iSHARES TRUST - ERET
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 43,700 | 1,167 | 0.0% | 0.0% | 1 | -10,000 | -18.62% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Added to | 27,288 | 728 | 0.01% | 0.01% | 2 | +1,856 | 7.3% | Q4 2025 | Feb 05, 2026 |
| Westfuller Advisors, LLC | History | Added to | 24,871 | 664 | 0.27% | 0.28% | 3 | +2,561 | 11.48% | Q4 2025 | Jan 21, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | New | 20,953 | 559 | 0.29% | — | 4 | +20,953 | New | Q4 2025 | Feb 12, 2026 |
| Vestment Financial LLC | History | Added to | 11,865 | 323 | 0.17% | 0.18% | 5 | +108 | 0.92% | Q4 2025 | Jan 23, 2026 |
| LongView Asset Management LLC | History | Reduced | 9,566 | 255 | 0.18% | 0.2% | 6 | -957 | -9.09% | Q4 2025 | Feb 09, 2026 |
| Keystone Financial Group, Inc. | History | New | 2,531 | 67 | 0.04% | — | 7 | +2,531 | New | Q4 2025 | Jan 16, 2026 |
| SageView Advisory Group, LLC | History | New | 1,894 | 50 | 0.0% | — | 8 | +1,894 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 434 | 11 | 0.0% | 0.0% | 9 | +42 | 10.71% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,716 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,159 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -776 | -100.0% | Q3 2025 | Oct 31, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -73 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |