EPG Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 474 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 7.24 and the average weighting 0.4%.

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 Q1 2020
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders