CUSIP 46436E270ENVIR AWR RL ESTERETQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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10 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | 43.7K | $1.17M | −10.0K | Reduced |
| 2 | Atria Investments, Inc | 27.3K | $728.7K | +1.9K | Added |
| 3 | Westfuller Advisors, LLC | 24.9K | $664.2K | +2.6K | Added |
| 4 | Sbe LLC Dba Cedar Cove Wealth Partners | 21.0K | $559.6K |
| +21.0K |
| New Position |
| 5 | Vestment Financial LLC | 11.9K | $323.4K | +108 | Added |
| 6 | Longview Asset Management LLC | 9.6K | $255.5K | −957 | Reduced |
| 7 | Keystone Financial Group, Inc. | 2.5K | $67.6K | +2.5K | New |
| 8 | Sageview Advisory Group, LLC | 1.9K | $50.6K | +1.9K | New |
| 9 | Osaic Holdings, Inc. | 434 | $11.6K | +42 | Added |
| 10 | Morgan Stanley | 1 | $31 | 0 | Held |