8 institutions reported holding $3.3M of ISHARES TR (ERET) in SEC 13F filings for 2026-03-31. Largest institutional holders: Westfuller Advisors, LLC ($1.5M), Atria Investments, Inc ($704,448), SBE LLC DBA CEDAR COVE WEALTH PARTNERS ($579,724), Vestment Financial LLC ($362,505), BlackRock, Inc. ($154,628). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Westfuller Advisors, LLC | $1.5M | 53,781 | Added |
| 2 | Atria Investments, Inc | $704,448 | 25,968 | Trimmed |
| 3 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $579,724 | 21,370 | Added |
| 4 | Vestment Financial LLC | $362,505 | 12,342 | Added |
| 5 | BlackRock, Inc. | $154,628 | 5,700 | Trimmed |
| 6 | Keystone Financial Group, Inc. | $70,505 | 2,599 | Added |
| 7 | OSAIC HOLDINGS, INC. | $11,774 | 434 | Hold |
| 8 | MORGAN STANLEY | $2,555 | 94 | Added |
Source: SEC Form 13F filings · as of 2026-03-31