ERET Institutional Ownership
iShares Environmentally Aware Real Estate ETF
1W: -2.0%
1M: -6.1%
3M: -8.1%
YTD: +0.3%
1Y: -0.3%
3Y: +30.2%
$26.82
+0.03 (+0.13%)
Weekly Expected Move ±1.2%
$26
$26
$27
$27
$27
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — ERET
12
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
5M
Total Invested
4
New Positions
2
Increased
4
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (13 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Westfuller Advisors, LLC | 70,937 | $2M | +17,156 | +31.9% | 5Q | SEC ↗ |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 38,422 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 3 | JANE STREET GROUP, LLC NEW | 36,929 | $991K | — | +0.0% | 1Q | SEC ↗ |
| 4 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 22,469 | $603K | +1,099 | +5.1% | 3Q | SEC ↗ |
| 5 | Vestment Financial LLC | 10,516 | $282K | -1,826 | -14.8% | 6Q | SEC ↗ |
| 6 | EP Wealth Advisors, LLC NEW | 5,461 | $146K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Keystone Financial Group, Inc. | 2,599 | $70K | — | +0.0% | 3Q | SEC ↗ |
| 8 | StrongBox Wealth, LLC NEW | 483 | $13K | — | +0.0% | 1Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 421 | $11K | -13 | -3.0% | 5Q | SEC ↗ |
| 10 | MORGAN STANLEY | 94 | $3K | — | +0.0% | 10Q | SEC ↗ |
| 11 | Atria Investments, Inc | 0 | $0K | -25,968 | -100.0% | 4Q | SEC ↗ |
| 12 | BlackRock, Inc. | 0 | $0K | -5,700 | -100.0% | 7Q | SEC ↗ |
| 13 | SageView Advisory Group, LLC | 0 | $0K | -1,894 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 38,422 | $1M |
| JANE STREET GROUP, LLC | 36,929 | $991K |
| EP Wealth Advisors, LLC | 5,461 | $146K |
| StrongBox Wealth, LLC | 483 | $13K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Atria Investments, Inc | 25,968 | $697K |
| BlackRock, Inc. | 5,700 | $153K |
| SageView Advisory Group, LLC | 1,894 | $51K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Westfuller Advisors, LLC | +17,156 | +31.9% | 70,937 |
| SBE LLC DBA CEDAR COVE WEALTH PARTN | +1,099 | +5.1% | 22,469 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Vestment Financial LLC | -1,826 | -14.8% | 10,516 |
| OSAIC HOLDINGS, INC. | -13 | -3.0% | 421 |