EPG Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 182 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$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 2022
NameSharesValueWeighting ↓
New Millennium Group LLC 26,255$5,261,0003.78%
First Citizens Financial Corp 13,342$2,673,0002.01%
Fernwood Investment Management, LLC 28,439$5,699,0002.00%
Fulcrum Equity Management 13,623$2,730,0001.62%
Wealthstar Advisors, LLC 20,605$4,122,0001.53%
CAPITAL MANAGEMENT ASSOCIATES /NY/ 6,400$1,282,0001.38%
CMC Financial Group 5,300$1,086,0001.21%
PENOBSCOT WEALTH MANAGEMENT 6,159$1,234,0001.11%
Aurora Private Wealth, Inc. 12,455$2,496,0001.03%
Stonebridge Financial Planning Group, LLC 7,328$1,468,0000.82%
View complete list of ISHARES TR shareholders