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Ishares Tr Phill Invstmrk shares owned by Carrera Capital Advisors

Quarter-by-quarter ownership of Ishares Tr Phill Invstmrk (EPHE) shares owned by Carrera Capital Advisors from 13F filings

Historical chart of Carrera Capital Advisors investment in Ishares Tr Phill Invstmrk

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr Phill Invstmrk held by Carrera Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Phill Invstmrk by Carrera Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 100k 24.84
2025-06-30 $2.4M 90k 27.12
2025-03-31 $2.1M 83k 25.30
2024-12-31 $2.0M 79k 25.03

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View all positions for Carrera Capital Advisors

Top funds holding Ishares Tr Phill Invstmrk

State of Tennessee, Treasury Department
Sun Life Financial
Hsbc Holdings
Carrera Capital Advisors
Natixis
Banque Pictet & Cie Sa
Korea Investment Corporation
Bank of New York Mellon
Man Group
Ubs Global Asset Management Americas
Cresset Asset Management
SBI Securities
UBS Group
Susquehanna International
Level Four Advisory Services

View all funds holding Ishares Tr Phill Invstmrk