# ISHARES TR (EPOL)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/EPOL/

- Reporting holders: 7
- Reported value: $10.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $6.2M | 140,570 | 0.2% | 5 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $2.2M | 49,973 | 0.5% | 3 |
| [Kaizen Financial Strategies](https://holderbook.com/funds/1842013-kaizen-financial-strategies/) | $746.5K | 16,844 | 0.3% | 6 |
| [Elm3 Financial Group, LLC](https://holderbook.com/funds/2011201-elm3-financial-group-llc/) | $694.8K | 15,678 | 0.5% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $55.7K | 1,257 | 0.0% | 5 |
| [BURKETT FINANCIAL SERVICES, LLC](https://holderbook.com/funds/1762716-burkett-financial-services-llc/) | $4.4K | 100 | 0.0% | 2 |
| [Byrne Asset Management LLC](https://holderbook.com/funds/1911322-byrne-asset-management-llc/) | $4.3K | 100 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 7 | $10.0M |
| Q2 2026 | 116 | $366.3M |
| Q1 2026 | 118 | $291.7M |
| Q4 2025 | 111 | $280.4M |
| Q3 2025 | 103 | $260.4M |
| Q2 2025 | 99 | $262.2M |
| Q1 2025 | 90 | $142.8M |
| Q4 2024 | 59 | $97.6M |
| Q3 2024 | 71 | $177.5M |
| Q2 2024 | 71 | $228.0M |
| Q1 2024 | 70 | $216.2M |
| Q4 2023 | 71 | $174.4M |