EP Wealth Advisors, LLC - NUSHARES ETF TR ownership

NUSHARES ETF TR's ticker is NUMV and the CUSIP is 67092P508. A total of 101 filers reported holding NUSHARES ETF TR in Q3 2023. 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$169,443
+11218.8%
5,960
-40.4%
0.00%
Q1 2023$1,497
-99.8%
10,000
-53.3%
0.00%
-100.0%
Q3 2022$608,000
-0.8%
21,433
+7.1%
0.01%0.0%
Q2 2022$613,000
-14.1%
20,003
+0.9%
0.01%
-12.5%
Q1 2022$714,000
+11.9%
19,831
+14.9%
0.02%
+6.7%
Q4 2021$638,000
-32.8%
17,257
-34.0%
0.02%
-42.3%
Q3 2021$949,000
+3.6%
26,140
+3.5%
0.03%
+4.0%
Q2 2021$916,000
+1.4%
25,265
-3.7%
0.02%
-13.8%
Q1 2021$903,000
+75.0%
26,235
+52.8%
0.03%
+61.1%
Q4 2020$516,000
+12.7%
17,170
-4.4%
0.02%
-10.0%
Q3 2020$458,000
-48.4%
17,955
-51.5%
0.02%
-47.4%
Q2 2020$888,000
+38.5%
37,002
+16.5%
0.04%
+22.6%
Q1 2020$641,000
+121.8%
31,756
+231.8%
0.03%
+158.3%
Q4 2019$289,000
+13.3%
9,572
+6.9%
0.01%
-25.0%
Q2 2019$255,0008,9550.02%
Other shareholders
NUSHARES ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Abacus Wealth Partners, LLC 696,755$19,801,7846.55%
Laurel Wealth Planning LLC 144,384$4,1442.74%
WRAPMANAGER INC 101,653$2,917,4590.90%
REGATTA CAPITAL GROUP, LLC 65,073$1,935,9210.69%
Carson Advisory Inc. 23,670$679,3270.60%
Fingerlakes Wealth Management, Inc. 15,586$447,3290.56%
HARVEST GROUP WEALTH MANAGEMENT, LLC 18,276$524,5190.33%
TIAA, FSB 2,636,633$75,671,1040.28%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 203,346$5,836,0220.25%
Addison Advisors LLC 14,347$411,7580.23%
View complete list of NUSHARES ETF TR shareholders