EPG Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 358 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.77 and the average weighting 0.4%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$41,904
-14.1%
8640.0%0.01%
-7.1%
Q2 2023$48,781
+4.6%
8640.0%0.01%
-6.7%
Q1 2023$46,639
+2.7%
8640.0%0.02%
-11.8%
Q4 2022$45,420
+10.8%
8640.0%0.02%0.0%
Q3 2022$41,000
+1950.0%
864
+2300.0%
0.02%
+1600.0%
Q1 2022$2,0000.0%360.0%0.00%0.0%
Q4 2021$2,0000.0%360.0%0.00%0.0%
Q3 2021$2,000
-75.0%
360.0%0.00%
-83.3%
Q1 2020$8,000
-20.0%
360.0%0.01%
-14.3%
Q4 2019$10,000360.01%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Concorde Asset Management, LLC 22,979$5,227,0005.10%
LUCAS CAPITAL MANAGEMENT 18,486$4,205,0005.09%
CUMBERLAND ADVISORS INC 32,750$7,450,0004.99%
MinichMacGregor Wealth Management, LLC 32,249$7,343,0004.84%
PFM Health Sciences, LP 1,233,000$280,483,0004.11%
Donoghue Forlines LLC 212,300$48,294,0003.77%
SPC Financial, Inc. 78,356$17,824,0003.57%
Q3 Asset Management 6,687$1,521,0002.94%
Milestone Advisory Partners 17,129$3,897,0002.76%
Karp Capital Management Corp 34,583$7,867,0002.71%
View complete list of ISHARES TR shareholders