EP Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 226 filers reported holding ISHARES TR in Q1 2023. 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 2023$2,345,238
-1.2%
100,503
+10883.9%
0.04%
+5.9%
Q2 2023$2,372,700
-47.4%
915
-99.5%
0.03%
-56.4%
Q1 2023$4,511,105183,9020.08%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 401,798$9,375,9516.97%
SHUFRO ROSE & CO LLC 3,104,001$72,431,8766.83%
Keeler Thomas Management LLC 626,009$14,801,9185.48%
Gateway Advisory, LLC 751,100$17,526,9103.58%
Foundation Wealth Management, LLC 151,413$3,533,2193.53%
Buffington Mohr McNeal 563,804$13,156,3602.99%
Sound View Wealth Advisors Group, LLC 1,009,298$23,551,9642.93%
Michael S. Ryan, Inc. 126,390$2,942,3652.81%
Windsor Capital Management, LLC 338,292$7,894,0562.73%
Peloton Wealth Strategists 246,790$5,7592.66%
View complete list of ISHARES TR shareholders