EP Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 120 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
EP Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$396,633
-15.4%
15,539
-63.7%
0.01%
-14.3%
Q2 2023$469,067
-82.1%
42,855
+114.7%
0.01%
-84.4%
Q1 2023$2,616,664
+430.9%
19,961
+2.7%
0.04%
+400.0%
Q4 2022$492,855
-2.2%
19,442
-2.6%
0.01%
-18.2%
Q3 2022$504,000
-8.5%
19,966
-7.6%
0.01%
-8.3%
Q2 2022$551,000
-56.7%
21,611
-56.7%
0.01%
-57.1%
Q1 2022$1,272,000
-32.4%
49,925
-31.3%
0.03%
-37.8%
Q4 2021$1,883,000
-1.3%
72,658
-0.9%
0.04%
-13.5%
Q3 2021$1,907,000
-0.4%
73,3460.0%0.05%
-1.9%
Q2 2021$1,915,000
-14.2%
73,346
-14.0%
0.05%
-25.4%
Q1 2021$2,231,000
-0.1%
85,2720.0%0.07%
-10.1%
Q4 2020$2,233,000
-2.7%
85,272
-2.4%
0.08%
-20.2%
Q3 2020$2,296,000
+0.1%
87,3840.10%
+1.0%
Q2 2020$2,293,000
-13.1%
0
-100.0%
0.10%
-24.0%
Q1 2020$2,639,000
+53.4%
102,892
+54.5%
0.13%
+81.7%
Q4 2019$1,720,00066,6020.07%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 119,102$3,125,0001.53%
Gateway Advisory, LLC 188,420$4,943,0001.45%
SENTINEL PENSION ADVISORS INC 76,710$2,012,0000.84%
SONATA CAPITAL GROUP INC 50,231$1,318,0000.84%
Paulson Wealth Management Inc. 41,884$1,099,0000.77%
LEAVELL INVESTMENT MANAGEMENT, INC. 255,185$6,695,0000.65%
Guidance Point Advisors, LLC 32,735$858,0000.48%
Stonebridge Capital Advisors LLC 91,794$2,408,0000.45%
Roof Eidam Maycock Peralta, LLC 41,705$1,094,0000.42%
TLWM 26,720$701,0000.41%
View complete list of ISHARES TR shareholders