EPG Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 391 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$533
-3.6%
210.0%0.00%
Q2 2023$553
-4.2%
210.0%0.00%
Q1 2023$577
+1.2%
210.0%0.00%
Q4 2022$570210.0%0.00%
Q3 2022$0
-100.0%
210.0%0.00%
Q1 2022$1,0000.0%210.0%0.00%
Q4 2021$1,0000.0%210.0%0.00%
Q3 2021$1,000
-66.7%
21
-81.7%
0.00%
-100.0%
Q1 2020$3,000
-25.0%
1150.0%0.00%
-33.3%
Q4 2019$4,0001150.00%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Curbstone Financial Management Corp 21,910$613,2610.14%
CHEMUNG CANAL TRUST CO 21,067$589,6640.12%
Fifth Third Wealth Advisors LLC 9,943$278,3050.09%
Fragasso Group Inc. 30,863$863,8570.08%
Lowe Wealth Advisors, LLC 2,410$67,4560.03%
Anchor Investment Management, LLC 5,325$149,0610.02%
Versant Capital Management, Inc 1,489$41,6770.01%
ST GERMAIN D J CO INC 820$22,9520.00%
View complete list of ISHARES TR shareholders