EPG Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 164 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$35
-100.0%
1
-100.0%
0.00%
-100.0%
Q3 2022$233,000
-3.3%
4,291
+0.5%
0.10%
-6.8%
Q2 2022$241,000
-2.4%
4,271
+0.4%
0.10%
+21.2%
Q1 2022$247,000
-6.4%
4,252
+0.3%
0.08%
-8.6%
Q4 2021$264,000
+0.8%
4,240
+0.5%
0.09%
-11.4%
Q3 2021$262,000
-0.4%
4,218
+0.4%
0.10%
-6.2%
Q2 2021$263,000
+2.3%
4,203
+1.7%
0.11%
-38.5%
Q2 2020$257,000
+3.2%
4,133
+0.5%
0.18%
-0.5%
Q1 2020$249,0004,1120.18%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
MISSION WEALTH MANAGEMENT, LP 900,942$55,165,0005.30%
Blue Zone Wealth Advisors, LLC 122,591$7,506,0004.84%
Towerpoint Wealth, LLC 106,399$6,515,0004.30%
PACIFIC CAPITAL WEALTH ADVISORS, INC 100,334$6,143,0004.10%
Miracle Mile Advisors, LLC 945,837$57,914,0004.00%
Parkside Advisors LLC 112,476$6,887,0003.08%
Pure Financial Advisors, LLC 193,654$11,857,0002.02%
Boltwood Capital Management 55,004$3,368,0001.89%
Slow Capital, Inc. 92,606$5,670,0001.75%
BAILARD, INC. 383,790$23,499,0001.32%
View complete list of ISHARES TR shareholders