Who owns Ishares Tr Phill Invstmrk?
- Ticker: EPHE
- CUSIP Number: 46429B408
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr Phill Invstmrk with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ishares Tr Phill Invstmrk stock
Who bought or sold Ishares Tr Phill Invstmrk this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 963k | $27M | -14% | Mar 2024 |
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| Hsbc Holdings | 217k | $5.6M | 18% | Dec 2023 |
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| Sun Life Financial | 141k | $3.9M | 100% | Mar 2024 |
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| Man Group | 109k | $3.0M | 100% | Mar 2024 |
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| Vista Finance | 107k | $3.0M | 100% | Mar 2024 |
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| Hilltop Holdings | 105k | $2.9M | 100% | Mar 2024 |
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| Goldman Sachs Group | 84k | $2.3M | 0% | Mar 2024 |
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| LPL Financial | 60k | $1.7M | 100% | Mar 2024 |
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| Florin Court Capital | 59k | $1.6M | 100% | Mar 2024 |
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| Glovista Investments | 47k | $1.2M | -53% | Dec 2023 |
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| Primoris Wealth Advisors | 41k | $1.1M | 100% | Mar 2024 |
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| Korea Investment Corporation | 40k | $1.1M | 0% | Mar 2024 |
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| Amg National Trust Bank | 37k | $1.0M | -13% | Mar 2024 |
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| Jpmorgan Chase & Co | 37k | $1.0M | 100% | Mar 2024 |
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| Mirabella Financial Services | 37k | $1.0M | 100% | Mar 2024 |
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| Bank of New York Mellon | 36k | $988k | 0% | Mar 2024 |
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| Ubs Global Asset Management Americas | 32k | $887k | 0% | Mar 2024 |
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| Mount Lucas Management Corporation | 30k | $838k | -5% | Mar 2024 |
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| Watershed Asset Management | 30k | $780k | 0% | Dec 2023 |
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| UBS Group | 28k | $783k | 0% | Mar 2024 |
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| Scotia Capital | 27k | $707k | 100% | Dec 2023 |
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| Millennium Management | 22k | $605k | 100% | Mar 2024 |
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| Janney Montgomery Scott | 21k | $582k | 100% | Mar 2024 |
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| BCJ Capital Management | 20k | $523k | 100% | Dec 2023 |
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| D. E. Shaw & Co | 15k | $410k | 100% | Mar 2024 |
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| Level Four Advisory Services | 15k | $379k | 0% | Mar 2024 |
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| Morgan Stanley | 13k | $362k | -64% | Mar 2024 |
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| Citigroup | 11k | $312k | 100% | Mar 2024 |
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| Bank of America Corporation | 11k | $297k | -44% | Mar 2024 |
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| Brookstone Capital Management | 8.8k | $242k | 100% | Mar 2024 |
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| Sigma Planning | 8.0k | $222k | 100% | Mar 2024 |
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| Bank Of Montreal | 6.7k | $184k | 6552% | Mar 2024 |
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| AlphaCentric Advisors | 4.5k | $125k | 100% | Mar 2024 |
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| Banque Cantonale Vaudoise | 4.3k | $118k | -71% | Mar 2024 |
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| Stelac Advisory Services | 4.2k | $116k | 0% | Mar 2024 |
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| Sunbelt Securities | 3.4k | $94k | 100% | Mar 2024 |
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| Royal Bank of Canada | 1.9k | $54k | -7% | Mar 2024 |
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| Geneos Wealth Management | 1.7k | $48k | -13% | Mar 2024 |
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| FMR | 594.00 | $16k | 100% | Mar 2024 |
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| Advisor Group Holdings | 533.00 | $15k | -9% | Mar 2024 |
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| Steward Partners Investment Advisory | 500.00 | $14k | 0% | Mar 2024 |
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| Atlantic Trust | 400.00 | $11k | 100% | Mar 2024 |
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| Federation des caisses Desjardins du Quebec | 368.00 | $10k | 100% | Mar 2024 |
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| Tower Research Capital | 96.00 | $2.7k | 100% | Mar 2024 |
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| Private Trust Co Na | 77.00 | $2.1k | 100% | Mar 2024 |
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| Hexagon Capital Partners | 52.00 | $1.4k | 117% | Mar 2024 |
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| Retirement Group | 38.00 | $1.1k | 0% | Mar 2024 |
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| Wells Fargo & Company | 1.00 | $19.000000 | 100% | Mar 2024 |
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Who sold out of Ishares Tr Phill Invstmrk?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Desjardins Global Asset Management | Sep 2023 | 91k | $2.3M |
| Mirae Asset Global Investments | Dec 2023 | 15k | $380k |
| Susquehanna International | Sep 2023 | 9.1k | $225k |
| Asahi Life Asset Management | Sep 2023 | 2.8k | $70M |
| Advisory Services Network | Dec 2023 | 147.00 | $3.8k |
| McGlone Suttner Wealth Management | Dec 2023 | 6.00 | $159.000000 |
| Transamerica Financial Advisors | Dec 2023 | 1.00 | $1.0k |