Position history for EP Wealth Advisors, LLC's holdings in ISHARES TR
EP Wealth Advisors, LLC holds 7M shares of GOVT (ISHARES TR), worth $160.2M as of 2026-Q1. The position was increased (+6.4% shares). GOVT represents 0.8% of EP Wealth Advisors, LLC's portfolio.
Current Value
$160.2M
Current Shares
7M
Total Value Change
+$47.3M
Total Shares Change
+2M
Other major holders of GOVT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC
Increased |
| 7M |
+6.4% |
| $160.2M |
| 0.8% |
| $23.19 |
46 |
| 2025-Q4 | Increased | 6.6M | +13.6% | $151.3M | 0.8% | $23.01 | 48 |
| 2025-Q2 | Increased | 5.8M | +0.7% | $132.9M | 0.9% | $22.37 | 43 |
| 2025-Q1 | Increased | 5.7M | +6.9% | $132M | 1.1% | $22.20 | 51 |
| 2024-Q4 | Increased | 5.4M | +3.5% | $123.5M | 1.0% | $21.64 | 49 |
| 2024-Q3 | Increased | 5.2M | +3.8% | $121.8M | 1.0% | $22.39 | 49 |
| 2024-Q2 | Increased | 5M | +5.3% | $112.9M | 1.2% | $21.32 | 50 |