EPG Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 110 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
Q2 2024$9,298
-1.7%
0
-100.0%
0.00%0.0%
Q1 2024$9,454
+3.1%
184
+0.5%
0.00%0.0%
Q4 2023$9,174
+1.4%
183
-4.7%
0.00%
-33.3%
Q3 2023$9,049
-7.5%
192
+1.1%
0.00%0.0%
Q2 2023$9,784
-0.6%
190
+1.1%
0.00%0.0%
Q1 2023$9,839
-10.6%
188
+4.4%
0.00%
-25.0%
Q1 2022$11,000
-8.3%
180
+0.6%
0.00%0.0%
Q4 2021$12,0000.0%179
+0.6%
0.00%
-20.0%
Q3 2021$12,000
-20.0%
178
-22.9%
0.01%
-54.5%
Q1 2020$15,000
+200.0%
231
+212.2%
0.01%
+175.0%
Q4 2019$5,000740.00%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Kemper Corp Master Retirement Trust 841,056$59,219,00034.94%
NYL Investors LLC 606,996$42,739,00016.59%
AGILIS PARTNERS LLC 283,588$19,967,0007.48%
Carolina Wealth Advisors, LLC 45,883$3,231,0002.84%
Lineweaver Wealth Advisors, LLC 79,988$5,633,0002.52%
NorthCoast Asset Management LLC 501,855$35,365,0001.80%
Dai-ichi Life Insurance Company, Ltd 1,307,100$92,033,0001.65%
Tri-Star Advisors Inc. 24,541$1,746,0001.09%
PRUDENTIAL PLC 1,410,407$99,307,0000.50%
Pinnacle Family Advisors, LLC 8,194$577,0000.39%
View complete list of ISHARES TR shareholders