EPG Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 784 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 4.51 and the average weighting 0.7%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$150,723
-1.7%
4,999
+0.9%
0.04%0.0%
Q2 2023$153,260
+0.0%
4,955
+1.0%
0.04%
-6.2%
Q1 2023$153,212
+2.9%
4,907
+0.6%
0.05%
-15.8%
Q4 2022$148,863
-2.1%
4,876
+1.4%
0.06%
-8.1%
Q3 2022$152,000
-6.2%
4,811
+7.9%
0.06%
+10.7%
Q1 2022$162,000
-7.4%
4,458
+0.3%
0.06%
-9.7%
Q4 2021$175,000
+53.5%
4,443
+51.8%
0.06%
+34.8%
Q3 2021$114,000
-72.4%
2,927
-75.4%
0.05%
-84.3%
Q2 2020$413,000
+9.5%
11,909
+0.5%
0.29%
+5.8%
Q1 2020$377,000
+2256.2%
11,848
+2761.8%
0.28%
+2208.3%
Q4 2019$16,0004140.01%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$134,46946.73%
HARVEST VOLATILITY MANAGEMENT LLC 19,330$582,80019.33%
Edge Wealth Management LLC 1,511,573$45,573,93610.65%
Montis Financial, LLC 379,733$11,448,9377.67%
Sowa Financial Group, Inc. 287,082$8,6566.50%
Glaxis Capital Management, LLC 30,000$904,5005.77%
Spectrum Asset Management, Inc. 223,029$6,724,3425.74%
REDMONT WEALTH ADVISORS LLC 96,279$2,902,8125.10%
Insight Wealth Strategies, LLC 864,388$26,061,3055.03%
Moser Wealth Advisors, LLC 228,486$6,888,8574.84%
View complete list of ISHARES TR shareholders