EPG Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 494 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 5.11 and the average weighting 0.9%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$20,323
-33.3%
0
-100.0%
0.01%
-28.6%
Q1 2024$30,458
+0.7%
2630.0%0.01%
-12.5%
Q4 2023$30,261
+1.7%
2630.0%0.01%
-11.1%
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 Q2 2020
NameSharesValueWeighting ↓
Lyons Wealth Management, LLC. 53,603$6,605,00018.56%
Keel Point, LLC 1,095,643$134,983,00015.59%
ALTFEST L J & CO INC 450,137$55,457,00013.50%
One Day In July LLC 109,960$13,547,0009.65%
Mount Lucas Management LP 436,335$53,756,0008.90%
Deane Retirement Strategies, Inc. 153,622$18,928,0008.25%
LFA - Lugano Financial Advisors SA 109,708$13,516,0008.10%
PROFFITT & GOODSON INC 259,807$32,008,0008.08%
GM Advisory Group, LLC 152,001$18,727,0006.16%
Bangor Savings Bank 254,843$31,396,0005.90%
View complete list of ISHARES TR shareholders