iShares Trust - iShares Core U.S. REIT ETF
US ˙ ARCA ˙ US4642885218

SecurityUSRT / iShares Trust - iShares Core U.S. REIT ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership23,744 shares
Latest Disclosed Value $ 1,405,407
IFP Advisors, Inc reports 1,566.25% increase in ownership of USRT / iShares Trust - iShares Core U.S. REIT ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 23,744 shares of iShares Trust - iShares Core U.S. REIT ETF (US:USRT) valued at $1,405,407 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,425 shares of iShares Trust - iShares Core U.S. REIT ETF. This represents a change in shares of 1,566.25% during the quarter. The current value of the position is $1,537,899 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F ISHARES TR cs 464288521 23,744 22,319 1,566.25 1,405 1,634.57 0.0291
2026-02-06 2025-12-31 13F ISHARES TR cs 464288521 1,425 915 179.41 81 179.31 0.0018
2026-02-06 2025-09-30 13F/A-1 ISHARES TR CRE U S REIT ETF cs 464288521 510 -1,327 -72.24 30 -71.84 0.0008
2025-12-02 2025-09-30 13F ISHARES TR CRE U S REIT ETF cs 464288521 510 -1,327 30 0.0008
2025-07-24 2025-06-30 13F I cs 464288521 1,837 -1,702 -48.09 104 -49.26 0.0030
2025-05-05 2025-03-31 13F ISHARES TR cs 464288521 3,539 3,029 593.92 204 600.00 0.0063
2025-02-04 2024-12-31 13F ISHARES TR cs 464288521 510 510 29 0.0010
2024-07-30 2024-03-31 13F ISHARES TR cs 464288521 0 -326 -100.00 0 -100.00
2024-01-09 2023-12-31 13F ISHARES TR cs 464288521 326 -598 -64.72 18 -60.47 0.0008
2023-10-12 2023-09-30 13F ISHARES TR cs 464288521 924 232 33.53 44 22.86 0.0020
2023-08-14 2023-06-30 13F/A-1 ISHARES TR cs 464288521 692 -1,530 -68.86 36 -66.98 0.0015
2023-08-04 2023-06-30 13F ISHARES TR cs 464288521 692 -1,530 33 0.0015
2023-04-18 2023-03-31 13F ISHARES TR cs 464288521 2,222 -27,320 -92.48 106 10,500.00 0.0046
2023-02-07 2022-12-31 13F ISHARES TR cs 464288521 29,542 1,120 3.94 2 -99.93 0.0417
2022-11-08 2022-09-30 13F ISHARES TR cs 464288521 28,422 24,300 589.52 1,502 629.13 0.0391
2022-09-06 2022-06-30 13F/A-1 ISHARES TR cs 464288521 4,122 0 0.00 206 0.00 0.0066
2022-09-06 2022-03-31 13F/A-1 ISHARES TR cs 464288521 4,122 3,610 705.08 206 488.57 0.0066
2022-08-08 2022-03-31 13F ISHARES TR CRE U S REIT ETF Stock 464288521 438 -74 22 0.0004
2022-01-12 2021-12-31 13F ISHARES TR CRE U S REIT ETF Stock 464288521 512 -11 -2.10 35 12.90 0.0007
2021-10-06 2021-09-30 13F ISHARES TR CRE U S REIT ETF Stock 464288521 523 41 8.51 31 10.71 0.0006
2021-07-13 2021-06-30 13F ISHARES TR CRE U S REIT ETF Stock 464288521 482 0 0.00 28 12.00 0.0006
2021-04-30 2021-03-31 13F ISHARES TR CRE U S REIT ETF Stock 464288521 482 -1,173 -70.88 25 -68.75 0.0005
2021-01-25 2020-12-31 13F ISHARES TR CRE U S REIT ETF Stock 464288521 1,655 -1,622 -49.50 80 -44.06 0.0032
