EPG Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 62 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,103
+3.2%
1500.0%0.00%0.0%
Q2 2023$10,754
-43.4%
150
-26.1%
0.00%
-57.1%
Q4 2021$19,000
+11.8%
203
+0.5%
0.01%0.0%
Q3 2021$17,000
+142.9%
202
+34.7%
0.01%
+40.0%
Q1 2020$7,0001500.01%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 7,768$553,0004.34%
NORTHWEST INVESTMENT COUNSELORS, LLC 139,286$9,907,0003.99%
Fluent Financial, LLC 49,929$3,645,0002.56%
Boston Standard Wealth Management, LLC 38,651$2,749,000,0001.75%
MD Financial Management Inc. 278,024$19,776,0000.97%
NVWM, LLC 14,305$1,018,0000.78%
Keel Point, LLC 73,252$5,210,0000.72%
Aevitas Wealth Management, Inc. 7,242$515,0000.49%
Tortoise Investment Management, LLC 14,766$1,050,0000.30%
PICTET BANK & TRUST Ltd 13,700$974,0000.29%
View complete list of ISHARES TR shareholders