EPG Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 187 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 5.57 and the average weighting 0.3%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$31,867
+48.7%
0
-100.0%
0.01%
+40.0%
Q1 2024$21,429
+8.0%
4500.0%0.01%0.0%
Q4 2023$19,845
-0.8%
450
-2.6%
0.01%
-16.7%
Q3 2023$20,000
-7.8%
4620.0%0.01%0.0%
Q2 2023$21,691
-56.9%
462
-56.2%
0.01%
-62.5%
Q1 2023$50,341
+4.1%
1,0550.0%0.02%
-11.1%
Q4 2022$48,378
+10.0%
1,055
+0.6%
0.02%0.0%
Q3 2022$44,000
-17.0%
1,049
+0.9%
0.02%0.0%
Q1 2022$53,000
+6.0%
1,0400.0%0.02%0.0%
Q4 2021$50,000
+6.4%
1,040
+0.6%
0.02%
-5.3%
Q3 2021$47,000
-71.3%
1,034
-78.5%
0.02%
-84.2%
Q1 2020$164,000
+613.0%
4,815
+913.7%
0.12%
+605.9%
Q4 2019$23,0004750.02%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,553,925$38,071,00011.64%
MD Financial Management Inc. 3,080,836$118,859,0004.80%
Forefront Analytics, LLC 199,104$7,676,0003.58%
Independent Order of Foresters 103,123$3,978,0002.69%
FIRST MERCANTILE TRUST CO 385,191$16,301,0001.96%
Capstone Financial Advisors, Inc. 407,396$15,717,0001.66%
SVB Investment Services Inc. 44,212$1,706,0001.45%
Berkshire Bank 129,715$5,005,0001.33%
Money Design Co.,Ltd. 245,934$9,488,0001.14%
CAPITAL INSIGHT PARTNERS, LLC 99,109$3,824,0001.08%
View complete list of ISHARES TR shareholders