EPG Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 194 filers reported holding ISHARES TR in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
Sterling Investment Counsel, LLC 137,524$11,552,0007.83%
First Citizens Financial Corp 58,262$4,894,0003.58%
MinichMacGregor Wealth Management, LLC 137,086$11,515,0003.50%
COTTONWOOD CAPITAL ADVISORS, LLC 47,072$3,954,0003.06%
Cadent Capital Advisors, LLC 79,521$6,680,0002.95%
SPC Financial, Inc. 292,301$24,553,0002.74%
Stonebridge Financial Planning Group, LLC 53,140$3,892,0002.04%
QUATTRO FINANCIAL ADVISORS LLC 66,426$5,580,0001.97%
WESPAC Advisors, LLC 34,431$2,892,0001.94%
Quantitative Advantage, LLC 132,533$11,133,0001.72%
View complete list of ISHARES TR shareholders