iSHARES TRUST

EP Wealth Advisors, LLC MTUM

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/18/2026

Shares

4,308

Value ($000)

1,078

Weight

0.0%

2019 Q4 - 2025 Q4 (21 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/18/2026	1,078	0.0%	4,308	12/31/2025
2025 Q2	8/14/2025	903	0.0%	3,758	6/30/2025
2025 Q1	5/15/2025	574	0.0%	2,839	3/31/2025
2024 Q4	2/14/2025	784	0.0%	3,787	12/31/2024
2024 Q3	11/15/2024	610	0.0%	3,011	9/30/2024
2024 Q2	8/19/2024	405	0.0%	2,081	6/30/2024
2024 Q1	5/14/2024	362	0.0%	1,935	3/31/2024
2023 Q4	2/28/2024	305	0.0%	1,943	12/31/2023
2023 Q3	11/24/2023	320	0.0%	2,288	9/30/2023
2023 Q2	8/14/2023	329	0.0%	1,509	6/30/2023
2023 Q1	6/5/2023	170,936	2.9%	592,911	3/31/2023
2022 Q4	6/12/2023	348	0.0%	2,384	12/31/2022
2022 Q2	8/11/2022	396	0.0%	2,902	6/30/2022
2022 Q1	5/20/2022	578	0.0%	3,435	3/31/2022
2021 Q4	2/17/2022	495	0.0%	2,724	12/31/2021
2021 Q3	11/23/2021	497	0.0%	2,829	9/30/2021
2021 Q2	8/24/2021	421	0.0%	2,426	6/30/2021
2021 Q1	5/17/2021	487	0.0%	3,028	3/31/2021
2020 Q4	2/18/2021	230	0.0%	1,428	12/31/2020
2020 Q3	11/17/2020	220	0.0%	1,496	9/30/2020
2019 Q4	2/14/2020	276	0.0%	2,199	12/31/2019