EP Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 197 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.26 and the average weighting 0.1%.

Quarter-by-quarter ownership
EP Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$221,490
-4.5%
900
-95.6%
0.00%0.0%
Q2 2023$232,011
-61.7%
20,627
+938.6%
0.00%
-70.0%
Q1 2023$605,134
+143.6%
1,986
+114.0%
0.01%
+150.0%
Q4 2022$248,4169280.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Ayalon Insurance Comp Ltd. 17,540$4,116,0001.87%
Wharton Business Group, LLC 84,475$19,825,0001.62%
PURA VIDA INVESTMENTS, LLC 155,000$36,375,0001.32%
MARTIN & CO INC /TN/ 19,847$4,658,0001.19%
Terra Nova Asset Management LLC 4,928$1,157,0001.17%
FMA ADVISORY INC 12,985$3,047,0001.02%
Phoenix Holdings Ltd. 136,060$31,881,0000.85%
Carl P. Sherr & Co., LLC 3,540$831,0000.66%
MURPHY CAPITAL MANAGEMENT INC 18,541$4,351,0000.58%
Clal Insurance Enterprises Holdings Ltd 168,673$36,984,0000.50%
View complete list of ISHARES TR shareholders