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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Westfuller Advisors, LLC | History | Added to | 53,781 | 1,458 | 0.63% | 0.27% | 1 | +28,910 | 116.24% | Q1 2026 | Apr 28, 2026 |
| Atria Investments, Inc | History | Reduced | 25,968 | 704 | 0.01% | 0.01% | 2 | -1,320 | -4.84% | Q1 2026 | May 05, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Added to | 21,370 | 579 | 0.3% | 0.29% | 3 | +417 | 1.99% | Q1 2026 | Apr 21, 2026 |
| Vestment Financial LLC | History | Added to | 12,342 | 362 | 0.17% | 0.17% | 4 | +477 | 4.02% | Q1 2026 | May 01, 2026 |
| LongView Asset Management LLC | History | No change | 9,566 | 255 | 0.18% | 0.18% | 5 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BlackRock, Inc. | History | Reduced | 5,700 | 154 | 0.0% | 0.0% | 6 | -38,000 | -86.96% | Q1 2026 | May 13, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 2,599 | 70 | 0.04% | 0.04% | 7 | +68 | 2.69% | Q1 2026 | Apr 21, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,894 | 50 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 434 | 11 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 94 | 2 | 0.0% | — | 10 | +93 | 9300.0% | Q1 2026 | May 15, 2026 |