EPG Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 347 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.2%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$986,975
-0.9%
0
-100.0%
0.23%
-5.7%
Q1 2024$996,044
+4.2%
7,550
-2.0%
0.24%
-2.8%
Q4 2023$955,917
+38.3%
7,703
+18.1%
0.25%
+20.1%
Q3 2023$691,430
-11.3%
6,525
-2.4%
0.21%
-9.5%
Q2 2023$779,723
-1.6%
6,683
-2.9%
0.23%
-7.6%
Q1 2023$792,197
+3.5%
6,884
+0.6%
0.25%
-14.1%
Q4 2022$765,067
+2538.2%
6,840
+2057.7%
0.29%
+2325.0%
Q3 2022$29,000
-17.1%
317
+0.6%
0.01%0.0%
Q1 2022$35,000
+9.4%
3150.0%0.01%
+9.1%
Q4 2021$32,000
-51.5%
315
-50.1%
0.01%
-57.7%
Q3 2021$66,000
-10.8%
631
+22.5%
0.03%
-51.9%
Q1 2020$74,0005150.05%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
360 Financial, Inc. 30,615$4,404,0004.62%
STRATEGIC WEALTH MANAGEMENT INC 22,582$3,248,0004.30%
Vishria Bird Financial Group, LLC 24,039$3,458,0003.62%
Bell Rock Capital LLC 15,303$2,201,0003.42%
Evolution Wealth Advisors, LLC 47,976$6,901,0002.79%
INTERACTIVE FINANCIAL ADVISORS, INC. 21,022$3,024,0002.67%
Spectrum Wealth Advisory Group, LLC 7,630$1,054,0002.28%
Gerber Kawasaki Wealth & Investment Management 42,350$6,092,0001.73%
Realta Investment Advisors 21,650$3,114,0001.34%
Black Swift Group, LLC 9,100$1,309,0001.30%
View complete list of ISHARES TR shareholders