452k | $24M | 9% | Mar 2024 |
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Heritage Financial Services | 443k | $24M | 45% | Dec 2023 |
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Rockbridge Investment Management, LCC | 443k | $24M | 8% | Mar 2024 |
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Blueprint Investment Partners | 412k | $22M | 372% | Mar 2024 |
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Financial & Tax Architects | 334k | $18M | 0% | Mar 2024 |
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Stephens | 310k | $17M | -4% | Mar 2024 |
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Jpmorgan Chase & Co | 307k | $17M | 19% | Mar 2024 |
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S. R. Schill & Associates | 303k | $16M | 1% | Mar 2024 |
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Advisor Group Holdings | 289k | $16M | 75% | Mar 2024 |
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Envestnet Asset Management | 285k | $15M | -53% | Mar 2024 |
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Glenmede Trust Company | 283k | $15M | 6936% | Mar 2024 |
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UBS Group | 282k | $15M | 0% | Mar 2024 |
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BKD Wealth Advisors | 271k | $15M | 0% | Mar 2024 |
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Legacy Financial Group | 254k | $14M | 2020% | Mar 2024 |
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MBE Wealth Management | 242k | $13M | 2% | Mar 2024 |
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Ellenbecker Investment Group | 229k | $12M | -3% | Mar 2024 |
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Sumitomo Life Insurance | 225k | $12M | 130% | Mar 2024 |
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Phillips Financial Management | 219k | $12M | 2% | Mar 2024 |
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Glenview Trust | 210k | $11M | 100% | Dec 2023 |
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Halbert Hargrove Global Advisors | 208k | $11M | -9% | Mar 2024 |
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Rodgers & Associates | 202k | $11M | 6% | Mar 2024 |
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Agincourt Capital Management | 200k | $11M | 1% | Mar 2024 |
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LPL Financial | 198k | $11M | 38% | Mar 2024 |
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Pure Financial Advisors | 194k | $11M | 4% | Mar 2024 |
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Tectonic Advisors | 183k | $9.9M | 3% | Mar 2024 |
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DiMeo Schneider & Associates | 178k | $9.6M | -78% | Mar 2024 |
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HPM Partners | 170k | $9.1M | -50% | Mar 2024 |
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TPG Financial Advisors | 169k | $9.2M | -14% | Dec 2023 |
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ERn Financial | 169k | $9.1M | 1% | Mar 2024 |
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Green Harvest Asset Management | 166k | $8.9M | 55% | Mar 2024 |
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Cornerstone Management | 139k | $7.5M | 11% | Mar 2024 |
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Ameriprise Financial | 138k | $7.4M | 1721% | Mar 2024 |
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Bank of America Corporation | 124k | $6.7M | -82% | Mar 2024 |
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Commonwealth Equity Services | 121k | $6.5M | 5% | Mar 2024 |
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Lido Advisors | 116k | $6.3M | -1% | Mar 2024 |
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Spartan Planning & Wealth Management | 113k | $6.1M | 332% | Dec 2023 |
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SMI Advisory Services | 113k | $6.0M | 100% | Mar 2024 |
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Fund Evaluation Group | 107k | $5.8M | -35% | Mar 2024 |
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Marshall Financial Group | 103k | $5.6M | 3% | Mar 2024 |
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Bank of Nova Scotia | 103k | $5.6M | 48% | Dec 2023 |
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Raymond James & Associates | 102k | $5.5M | 5% | Mar 2024 |
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CIC Wealth | 101k | $5.5M | -2% | Mar 2024 |
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Krueger & Catalano Capital Partners | 100k | $5.4M | 5% | Mar 2024 |
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Modern Wealth Management | 100k | $5.2M | 100% | Mar 2024 |
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Biltmore Wealth Management | 99k | $5.4M | 0% | Mar 2024 |
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Creative Planning | 98k | $5.3M | -5% | Mar 2024 |
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Cornerstone Partners Capital Management | 97k | $5.3M | 0% | Dec 2023 |
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Peak Financial Management | 90k | $4.8M | 5% | Mar 2024 |
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Congress Wealth Management LLC / DE / | 88k | $4.7M | -3% | Mar 2024 |
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Vantage Financial Partners | 85k | $4.6M | 100% | Mar 2024 |
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Petix & Botte | 84k | $4.5M | 100% | Mar 2024 |
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Topel & Distasi Wealth Management | 84k | $4.5M | 1% | Mar 2024 |
