EPG Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 457 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 4.80 and the average weighting 1.3%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$29,761
-22.5%
263
-21.0%
0.01%
-18.2%
Q2 2023$38,382
-48.6%
333
-47.6%
0.01%
-54.2%
Q1 2023$74,708
+1145.1%
635
+1376.7%
0.02%
+500.0%
Q1 2020$6,000
-40.0%
43
-47.6%
0.00%
-42.9%
Q4 2019$10,000820.01%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Freedom Investment Management, Inc. 2,233,642$284,454,00019.38%
Tanglewood Wealth Management, Inc. 303,956$38,709,00014.27%
New Harbor Financial Group, LLC 87,940$11,199,00012.89%
Gunma Bank,Ltd. 201,000$25,597,0009.12%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 238,076$30,319,0007.07%
Visionary Asset Management, Inc. 120,853$15,390,0005.46%
MEEDER ASSET MANAGEMENT INC 420,805$53,590,0005.01%
Sage Advisory Services, Ltd.Co. 279,569$35,603,0004.71%
SFMG, LLC 158,630$20,202,0004.51%
COLONY GROUP LLC 287,486$36,611,0004.02%
View complete list of ISHARES TR shareholders