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Showing 7 of 28 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in ISHARES TR

Yes. EP Wealth Advisors holds 13,710,330 shares of IGSB, worth $718.6M, as of its Q2 2026 13F filing. It increased the position by 1,989,601 shares (+17.0%) from Q1 2026. EP Wealth Advisors has held IGSB since Q2 2019, across 28 quarterly 13F filings. IGSB is 2.7% of EP Wealth Advisors' reported 13F portfolio.

Current Value

$718.6M

Current Shares

13.7M

Total Value Change

+$507.4M

Total Shares Change

+9.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
13.7M
+17.0%
$718.6M2.7%$52.01
63
2026-Q1
Increased
11.7M
+11.4%
$616M3.0%$51.56
64
2025-Q4
Increased
10.5M
+35.7%
$556.1M2.9%$51.49
70
2025-Q2
Increased
7.8M
+35.7%
$409M2.7%$50.04
69
2025-Q1
Increased
5.7M
+10.8%
$299.2M2.4%$49.12
59
2024-Q4
Increased
5.2M
+28.6%
$266.7M2.2%$48.14
66
2024-Q3
Increased
4M
+17.0%
$211.2M1.8%$48.36
56

Other major holders of IGSB: ENVESTNET ASSET MANAGEMENT INC, FMR LLC

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