Institutional Ownership
Ishares Tr
CUSIP 46436E270ENVIR AWR RL ESTERETQ1 2026
Institutional Holders
8
13F filers
Shares Held
122.3K
Aggregate institutional
Institutional Value
$3.35M
Q1 2026
Net New Holders
+0
0 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased5
Decreased2
Sold out0
Institutional Holders
8 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Westfuller Advisors, LLC | 53.8K | $1.46M | +28.9K | Added |
| 2 | Atria Investments, Inc | 26.0K | $704.4K | −1.3K | Reduced |
| 3 | Sbe LLC Dba Cedar Cove Wealth Partners | 21.4K | $579.7K | +417 | Added |
| 4 | Vestment Financial LLC | 12.3K | $362.5K | +477 | Added |
| 5 | Blackrock, Inc. | 5.7K | $154.6K | −38.0K | Reduced |
| 6 | Keystone Financial Group, Inc. | 2.6K | $70.5K | +68 | Added |
| 7 | Osaic Holdings, Inc. | 434 | $11.8K | 0 | Held |
| 8 | Morgan Stanley | 94 | $2.6K | +93 | Added |