12 institutions reported holding $5.4M of ISHARES ENVIRONMENTALLY AWARE REAL ESTATE ETF (ERET) in SEC 13F filings for 2026-06-30. Largest institutional holders: Westfuller Advisors, LLC ($2.1M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.1M), JANE STREET GROUP, LLC ($1.1M), SBE LLC DBA CEDAR COVE WEALTH PARTNERS ($649,572), Vestment Financial LLC ($304,104). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Westfuller Advisors, LLC | $2.1M | 70,937 | Added |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 38,422 | New |
| 3 | JANE STREET GROUP, LLC | $1.1M | 36,929 | New |
| 4 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $649,572 | 22,469 | Added |
| 5 | Vestment Financial LLC | $304,104 | 10,516 | Trimmed |
| 6 | EP Wealth Advisors, LLC | $157,869 | 5,461 | New |
| 7 | Keystone Financial Group, Inc. | $75,137 | 2,599 | Hold |
| 8 | StrongBox Wealth, LLC | $13,964 | 483 | New |
| 9 | OSAIC HOLDINGS, INC. | $12,171 | 421 | Trimmed |
| 10 | MORGAN STANLEY | $2,723 | 94 | Hold |
| 11 | Atria Investments, Inc | $0 | 0 | Exited |
| 12 | BlackRock, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30