EPG Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 149 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.21 and the average weighting 0.6%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
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 Q4 2021
NameSharesValueWeighting ↓
Kemper Corp Master Retirement Trust 1,214,973$81,002,00043.65%
NYL Investors LLC 631,600$42,109,0005.38%
Allianz Investment Management U.S. LLC 1,470,000$98,005,0004.79%
AGILIS PARTNERS LLC 122,007$8,134,0003.70%
Carolina Wealth Advisors, LLC 50,275$3,352,0002.45%
Copperleaf Capital, LLC 29,100$1,940,0002.07%
Spectrum Planning & Advisory Services Inc. 26,698$1,780,0001.83%
Lineweaver Wealth Advisors, LLC 75,600$5,040,0001.79%
Cardinal Strategic Wealth Guidance 41,281$2,752,0001.61%
VIVID FINANCIAL MANAGEMENT, INC. 46,981$3,132,0001.44%
View complete list of ISHARES TR shareholders