EPG Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 145 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$116,967
-3.0%
7600.0%0.04%
-2.8%
Q2 2023$120,564
+14.3%
760
+0.1%
0.04%
+9.1%
Q1 2023$105,475
-21.9%
759
-11.0%
0.03%
-29.8%
Q1 2022$135,000
-49.8%
853
-45.0%
0.05%
-50.5%
Q4 2021$269,000
+30.6%
1,552
+14.9%
0.10%
+14.5%
Q3 2021$206,000
+1.5%
1,351
+0.1%
0.08%
-3.5%
Q2 2021$203,000
-30.2%
1,350
-50.5%
0.09%
-58.3%
Q2 2020$291,000
+27.1%
2,729
+0.1%
0.21%
+22.6%
Q1 2020$229,0002,7250.17%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
FIRST CITIZENS BANK & TRUST CO 2,856,972$380,091,00019.41%
Strategic Equity Management 261,227$34,754,00015.58%
Horst & Graben Wealth Management LLC 238,052$31,670,00010.92%
FundX Investment Group, LLC 175,493$23,348,0009.74%
Crumly & Associates Inc. 99,182$13,501,0009.48%
Baystate Wealth Management LLC 611,132$81,305,0009.26%
Atlantic Union Bankshares Corp 543,500$72,307,0007.51%
Stonebridge Financial Planning Group, LLC 78,565$10,452,0006.62%
Legacy Wealth Planning, LLC 27,043$3,598,0004.62%
Global Wealth Management Investment Advisory, Inc. 81,948$10,902,0004.22%
View complete list of ISHARES TR shareholders