EPG Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 236 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.46 and the average weighting 0.3%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
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 2022
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,300,765$50,703,00010.66%
MD Financial Management Inc. 3,445,692$158,157,0004.01%
Forefront Analytics, LLC 204,244$9,373,0003.42%
Independent Order of Foresters 87,944$4,037,0002.41%
SVB Investment Services Inc. 65,848$3,022,0002.02%
FIRST MERCANTILE TRUST CO 251,393$11,539,0001.53%
Money Design Co.,Ltd. 395,892$18,171,0001.50%
Aaron Wealth Advisors LLC 108,287$4,970,0001.40%
Curi Wealth Management, LLC 65,676$3,014,0001.39%
CAPITAL INSIGHT PARTNERS, LLC 122,232$5,610,0001.22%
View complete list of ISHARES TR shareholders