Public ownership evidence

iShares Core U.S. REIT ETF (USRT) Ownership Disclosures

Read USRT insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Core U.S. REIT ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
592,394
Value (USD)
$39,364,525
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read USRT fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read USRT fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-28592,394$39,364,525None
HORAN Wealth, LLC2026-06-302026-08-274,094$272,064None
Principia Wealth Advisory, LLC2026-06-302026-08-2729,851$1,984,563None
Principia Wealth Advisory, LLC2026-03-312026-08-2727,406$1,621,425None
Forefront Wealth Partners, LLC2026-06-302026-08-2127,155$1,804,452None
Goodwin Investment Advisory2026-06-302026-08-203,921$260,600None
Archer Investment Corp2026-06-302026-08-20692$45,983None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2023,768$1,579,365None
Copia Wealth Management2026-06-302026-08-191,247$82,861None
Glenview Trust Co2026-06-302026-08-193,120$207,324None
Glenview Trust Co2026-06-302026-08-19188,995$12,558,717None
49 WEALTH MANAGEMENT, LLC2026-06-302026-08-1925,507$1,694,971None
Rakuten Investment Management, Inc.2026-06-302026-08-19841,781$56,870,724None
Strive Financial Group ,LLC2026-06-302026-08-1893$6,180None
Coastal Bridge Advisors, LLC2026-06-302026-08-1823,826$1,583,242None
Comprehensive Money Management Services LLC2026-06-302026-08-1838,419$2,552,943None
Caitlin John, LLC2026-06-302026-08-18139$9,237None
Corient Private Wealth LP2026-06-302026-08-18592,432$39,366,984None
Integrated Investment Consultants, LLC2026-06-302026-08-1815,969$1,061,140None
Pure Financial Advisors, LLC2026-06-302026-08-18278,505$18,506,660None
Thompson David Blair2024-12-312026-08-1510,730$614,936None
Thompson David Blair2026-06-302026-08-1517,375$1,154,569None
Thompson David Blair2025-12-312026-08-154,252$242,194None
Thompson David Blair2026-03-312026-08-153,891$230,308None
Blueprint Financial Advisors LLC2026-06-302026-08-15359,790$23,908,034None
Synergy Investment Management, LLC2026-06-302026-08-15809$53,775None
Glen Eagle Advisors, LLC2026-06-302026-08-1547$3,114None
Federation des caisses Desjardins du Quebec2026-06-302026-08-151,238$82,265None
Modern Wealth Management, LLC2026-06-302026-08-1546,713$3,104,056None
Modern Wealth Management, LLC2026-06-302026-08-15999$66,384None
Modern Wealth Management, LLC2026-06-302026-08-151$36None
Mutual Advisors, LLC2026-06-302026-08-157,989$530,856None
EARNED WEALTH ADVISORS, LLC2026-06-302026-08-15194,590$12,930,473None
Fi3 FINANCIAL ADVISORS, LLC2026-06-302026-08-15311,720$46,231,146None
Qube Research & Technologies Ltd2026-06-302026-08-152,987$198,486None
IFG Advisory, LLC2026-06-302026-08-1528,599$1,900,404None
DV Trading LLC2026-06-302026-08-153,300$219,285None
OSAIC HOLDINGS, INC.2026-06-302026-08-1541,725$2,772,634None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,559$236,489None
OSAIC HOLDINGS, INC.2026-06-302026-08-15247,362$16,440,353None
Betterment LLC2026-06-302026-08-158,288$551,000None
Capstone Financial Advisors, Inc.2026-06-302026-08-154,148$275,652None
Orion Porfolio Solutions, LLC2026-06-302026-08-1522,688$1,507,590None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1534,001$2,259,366None
Ancora Advisors LLC2026-06-302026-08-15100$6,645None
Index Technologies Group LLC2026-06-302026-08-1582$5,449None
Quantum Portfolio Management LLC2026-06-302026-08-1582$5,449None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-158$531None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151$83None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1536$2,361None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗HORAN Wealth, LLC ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Forefront Wealth Partners, LLC ↗Goodwin Investment Advisory ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗Copia Wealth Management ↗Glenview Trust Co ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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