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Ishares Tr shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (IBHG) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $878k 39k 22.32
2025-06-30 $101k 4.5k 22.54
2025-03-31 $101k 4.5k 22.33
2024-12-31 $101k 4.6k 22.24

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding Ishares Tr

LBMC Investment Advisors
Federation des caisses Desjardins du Quebec
LPL Financial
Wells Fargo & Company
Advisor Group Holdings
Keeler THomas Management
HighTower Advisors
Commonwealth Financial Services
Mutual Advisors
Old Mission Capital
Raymond James Financial
Cetera Investment Advisers
J.w. Cole Advisors
UBS Group
Mid-American Wealth Advisory Group

View all funds holding Ishares Tr