iSHARES TRUST - EPOL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| State of Tennessee, Department of Treasury | History | Reduced | 1,495,603 | 56,219 | 0.18% | 0.17% | 1 | -66,927 | -4.28% | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 680,399 | 23,943 | 0.0% | 0.0% | 2 | +386,497 | 131.51% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 534,227 | 18,799 | 0.0% | 0.0% | 3 | +31,480 | 6.26% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 491,999 | 17,313 | 0.0% | 0.0% | 4 | +70,686 | 16.78% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | New | 400,000 | 14,076 | 0.0% | — | 5 | +400,000 | New | Q4 2025 | Feb 12, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 234,770 | 8,261 | 0.05% | 0.04% | 6 | -5,249 | -2.19% | Q4 2025 | Jan 16, 2026 |
| Tidal Investments LLC | History | New | 229,916 | 8,090 | 0.02% | — | 7 | +229,916 | New | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 209,487 | 7,371 | 0.0% | 0.0% | 8 | -14,401 | -6.43% | Q4 2025 | Feb 11, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 187,891 | 6,608 | 0.04% | 0.02% | 9 | +91,339 | 94.6% | Q4 2025 | Jan 27, 2026 |
| Korea Investment CORP | History | No change | 162,489 | 5,717 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arlington Capital Management, Inc. | History | Added to | 156,608 | 5,511 | 3.39% | 2.16% | 11 | +51,706 | 49.29% | Q4 2025 | Jan 06, 2026 |
| Point72 Asset Management, L.P. | History | New | 148,701 | 5,232 | 0.01% | — | 12 | +148,701 | New | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 145,515 | 5,120 | 0.0% | 0.0% | 13 | -805,663 | -84.7% | Q4 2025 | Feb 12, 2026 |
| Csenge Advisory Group | History | Added to | 140,848 | 4,956 | 0.22% | 0.21% | 14 | +5,938 | 4.4% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 139,125 | 4,895 | 0.17% | 0.16% | 15 | +3,816 | 2.82% | Q4 2025 | Jan 13, 2026 |
| Sepio Capital, LP | History | Added to | 135,823 | 4,779 | 0.26% | 0.25% | 16 | +4,068 | 3.09% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 117,701 | 4,141 | 0.0% | 0.0% | 17 | -5,619 | -4.56% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 115,721 | 4,072 | 0.0% | — | 18 | +115,721 | New | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 115,538 | 4,065 | 0.02% | 0.02% | 19 | -56 | -0.05% | Q4 2025 | Feb 17, 2026 |
| Nilsine Partners, LLC | History | Added to | 102,376 | 3,602 | 0.31% | 0.29% | 20 | +768 | 0.76% | Q4 2025 | Jan 15, 2026 |
| Empowered Funds, LLC | History | New | 97,900 | 3,445 | 0.06% | — | 21 | +97,900 | New | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 96,624 | 3,400 | 0.0% | 0.0% | 22 | -148,336 | -60.56% | Q4 2025 | Feb 17, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 93,986 | 3,307 | 0.62% | 0.61% | 23 | -419 | -0.44% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 81,987 | 2,885 | 0.0% | 0.0% | 24 | +4,970 | 6.45% | Q4 2025 | Feb 10, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 76,145 | 2,679 | 0.07% | 0.07% | 25 | -6,944 | -8.36% | Q4 2025 | Feb 03, 2026 |
| Fluent Financial, LLC | History | New | 71,501 | 2,516 | 0.96% | — | 26 | +71,501 | New | Q4 2025 | Jan 14, 2026 |
| Spectrum Strategic Capital Management, LLC | History | New | 69,169 | 2,434 | 1.29% | — | 27 | +69,169 | New | Q4 2025 | Feb 05, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | No change | 55,000 | 1,935 | 0.11% | 0.1% | 28 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Accordant Advisory Group Inc | History | Added to | 54,905 | 1,932 | 1.33% | 1.02% | 29 | +8,281 | 17.76% | Q4 2025 | Jan 22, 2026 |
| Cavalier Investments, LLC | History | Added to | 54,488 | 1,917 | 0.1% | 0.13% | 30 | +1,672 | 3.17% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 46,901 | 1,650 | 0.0% | 0.0% | 31 | +26,863 | 134.06% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 44,212 | 1,555 | 0.0% | 0.0% | 32 | +43,249 | 4491.07% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 42,165 | 1,483 | 0.01% | 0.06% | 33 | -258,438 | -85.97% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 41,639 | 1,466 | 0.0% | — | 34 | +41,639 | New | Q4 2025 | Feb 17, 2026 |
| Arizona PSPRS Trust | History | New | 41,518 | 1,461 | 0.05% | — | 35 | +41,518 | New | Q4 2025 | Feb 11, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 40,079 | 1,410 | 0.63% | 0.59% | 36 | +313 | 0.79% | Q4 2025 | Jan 15, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 38,686 | 1,361 | 0.01% | 0.01% | 37 | -176 | -0.45% | Q4 2025 | Jan 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 37,538 | 1,320 | 0.01% | 0.01% | 38 | -704 | -1.84% | Q4 2025 | Jan 29, 2026 |