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CoreCap Advisors | 83k | $4.5M | 149% | Dec 2023 |
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Congress Asset Management | 77k | $4.1M | -4% | Mar 2024 |
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Royal Bank of Canada | 77k | $4.1M | -55% | Mar 2024 |
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Mercer Global Advisors | 76k | $4.1M | 2% | Mar 2024 |
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Rockefeller Capital Management | 75k | $4.1M | -11% | Dec 2023 |
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Clark Capital Management Group | 75k | $4.0M | 111% | Mar 2024 |
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Goldman Sachs Group | 74k | $4.0M | -47% | Mar 2024 |
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Presilium Private Wealth | 72k | $3.9M | -4% | Mar 2024 |
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Mariner Wealth Advisors | 71k | $3.8M | 470% | Mar 2024 |
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Strategic Financial | 70k | $3.8M | -5% | Dec 2023 |
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Visionary Wealth Advisors | 70k | $3.8M | -2% | Mar 2024 |
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Warren Averett Asset Management | 68k | $3.7M | 100% | Mar 2024 |
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Honkamp Krueger Financial Services | 65k | $3.5M | 100% | Mar 2024 |
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Prosperity Planning | 62k | $3.4M | 3% | Mar 2024 |
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U.S. Capital Wealth Advisors | 62k | $3.3M | -16% | Mar 2024 |
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First Hawaiian Bank | 61k | $3.3M | 0% | Mar 2024 |
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O'shaughnessy Asset Management | 61k | $3.3M | 17% | Mar 2024 |
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Moneta Group Investment Advisors | 60k | $3.3M | -13% | Dec 2023 |
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Bellwether Advisors | 57k | $3.1M | -6% | Mar 2024 |
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Wells Fargo & Company | 56k | $3.0M | -20% | Mar 2024 |
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Windsor Capital Management | 55k | $3.0M | 3% | Mar 2024 |
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Raymond James Financial Services Advisors | 46k | $2.5M | -17% | Mar 2024 |
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Coco Enterprises | 45k | $2.3M | -10% | Mar 2024 |
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Moody National Bank Trust Division | 45k | $2.4M | 0% | Mar 2024 |
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Atomi Financial Group | 44k | $2.4M | 14% | Mar 2024 |
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Kohmann Bosshard Financial Services | 43k | $2.3M | 0% | Mar 2024 |
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Flow Traders US | 43k | $2.3M | 100% | Mar 2024 |
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Advantus Capital Management | 41k | $2.2M | 3% | Mar 2024 |
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Blue Edge Capital | 41k | $2.2M | -10% | Mar 2024 |
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RDA Financial Network | 40k | $2.1M | -4% | Mar 2024 |
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Advisory Alpha | 39k | $2.1M | -90% | Mar 2024 |
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Charles Schwab Investment Management | 39k | $2.1M | -6% | Mar 2024 |
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Simplicity Wealth | 37k | $2.0M | 100% | Mar 2024 |
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AlphaStar Capital Management | 37k | $2.0M | 100% | Mar 2024 |
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CarsonAllaria Wealth Management | 35k | $1.9M | -2% | Mar 2024 |
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Gunma Bank | 35k | $1.9M | 0% | Mar 2024 |
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Moisand Fitzgerald Tamayo | 34k | $1.8M | -36% | Mar 2024 |
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Cascade Wealth Advisors | 32k | $1.7M | 100% | Mar 2024 |
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SigFig Wealth Management | 32k | $1.6M | -8% | Mar 2024 |
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Zurcher Kantonalbank | 31k | $1.7M | 0% | Mar 2024 |
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Burns Wealth Management | 31k | $1.7M | -1% | Mar 2024 |
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Telemus Capital | 30k | $1.6M | -8% | Dec 2023 |
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Roble, Belko & Company | 28k | $1.5M | -1% | Mar 2024 |
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Eqis Capital Management | 28k | $1.5M | -22% | Mar 2024 |
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TD Waterhouse Canada | 27k | $1.4M | 0% | Mar 2024 |
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Goodwin Investment Advisory | 27k | $1.5M | 9% | Mar 2024 |
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RTD Financial Advisors | 26k | $1.4M | 0% | Mar 2024 |
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Brown Financial Advisory | 26k | $1.4M | -1% | Mar 2024 |
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Awm Capital | 26k | $1.4M | 0% | Mar 2024 |
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Independent Wealth Network | 25k | $1.4M | -41% | Mar 2024 |
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Source Financial Advisors | 25k | $1.4M | 15% | Mar 2024 |
