EPG Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 192 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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 2022
NameSharesValueWeighting ↓
Slow Capital, Inc. 545,488$31,736,0005.93%
Towerpoint Wealth, LLC 130,186$7,574,0003.76%
Opes Wealth Management LLC 148,287$8,627,0002.81%
MISSION WEALTH MANAGEMENT, LP 943,386$54,886,0002.54%
Safeguard Investment Advisory Group, LLC 50,756$2,953,0002.02%
Warren Street Wealth Advisors, LLC 39,115$2,276,0001.99%
Omega Financial Group, LLC 77,455$4,506,0001.95%
Aries Wealth Management 77,455$4,506,0001.95%
Boltwood Capital Management 63,963$3,721,0001.44%
Orin Green Financial, LLC 37,140$2,161,0001.41%
View complete list of ISHARES TR shareholders