EP Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 374 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.

Quarter-by-quarter ownership
EP Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,897,344
-12.9%
17,905
-32.4%
0.03%
-6.5%
Q2 2023$2,178,235
-46.0%
26,488
+67.7%
0.03%
-55.1%
Q1 2023$4,034,310
+72.5%
15,792
-24.5%
0.07%
+64.3%
Q4 2022$2,339,067
+140.6%
20,911
+113.4%
0.04%
+90.9%
Q2 2022$972,000
+110.4%
9,797
+134.7%
0.02%
+120.0%
Q1 2022$462,000
+5.2%
4,174
-2.4%
0.01%0.0%
Q4 2021$439,000
-2.2%
4,275
-0.7%
0.01%
-16.7%
Q3 2021$449,000
-28.8%
4,305
-25.3%
0.01%
-29.4%
Q2 2021$631,000
+0.8%
5,765
-4.2%
0.02%
-15.0%
Q1 2021$626,000
+22.0%
6,015
+11.0%
0.02%
+11.1%
Q4 2020$513,000
+15.5%
5,418
+93.4%
0.02%
-5.3%
Q3 2020$444,000
+4.0%
2,802
+8.2%
0.02%
+5.6%
Q2 2020$427,000
-14.8%
2,590
-25.7%
0.02%
-28.0%
Q1 2020$501,000
-43.8%
3,484
-13.2%
0.02%
-32.4%
Q4 2019$891,000
-4.9%
4,013
-3.8%
0.04%
-19.6%
Q3 2019$937,000
-2.3%
4,172
-6.9%
0.05%
-23.3%
Q2 2019$959,000
+1.1%
4,479
-5.8%
0.06%
-34.1%
Q1 2019$949,000
+3.9%
4,757
-10.0%
0.09%
+30.0%
Q4 2018$913,000
-21.6%
5,284
-1.8%
0.07%
-23.1%
Q3 2018$1,165,000
+7.7%
5,382
-4.2%
0.09%
-10.8%
Q2 2018$1,082,000
-13.9%
5,620
-11.5%
0.10%
-15.7%
Q1 2018$1,257,000
-15.7%
6,349
-19.9%
0.12%
-22.9%
Q4 2017$1,491,000
-14.1%
7,924
-18.7%
0.16%
-21.5%
Q3 2017$1,736,000
-16.5%
9,750
-26.2%
0.20%
-21.6%
Q2 2017$2,079,00013,2110.26%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 70,956$7,519,1895.92%
PARAGON FINANCIAL PARTNERS, INC. 30,330$3,214,0283.34%
HERBST GROUP, LLC 42,795$4,534,9973.24%
MinichMacGregor Wealth Management, LLC 86,757$9,193,6833.04%
Gruss & Co., LLC 3,000$317,9102.69%
FOCUS Wealth Advisors, LLC 34,646$3,671,4372.55%
Bluesphere Advisors, LLC 32,313$3,424,2452.46%
WealthCare Investment Partners, LLC 35,971$3,769,0172.29%
MRA Advisory Group 26,736$2,833,1692.02%
5th Street Advisors, LLC 27,426$2,906,3341.92%
View complete list of ISHARES TR shareholders