# ISHARES TR (ERET)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ERET/

- Reporting holders: 10
- Reported value: $5.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Westfuller Advisors, LLC](https://holderbook.com/funds/2024115-westfuller-advisors-llc/) | $2.1M | 70,937 | 0.7% | 5 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $1.1M | 38,422 | 0.0% | 1 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $1.1M | 36,929 | 0.0% | 1 |
| [SBE LLC DBA CEDAR COVE WEALTH PARTNERS](https://holderbook.com/funds/2111343-sbe-llc-dba-cedar-cove-wealth-partners/) | $649.6K | 22,469 | 0.3% | 3 |
| [Vestment Financial LLC](https://holderbook.com/funds/2056705-vestment-financial-llc/) | $304.1K | 10,516 | 0.1% | 6 |
| [EP Wealth Advisors, LLC](https://holderbook.com/funds/1540569-ep-wealth-advisors-llc/) | $157.9K | 5,461 | 0.0% | 1 |
| [Keystone Financial Group, Inc.](https://holderbook.com/funds/2053642-keystone-financial-group-inc/) | $75.1K | 2,599 | 0.0% | 3 |
| [StrongBox Wealth, LLC](https://holderbook.com/funds/1812155-strongbox-wealth-llc/) | $14.0K | 483 | 0.0% | 1 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $12.2K | 421 | 0.0% | 5 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $2.7K | 94 | 0.0% | 10 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 10 | $5.4M |
| Q1 2026 | 8 | $3.3M |
| Q4 2025 | 10 | $3.8M |
| Q3 2025 | 11 | $3.9M |
| Q2 2025 | 9 | $4.9M |
| Q1 2025 | 6 | $4.7M |
| Q4 2024 | 7 | $5.8M |
| Q3 2024 | 5 | $6.2M |
| Q2 2024 | 5 | $5.3M |
| Q1 2024 | 3 | $6.5M |
| Q4 2023 | 5 | $7.6M |
| Q3 2023 | 3 | $6.8M |