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 |
|---|---|---|---|---|---|
| Hsbc Holdings | 217k | $5.6M | 18% | Dec 2023 |
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| Goldman Sachs Group | 84k | $2.2M | 0% | Dec 2023 |
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| Glovista Investments | 47k | $1.2M | -53% | Dec 2023 |
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| Amg National Trust Bank | 43k | $1.1M | 100% | Dec 2023 |
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| Bank of New York Mellon | 36k | $988k | 0% | Mar 2024 |
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| Ubs Global Asset Management Americas | 32k | $834k | 0% | Dec 2023 |
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| Mount Lucas Management Corporation | 32k | $833k | 100% | Dec 2023 |
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| Watershed Asset Management | 30k | $780k | 0% | Dec 2023 |
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| UBS Group | 28k | $738k | 72% | Dec 2023 |
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| Scotia Capital | 27k | $707k | 100% | Dec 2023 |
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| BCJ Capital Management | 20k | $523k | 100% | Dec 2023 |
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| Bank of America Corporation | 19k | $495k | 17% | Dec 2023 |
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| Mirae Asset Global Investments | 15k | $380k | 100% | Dec 2023 |
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| Level Four Advisory Services | 15k | $379k | 7% | Dec 2023 |
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| Brookstone Capital Management | 8.8k | $242k | 100% | 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 | $109k | 0% | Dec 2023 |
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| Sunbelt Securities | 3.4k | $94k | 100% | Mar 2024 |
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| Royal Bank of Canada | 2.0k | $52k | 17% | Dec 2023 |
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| Geneos Wealth Management | 2.0k | $52k | 100% | Dec 2023 |
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| Advisor Group Holdings | 588.00 | $15k | -48% | Dec 2023 |
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| Steward Partners Investment Advisory | 500.00 | $13k | 0% | Dec 2023 |
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| Advisory Services Network | 147.00 | $3.8k | 100% | Dec 2023 |
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| Bank Of Montreal | 100.00 | $2.6k | -90% | Dec 2023 |
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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 | $988.000000 | 0% | Dec 2023 |
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| Transamerica Financial Advisors | 1.00 | $1.0k | -50% | Dec 2023 |
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| Wells Fargo & Company | 0 | $0 | -100% | Dec 2023 |
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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 |
| Vontobel Holding | Sep 2023 | 41k | $1.0M |
| Millennium Management | Sep 2023 | 34k | $858k |
| Citadel Advisors | Sep 2023 | 13k | $314k |
| Pictet North America Advisors SA | Sep 2023 | 8.4k | $210k |
| Edmond De Rothschild Holding | Sep 2023 | 3.1k | $76k |
| Tradition Wealth Management | Sep 2023 | 949.00 | $24k |
| McGlone Suttner Wealth Management | Dec 2023 | 6.00 | $159.000000 |