EPG Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 278 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$101,488
-4.0%
2,0540.0%0.03%0.0%
Q2 2023$105,678
-31.5%
2,054
-33.4%
0.03%
-36.7%
Q1 2023$154,192
+353.5%
3,082
+413.7%
0.05%
+308.3%
Q4 2021$34,000
+3.0%
6000.0%0.01%
-7.7%
Q3 2021$33,000
+32.0%
6000.0%0.01%
-27.8%
Q1 2020$25,000
-41.9%
600
-33.3%
0.02%
-41.9%
Q4 2019$43,0009000.03%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 808,279$42,192,0008.95%
ARQ WEALTH ADVISORS, LLC 179,238$9,356,0005.88%
Fort Henry Capital, LLC 74,374$3,882,0003.88%
Weaver Consulting Group 92,847$4,847,0003.02%
NORTHWEST WEALTH MANAGEMENT, LLC 62,337$3,254,0002.25%
Madrona Financial Services, LLC 72,394$3,779,0002.11%
MARINO, STRAM & ASSOCIATES LLC 76,620$4,000,0001.78%
Strategic Family Wealth Counselors, L.L.C. 50,870$2,655,0001.37%
Professional Financial Advisors, LLC 28,065$1,465,0001.16%
PATTON ALBERTSON MILLER GROUP, LLC 84,467$4,557,0001.08%
View complete list of ISHARES TR shareholders