Funds holding iShares Core U.S. REIT ETF
9 funds declare a position · 1 ETFs and 8 other funds · 13.8M $ · US4642885218
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Aristotle Portfolio Optimization Aggressive Growth Fund Aristotle Fund Series Trust | 91,951 | 5.4M $ | 2.00 % | as of Mar 31, 2026 · Original filing |
| Aristotle Portfolio Optimization Moderate Fund Aristotle Fund Series Trust | 54,265 | 3.2M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| Aristotle Portfolio Optimization Growth Fund Aristotle Fund Series Trust | 52,099 | 3.1M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| Aristotle Portfolio Optimization Moderate Conservative Fund Aristotle Fund Series Trust | 15,156 | 897.1K $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| Aristotle Portfolio Optimization Conservative Fund Aristotle Fund Series Trust | 9,985 | 591K $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| SOUND MIND INVESTING DYNAMIC ALLOCATION FUND Valued Advisers Trust | 4,680 | 302.3K $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental Global Real Estate Index Fund SCHWAB CAPITAL TRUST | 2,262 | 143K $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| SMI MULTI-STRATEGY FUND Valued Advisers Trust | 1,860 | 120.1K $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| AB US Equity ETF AB Active ETFs, Inc. | 51 | 3.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |