ISHARES TR

Ticker: ERET CUSIP: 46436E270 Class: ENVIR AWR RL EST

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

New Positions (2)

Keystone Financial Group, Inc.

Value ($000) $68 Shares 2,531

SageView Advisory Group, LLC

Value ($000) $51 Shares 1,894

Institution	Shares	Value ($000)
Keystone Financial Group, Inc.	2,531	$68
SageView Advisory Group, LLC	1,894	$51

Increased Positions (3)

Westfuller Advisors, LLC

Value ($000) $664 (+8.1%) Shares 24,871 (+11.5%)

Atria Investments, Inc

Value ($000) $729 (+4.0%) Shares 27,288 (+7.3%)

OSAIC HOLDINGS, INC.

Value ($000) $12 (+7.3%) Shares 434 (+10.7%)

Institution	Prev Shares	Curr Shares	Change
Westfuller Advisors, LLC	22,310	24,871	+2,561 (+11.5%)
Atria Investments, Inc	25,432	27,288	+1,856 (+7.3%)
OSAIC HOLDINGS, INC.	392	434	+42 (+10.7%)

Decreased Positions (2)

LongView Asset Management LLC

Value ($000) $255 (-11.9%) Shares 9,566 (-9.1%)

BlackRock, Inc.

Value ($000) $1,167 (-21.1%) Shares 43,700 (-18.6%)

Institution	Prev Shares	Curr Shares	Change
LongView Asset Management LLC	10,523	9,566	-957 (-9.1%)
BlackRock, Inc.	53,700	43,700	-10,000 (-18.6%)

Exited Positions (4)

JANE STREET GROUP, LLC

Value ($000) $378 Shares 13,716

Wealthspire Advisors, LLC

Value ($000) $87 Shares 3,159

WealthShield Partners, LLC

Value ($000) $21 Shares 776

Value ($000) $2 Shares 73

Institution	Prev Shares	Prev Value ($000)
JANE STREET GROUP, LLC	13,716	$378
Wealthspire Advisors, LLC	3,159	$87
WealthShield Partners, LLC	776	$21
UBS Group AG	73	$2