iShares Env Aware Re EstateERETETF
13F holders, Q2 2025 (June 30)9holders +3
4new positions
1sold out
$26.61avg. 13F price*
At the end of Q2 2025, 9 institutions reported holding iShares Env Aware Re Estate (ERET) in their 13F filings, up 3 from Q1 2025. 4 opened new positions and 1 sold out. The largest holders were BlackRock, Inc. ($3.7M), Atria Investments, Inc ($342K) and LongView Asset Management LLC ($322K).
- Company
- iShares Env Aware Re Estate
- CUSIP
- 46436E270
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $584K |
| Exits | 1 | $456K |
All 13F filers, Q1 2025 → Q2 2025: 24,146 shares bought and 23,189 shares sold, net +957 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| BlackRock, Inc. | 0.00% | No change | 138,700 | $3.7M |
| Atria Investments, Inc | 0.00% | New | 12,839 | $342K |
| LongView Asset Management LLC | 0.24% | Reduce -31.2% | 12,089 | $322K |
| Vestment Financial LLC | 0.19% | Add +22.8% | 11,362 | $304K |
| Westfuller Advisors, LLC | 0.12% | New | 7,794 | $207K |
| Osaic Holdings, Inc. | 0.00% | New | 1,320 | $35K |
| WealthShield Partners, LLC | 0.00% | Add +10.4% | 776 | $21K |
| UBS Group AG | 0.00% | New | 13 | $346 |
| Morgan Stanley | 0.00% | No change | 1 | $31 |
"% of holder's portfolio" is ERET's weight in each manager's 13F, not the share of iShares Env Aware Re Estate the manager owns.