EPOL — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (EPOL)? 7 institutions reported holding $9.95M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: CoreCap Advisors, LLC ($6.2M), Monument Capital Management ($2.2M), Kaizen Financial Strategies ($746,506).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CoreCap Advisors, LLC | $6.2M | 140,570 | Added |
| 2 | Monument Capital Management | $2.2M | 49,973 | Added |
| 3 | Kaizen Financial Strategies | $746,506 | 16,844 | Trimmed |
| 4 | Elm3 Financial Group, LLC | $694,841 | 15,678 | Trimmed |
| 5 | Farther Finance Advisors, LLC | $55,727 | 1,257 | Hold |
| 6 | BURKETT FINANCIAL SERVICES, LLC | $4,432 | 100 | Trimmed |
| 7 | Byrne Asset Management LLC | $4,325 | 100 | New |
Source: SEC Form 13F filings · as of 2026-09-30