EPG Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 587 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$150,815
-4.2%
2,5140.0%0.04%
-4.3%
Q2 2023$157,427
+1.1%
2,5140.0%0.05%
-4.1%
Q1 2023$155,742
+7.0%
2,5140.0%0.05%
-10.9%
Q4 2022$145,510
-47.5%
2,514
-53.9%
0.06%
-51.8%
Q3 2022$277,000
-32.3%
5,449
-24.0%
0.11%
-34.9%
Q2 2022$409,000
-14.4%
7,1740.0%0.18%
+6.1%
Q1 2022$478,000
-11.3%
7,174
-5.7%
0.16%
-13.2%
Q4 2021$539,000
-0.2%
7,6040.0%0.19%
-12.4%
Q3 2021$540,000
-3.1%
7,6040.0%0.22%
-8.1%
Q2 2021$557,000
+4.3%
7,6040.0%0.24%
-9.2%
Q1 2021$534,000
-23.8%
7,604
-27.1%
0.26%
-38.2%
Q4 2020$701,00010,4370.42%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,037,369$492,717,00031.27%
AlphaCore Capital LLC 482,836$26,324,00026.24%
New England Professional Planning Group Inc. 567,923$33,110,00025.57%
Brightworth 2,436,841$132,857,00018.47%
Tanglewood Wealth Management, Inc. 966,639$52,701,00014.91%
ESL Trust Services, LLC 592,240$32,289,00014.64%
KEMPER Corp 1,135,946$61,932,00013.15%
AGILIS PARTNERS LLC 379,815$20,708,00012.13%
Corrigan Financial, Inc. 357,889$19,512,08110.49%
CAHABA WEALTH MANAGEMENT, INC. 846,844$49,472,00010.21%
View complete list of ISHARES TR shareholders