Who owns iShares Environmentally Aware Real Estate ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of ERET from SEC Form 13F filings across 10 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 10 institutions disclosed 188,331 shares of iShares Environmentally Aware Real Estate ETF worth $5.4M — about 56.3% of shares outstanding; the largest disclosed holder is Westfuller Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
10
13F holders
$5.4M
value, 2026 filers
56.3%
of shares outstanding (188,331 sh)
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of ERET's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Westfuller Advisors, LLC | 70,937 | $2.1M | 0.7% | 21.2% | +31.9% |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 38,422 | $1.1M | 0.0% | 11.5% | new |
| 3 | JANE STREET GROUP, LLCNEW | 36,929 | $1.1M | 0.0% | 11% | new |
| 4 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 22,469 | $649,572 | 0.3% | 6.7% | +5.1% |
| 5 | Vestment Financial LLC | 10,516 | $304,104 | 0.1% | 3.1% | -14.8% |
| 6 | EP Wealth Advisors, LLCNEW | 5,461 | $157,869 | 0.0% | 1.6% | new |
| 7 | Keystone Financial Group, Inc. | 2,599 | $75,137 | 0.0% | 0.8% | 0.0% |
| 8 | StrongBox Wealth, LLCNEW | 483 | $13,964 | 0.0% | 0.1% | new |
| 9 | OSAIC HOLDINGS, INC. | 421 | $12,171 | 0.0% | 0.1% | -3.0% |
| 10 | MORGAN STANLEY | 94 | $2,723 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.