EPG Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,370 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.23 and the average weighting 1.3%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,648,617
-3.4%
22,653
+1.3%
1.70%
-1.5%
Q2 2023$5,846,266
+3.3%
22,358
-1.2%
1.73%
-3.1%
Q1 2023$5,659,510
+2.7%
22,624
-0.7%
1.78%
-15.0%
Q4 2022$5,512,676
+12.7%
22,790
+2.2%
2.10%
+4.5%
Q3 2022$4,891,000
+9.5%
22,308
+12.9%
2.01%
+5.3%
Q2 2022$4,468,000
-16.8%
19,751
-1.3%
1.91%
+2.6%
Q1 2022$5,372,000
+3.3%
20,021
+9.0%
1.86%
+1.6%
Q4 2021$5,200,000
+10.2%
18,368
+2.4%
1.83%
-3.4%
Q3 2021$4,719,000
+1.5%
17,937
+3.6%
1.89%
-4.1%
Q2 2021$4,651,000
+10.2%
17,306
+6.8%
1.97%
-3.8%
Q1 2021$4,219,000
+1510.3%
16,211
+1324.5%
2.05%
+1207.0%
Q4 2020$262,000
-26.4%
1,138
-40.8%
0.16%
-40.3%
Q3 2020$356,000
-0.8%
1,922
-4.8%
0.26%
+3.1%
Q2 2020$359,000
-67.9%
2,019
-74.0%
0.26%
-69.0%
Q1 2020$1,119,000
-26.0%
7,778
+5.8%
0.82%
-25.8%
Q4 2019$1,513,0007,3511.11%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
HBC Financial Services, PLLC 153,512$37,51229.84%
Parker Investment Management, LLC 438,165$105,98826.21%
Leonard Rickey Investment Advisors P.L.L.C. 231,506$55,998,92523.68%
Holland Advisory Services, Inc. 81,774$19,780,40123.57%
LVZ, Inc. 517,057$125,070,97419.52%
Harbor Group, Inc. 118,930$28,767,87818.53%
Investments & Financial Planning, LLC 75,123$18,171,53317.80%
Millburn Ridgefield Corp 1,867,781$451,79817.29%
CJM Wealth Advisers, Ltd. 112,893$27,307,74216.80%
Platt Investment Counsel, LLC 48,520$11,736,44316.68%
View complete list of ISHARES TR shareholders