EPG Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 146 filers reported holding ISHARES TR in Q1 2022. 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$80,755
-5.6%
1,3520.0%0.02%
-4.0%
Q2 2023$85,568
+4.4%
1,3520.0%0.02%
-3.8%
Q1 2023$81,985
+3.4%
1,3520.0%0.03%
-13.3%
Q4 2022$79,322
+8.7%
1,3520.0%0.03%0.0%
Q3 2022$73,000
-14.1%
1,352
+7.3%
0.03%
+3.4%
Q1 2022$85,000
-51.7%
1,260
-50.0%
0.03%
-53.2%
Q4 2021$176,000
+4.8%
2,5200.0%0.06%
-7.5%
Q3 2021$168,0002,5200.07%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
WESPAC Advisors, LLC 13,263$2,048,0002.31%
Threshold Group LLC 6,837$1,056,0001.02%
Greenwich Wealth Management LLC 32,958$5,089,0000.90%
WINTRUST INVESTMENTS LLC 6,739$1,041,0000.48%
PARSONS CAPITAL MANAGEMENT INC/RI 22,725$3,509,0000.47%
Summit Asset Management, LLC 4,658$719,0000.44%
Geneos Wealth Management Inc. 15,478$2,390,0000.32%
Liberty Capital Management, Inc. 2,550$389,0000.25%
Ironwood Financial, llc 1,926$297,0000.21%
LADENBURG THALMANN FINANCIAL SERVICES INC. 84,813$13,098,0000.20%
View complete list of ISHARES TR shareholders