Who Owns ISHARES TR (EPOL)? -- Institutional Holders (2026-06-30)
131 institutions reported holding $344.1M of ISHARES TR (EPOL) in SEC 13F filings for 2026-06-30. Largest institutional holders: BlackRock, Inc. ($66.7M), State of Tennessee, Department of Treasury ($45.4M), JPMORGAN CHASE & CO ($40.6M), MORGAN STANLEY ($18.5M), BANK OF MONTREAL /CAN/ ($15.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BlackRock, Inc. | $66.7M | 1.7M | Added |
| 2 | State of Tennessee, Department of Treasury | $45.4M | 1.2M | Trimmed |
| 3 | JPMORGAN CHASE & CO | $40.6M | 1.1M | Added |
| 4 | MORGAN STANLEY | $18.5M | 478,851 | Trimmed |
| 5 | BANK OF MONTREAL /CAN/ | $15.0M | 388,957 | Added |
| 6 | Black Swift Group, LLC | $13.8M | 358,566 | Added |
| 7 | JANE STREET GROUP, LLC | $9.7M | 251,798 | Trimmed |
| 8 | LPL Financial LLC | $9.7M | 250,304 | Added |
| 9 | UBS Group AG | $9.2M | 239,497 | Trimmed |
| 10 | OLD MISSION CAPITAL LLC | $8.2M | 213,579 | Added |
| 11 | BANQUE PICTET & CIE SA | $7.5M | 193,680 | Trimmed |
| 12 | Arlington Capital Management, Inc. | $5.9M | 153,471 | Trimmed |
| 13 | Csenge Advisory Group | $5.7M | 148,494 | Added |
| 14 | CoreCap Advisors, LLC | $5.4M | 139,051 | Added |
| 15 | Y.D. More Investments Ltd | $4.9M | 127,400 | New |
| 16 | Centiva Capital, LP | $4.2M | 109,893 | Added |
| 17 | Harel Insurance Investments & Financial Services Ltd. | $4.0M | 103,370 | New |
| 18 | MANCHESTER FINANCIAL INC | $3.6M | 93,656 | Trimmed |
| 19 | Private Advisor Group, LLC | $3.4M | 88,925 | Trimmed |
| 20 | Bank of New York Mellon Corp | $3.3M | 86,619 | Trimmed |
| 21 | WELLS FARGO & COMPANY/MN | $3.3M | 86,215 | Trimmed |
| 22 | Korea Investment CORP | $3.2M | 83,960 | Trimmed |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.0M | 78,916 | Added |
| 24 | Spectrum Strategic Capital Management, LLC | $2.6M | 67,411 | Trimmed |
| 25 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $2.2M | 56,768 | New |
Source: SEC Form 13F filings · as of 2026-06-30