EP Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
EP Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$319,410
-28.1%
3,875
-98.7%
0.01%
-16.7%
Q2 2023$444,105
-12.3%
291,292
+7891.6%
0.01%
-33.3%
Q1 2023$506,348
+72.3%
3,645
+5.3%
0.01%
+80.0%
Q4 2022$293,924
+11.8%
3,463
+6.9%
0.01%
-16.7%
Q2 2022$263,000
-9.3%
3,240
-2.1%
0.01%0.0%
Q1 2022$290,000
-20.1%
3,310
-17.7%
0.01%
-33.3%
Q4 2021$363,000
+26.9%
4,020
+17.9%
0.01%
+12.5%
Q3 2021$286,000
+6.7%
3,410
+5.8%
0.01%
+14.3%
Q2 2021$268,000
+3.5%
3,224
-4.2%
0.01%
-12.5%
Q1 2021$259,000
-2.6%
3,365
-3.1%
0.01%
-11.1%
Q4 2020$266,000
-0.4%
3,474
-6.7%
0.01%
-18.2%
Q3 2020$267,000
+4.3%
3,7240.0%0.01%0.0%
Q2 2020$256,0000.0%3,724
-11.5%
0.01%
-15.4%
Q1 2020$256,000
-25.1%
4,208
-15.5%
0.01%
-7.1%
Q4 2019$342,000
-15.3%
4,978
-24.7%
0.01%
-30.0%
Q3 2019$404,000
-7.1%
6,614
-6.3%
0.02%
-25.9%
Q2 2019$435,0007,0560.03%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
CPR Investments Inc. 39,744$3,275,7003.52%
Richard Bernstein Advisors LLC 1,789,400$147,482,4003.29%
Clarity Wealth Advisors, LLC 62,952$5,188,5012.35%
Phoenix Holdings Ltd. 1,256,000$103,519,5201.90%
FCA CORP /TX 51,311$4,229,0181.58%
Ayalon Insurance Comp Ltd. 36,790$3,0321.28%
TRANSATLANTIQUE PRIVATE WEALTH LLC 29,439$2,4261.27%
NOTTINGHAM ADVISORS, INC. 102,746$7,473,9531.16%
KM Capital Management Ltd. 16,295$1,343,0330.92%
Eldridge Investment Advisors, Inc. 28,972$2,3880.79%
View complete list of ISHARES TR shareholders