13FBOX
ISHARES TR · 13F Institutional Holdings
Options Calculator Rankings
I

ISHARES TR

ERET
Institutions
10
Combined AUM (Q2 2026)
$5.4M
Combined Shares (Q2 2026)
188,331
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+99,643
7 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-33,507
4 · 2 Exit · ≈
⚖️ Net
+66,136
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$5.4M
Institutions
10
New Buys
4
Adds
3
Reduces
2
Exits
2
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Westfuller Advisors, LLC
0.75%0.63%#1$2.1M70,937$1.5M53,781+17,156+31.90%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#8$1.1M38,422$00+38,422New Buy
JANE STREET GROUP, LLC
<0.01%#7$1.1M36,929$00+36,929New Buy
SBE LLC DBA CEDAR COVE WEALTH PARTNERS
0.31%0.3%#2$649,57222,469$579,72421,370+1,099+5.14%Add
Vestment Financial LLC
0.14%0.17%#3$304,10410,516$362,50512,342-1,826-14.80%Reduce
EP Wealth Advisors, LLC
<0.01%#6$157,8695,461$00+5,461New Buy
Keystone Financial Group, Inc.
0.04%0.04%#4$75,1372,599$70,5052,59900.00%Unchanged
StrongBox Wealth, LLC
<0.01%#5$13,964483$00+483New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#9$12,171421$11,774434-13-3.00%Reduce
MORGAN STANLEY
<0.01%<0.01%#10$2,72394$321+93+9,300.00%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow