ISHARES TR (ERET)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
10
Reporting holders
$5.4M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Westfuller Advisors, LLC | $2.1M | 70,937 | 0.75% | 5q | +31.9%+$496.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 38,422 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $1.1M | 36,929 | 0.00% | new | NEW |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $649.6K | 22,469 | 0.31% | 3q | +5.1%+$31.8K |
| Vestment Financial LLC | $304.1K | 10,516 | 0.14% | 6q | -14.8%-$52.8K |
| EP Wealth Advisors, LLC | $157.9K | 5,461 | 0.00% | new | NEW |
| Keystone Financial Group, Inc. | $75.1K | 2,599 | 0.04% | 3q | HELD |
| StrongBox Wealth, LLC | $14.0K | 483 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $12.2K | 421 | 0.00% | 5q | -3.0% |
| MORGAN STANLEY | $2.7K | 94 | 0.00% | 10q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 10 | $5.4M | 188,331 | 4 | 2 | 2 | 0.0% |
| Q1 2026 | 8 | $3.3M | 122,288 | 0 | 5 | 2 | 0.0% |
| Q4 2025 | 10 | $3.8M | 143,103 | 2 | 4 | 2 | 0.0% |
| Q3 2025 | 11 | $3.9M | 141,839 | 2 | 4 | 3 | 0.0% |
| Q2 2025 | 9 | $4.9M | 184,894 | 4 | 2 | 1 | 0.0% |
| Q1 2025 | 6 | $4.7M | 183,937 | 1 | 0 | 3 | 0.0% |
| Q4 2024 | 6 | $5.1M | 202,957 | 1 | 1 | 1 | 0.0% |
| Q3 2024 | 4 | $5.4M | 188,814 | 1 | 1 | 0 | 0.0% |
| Q2 2024 | 4 | $4.7M | 188,855 | 1 | 0 | 3 | 0.0% |
| Q1 2024 | 3 | $6.5M | 255,314 | 1 | 0 | 1 | 0.0% |
| Q4 2023 | 4 | $7.1M | 272,998 | 1 | 1 | 2 | 0.0% |
| Q3 2023 | 3 | $6.8M | 292,971 | 0 | 0 | 2 | 0.0% |
| Q2 2023 | 3 | $7.7M | 314,652 | 1 | 0 | 2 | 0.0% |
| Q1 2023 | 2 | $8.5M | 343,989 | 0 | 0 | 2 | 0.0% |
| Q4 2022 | 3 | $8.7M | 355,110 | 3 | 0 | 0 | 0.0% |