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 ↓
Portfolio Solutions, LLC 857,041$119,831,00016.58%
Noven Financial Group, Inc. 124,603$17,422,00011.11%
Palisades Hudson Asset Management, L.P. 117,331$16,405,0009.60%
Probity Advisors, Inc. 148,405$20,750,0007.83%
SONATA CAPITAL GROUP INC 61,979$8,666,0006.46%
HOME FEDERAL BANK OF TENNESSEE 77,836$10,883,0005.82%
NorthRock Partners, LLC 85,667$11,965,0005.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC 138,297$19,814,0004.53%
Wolf Group Capital Advisors 39,414$5,511,0004.24%
Leicht Financial Planning & Wealth Management, Inc. 33,751$4,694,0004.04%
View complete list of ISHARES TR shareholders