EP Wealth Advisors, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 315 filers reported holding ISHARES U S ETF TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
EP Wealth Advisors, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$8,353,253
-97.6%
167,433
+2840.0%
0.13%
-97.4%
Q2 2023$348,472,518
+260810.8%
5,695
-72.9%
5.02%
+251050.0%
Q1 2023$133,560
-100.0%
21,000
-99.7%
0.00%
-100.0%
Q4 2022$302,605,740
+8.4%
6,141,785
+8.3%
5.45%
-13.9%
Q3 2022$279,239,000
+13.3%
5,668,677
+13.3%
6.33%
+14.1%
Q2 2022$246,390,000
+82581.2%
5,001,834
+83851.6%
5.55%
+79171.4%
Q4 2021$298,000
-0.3%
5,9580.0%0.01%
-12.5%
Q3 2021$299,000
-38.1%
5,958
-38.1%
0.01%
-38.5%
Q2 2021$483,000
-1.0%
9,619
-1.1%
0.01%
-18.8%
Q1 2021$488,000
+56.4%
9,723
+56.4%
0.02%
+45.5%
Q4 2020$312,000
+0.3%
6,2160.0%0.01%
-15.4%
Q3 2020$311,000
-32.5%
6,2160.01%
-35.0%
Q2 2020$461,000
-8.3%
0
-100.0%
0.02%
-20.0%
Q1 2020$503,000
-8.0%
10,380
-4.7%
0.02%
+8.7%
Q4 2019$547,000
+133.8%
10,894
+134.2%
0.02%
+53.3%
Q2 2019$234,000
+7.3%
4,652
+6.5%
0.02%
-11.8%
Q4 2018$218,000
-49.7%
4,370
-49.4%
0.02%
-63.0%
Q4 2017$433,000
-4.2%
8,640
-3.8%
0.05%
-11.5%
Q3 2017$452,000
-18.4%
8,980
-18.6%
0.05%
-23.5%
Q2 2017$554,000
-36.4%
11,027
-36.4%
0.07%
-43.3%
Q1 2017$871,000
-98.8%
17,339
-98.9%
0.12%
-98.9%
Q4 2016$72,087,000
-8.3%
1,639,143
+4.7%
10.54%
-14.2%
Q3 2016$78,605,000
+3.2%
1,566,154
+3.2%
12.28%
+1.2%
Q2 2016$76,134,000
+0.1%
1,517,518
-0.1%
12.13%
+4.0%
Q1 2016$76,058,0001,519,33911.66%
Other shareholders
ISHARES U S ETF TR shareholders Q2 2019
NameSharesValueWeighting ↓
Columbia Trust Co 01012016 491,545$24,646,00013.01%
B, B, H, & B INC. 172,156$8,632,0007.87%
TRUSTCORE FINANCIAL SERVICES, LLC 1,190,914$59,712,0005.87%
Bramshill Investments, LLC 1,231,139$61,729,0005.25%
Clearwater Capital Advisors, LLC 897,142$44,983,0005.21%
Rosenberg Matthew Hamilton 260,204$13,047,0005.15%
UBP Investment Advisors SA 253,825$12,730,0004.94%
Navis Wealth Advisors, LLC 138,599$6,949,0004.85%
Roble, Belko & Company, Inc 416,324$20,875,0004.30%
SUN LIFE FINANCIAL INC 1,409,259$70,660,0004.04%
View complete list of ISHARES U S ETF TR shareholders