Who Owns ISHARES TR (EPHE)? -- Institutional Holders (2026-03-31)
49 institutions reported holding $57.5M of ISHARES TR (EPHE) in SEC 13F filings for 2026-03-31. Largest institutional holders: State of Tennessee, Department of Treasury ($15.7M), BlackRock, Inc. ($7.6M), CAISSE DES DEPOTS ET CONSIGNATIONS ($7.5M), BCWM, LLC ($3.6M), Carrera Capital Advisors ($3.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | State of Tennessee, Department of Treasury | $15.7M | 634,267 | Trimmed |
| 2 | BlackRock, Inc. | $7.6M | 306,221 | Added |
| 3 | CAISSE DES DEPOTS ET CONSIGNATIONS | $7.5M | 305,000 | New |
| 4 | BCWM, LLC | $3.6M | 144,540 | New |
| 5 | Carrera Capital Advisors | $3.0M | 121,626 | Added |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.9M | 116,100 | New |
| 7 | HSBC HOLDINGS PLC | $2.8M | 111,797 | Trimmed |
| 8 | NATIXIS | $2.0M | 81,291 | Trimmed |
| 9 | Man Group plc | $1.9M | 77,681 | New |
| 10 | FLOW TRADERS U.S. LLC | $1.8M | 72,415 | New |
| 11 | Korea Investment CORP | $986,819 | 39,743 | Hold |
| 12 | Bank of New York Mellon Corp | $951,295 | 38,312 | Added |
| 13 | Sanctuary Advisors, LLC | $896,178 | 36,093 | Added |
| 14 | BANQUE PICTET & CIE SA | $869,050 | 35,000 | Trimmed |
| 15 | SBI Securities Co., Ltd. | $607,987 | 24,486 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $557,899 | 22,469 | New |
| 17 | UBS Group AG | $527,290 | 21,236 | Trimmed |
| 18 | Asset Management One Co., Ltd. | $516,563 | 20,804 | New |
| 19 | PRELUDE CAPITAL MANAGEMENT, LLC | $446,940 | 18,000 | Added |
| 20 | CIBC WORLD MARKET INC. | $411,234 | 16,562 | New |
| 21 | CITADEL ADVISORS LLC | $360,681 | 14,526 | New |
| 22 | LEVEL FOUR ADVISORY SERVICES, LLC | $312,982 | 12,605 | Hold |
| 23 | MORGAN STANLEY | $311,124 | 12,529 | Added |
| 24 | Sumitomo Mitsui Trust Group, Inc. | $230,770 | 9,294 | New |
| 25 | LPL Financial LLC | $228,088 | 9,186 | Added |
Source: SEC Form 13F filings · as of 2026-03-31