ISHARES CORE U.S. REIT ETF
Reported by Prime Capital Investment Advisors LLC
Reported 703,143 shares, down 70,086 (9.1%) from the prior quarter.
Reported value -15.7%; share count -9.1% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2023-12-31 | 257117 |
| 2024-03-31 | 246512 |
| 2024-06-30 | 20802174 |
| 2024-09-30 | 23508862 |
| 2024-12-31 | 21601721 |
| 2025-03-31 | 982548 |
| 2025-06-30 | 532596 |
| 2025-09-30 | 364084 |
| 2025-12-31 | 346314 |
| 2026-03-31 | 45815790 |
| 2026-06-30 | 51381076 |
| 2026-09-30 | 43299558 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q3 2026 | Reduced | 703,143 | -70,086 (-9.1%) | 0.42% | $43,299,558 | 2026-10-20 | |
| Q2 2026 | Reduced | 773,229 | -817 (-0.1%) | 0.5% | $51,381,076 | 2026-08-05 | |
| Q1 2026 | Added | 774,046 | +767,966 (12631.0%) | 0.53% | $45,815,790 | 2026-05-08 | |
| Q4 2025 | Reduced | 6,080 | -120 (-1.9%) | < 0.01% | $346,314 | 2026-01-21 | |
| Q3 2025 | Reduced | 6,200 | -3,216 (-34.2%) | < 0.01% | $364,084 | 2025-11-05 | |
| Q2 2025 | Reduced | 9,416 | -7,642 (-44.8%) | < 0.01% | $532,596 | 2025-07-23 | |
| Q1 2025 | Reduced | 17,058 | -359,870 (-95.5%) | 0.01% | $982,548 | 2025-05-13 | |
| Q4 2024 | Reduced | 376,928 | -4,895 (-1.3%) | 0.31% | $21,601,721 | 2025-02-12 | |
| Q3 2024 | Reduced | 381,823 | -6,567 (-1.7%) | 0.33% | $23,508,862 | 2024-11-05 | |
| Q2 2024 | Added | 388,390 | +383,808 (8376.4%) | 0.31% | $20,802,174 | 2024-08-09 | |
| Q1 2024 | Reduced | 4,582 | -154 (-3.3%) | < 0.01% | $246,512 | 2024-05-15 | |
| Q4 2023 | New | 4,736 | +4,736 (0.0%) | < 0.01% | $257,117 | 2024-01-24 |
Who else reported the position
345 managers reported ISHARES CORE U.S. REIT ETF for Q3 2026 so far.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| US BANCORP DE | Added | 3,156,032 | +360,843 | 0.21% | $194,348,449 | 31 qtrs |
| Trust Co of Tennessee | Added | 1,202,727 | +7,666 | 13.11% | $74,063,937 | 10 qtrs |
| Apollon Wealth Management LLC | Added | 1,014,456 | +173,334 | 0.72% | $62,470,193 | 27 qtrs |
| Rakuten Investment Management Inc | Added | 935,681 | +93,900 | 0.14% | $58,190,001 | 5 qtrs |
| Savant Capital LLC | Reduced | 929,857 | -20,810 | 0.16% | $57,260,591 | 8 qtrs |
| Disciplina Capital Management LLC | Added | 813,265 | +30,739 | 4.87% | $50,080,859 | 7 qtrs |
| LPL Financial LLC | Reduced | 809,503 | -947,692 | 0.01% | $49,849,168 | 54 qtrs |
| FIFTH THIRD BANCORP | Reduced | 716,366 | -60,312 | 0.07% | $44,113,837 | 8 qtrs |
| Prime Capital Investment Advisors LLC This report | Reduced | 703,143 | -70,086 | 0.42% | $43,299,558 | 12 qtrs |
| HighTower Advisors LLC | Reduced | 559,223 | -17,723 | 0.03% | $34,436,930 | 40 qtrs |
Filing details and methodology As reported
- Report period
- September 30, 2026
- Filed
- October 20, 2026
- Filing type
- 13F-HR
- Position type
- ETF
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 703,143
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.