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Colony | 22k | $1.2M | 67% | Mar 2024 |
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Sharper & Granite | 22k | $1.1M | -5% | Mar 2024 |
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McMahon Financial Advisors | 22k | $1.2M | 1% | Mar 2024 |
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AE Wealth Management | 22k | $1.2M | -41% | Mar 2024 |
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Naviter Wealth | 21k | $1.2M | -86% | Mar 2024 |
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Cowa | 21k | $1.1M | 469% | Mar 2024 |
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SageView Advisory Group | 21k | $11M | 351% | Mar 2024 |
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Peterson Wealth Advisors | 21k | $1.1M | 2% | Mar 2024 |
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RVW Wealth | 20k | $1.1M | -2% | Mar 2024 |
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Orion Portfolio Solutions | 20k | $1.1M | -12% | Mar 2024 |
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Hanson McClain Advisors | 20k | $1.0M | 6% | Mar 2024 |
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Garrett Investment Advisors | 18k | $978k | 1% | Mar 2024 |
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Global Strategic Investment Solutions | 18k | $973k | 0% | Mar 2024 |
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Vise Technologies | 18k | $969k | 5% | Mar 2024 |
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Fi3 FINANCIAL ADVISORS | 18k | $915k | -35% | Mar 2024 |
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Strategic Financial Planning | 18k | $958k | -2% | Mar 2024 |
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Helen Stephens Group | 17k | $927k | -14% | Mar 2024 |
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HBW Advisory Services | 17k | $923k | 0% | Mar 2024 |
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EP Wealth Advisors | 17k | $922k | 100% | Dec 2023 |
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Northern Oak Capital Management | 17k | $905k | 0% | Mar 2024 |
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Fil | 17k | $889k | 100% | Mar 2024 |
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Integrated Investment Consultants | 16k | $882k | 0% | Mar 2024 |
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MAI Wealth Advisors | 16k | $870k | 4% | Mar 2024 |
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Apollon Wealth Management | 16k | $858k | -2% | Mar 2024 |
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Walter & Keenan Financial Consulting | 16k | $850k | -33% | Mar 2024 |
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Daiwa Securities Group | 16k | $841k | 58% | Mar 2024 |
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Citadel Advisors | 15k | $791k | 29% | Mar 2024 |
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Mitsubishi UFJ Asset Management | 15k | $785k | -15% | Mar 2024 |
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Range Financial Group | 15k | $782k | 5% | Mar 2024 |
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Atria Wealth Solutions | 14k | $775k | 20% | Mar 2024 |
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Millington Financial Advisors | 14k | $732k | -3% | Mar 2024 |
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Private Client Services | 13k | $720k | 5% | Mar 2024 |
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Coldstream Capital Management | 13k | $725k | 0% | Dec 2023 |
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Principal Securities | 13k | $696k | 4% | Mar 2024 |
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Brian McDonald | 13k | $683k | -8% | Mar 2024 |
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D. E. Shaw & Co | 12k | $669k | 100% | Mar 2024 |
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Envestnet Portfolio Solutions | 12k | $668k | -18% | Mar 2024 |
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Branch Banking & Trust Company | 12k | $658k | -56% | Mar 2024 |
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RFG Advisory | 12k | $655k | -56% | Mar 2024 |
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Garde Capital | 12k | $646k | -71% | Dec 2023 |
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Institutional & Family Asset Management | 12k | $630k | -6% | Mar 2024 |
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Mutual Advisors | 11k | $585k | -30% | Mar 2024 |
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Drive Wealth Management | 11k | $577k | -22% | Mar 2024 |
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IPG Investment Advisors | 9.6k | $521k | -65% | Dec 2023 |
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Advisory Services Network | 7.5k | $405k | -73% | Mar 2024 |
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H D Vest Advisory Services | 5.4k | $293k | -85% | Mar 2024 |
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Sequoia Financial Advisors | 4.5k | $241k | -72% | Mar 2024 |
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Albion Financial Group | 310.00 | $17k | -98% | Mar 2024 |
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Horizon Financial Services | 246.00 | $13k | -99% | Mar 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 |
---|---|---|---|
HighTower Advisors | Dec 2023 | 405k | $22M |
Northern Trust | Sep 2023 | 20k | $946k |
Navalign | Dec 2023 | 13k | $729k |
Nomura Asset Management | Dec 2023 | 13k | $722k |