EPG Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 612 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.92 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 2022
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 216,108$10,196,0005.87%
CUMBERLAND ADVISORS INC 308,050$14,534,0005.79%
Crumly & Associates Inc. 241,605$11,399,0004.70%
Ulrich Consultants & Investment Group, LLC 115,045$5,428,0004.19%
Safeguard Investment Advisory Group, LLC 124,770$5,886,0004.03%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,499$8,138,0003.87%
Flaharty Asset Management, LLC 378,713$17,868,0003.68%
Madden Advisory Services, Inc. 81,074$3,825,0003.06%
Ahrens Investment Partners LLC 121,933$5,753,0003.03%
Stonebridge Financial Planning Group, LLC 91,759$4,329,0003.03%
View complete list of ISHARES TR shareholders