iShares Env Aware Re EstateERETETF
13F holders, Q1 2026 (March 31)8holders −2
0new positions
1sold out
$27.35avg. 13F price*
At the end of Q1 2026, 8 institutions reported holding iShares Env Aware Re Estate (ERET) in their 13F filings, down 2 from Q4 2025. 0 opened new positions and 1 sold out. The largest holders were Westfuller Advisors, LLC ($1.5M), Atria Investments, Inc ($704K) and Sbe LLC Dba Cedar Cove Wealth Partners ($580K).
- Company
- iShares Env Aware Re Estate
- CUSIP
- 46436E270
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $51K |
All 13F filers, Q4 2025 → Q1 2026: 29,965 shares bought and 41,214 shares sold, net −11,249 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Westfuller Advisors, LLC | 0.63% | Add +116.2% | 53,781 | $1.5M |
| Atria Investments, Inc | 0.01% | Reduce -4.8% | 25,968 | $704K |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.30% | Add +2.0% | 21,370 | $580K |
| Vestment Financial LLC | 0.17% | Add +4.0% | 12,342 | $363K |
| BlackRock, Inc. | 0.00% | Reduce -87.0% | 5,700 | $155K |
| Keystone Financial Group, Inc. | 0.04% | Add +2.7% | 2,599 | $71K |
| Osaic Holdings, Inc. | 0.00% | No change | 434 | $12K |
| Morgan Stanley | 0.00% | Add +9300.0% | 94 | $3K |
"% 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.