EPG Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 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 Q1 2022
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders