EPG Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 71 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$8,0000.0%2910.0%0.00%0.0%
Q4 2021$8,0000.0%2910.0%0.00%0.0%
Q3 2021$8,000
+33.3%
2910.0%0.00%
-25.0%
Q1 2020$6,000
-33.3%
2910.0%0.00%
-42.9%
Q4 2019$9,0002910.01%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
INTEGRATED WEALTH COUNSEL, LLC 185,511$5,410,00012.44%
STERLING INVESTMENT ADVISORS LLC /ADV 61,706$1,799,0001.84%
Emery Howard Portfolio Management, Inc. 185,897$5,421,0001.35%
Madrona Financial Services, LLC 42,946$1,252,0001.33%
Edmonds Duncan Registered Investment Advisors, LLC 48,530$1,488,0000.90%
ASPIRIANT, LLC 293,606$8,562,0000.81%
COURIER CAPITAL LLC 116,643$3,401,0000.68%
MILLIE CAPITAL MANAGEMENT, LLC 20,515$598,0000.63%
SENTINEL TRUST CO LBA 64,023$1,867,0000.27%
COMERICA SECURITIES INC 39,137$1,141,0000.24%
View complete list of ISHARES TR shareholders