USRT — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns USRT? 28 Institutions Hold $56.1M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (USRT)? 28 institutions reported holding $56.15M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Biltmore Wealth Management, LLC ($14.5M), Canandaigua National Bank & Trust Co ($7.6M), Moody National Bank Trust Division ($7.4M).

Rank	Institution	Value	Shares	Change
1	Biltmore Wealth Management, LLC	$14.5M	235,252	Added
2	CANANDAIGUA NATIONAL BANK & TRUST CO	$7.6M	123,095	Added
3	MOODY NATIONAL BANK TRUST DIVISION	$7.4M	120,696	Trimmed
4	CoreCap Advisors, LLC	$5.6M	90,589	Added
5	Prosperity Planning, Inc.	$4.8M	78,362	Added
6	Post Resch Tallon Group Inc.	$3.4M	55,983	Added
7	PRIVATE CLIENT SERVICES, LLC	$2.8M	44,687	Trimmed
8	Farther Finance Advisors, LLC	$1.9M	31,337	Added
9	SigFig Wealth Management, LLC	$1.3M	20,610	Trimmed
10	Peterson Wealth Advisors, LLC	$1.1M	18,469	Trimmed
11	Ridgewood Investments LLC	$981,735	15,942	Added
12	Nautilus Advisors LLC	$936,051	15,201	Added
13	GILPIN WEALTH MANAGEMENT, LLC	$877,823	14,255	Trimmed
14	Canandaigua National Trust Co of Florida	$680,213	11,046	New
15	HF Advisory Group, LLC	$551,039	8,948	Trimmed
16	RVW Wealth, LLC	$352,053	5,717	Hold
17	YHB Investment Advisors, Inc.	$320,585	5,206	Trimmed
18	Aletheian Wealth Advisors LLC	$249,225	4,047	Hold
19	EPIQ PARTNERS, LLC	$247,860	4,025	Added
20	FSA Investment Group, LLC	$231,189	3,754	Added
21	Bangor Savings Bank	$195,209	3,170	Hold
22	ARMSTRONG ADVISORY GROUP, INC	$21,773	354	New
23	Investors Research Corp	$20,383	331	Hold
24	CX Institutional	$13,000	206	Added
25	TOMPKINS FINANCIAL CORP	$12,932	210	Hold

Source: SEC Form 13F filings · as of 2026-09-30