13F Insight
DOSSIER · 13F Holders · Q2 2026
ERET

ISHARES TR

10 institutions still hold ISHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436E270·10 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$4M
visible holders
Holders
10
filers reporting
Concentration
47.24%
Westfuller Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

10 institutions reported ERET in Q2 2026. Westfuller Advisors, LLC leads at 47.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Westfuller Advisors, LLC
CIK 0002024115
$2M71K0.75%Q2 202602
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M38K0.00%Q2 202603
SBE LLC DBA CEDAR COVE WEALTH PARTNERS
CIK 0002111343
$639K24K0.30%Q3 202604
Vestment Financial LLC
CIK 0002056705
$284K11K0.13%Q3 202605
EP Wealth Advisors, LLC
CIK 0001540569
$158K5K0.00%Q2 202606
Keystone Financial Group, Inc.
CIK 0002053642
$70K3K0.04%Q3 202607
StrongBox Wealth, LLC
CIK 0001812155
$14K4830.00%Q2 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$12K4210.00%Q2 202609
MORGAN STANLEY
CIK 0000895421
$3K940.00%Q2 202610
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025