ERET ISHARES TR
FollowENVIR AWR RL EST (fund)
10 managers (10 13F filers) reported a position in ERET shares at 2025-06-30, 184,894 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 4
- Added
- 2
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 184,894
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2025
Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| BlackRock, Inc.in group BlackRock, Inc. | 138,700 | $3.69M | <0.01% | 0 | 13F-HRTimelineGroup |
| Atria Investments, Inc | 12,839 | $342K | <0.01% | new | 13F-HRTimeline |
| LongView Asset Management LLC | 12,089 | $322K | 0.24% | -5,473 | 13F-HRTimeline |
| Vestment Financial LLC | 11,362 | $304K | 0.19% | +2,107 | 13F-HRTimeline |
| Westfuller Advisors, LLC | 7,794 | $207K | 0.12% | new | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 1,320 | $35.1K | <0.01% | new | 13F-HR/ATimelineGroup |
| WealthShield Partners, LLC | 776 | $20.6K | <0.01% | +73 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 13 | $346 | <0.01% | new | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $31 | <0.01% | 0 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |