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IGSB
Showing 7 of 27 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
11.7M
+11.4%
$616M3.0%$52.91
64
2025-Q4
Increased
10.5M
+35.7%
$556.1M2.9%$52.73
70
2025-Q2
Increased
7.8M
+35.7%
$409M2.7%$51.14
69
2025-Q1
Increased
5.7M
+10.8%
$299.2M2.4%$50.22
59
2024-Q4
Increased
5.2M
+28.6%
$266.7M2.2%$49.26
66
2024-Q3
Increased
4M
+17.0%
$211.2M1.8%$49.52
56
2024-Q2
Increased
3.4M
+12.8%
$175.6M1.9%$47.65
54

Other major holders of IGSB: ENVESTNET ASSET MANAGEMENT INC, NORTHERN TRUST CORP

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