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ERET · iShares Environmentally Aware Real Estate ETF ETF

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$28.66 -0.08 (-0.27%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 8
Total Value: $3,317,423
Total Shares: 122,288

Institutional Ownership Trend

14 quarters

Holder Concentration

Across 8 13F filers · Δ vs Dec 31, 2025
Top Holder
44.0%
Jun 2023 → Mar 2026 · range 30.5% – 76.4%
+13.4 pts
Top 5
97.4%
Jun 2023 → Mar 2026 · range 89.5% – 100.0%
+7.5 pts
Top 10
100.0%
Jun 2023 → Mar 2026 · range 100.0% – 100.0%
0.0 pts
HHI
2,819
Jun 2023 → Mar 2026 · range 1,931 – 6,391
Highly concentrated+888

Quarterly Activity

vs Dec 31, 2025
New
0
Increased
5
Decreased
2
Sold Out
2
Unchanged
1
Holder count: -2
Institutional value: -13.2%
Shares held: -14.5%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Westfuller Advisors, LLC +28,910 53,781
Vestment Financial LLC +477 12,342
SBE LLC DBA CEDAR COVE WEALTH PARTNERS +417 21,370
MORGAN STANLEY +93 94
Keystone Financial Group, Inc. +68 2,599

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
BlackRock, Inc. −38,000 5,700
Atria Investments, Inc −1,320 25,968

Top New Positions

vs Dec 31, 2025
No new positions this quarter.

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
LongView Asset Management LLC 9,566 $255,469
SageView Advisory Group, LLC 1,894 $50,581
Filter: New 0 Increased 5 Reduced 2 Sold out 2 Unchanged 1
Showing 8 of 8
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Westfuller Advisors, LLC ERET $1,458,970 43.98% 53,781
Atria Investments, Inc ERET $704,459 21.24% 25,968
SBE LLC DBA CEDAR COVE WEALTH PARTNERS ERET $579,725 17.48% 21,370
Vestment Financial LLC ERET $334,813 10.09% 12,342
BlackRock, Inc. ERET $154,629 4.66% 5,700
Keystone Financial Group, Inc. ERET $70,505 2.13% 2,599
OSAIC HOLDINGS, INC. ERET $11,773 0.35% 434
MORGAN STANLEY ERET $2,549 0.08% 94