EP Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
EP Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,012,598
-17.2%
165,208
+3825.1%
0.12%
-10.8%
Q2 2023$9,677,200
+4178.2%
4,209
+360.0%
0.14%
+3375.0%
Q1 2023$226,197
-94.8%
915
-98.9%
0.00%
-94.9%
Q4 2022$4,388,863
+1263.0%
83,486
+1205.9%
0.08%
+1028.6%
Q2 2022$322,000
-32.6%
6,393
-18.5%
0.01%
-30.0%
Q1 2022$478,000
+2.1%
7,840
+10.4%
0.01%
-9.1%
Q4 2021$468,000
-4.5%
7,102
-9.0%
0.01%
-15.4%
Q3 2021$490,000
-13.1%
7,806
+399.4%
0.01%
-18.8%
Q2 2021$564,000
-23.7%
1,563
-30.1%
0.02%
-30.4%
Q1 2021$739,000
-27.8%
2,236
-28.4%
0.02%
-36.1%
Q4 2020$1,023,000
+3.3%
3,125
-5.4%
0.04%
-16.3%
Q3 2020$990,000
+11.1%
3,305
-1.8%
0.04%
+13.2%
Q2 2020$891,000
+7.2%
3,365
-8.8%
0.04%
-7.3%
Q1 2020$831,000
-24.6%
3,688
-11.5%
0.04%
-8.9%
Q4 2019$1,102,000
-0.5%
4,169
-6.9%
0.04%
-18.2%
Q3 2019$1,107,000
-12.3%
4,476
-14.6%
0.06%
-30.4%
Q2 2019$1,262,000
-6.2%
5,242
-9.7%
0.08%
-38.8%
Q1 2019$1,345,000
+9.7%
5,808
-5.3%
0.13%
+35.8%
Q4 2018$1,226,000
-15.9%
6,134
-4.2%
0.10%
-16.7%
Q3 2018$1,457,000
+4.5%
6,403
-7.9%
0.11%
-13.6%
Q2 2018$1,394,000
-1.8%
6,949
-9.5%
0.13%
-3.6%
Q1 2018$1,420,000
-7.4%
7,675
-13.2%
0.14%
-15.4%
Q4 2017$1,534,000
-21.7%
8,839
-24.6%
0.16%
-28.3%
Q3 2017$1,958,000
-11.5%
11,722
-11.7%
0.23%
-16.6%
Q2 2017$2,212,00013,2790.27%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders