iSHARES TRUST - EPOL
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 1,727,571 | 66,701 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 1,176,823 | 45,437 | 0.13% | 0.13% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,054,147 | 40,563 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 478,851 | 18,488 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 388,957 | 15,017 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Black Swift Group, LLC | History | No change | 358,566 | 13,844 | 2.0% | 2.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 251,798 | 9,721 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 250,304 | 9,664 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 239,497 | 9,246 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 213,579 | 8,246 | 0.13% | 0.13% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 193,680 | 7,477 | 0.05% | 0.05% | 11 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arlington Capital Management, Inc. | History | No change | 153,471 | 5,925 | 3.68% | 3.68% | 12 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Csenge Advisory Group | History | No change | 148,494 | 5,733 | 0.23% | 0.23% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CoreCap Advisors, LLC | History | No change | 139,051 | 5,368 | 0.16% | 0.16% | 14 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Y.D. More Investments Ltd | History | No change | 127,400 | 4,918 | 0.15% | 0.15% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Centiva Capital, LP | History | No change | 109,893 | 4,242 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 103,370 | 3,981 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MANCHESTER FINANCIAL INC | History | No change | 93,656 | 3,616 | 0.64% | 0.64% | 18 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Private Advisor Group, LLC | History | No change | 88,925 | 3,433 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bank of New York Mellon Corp | History | No change | 86,619 | 3,344 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 86,215 | 3,328 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Korea Investment CORP | History | No change | 83,960 | 3,241 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 78,916 | 3,046 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spectrum Strategic Capital Management, LLC | History | No change | 67,411 | 2,602 | 1.29% | 1.29% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 56,768 | 2,191 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 56,256 | 2,172 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 49,840 | 1,924 | 0.1% | 0.1% | 27 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Monument Capital Management | History | No change | 49,396 | 1,907 | 0.38% | 0.38% | 28 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Point Nemo Capital, LLC | History | No change | 47,474 | 1,832 | 0.93% | 0.93% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 47,089 | 1,818 | 0.07% | 0.07% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 46,000 | 1,776 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Sepio Capital, LP | History | No change | 42,491 | 1,640 | 0.08% | 0.08% | 32 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 36,580 | 1,412 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 35,711 | 1,378 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 34,859 | 1,345 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 34,400 | 1,328 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cobblestone Asset Management LLC | History | No change | 34,065 | 1,315 | 0.55% | 0.55% | 37 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Militia Capital Management LLC | History | No change | 33,854 | 1,307 | 0.04% | 0.04% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | No change | 33,364 | 1,288 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 31,661 | 1,222 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 28,706 | 1,108 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mount Lucas Management LP | History | No change | 26,436 | 1,020 | 0.36% | 0.36% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 25,570 | 987 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SBI Securities Co., Ltd. | History | No change | 25,419 | 981 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ROYAL BANK OF CANADA | History | No change | 22,516 | 869 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 21,169 | 817 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hilltop Holdings Inc. | History | No change | 21,156 | 816 | 0.06% | 0.06% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthfront Advisers LLC | History | No change | 19,298 | 745 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 18,097 | 698 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steadtrust LLC | History | No change | 17,000 | 656 | 0.33% | 0.33% | 50 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kaizen Financial Strategies | History | No change | 16,944 | 655 | 0.21% | 0.21% | 51 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Elm3 Financial Group, LLC | History | No change | 15,732 | 607 | 0.42% | 0.42% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Corient Private Wealth LP | History | No change | 14,331 | 553 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| GFS Advisors, LLC | History | No change | 951 | 550 | 0.06% | 0.06% | 54 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 13,897 | 537 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Amundi | History | No change | 13,617 | 525 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Solstein Capital, LLC | History | No change | 13,390 | 516 | 0.18% | 0.18% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 12,616 | 487 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 12,430 | 479 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arrow Investment Advisors, LLC | History | No change | 11,447 | 441 | 0.43% | 0.43% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EWA, LLC | History | No change | 11,315 | 436 | 0.08% | 0.08% | 61 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Carnegie Investment Counsel | History | No change | 10,927 | 421 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HighTower Advisors, LLC | History | No change | 9,895 | 382 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 9,889 | 381 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KKM Financial LLC | History | No change | 9,797 | 378 | 0.05% | 0.05% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 8,860 | 342 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 8,598 | 331 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,092 | 312 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Belvedere Trading LLC | History | No change | 7,206 | 278 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Caprock Group, LLC | History | No change | 7,069 | 272 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DAVENPORT & Co LLC | History | No change | 6,918 | 267 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cetera Investment Advisers | History | No change | 6,845 | 264 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 6,400 | 244 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 5,759 | 222 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,644 | 217 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 5,633 | 217 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 5,559 | 214 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Wealth | History | No change | 5,501 | 212 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 5,231 | 201 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MARVIN & PALMER ASSOCIATES INC | History | No change | 4,750 | 183 | 0.12% | 0.12% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AlphaCentric Advisors LLC | History | No change | 4,238 | 163 | 0.14% | 0.14% | 81 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Blue Trust, Inc. | History | No change | 4,079 | 157 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FMR LLC | History | No change | 3,298 | 127 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,673 | 103 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,250 | 86 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,500 | 57 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Accordant Advisory Group Inc | History | No change | 1,289 | 49 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parallel Advisors, LLC | History | No change | 1,268 | 48 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,257 | 48 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 1,106 | 42 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 800 | 30 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 705 | 27 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 673 | 25 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| North Star Investment Management Corp. | History | No change | 603 | 23 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 595 | 22 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 500 | 19 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UMB Bank, n.a. | History | No change | 399 | 15 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Capital Management LLC | History | No change | 302 | 11 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 308 | 11 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Smartleaf Asset Management LLC | History | No change | 273 | 10 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 236 | 9 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 4Thought Financial Group Inc. | History | No change | 175 | 6 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 100 | 4 | 0.0% | 0.0% | 103 | -160 | -61.54% | Q3 2026 | Oct 01, 2026 |
| Byrne Asset Management LLC | History | New | 100 | 4 | 0.0% | — | 104 | +100 | New | Q3 2026 | Oct 06, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 100 | 3 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 54 | 2 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 71 | 2 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 77 | 2 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 49 | 1 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 34 | 1 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NVWM, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 39 | 1 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |