EPG Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 301 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$14,854
-3.6%
550.0%0.00%
-20.0%
Q2 2023$15,414
+2.6%
550.0%0.01%0.0%
Q1 2023$15,018
-3.8%
550.0%0.01%
-16.7%
Q4 2022$15,604
+290.1%
55
+266.7%
0.01%
+200.0%
Q3 2022$4,000
-20.0%
150.0%0.00%0.0%
Q4 2021$5,000
+25.0%
150.0%0.00%0.0%
Q3 2021$4,000
+33.3%
150.0%0.00%0.0%
Q1 2020$3,0000.0%150.0%0.00%0.0%
Q4 2019$3,000150.00%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Tredje AP-fonden 832,000$148,681,0005.16%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 12,822$2,285,0001.71%
PETTYJOHN, WOOD & WHITE, INC 24,738$4,408,0001.54%
Peachtree Investment Advisors, Inc. 11,645$2,075,0001.50%
Oakworth Capital, Inc. 40,313$7,183,0001.49%
SP Asset Management 22,456$4,315,0001.18%
MURPHY CAPITAL MANAGEMENT INC 43,759$7,797,0001.13%
FIRST UNITED BANK & TRUST 9,238$1,646,0001.09%
Stillwater Capital Advisors, LLC 22,817$4,066,0000.97%
Summit X, LLC 8,007$1,419,0000.79%
View complete list of ISHARES TR shareholders