iSHARES TRUST - Common Stock (USRT) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
USRT
Shares outstanding
49,573,952
Price per share
$56.96
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
35,169,843
Total reported value
$2,064,315,905
% of total 13F portfolios
0.02%
Share change
+1,586,406
Value change
+$93,679,408
Number of holders
354
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iSHARES TRUST - Common Stock (USRT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 6.6% $172,252,241 3,252,497 BlackRock Portfolio Management LLC 31 Mar 2025
BlackRock, Inc. 2.1% -71% $55,134,167 -$166,692,236 1,041,053 -75% BlackRock, Inc. 31 Mar 2025

As of 30 Sep 2025, 354 institutional investors reported holding 35,169,843 shares of iSHARES TRUST - Common Stock (USRT). This represents 71% of the company’s total 49,573,952 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iSHARES TRUST - Common Stock (USRT) together control 47% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 8.9% 4,420,350 +5.9% 0% $259,562,925
US BANCORP \DE\ 5.7% 2,850,324 -0.06% 0.2% $167,371,046
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3.5% 1,748,498 +9.1% 0.07% $102,671,841
Glenmede Investment Management, LP 3.4% 1,673,789 +4.8% 0.47% $98,284,890
Trust Co of Tennessee 2.2% 1,084,369 +8.8% 13% $63,674,699
MORGAN STANLEY 2.1% 1,027,444 -3.9% 0% $60,331,576
Cerity Partners LLC 1.8% 870,659 +3.7% 0.08% $51,125,026
Johns Hopkins University 1.8% 868,007 0% 2.8% $50,969,371
Heritage Financial Services, LLC 1.6% 778,350 +5.3% 4.1% $45,704,694
Rakuten Investment Management, Inc. 1.5% 741,871 0% 0.19% $43,228,823
LPL Financial LLC 1.4% 689,948 +9.3% 0.01% $40,513,770
Disciplina Capital Management LLC 1.4% 686,085 +3% 5% $40,286,911
Corient Private Wealth LLC 1.2% 582,377 -12% 0.05% $34,197,174
MISSION WEALTH MANAGEMENT, LP 1.1% 524,692 +2.4% 0.63% $30,809,933
HighTower Advisors, LLC 1.1% 523,132 +22% 0.03% $30,719,306
Apollon Wealth Management, LLC 1% 518,809 +1.5% 0.54% $30,464,455
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.95% 468,884 -5.4% 0.04% $27,237,497
Thrivent Financial for Lutherans 0.94% 467,182 +351% 0.05% $27,433,000
CHOREO, LLC 0.92% 453,878 -11% 0.35% $26,651,745
ENVESTNET ASSET MANAGEMENT INC 0.89% 441,541 -3.9% 0.01% $25,927,263
UBS Group AG 0.88% 435,488 -5.8% 0% $25,571,856
Charles Schwab Trust Co 0.86% 425,024 -0.35% 1.7% $24,957,409
FIDUCIENT ADVISORS LLC 0.8% 397,893 -1.5% 2.7% $23,364,307
Rodgers & Associates, LTD 0.71% 353,977 +4.8% 2.1% $20,785,519
S. R. Schill & Associates 0.71% 350,310 +23% 14% $20,570,187

Institutional Holders of iSHARES TRUST - Common Stock (USRT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,567,396 $89,576,577 -$1,203,236 $56.96 21
2025 Q3 35,169,843 $2,064,315,905 +$93,679,408 $58.72 354
2025 Q2 32,838,539 $1,857,749,975 +$26,411,225 $56.56 362
2025 Q1 33,037,187 $1,903,302,263 +$58,550,881 $57.60 372
2024 Q4 31,414,912 $1,802,790,855 +$131,040,383 $57.31 365
2024 Q3 28,204,791 $1,735,471,080 -$43,863,650 $61.57 342
2024 Q2 30,634,116 $1,640,027,559 +$140,224,261 $53.56 311
2024 Q1 26,647,530 $1,432,697,700 -$83,329,437 $53.80 319
2023 Q4 522,652 $28,581,147 +$1,268,786 $54.29 7
2023 Q3 24,934,151 $1,177,299,051 -$50,507,030 $47.18 313
2023 Q2 25,666,242 $1,318,657,535 +$120,369,721 $51.41 316
2023 Q1 23,461,232 $1,182,317,248 -$41,422,395 $50.40 307
2022 Q4 24,474,303 $1,214,881,843 +$112,930,509 $49.45 316
2022 Q3 22,320,501 $1,059,694,932 -$23,511,003 $47.50 280
2022 Q2 22,866,506 $1,222,708,691 -$18,798,399 $53.40 279
2022 Q1 23,212,699 $1,500,977,499 -$226,052,074 $64.65 277
2021 Q4 26,579,016 $1,776,664,917 +$173,931,279 $67.59 270
2021 Q3 22,416,278 $1,317,917,141 -$90,902,719 $58.65 228
2021 Q2 23,875,086 $1,394,894,994 +$163,997,397 $58.34 225
2021 Q1 21,052,302 $1,104,542,089 +$58,940,056 $52.40 208
2020 Q4 19,771,539 $957,117,954 +$63,145,314 $48.41 199
2020 Q3 17,957,848 $788,209,599 +$27,142,305 $43.74 183
2020 Q2 17,350,785 $751,310,707 -$34,585,582 $43.48 182
2020 Q1 18,253,322 $715,904,850 +$43,249,743 $39.17 195
2019 Q4 16,881,193 $921,567,884 +$36,725,826 $54.59 206
2019 Q3 15,379,292 $853,276,017 +$91,114,596 $55.55 175
2019 Q2 13,745,452 $715,390,335 +$83,658,074 $52.02 155
2019 Q1 12,133,397 $627,432,803 +$97,248,317 $51.72 145
2018 Q4 10,149,936 $456,987,590 +$159,003,732 $44.85 133
2018 Q3 6,162,855 $298,156,056 +$33,132,871 $48.38 108
2018 Q2 3,692,696 $181,344,249 +$43,787,680 $49.15 84
2018 Q1 4,473,971 $201,695,000 +$111,807,616 $45.07 78
2017 Q4 1,986,105 $98,518,000 +$61,818,238 $49.61 63
2017 Q3 706,360 $34,792,000 +$14,042,600 $49.25 41
2017 Q2 421,240 $20,719,000 +$3,497,993 $49.20 37
2017 Q1 344,918 $16,877,000 +$3,068,864 $48.92 31
2016 Q4 285,767 $13,940,000 +$1,128,000 $48.77 30
2016 Q3 259,787 $13,167,431 -$4,061,914 $50.71 32
2016 Q2 367,689 $19,001,583 -$848,461 $51.67 31
2016 Q1 355,665 $17,360,449 +$228,122 $48.98 33
2015 Q4 366,407 $17,333,366 -$4,452,509 $47.30 32
2015 Q3 407,051 $17,865,193 -$1,466,832 $43.88 28
2015 Q2 439,952 $19,132,924 +$742,221 $43.45 28
2015 Q1 422,710 $20,525,789 +$4,090,384 $48.57 28
2014 Q4 338,530 $15,999,981 -$135,668 $47.26 26
2014 Q3 347,818 $14,695,037 -$883,162 $42.23 29
2014 Q2 368,516 $16,080,267 +$2,048,657 $43.64 27
2014 Q1 321,193 $13,173,404 -$1,078,449 $41.01 23