EPG Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 548 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.87 and the average weighting 0.5%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,461
-6.2%
500.0%0.00%0.0%
Q2 2023$4,755
+1.6%
500.0%0.00%0.0%
Q1 2023$4,680
+2.5%
500.0%0.00%
-50.0%
Q4 2022$4,566
+14.2%
500.0%0.00%0.0%
Q3 2022$4,000
-75.0%
50
-67.1%
0.00%
-66.7%
Q1 2022$16,0000.0%152
+0.7%
0.01%0.0%
Q4 2021$16,000
+6.7%
1510.0%0.01%0.0%
Q3 2021$15,000
+1400.0%
151
+1577.8%
0.01%
+500.0%
Q1 2020$1,000
-92.3%
9
-88.8%
0.00%
-90.0%
Q4 2019$13,000800.01%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 303,077$27,67415.26%
Forbes Financial Planning, Inc. 62,335$5,139,5197.48%
Probity Advisors, Inc. 295,447$26,977,2666.11%
ETFIDEA, LLC 127,349$11,628,2485.38%
Stone Asset Management Inc. 90,104$8,227,3665.11%
Sterling Financial Planning, Inc. 93,448$8,532,7315.09%
Pensionmark Financial Group, LLC 241,730$22,072,3815.06%
PETRA FINANCIAL ADVISORS INC 40,805$3,725,9054.10%
LTG Capital LLC 39,657$3,621,0793.90%
Ellis Investment Partners, LLC 135,624$12,383,7903.37%
View complete list of ISHARES TR shareholders