EP Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is NYF and the CUSIP is 464288323. A total of 109 filers reported holding ISHARES TR in Q4 2020. 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$265,356
-4.2%
5,200
-53.5%
0.00%0.0%
Q2 2023$276,95211,193
-44.0%
0.00%
Q1 2023$0
-100.0%
20,000
+94.5%
0.00%
-100.0%
Q4 2022$538,934
+197.8%
10,285
+210.4%
0.01%
+150.0%
Q1 2022$181,000
+34.1%
3,314
+43.2%
0.00%
-20.0%
Q4 2020$135,0002,3140.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Whitegate Investment Counselors, Inc. 128,880$6,576,7462.20%
Israel Discount Bank of New York 27,165$1,386,2301.15%
James J. Burns & Company, LLC 75,913$3,8741.04%
MYECFO, LLC 26,068$1,330,2500.92%
Level Financial Advisors 30,442$1,553,4550.87%
ETFIDEA, LLC 32,752$1,671,3350.71%
Northeast Financial Group, Inc. 22,075$1,126,4980.69%
Conrad Siegel Investment Advisors, Inc. 20,183$1,029,9140.53%
ARROW FINANCIAL CORP 84,801$4,327,3960.51%
Sterling Investment Counsel, LLC 16,249$829,1860.48%
View complete list of ISHARES TR shareholders