Apollon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 364 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.25 and the average weighting 0.2%.

Quarter-by-quarter ownership
Apollon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$900,508
-0.6%
15,569
+6.8%
0.04%
+2.3%
Q2 2023$906,162
-28.5%
14,571
-37.5%
0.04%
-43.6%
Q1 2023$1,267,410
+17.1%
23,315
-3.5%
0.08%
+1.3%
Q4 2022$1,082,626
+134.3%
24,150
+120.4%
0.08%
+102.6%
Q3 2022$462,000
-11.7%
10,958
-4.2%
0.04%
-13.6%
Q2 2022$523,000
-55.3%
11,444
-43.2%
0.04%
-47.0%
Q1 2022$1,169,000
-35.1%
20,144
-28.0%
0.08%
-38.1%
Q4 2021$1,800,000
+35900.0%
27,960
+121465.2%
0.13%
+4366.7%
Q2 2020$5,000230.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Goodwin Investment Advisory 71,969$3,289,010,0002.54%
Intelligence Driven Advisers, LLC 271,883$12,602,0002.47%
Empowered Funds, LLC 394,198$18,015,0002.32%
OmniStar Financial Group, Inc. 43,833$2,003,0002.22%
4J Wealth Management LLC 38,119$1,742,0002.19%
PATTEN & PATTEN INC/TN 526,773$24,074,0002.11%
FORTE ASSET MANAGEMENT LLC 66,304$3,030,0002.10%
Flagship Private Wealth, LLC 45,899$2,098,0002.04%
Outlook Wealth Advisors, LLC 103,624$4,735,0001.94%
Dentgroup LLC 34,579$1,580,0001.76%
View complete list of ISHARES TR shareholders