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Ishares Tr shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (IBHH) 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
2024-09-30 $102k 4.3k 23.80
2024-03-31 $100k 4.3k 23.34

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View all positions for EP Wealth Advisors

Top funds holding Ishares Tr

Baltimore-Washington Financial Advisors
Goss Wealth Management
LBMC Investment Advisors
Commonwealth Equity Services
Monumental Financial Group
GAMMA Investing
Bank of America Corporation
LPL Financial
Raymond James Financial Services Advisors
Lido Advisors
IFP Advisors
Robertson Stephens Wealth Management
Wrapmanager
Straight Path Wealth Management
Integrated Wealth Concepts

View all funds holding Ishares Tr