EPG Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 115 filers reported holding ISHARES TR in Q1 2020. 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$2,798
-6.9%
150.0%0.00%0.0%
Q2 2023$3,004
+0.5%
150.0%0.00%0.0%
Q1 2023$2,988
-1.8%
150.0%0.00%0.0%
Q4 2022$3,042
+1.4%
150.0%0.00%0.0%
Q3 2022$3,0000.0%150.0%0.00%0.0%
Q1 2022$3,0000.0%150.0%0.00%0.0%
Q4 2021$3,0000.0%150.0%0.00%0.0%
Q3 2021$3,000
-40.0%
15
-61.5%
0.00%
-75.0%
Q1 2020$5,000
+150.0%
39
+160.0%
0.00%
+300.0%
Q4 2019$2,000150.00%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 60,785$11,336,9088.47%
D. SCOTT NEAL, INC. 43,223$8,135,6336.95%
Gilfoyle & Co LLC 10$1,9044.89%
Kaye Capital Management 53,477$9,973,9604.57%
Wyrmwood Management LLC 10$1,9104.51%
WealthCare Investment Partners, LLC 37,937$7,023,5694.27%
PGIM Custom Harvest LLC 511,824$95,460,3353.52%
Bellwether Advisors, LLC 66,949$12,486,6583.40%
SFI Advisors, LLC 17,532$3,269,8933.20%
Genesee Capital Advisors, LLC 16,659$3,107,1552.23%
View complete list of ISHARES TR shareholders