EP Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 209 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
EP Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$3,783,000
-1.2%
151,124
-1.3%
0.09%0.0%
Q2 2022$3,830,000
-2.6%
153,119
-2.5%
0.09%0.0%
Q1 2022$3,933,000
-1.4%
157,074
-1.0%
0.09%
-8.5%
Q4 2021$3,987,000
-2.3%
158,584
-1.6%
0.09%
-16.1%
Q3 2021$4,079,000
-0.5%
161,090
-0.2%
0.11%
-1.8%
Q2 2021$4,100,000
-3.0%
161,414
-2.8%
0.11%
-14.9%
Q1 2021$4,227,000
-1.2%
166,045
-0.8%
0.13%
-10.7%
Q4 2020$4,280,000
-4.7%
167,385
-4.3%
0.15%
-21.9%
Q2 2020$4,489,000
-3.5%
174,824
-6.9%
0.19%
-15.8%
Q1 2020$4,654,000
+15.3%
187,752
+17.6%
0.23%
+37.3%
Q4 2019$4,036,000159,6050.17%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Aptus Capital Advisors, LLC 3,404,125$87,043,0003.99%
Tillar-Wenstrup Advisors, LLC 252,808$6,464,0003.35%
PFG Private Wealth Management, LLC 165,915$4,242,0003.25%
MV CAPITAL MANAGEMENT, INC. 605,722$15,488,0002.94%
RVW Wealth, LLC 744,575$19,000,0002.79%
AlphaMark Advisors, LLC 280,119$7,163,0002.74%
Day & Ennis, LLC 251,194$6,423,0002.55%
Cribstone Capital Management, LLC 144,078$3,684,0002.52%
Matthew Goff Investment Advisor, LLC 286,673$7,330,0002.18%
SONATA CAPITAL GROUP INC 170,029$4,348,0002.15%
View complete list of ISHARES TR shareholders