EPG Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 94 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.0%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$6,964
-2.3%
0
-100.0%
0.00%0.0%
Q1 2024$7,129
+2.0%
105
+200.0%
0.00%0.0%
Q4 2023$6,988
+12.8%
350.0%0.00%0.0%
Q3 2023$6,194
-1.2%
350.0%0.00%0.0%
Q2 2023$6,269
+2.2%
350.0%0.00%0.0%
Q1 2023$6,135
-5.8%
350.0%0.00%0.0%
Q4 2022$6,515
+8.6%
350.0%0.00%0.0%
Q3 2022$6,000
-14.3%
350.0%0.00%0.0%
Q1 2022$7,0000.0%350.0%0.00%0.0%
Q4 2021$7,000
+16.7%
350.0%0.00%0.0%
Q3 2021$6,000
-57.1%
35
-66.0%
0.00%
-80.0%
Q1 2020$14,000
+133.3%
103
+194.3%
0.01%
+150.0%
Q4 2019$6,000350.00%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
ARS Wealth Advisors, LLC 65,236$10,071,0003.74%
Clal Insurance Enterprises Holdings Ltd 750,000$115,785,0003.05%
Financial Partners Group, Inc 18,547$2,863,0002.26%
CAHILL FINANCIAL ADVISORS INC 7,843$1,211,0000.61%
MURPHY CAPITAL MANAGEMENT INC 28,157$4,346,0000.60%
Asset Management Group, Inc. 6,282$970,0000.35%
SPINNAKER TRUST 16,839$2,599,0000.30%
Pratt Collard Advisory Partners LLC 2,300$355,0000.29%
Round Table Services, LLC 5,360$827,0000.29%
Raab & Moskowitz Asset Management LLC 3,540$546,0000.26%
View complete list of ISHARES TR shareholders