EP Wealth Advisors, LLC - NUSHARES ETF TR ownership

NUSHARES ETF TR's ticker is NUMG and the CUSIP is 67092P409. A total of 84 filers reported holding NUSHARES ETF 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 NUSHARES ETF TR
ValueSharesWeighting
Q3 2023$156,135
-90.1%
4,259
-90.8%
0.00%
-92.6%
Q1 2023$1,572,331
+191.2%
46,150
+181.6%
0.03%
+125.0%
Q3 2022$540,000
+6.5%
16,389
+11.0%
0.01%
+9.1%
Q2 2022$507,000
-18.2%
14,771
+4.4%
0.01%
-21.4%
Q1 2022$620,000
+14.4%
14,144
+28.3%
0.01%
+7.7%
Q4 2021$542,000
+0.4%
11,022
+11.0%
0.01%
-13.3%
Q3 2021$540,000
+4.7%
9,931
+5.2%
0.02%
+7.1%
Q2 2021$516,000
+41.0%
9,440
+29.0%
0.01%
+16.7%
Q1 2021$366,0007,3150.01%
Other shareholders
NUSHARES ETF TR shareholders Q1 2021
NameSharesValueWeighting ↓
High Note Wealth, LLC 145,084$7,264,0002.82%
Stewardship Advisors, LLC 77,513$3,881,0001.53%
LFA - Lugano Financial Advisors SA 41,914$2,099,0001.47%
WRAPMANAGER INC 96,451$4,829,0001.34%
TIEDEMANN ADVISORS, LLC 519,846$26,033,0001.14%
Grant/GrossMendelsohn, LLC 11,886$626,0000.50%
Braun-Bostich & Associates Inc. 4,226$212,0000.41%
Harborview Advisors, LLC 11,159$559,0000.34%
TIAA, FSB 1,310,882$65,636,0000.24%
CENTRAL TRUST Co 117,103$5,864,0000.23%
View complete list of NUSHARES ETF TR shareholders