13F

Stock

Ishares Tr

Ticker not mapped · held by 10 managers

Reported value

$3.83M

Holders

10

+0 new · −0 exited

Holders’ est. mark

−$1

Price effect on 1 books still in the name

Largest holder

$1.17M

BlackRock, Inc.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BlackRock, Inc.43.7K$1.17MHeld
Atria Investments, Inc27.3K$728.7KHeld
Westfuller Advisors, LLC24.9K$664.2KHeld
SBE LLC DBA CEDAR COVE WEALTH PARTNERS21K$559.6KHeld
Vestment Financial LLC11.9K$323.4KHeld
LongView Asset Management LLC9.57K$255.5KHeld
Keystone Financial Group, Inc.2.53K$67.6KHeld
SageView Advisory Group, LLC1.89K$50.6KHeld
OSAIC HOLDINGS, INC.434$11.6KHeld
MORGAN STANLEY1$31−$1Cut−$1

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.