2020-10-29 2020-09-30 13F ISHARES TR CRE U S REIT ETF Stock 464288521 3,277 97 3.05 143 3.62 0.0085
2020-08-05 2020-06-30 13F ISHARES TR CRE U S REIT ETF Stock 464288521 3,180 -1,180 -27.06 138 -18.82 0.0109
2020-05-12 2020-03-31 13F ISHARES TR CRE U S REIT ETF Stock 464288521 4,360 -49,133 -91.85 170 -94.12 0.0172
2020-01-17 2019-12-31 13F ISHARES TR CRE U S REIT ETF Stock 464288521 53,493 18,376 52.33 2,891 48.56 0.2173
2019-11-07 2019-09-30 13F ISHARES TR CRE U S REIT ETF Stock 464288521 35,117 34,567 6,284.91 1,946 6,850.00 0.1304
2019-05-15 2019-03-31 13F ISHARESCORE U S REIT ETF ETF 464288521 550 -26,929 -98.00 28 -97.72 0.0038
2019-06-03 2018-12-31 13F/A-10 ISHARES CORE U.S. REIT ETF ETF 464288521 27,479 -12,451 -31.18 1,229 -36.39 0.0749
2019-01-23 2018-12-31 13F ISHARES CORE U.S. REIT ETF ETF 464288521 27,479 -12,451 1,229 0.0749
2019-06-03 2018-09-30 13F/A-9 ISHARES CORE U.S. REIT ETF ETF 464288521 39,930 8,216 25.91 1,932 23.93 0.0787
2018-10-25 2018-09-30 13F ISHARES CORE U.S. REIT ETF ETF 464288521 39,930 8,216 1,932 0.0787
2019-06-03 2018-06-30 13F/A-8 ISHARES TR CRE U S REIT ETF REIT 464288521 31,714 20,532 183.62 1,559 180.90 0.0656
2018-08-07 2018-06-30 13F ISHARES TR CRE U S REIT ETF REIT 464288521 31,714 20,399 1,559
2019-06-03 2018-03-31 13F/A-7 ISHARES TR CRE U S REIT ETF REIT 464288521 11,182 0 0.00 555 0.00 0.0252
2018-05-09 2018-03-31 13F ISHARES TR CRE U S REIT ETF REIT 464288521 11,315 133 510
2019-06-03 2017-12-31 13F/A-6 ISHARES TR CRE U S REIT ETF REIT 464288521 11,182 10,486 1,506.61 555 1,532.35 0.0252
2018-01-24 2017-12-31 13F ISHARES TR CRE U S REIT ETF REIT 464288521 11,182 10,486 555
2017-10-30 2017-09-30 13F ISHARES TR CRE U S REIT ETF REIT 464288521 696 2 0.29 34 0.00 0.0014
2019-06-03 2017-06-30 13F/A-5 ISHARES TR CRE U S REIT ETF REIT 464288521 694 2 0.29 34 0.00 0.0014
2017-07-31 2017-06-30 13F ISHARES TR CRE U S REIT ETF REIT 464288521 694 2 34
2019-06-03 2017-03-31 13F/A-4 ISHARES TR CRE U S REIT ETF REIT 464288521 692 202 41.22 34 41.67 0.0015
2017-04-26 2017-03-31 13F ISHARES TR CRE U S REIT ETF REIT 464288521 692 202 34
2019-06-03 2016-12-31 13F/A-3 ISHARES TR CRE U S REIT ETF REIT 464288521 490 1 0.20 24 -4.00 0.0012
2017-02-14 2016-12-31 13F ISHARES TR CRE U S REIT ETF REIT 464288521 490 1 24
2016-11-04 2016-09-30 13F ISHARES TR CRE U S REIT ETF REIT 464288521 489 0 0.00 25 0.00 0.0013
2019-06-03 2016-06-30 13F/A-2 ISHARES REAL ESTATE 50 ETF ETF 464288521 489 -61 -11.09 25 -10.71 0.0014
2016-08-22 2016-06-30 13F ISHARES REAL ESTATE 50 ETF ETF 464288521 489 -61 25
2019-06-03 2016-03-31 13F/A-1 ISHARESCORE U S REIT ETF ETF 464288521 550 61 12.47 28 21.74 0.0038
2016-05-02 2016-03-31 13F ISHARES REAL ESTATE 50 ETF ETF 464288521 489 0 24
2016-02-11 2015-12-31 13F ISHARES REAL ESTATE 50 ETF ETF 464288521 489 489 23 0.0015
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.