ERET ISHARES TR
FollowENVIR AWR RL EST (fund)
10 managers (10 13F filers) reported a position in ERET shares at 2025-12-31, 143,103 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 2
- Added
- 4
- Reduced
- 2
- Sold out
- 4
- Shares held by filers
- 143,103
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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. | 43,700 | $1.17M | <0.01% | -10,000 | 13F-HRTimelineGroup |
| Atria Investments, Inc | 27,288 | $729K | 0.01% | +1,856 | 13F-HRTimeline |
| Westfuller Advisors, LLC | 24,871 | $664K | 0.27% | +2,561 | 13F-HRTimeline |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 20,953 | $560K | 0.29% | 13F-HRTimeline | |
| Vestment Financial LLC | 11,865 | $323K | 0.17% | +108 | 13F-HRTimeline |
| LongView Asset Management LLC | 9,566 | $255K | 0.18% | -957 | 13F-HRTimeline |
| Keystone Financial Group, Inc. | 2,531 | $67.6K | 0.04% | new | 13F-HRTimeline |
| SageView Advisory Group, LLC | 1,894 | $50.6K | <0.01% | new | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 434 | $11.6K | <0.01% | +42 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $31 | <0.01% | 0 | 13F-HR/ATimelineGroup |