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Ishares Tr Phill Invstmrk shares owned by Castlekeep Investment Advisors

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

Historical chart of Castlekeep Investment 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 Castlekeep Investment 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 Castlekeep Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $156k 6.5k 24.16
2024-09-30 $212k 7.3k 29.13

More positions owned by Castlekeep Investment Advisors

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust St Str Sp Bank (KBE)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Sp Smcp600vl Etf (IJS)
Tortoise Capital Series Trus North Amrcn Pipe (TPYP)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Spdr Series Trust St Str Bl 12 Etf (BILS)
Wisdomtree Tr Em Ex St-owned (XSOE)
Citigroup Com New (C)
Ssga Active Etf Tr St Str Total Etf (TOTL)
Boeing Company (BA)
Golub Capital BDC (GBDC)

View all positions for Castlekeep Investment Advisors

Top funds holding Ishares Tr Phill Invstmrk

Jane Street
Caisse Des Depots Et Consignations
BlackRock
Old Mission Capital
Brian Hackleman
Carrera Capital Advisors
Natixis
Susquehanna International
Goldman Sachs Group
UBS Group
Korea Investment Corporation
Sanctuary Advisors
Banque Pictet & Cie Sa
Hsbc Holdings
Bank of New York Mellon

View all funds holding Ishares Tr Phill Invstmrk