| NewSquare Capital LLC | History | Reduced | 34,896 | 1,227 | 0.11% | 0.12% | 39 | -21,871 | -38.53% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 32,652 | 1,149 | 0.0% | 0.0% | 40 | +14,227 | 77.22% | Q4 2025 | Feb 18, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Reduced | 31,500 | 1,108 | 0.08% | 0.08% | 41 | -2,200 | -6.53% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 31,417 | 1,105 | 0.02% | 0.01% | 42 | +7,013 | 28.74% | Q4 2025 | Jan 22, 2026 |
| RHUMBLINE ADVISERS | History | No change | 29,874 | 1,051 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mount Lucas Management LP | History | Reduced | 28,878 | 1,016 | 0.41% | 0.38% | 44 | -138 | -0.48% | Q4 2025 | Feb 05, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 27,649 | 1,011 | 0.1% | 0.07% | 45 | +5,879 | 27.01% | Q4 2025 | Jan 12, 2026 |
| Freestone Capital Holdings, LLC | History | New | 28,706 | 1,010 | 0.03% | — | 46 | +28,706 | New | Q4 2025 | Jan 23, 2026 |
| Quadrature Capital Ltd | History | Reduced | 25,576 | 900 | 0.01% | 0.06% | 47 | -137,833 | -84.35% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 25,153 | 885 | 0.0% | 0.0% | 48 | -2,076 | -7.62% | Q4 2025 | Feb 17, 2026 |
| GFS Advisors, LLC | History | No change | 20,000 | 703 | 0.08% | 0.08% | 49 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 19,766 | 695 | 0.0% | 0.0% | 50 | -956 | -4.61% | Q4 2025 | Feb 13, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 17,976 | 632 | 0.52% | 0.5% | 51 | -1,057 | -5.55% | Q4 2025 | Jan 22, 2026 |
| Advisory Services Network, LLC | History | Added to | 17,909 | 630 | 0.01% | 0.0% | 52 | +14,349 | 403.06% | Q4 2025 | Feb 17, 2026 |
| Kaizen Financial Strategies | History | Added to | 17,718 | 623 | 0.27% | 0.24% | 53 | +2,268 | 14.68% | Q4 2025 | Jan 21, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 17,431 | 613 | 0.02% | — | 54 | +17,431 | New | Q4 2025 | Feb 02, 2026 |
| Steadtrust LLC | History | No change | 17,000 | 598 | 0.37% | 0.37% | 55 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 16,688 | 587 | 0.0% | 0.0% | 56 | +92 | 0.55% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 16,519 | 581 | 0.0% | 0.0% | 57 | -21,833 | -56.93% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 15,672 | 551 | 0.0% | 0.0% | 58 | -21,707 | -58.07% | Q4 2025 | Feb 13, 2026 |
| Amundi | History | No change | 15,463 | 544 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Centiva Capital, LP | History | New | 15,000 | 527 | 0.0% | — | 60 | +15,000 | New | Q4 2025 | Feb 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 14,221 | 500 | 0.0% | — | 61 | +14,221 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 13,471 | 474 | 0.0% | 0.0% | 62 | +5,609 | 71.34% | Q4 2025 | Feb 05, 2026 |
| Wealthfront Advisers LLC | History | Added to | 13,076 | 460 | 0.0% | 0.0% | 63 | +491 | 3.9% | Q4 2025 | Jan 30, 2026 |
| KKM Financial LLC | History | No change | 12,469 | 438 | 0.08% | 0.13% | 64 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Carnegie Investment Counsel | History | Added to | 12,332 | 433 | 0.01% | 0.01% | 65 | +289 | 2.4% | Q4 2025 | Jan 23, 2026 |
| Smith Group Asset Management, LLC | History | Reduced | 12,200 | 429 | 0.02% | 0.02% | 66 | -700 | -5.43% | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | Added to | 11,488 | 404 | 0.0% | 0.0% | 67 | +347 | 3.11% | Q4 2025 | Mar 09, 2026 |
| Arrow Investment Advisors, LLC | History | Reduced | 11,464 | 403 | 0.45% | 0.53% | 68 | -3,473 | -23.25% | Q4 2025 | Feb 09, 2026 |
| EWA, LLC | History | New | 11,232 | 395 | 0.1% | — | 69 | +11,232 | New | Q4 2025 | Feb 03, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 11,037 | 388 | 0.0% | 0.0% | 70 | -37,517 | -77.27% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 9,943 | 349 | 0.0% | 0.0% | 71 | +1,624 | 19.52% | Q4 2025 | Feb 19, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 9,400 | 331 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cetera Investment Advisers | History | Added to | 8,876 | 312 | 0.0% | 0.0% | 73 | +842 | 10.48% | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 8,667 | 304 | 0.0% | 0.0% | 74 | +1,442 | 19.96% | Q4 2025 | Jan 26, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 8,057 | 283 | 0.12% | 0.13% | 75 | -5,741 | -41.61% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 8,004 | 281 | 0.0% | 0.0% | 76 | +1,708 | 27.13% | Q4 2025 | Feb 06, 2026 |
| Caprock Group, LLC | History | No change | 7,401 | 260 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Equitable Holdings, Inc. | History | Added to | 7,250 | 255 | 0.0% | 0.0% | 78 | +850 | 13.28% | Q4 2025 | Feb 17, 2026 |
