iShares Env Aware Re EstateERETETF
13F holders, Q4 2025 (December 31)10holders −1
2new positions
4sold out
$26.75avg. 13F price*
At the end of Q4 2025, 10 institutions reported holding iShares Env Aware Re Estate (ERET) in their 13F filings, down 1 from Q3 2025. 2 opened new positions and 4 sold out. The largest holders were BlackRock, Inc. ($1.2M), Atria Investments, Inc ($729K) and Westfuller Advisors, LLC ($664K).
- Company
- iShares Env Aware Re Estate
- CUSIP
- 46436E270
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $118K |
| Exits | 4 | $488K |
All 13F filers, Q3 2025 → Q4 2025: 8,992 shares bought and 28,681 shares sold, net −19,689 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| BlackRock, Inc. | 0.00% | Reduce -18.6% | 43,700 | $1.2M |
| Atria Investments, Inc | 0.01% | Add +7.3% | 27,288 | $729K |
| Westfuller Advisors, LLC | 0.27% | Add +11.5% | 24,871 | $664K |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.29% | — | 20,953 | $560K |
| Vestment Financial LLC | 0.17% | Add +0.9% | 11,865 | $323K |
| LongView Asset Management LLC | 0.18% | Reduce -9.1% | 9,566 | $255K |
| Keystone Financial Group, Inc. | 0.04% | New | 2,531 | $68K |
| SageView Advisory Group, LLC | 0.00% | New | 1,894 | $51K |
| Osaic Holdings, Inc. | 0.00% | Add +10.7% | 434 | $12K |
| 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.