EPG Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 412 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.03 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 2022
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,665$13,116,0005.81%
Sowa Financial Group, Inc. 33,003$9,913,0005.80%
First Citizens Financial Corp 18,297$5,496,0004.02%
Audent Global Asset Management, LLC 30,566$9,181,0003.84%
Oakworth Capital, Inc. 77,213$23,192,0001.97%
ETFIDEA, LLC 16,208$4,868,4821.96%
HC Advisors, LLC 10,510$3,157,0001.94%
Dentgroup LLC 5,420$1,628,0001.54%
Mine & Arao Wealth Creation & Management, LLC. 8,738$2,625,0001.45%
My Personal CFO, LLC 4,950$1,487,0001.30%
View complete list of ISHARES TR shareholders