iShares Environmental Infrastructure and Industrials ETF - Common Stock (ERET) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2022 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
ERET
Shares outstanding
361,157
Price per share
$27.77
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
143,103
Total reported value
$3,828,237
% of total 13F portfolios
0%
Share change
-19,689
Value change
-$540,711
Number of holders
10
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iShares Environmental Infrastructure and Industrials ETF - Common Stock (ERET) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 12% -19% $1,167,035 -$267,056 43,700 -19% BlackRock Portfolio Management LLC 31 Dec 2025

As of 31 Dec 2025, 10 institutional investors reported holding 143,103 shares of iShares Environmental Infrastructure and Industrials ETF - Common Stock (ERET). This represents 40% of the company’s total 361,157 outstanding shares.

Top 14 Institutional Shareholders

The largest institutional shareholders of iShares Environmental Infrastructure and Industrials ETF - Common Stock (ERET) together control 40% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 12% 43,700 -19% 0% $1,167,035
Atria Investments, Inc 7.6% 27,288 +7.3% 0.01% $728,735
Westfuller Advisors, LLC 6.9% 24,871 +11% 0.27% $664,200
SBE LLC DBA CEDAR COVE WEALTH PARTNERS 5.8% 20,953 0% 0.29% $559,569
Vestment Financial LLC 3.3% 11,865 +0.92% 0.17% $323,445
LongView Asset Management LLC 2.6% 9,566 -9.1% 0.18% $255,458
Keystone Financial Group, Inc. 0.7% 2,531 0.04% $67,592
SageView Advisory Group, LLC 0.52% 1,894 0% $50,581
OSAIC HOLDINGS, INC. 0.12% 434 +11% 0% $11,591
MORGAN STANLEY 0% 1 0% 0% $31
JANE STREET GROUP, LLC 0% 0 -100% $0
Wealthspire Advisors, LLC 0% 0 -100% $0
WealthShield Partners, LLC 0% 0 -100% $0
UBS Group AG 0% 0 -100% $0

Institutional Holders of iShares Environmental Infrastructure and Industrials ETF - Common Stock (ERET) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 143,103 $3,828,237 -$540,711 $26.71 10
2025 Q3 141,839 $3,906,022 -$1,186,223 $27.55 11
2025 Q2 184,894 $4,920,908 +$40,918 $26.61 9
2025 Q1 183,937 $4,736,407 -$1,208,875 $25.75 6
2024 Q4 229,087 $5,824,762 -$224,876 $25.15 7
2024 Q3 213,413 $6,152,343 +$40,925 $28.83 5
2024 Q2 212,254 $5,252,523 -$1,065,584 $24.75 5
2024 Q1 255,312 $6,543,575 -$973,238 $25.63 3
2023 Q4 292,810 $7,629,155 -$4,409 $26.06 5
2023 Q3 292,971 $6,771,703 -$501,133 $23.11 3
2023 Q2 314,652 $7,708,093 -$718,674 $24.50 3
2023 Q1 343,989 $8,501,310 -$274,829 $24.71 2
2022 Q4 355,110 $8,714,009 +$8,714,009 $24.54 3