DOSSIER · 13F Holders · Q1 2026
ERET

ISHARES TR

9 institutions still hold ISHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436E270·9 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$3M
visible holders
Holders
9
filers reporting
Concentration
54.63%
Westfuller Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

9 institutions reported ERET in Q1 2026. Westfuller Advisors, LLC leads at 54.6% 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
$1M54K0.63%Q1 2026
02
SBE LLC DBA CEDAR COVE WEALTH PARTNERS
CIK 0002111343
$650K22K0.31%Q2 2026
03
Vestment Financial LLC
CIK 0002056705
$304K11K0.14%Q2 2026
04
BlackRock, Inc.
CIK 0002012383
$155K6K0.00%Q1 2026
05
Keystone Financial Group, Inc.
CIK 0002053642
$75K3K0.04%Q2 2026
06
StrongBox Wealth, LLC
CIK 0001812155
$14K4830.00%Q2 2026
07
OSAIC HOLDINGS, INC.
CIK 0001677044
$12K4340.00%Q1 2026
08
MORGAN STANLEY
CIK 0000895421
$3K940.00%Q1 2026
09
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025