EPG Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 115 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,737
-4.1%
1750.0%0.00%0.0%
Q2 2023$14,324
-2.2%
1750.0%0.00%
-20.0%
Q1 2023$14,643
+6.4%
1750.0%0.01%0.0%
Q4 2022$13,766
+14.7%
1750.0%0.01%0.0%
Q3 2022$12,000
-25.0%
1750.0%0.01%
-16.7%
Q1 2022$16,0000.0%1750.0%0.01%0.0%
Q4 2021$16,000
+6.7%
1750.0%0.01%0.0%
Q3 2021$15,000
+66.7%
1750.0%0.01%
-14.3%
Q1 2020$9,000
-25.0%
1750.0%0.01%
-22.2%
Q4 2019$12,0001750.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
SINECERA CAPITAL, LLC 37,459$2,940,4523.96%
Pathway Financial Advisors LLC 125,747$9,870,9603.37%
Wealth Advisors of Tampa Bay, LLC 46,580$3,656,4681.01%
First Bancorp, Inc /ME/ 4,614$362,1930.32%
Ameritas Advisory Services, LLC 76,437$6,000,1820.30%
BEAM WEALTH ADVISORS, INC. 3,904$306,4780.22%
OVERSEA-CHINESE BANKING Corp Ltd 46,768$3,661,4660.17%
Sunflower Bank, N.A. 6,343$497,9170.12%
Slow Capital, Inc. 7,697$604,1860.11%
Proficio Capital Partners LLC 10,460$821,0950.11%
View complete list of ISHARES TR shareholders