USRT · Insider trading · 13F holders · Congress trades
Ishares Tr (USRT)
Who is buying and selling USRT: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 102
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
USRT at a glance
- No open-market insider purchases or sales of USRT were filed in the last 90 days.
- 102 13F filers hold USRT among their 50 largest positions, worth $1.0B combined. The biggest bets by portfolio weight are S. R. Schill & Associates (12.6%), Fi3 FINANCIAL ADVISORS, LLC (11.1%) and Disciplina Capital Management LLC (5.4%). In their latest 13Fs, 2 managers opened a new position and 30 added to one.
- No member of Congress has disclosed a trade in USRT.
USRT insider trading
No open-market insider purchases or sales of USRT were filed in the last 90 days.
Who owns USRT? Hedge funds and superinvestors
102 13F filers hold USRT among their 50 largest positions, worth $1.0B combined. The biggest bets by portfolio weight are S. R. Schill & Associates (12.6%), Fi3 FINANCIAL ADVISORS, LLC (11.1%) and Disciplina Capital Management LLC (5.4%). In their latest 13Fs, 2 managers opened a new position and 30 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Glenmede Trust Co NaBank & trust | 0.6% | $128.8M | 1,938,379 | -1.4% shares | Q2 2026 |
| Trust Co of TennesseeBank & trust | 13.1% | $74.1M | 1,202,727 | +0.6% shares | Q3 2026 |
| Apollon Wealth Management, LLCWealth manager | 0.7% | $62.5M | 1,014,456 | +20.6% shares | Q3 2026 |
| Rakuten Investment Management, Inc.Asset manager | 0.2% | $56.9M | 841,781 | -43.3% shares | Q2 2026 |
| Disciplina Capital Management LLCInstitutional asset manager | 5.4% | $52.0M | 782,526 | -9.1% shares | Q2 2026 |
| Fi3 FINANCIAL ADVISORS, LLCWealth manager | 11.1% | $46.2M | 311,720 | +2280.3% shares | Q2 2026 |
| Blueprint Investment Partners LLCInstitutional asset manager | 2.8% | $34.4M | 559,128 | -13.5% shares | Q3 2026 |
| Mission Wealth Management, LPWealth manager | 0.5% | $31.0M | 503,656 | -20.1% shares | Q3 2026 |
| Rodgers & Associates, LTDWealth manager | 2.4% | $25.0M | 406,752 | +1.2% shares | Q3 2026 |
| Sumitomo Life Insurance CoInsurance company | 0.4% | $23.6M | 355,500 | +42.4% shares | Q2 2026 |
| Charles Schwab Trust CoBank & trust | 1.3% | $22.5M | 365,806 | -6.8% shares | Q3 2026 |
| Financial & Tax Architects, LLCWealth manager | 4.5% | $22.1M | 358,113 | +5.7% shares | Q3 2026 |
| 93 Financial Group, LLCWealth manager | 9.0% | $21.8M | 353,267 | +0.4% shares | Q3 2026 |
| Fiducient Advisors LLCInstitutional asset manager | 2.9% | $20.4M | 306,909 | +4.0% shares | Q2 2026 |
| S. R. Schill & AssociatesWealth manager | 12.6% | $20.1M | 326,678 | +0.0% shares | Q3 2026 |
| Blueprint Financial Advisors LLCWealth manager | 2.0% | $19.0M | 308,146 | -14.4% shares | Q3 2026 |
| Stadion Money Management, LLCWealth manager | 1.6% | $18.6M | 279,251 | -5.1% shares | Q2 2026 |
| Rockbridge Investment Management, LCCAsset manager | 1.5% | $18.1M | 272,169 | -5.0% shares | Q2 2026 |
| MPS Loria Financial Planners, LLCWealth manager | 3.3% | $17.2M | 279,719 | +1.5% shares | Q3 2026 |
| HighPoint Advisor Group LLCWealth manager | 0.6% | $16.6M | 249,669 | — | Q2 2026 |
| Tectonic Advisors LLCWealth manager | 0.7% | $16.1M | 261,736 | +3.7% shares | Q3 2026 |
| Biltmore Wealth Management, LLCWealth manager | 4.5% | $14.5M | 235,252 | +3.8% shares | Q3 2026 |
| Cannon Financial Strategists, Inc.Wealth manager | 1.5% | $13.1M | 212,752 | +0.2% shares | Q3 2026 |
| Moller Wealth PartnersWealth manager | 2.4% | $13.1M | 212,750 | +2.8% shares | Q3 2026 |
| Earned Wealth Advisors, LLCWealth manager | 0.8% | $12.9M | 194,590 | +8.6% shares | Q2 2026 |
| Freedom Day Solutions, LLCWealth manager | 2.8% | $12.6M | 204,914 | +18.5% shares | Q3 2026 |
| Cornerstone Management, Inc.Institutional asset manager | 1.6% | $10.5M | 171,149 | +9.3% shares | Q3 2026 |
| TPG Financial Advisors, LLCInstitutional asset manager | 2.4% | $8.2M | 123,227 | +3.9% shares | Q2 2026 |
| Invenio Wealth Partners LLCWealth manager | 2.9% | $8.1M | 131,370 | — | Q3 2026 |
| Cambridge Capital Management, LLCWealth manager | 3.0% | $7.8M | 127,094 | New | Q3 2026 |
The 30 largest of 102 positions, by value. Each manager counts with its latest 13F (Q3 2026: 54, Q2 2026: 47, Q1 2026: 1). Screen USRT in the grand portfolio →
USRT stock trades by members of Congress
No member of Congress has disclosed a trade in USRT.
USRT questions and answers
Are insiders buying USRT stock?
No open-market insider purchases or sales of USRT were filed in the last 90 days.
Which hedge funds own USRT?
102 13F filers hold USRT among their 50 largest positions, worth $1.0B combined. The biggest bets by portfolio weight are S. R. Schill & Associates (12.6%), Fi3 FINANCIAL ADVISORS, LLC (11.1%) and Disciplina Capital Management LLC (5.4%). In their latest 13Fs, 2 managers opened a new position and 30 added to one.
Has Congress traded USRT?
No member of Congress has disclosed a trade in USRT.
Who is the largest holder of USRT?
Among 13F filers, Glenmede Trust Co Na reports the largest USRT position, $128.8M (1,938,379 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is S. R. Schill & Associates's: 12.6% of its portfolio.
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