| Militia Capital Partners, LP | History | New | 7,451 | 223 | 0.08% | — | 79 | +7,451 | New | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF OKLAHOMA | History | No change | 6,284 | 221 | 0.06% | 0.06% | 80 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 5,154 | 181 | 0.02% | 0.01% | 81 | +139 | 2.77% | Q4 2025 | Jan 26, 2026 |
| AlphaCentric Advisors LLC | History | New | 4,318 | 151 | 0.15% | — | 82 | +4,318 | New | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 4,189 | 147 | 0.0% | 0.0% | 83 | -18 | -0.43% | Q4 2025 | Jan 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,600 | 126 | 0.0% | 0.0% | 84 | -127 | -3.41% | Q4 2025 | Feb 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 2,200 | 77 | 0.0% | — | 86 | +2,200 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 2,191 | 77 | 0.0% | 0.0% | 85 | -51 | -2.27% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,178 | 41 | 0.0% | 0.0% | 87 | -258 | -17.97% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,146 | 40 | 0.0% | — | 88 | +1,146 | New | Q4 2025 | Feb 13, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 1,120 | 39 | 0.01% | 0.01% | 89 | -13 | -1.15% | Q4 2025 | Feb 04, 2026 |
| Solstein Capital, LLC | History | Added to | 1,091 | 38 | 0.02% | 0.01% | 90 | +91 | 9.1% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 944 | 33 | 0.0% | 0.0% | 91 | +4 | 0.43% | Q4 2025 | Mar 16, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 926 | 32 | 0.0% | 0.0% | 92 | +705 | 319.0% | Q4 2025 | Feb 11, 2026 |
| Advisors Preferred, LLC | History | New | 765 | 27 | 0.0% | — | 93 | +765 | New | Q4 2025 | Feb 02, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 500 | 17 | 0.01% | 0.04% | 95 | -2,500 | -83.33% | Q4 2025 | Jan 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 500 | 17 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 308 | 10 | 0.0% | 0.0% | 96 | -19 | -5.81% | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 268 | 9 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 250 | 8 | 0.0% | — | 98 | +250 | New | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 225 | 7 | 0.0% | 0.0% | 99 | +101 | 81.45% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 176 | 6 | 0.0% | — | 100 | +176 | New | Q4 2025 | Feb 10, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 185 | 6 | 0.0% | 0.0% | 101 | -44 | -19.21% | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | No change | 102 | 4 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Laurel Wealth Advisors LLC | History | New | 97 | 3 | 0.0% | — | 104 | +97 | New | Q4 2025 | Jan 30, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 100 | 3 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 63 | 2 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 39 | 1 | 0.0% | — | 109 | +39 | New | Q4 2025 | Feb 09, 2026 |
| Arax Advisory Partners | History | New | 34 | 1 | 0.0% | — | 107 | +34 | New | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 49 | 1 | 0.0% | 0.0% | 106 | -1 | -2.0% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | No change | 45 | 1 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -114,345 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -102,699 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MARVIN & PALMER ASSOCIATES INC | History | Closed out | 0 | 0 | — | 2.0% | — | -79,780 | -100.0% | Q3 2025 | Nov 13, 2025 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56,768 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Monument Capital Management | History | Closed out | 0 | 0 | — | 0.41% | — | -51,539 | -100.0% | Q3 2025 | Oct 14, 2025 |
| New Vernon Capital Holdings II LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -23,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Trek Financial, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -17,208 | -100.0% | Q3 2025 | Oct 31, 2025 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,959 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sumitomo Mitsui Trust Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,500 | -100.0% | Q3 2025 | Oct 27, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,985 | -100.0% | Q3 2025 | Mar 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -3,050 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -611 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -446 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -416 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Parallel Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |