EP Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 420 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
EP Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$975,537
-3.8%
10,388
+696.0%
0.02%0.0%
Q2 2023$1,013,779
-95.5%
1,305
-99.6%
0.02%
-96.2%
Q1 2023$22,664,430
+2470.7%
315,485
+2932.6%
0.39%
+2337.5%
Q4 2022$881,646
+2.6%
10,403
-3.9%
0.02%
-15.8%
Q3 2022$859,000
-45.5%
10,822
-42.4%
0.02%
-45.7%
Q2 2022$1,575,000
-20.9%
18,773
-4.5%
0.04%
-20.5%
Q1 2022$1,992,000
-5.5%
19,653
+0.6%
0.04%
-12.0%
Q4 2021$2,107,000
+8.8%
19,527
-0.7%
0.05%
-5.7%
Q3 2021$1,936,000
-1.6%
19,664
-1.6%
0.05%
-3.6%
Q2 2021$1,968,000
-6.2%
19,984
-13.5%
0.06%
-17.9%
Q1 2021$2,099,000
+28.9%
23,102
+22.0%
0.07%
+17.5%
Q4 2020$1,629,000
+15.6%
18,940
+2.4%
0.06%
-6.6%
Q3 2020$1,409,000
-36.4%
18,490
-41.6%
0.06%
-35.8%
Q2 2020$2,217,000
+172.4%
31,679
+123.7%
0.10%
+137.5%
Q1 2020$814,00014,1620.04%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Mizuho Bank, Ltd. 2,500,000$243,650,00023.61%
IMPACTfolio, LLC 191,298$17,964,79412.96%
Erickson Financial Group, LLC 129,159$12,129,32211.35%
TAIYO LIFE INSURANCE CO 1,307,000$122,7409.48%
Virtus Investment Advisers, Inc. 131,711$12,368,9808.42%
CLIENT 1ST ADVISORY GROUP, LLC 162,746$15,283,5138.08%
DOHJ, LLC 164,240$15,407,3956.87%
Spectrum Planning & Advisory Services Inc. 45,051$4,230,7706.67%
Laurel Wealth Planning LLC 88,042$8,2686.44%
Bank of Italy 2,068,908$194,2916.20%
View complete list of ISHARES TR shareholders