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Ishares ENV Aware RE Estate (ERET)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED
Shares23,642 from 22,469
Change+1,173 (+5%)
Value$638.9K (-$10.7K)
Filed 2026-10-15
Vestment Financial LLC
INCREASED
Shares10,520 from 10,516
Change+4 (+0%)
Value$284.3K (-$19.8K)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
NEW
Shares8,124
Change+8,124
Value$219.5K
Filed 2026-10-30
Keystone Financial Group, Inc.
UNCHANGED
Shares2,599 from 2,599
Change0 (0%)
Value$70.2K (-$4.9K)
Filed 2026-10-13
StrongBox Wealth, LLC
INCREASED
Shares620 from 483
Change+137 (+28%)
Value$16.8K (+$2.8K)
Filed 2026-11-02
Westfuller Advisors, LLC
N/A
Shares— from 70,937
Change-70,937 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 38,422
Change-38,422 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 36,929
Change-36,929 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,461
Change-5,461 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 421
Change-421 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 94
Change-94 (-100%)
Value—
Status
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED23,64222,469+1,173+5%$649.6K$638.9K-$10.7K2026-10-15
Vestment Financial LLC
INCREASED10,52010,516+4+0%$304.1K$284.3K-$19.8K2026-10-13
Capital Investment Advisory Services, LLC
NEW8,124—+8,124——$219.5K—2026-10-30
Keystone Financial Group, Inc.
UNCHANGED2,5992,59900%$75.1K$70.2K-$4.9K2026-10-13
StrongBox Wealth, LLC
INCREASED620483+137+28%$14.0K$16.8K+$2.8K2026-11-02
Westfuller Advisors, LLC
N/A—70,937-70,937-100%$2.1M———
Susquehanna International Group, LLP
N/A—38,422-38,422-100%$1.1M———
Jane Street Group, LLC
N/A—36,929-36,929-100%$1.1M———
EP Wealth Advisors, LLC
N/A—5,461-5,461-100%$157.9K———
Osaic Holdings, Inc.
N/A—421-421-100%$12.2K———
Morgan Stanley
N/A—94-94-100%$2.7K———
Showing 11 of 11 institutions