Position history for EP Wealth Advisors, LLC's holdings in ISHARES TR
EP Wealth Advisors, LLC holds 11.7M shares of IGSB (ISHARES TR), worth $616M as of 2026-Q1. The position was increased (+11.4% shares). IGSB represents 3.0% of EP Wealth Advisors, LLC's portfolio.
Current Value
$616M
Current Shares
11.7M
Total Value Change
+$440.5M
Total Shares Change
+8.3M
Other major holders of IGSB: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC
Increased |
| 11.7M |
+11.4% |
| $616M |
| 3.0% |
| $52.91 |
64 |
| 2025-Q4 | Increased | 10.5M | +35.7% | $556.1M | 2.9% | $52.73 | 70 |
| 2025-Q2 | Increased | 7.8M | +35.7% | $409M | 2.7% | $51.14 | 69 |
| 2025-Q1 | Increased | 5.7M | +10.8% | $299.2M | 2.4% | $50.22 | 59 |
| 2024-Q4 | Increased | 5.2M | +28.6% | $266.7M | 2.2% | $49.26 | 66 |
| 2024-Q3 | Increased | 4M | +17.0% | $211.2M | 1.8% | $49.52 | 56 |
| 2024-Q2 | Increased | 3.4M | +12.8% | $175.6M | 1.9% | $47.65 | 54 |