EP Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 5 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$363,638
-29.9%
951
-10.2%
0.01%
-14.3%
Q2 2023$518,400
-86.0%
1,059
-98.6%
0.01%
-89.1%
Q1 2023$3,699,253
+310.6%
75,820
+3298.5%
0.06%
+156.0%
Q2 2021$901,0002,2310.02%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 42,704$12,572,00027.18%
Mathes Company, Inc. 32,880$9,680,0004.71%
Legacy Financial Strategies, LLC 31,741$9,344,0004.61%
WestEnd Advisors, LLC 469,727$138,282,931,0004.36%
SHELTON WEALTH MANAGEMENT, LLC 12,090$3,559,0003.02%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 190,898$56,198,0002.84%
Equitable Holdings, Inc. 477,250$140,497,0002.68%
AFT, FORSYTH & COMPANY, INC. 9,932$2,924,0002.36%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 65,157$19,182,0002.09%
Destination Wealth Management 164,350$48,383,0001.95%
View complete list of ISHARES TR shareholders