EPG Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 176 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$24,638
-5.9%
3680.0%0.01%
-12.5%
Q2 2023$26,190
+10.0%
3680.0%0.01%0.0%
Q1 2023$23,806
+13.6%
3680.0%0.01%0.0%
Q4 2022$20,961
-0.2%
3680.0%0.01%
-11.1%
Q3 2022$21,000
-25.0%
3680.0%0.01%
-10.0%
Q1 2022$28,000
-54.1%
368
-49.7%
0.01%
-52.4%
Q4 2021$61,000
+7.0%
7320.0%0.02%
-8.7%
Q3 2021$57,000
+58.3%
732
+255.3%
0.02%
-11.5%
Q1 2020$36,000
-14.3%
206
+12.6%
0.03%
-16.1%
Q4 2019$42,0001830.03%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Howard Capital Management Inc. 272,299$21,134,0004.01%
MinichMacGregor Wealth Management, LLC 137,029$10,635,0003.73%
WJ Wealth Management, LLC 15,230$1,182,0003.66%
First Citizens Financial Corp 57,824$4,488,0003.39%
IronBridge Private Wealth, LLC 72,895$5,658,0003.34%
Sage Advisory Services, Ltd.Co. 145,650$11,305,0003.10%
Quantitative Advantage, LLC 222,245$17,250,0002.98%
SPC Financial, Inc. 297,761$23,111,0002.80%
Cadent Capital Advisors, LLC 76,433$5,932,0002.47%
Stonebridge Financial Planning Group, LLC 52,774$4,167,0002.21%
View complete list of ISHARES TR shareholders