Apollon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 659 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.

Quarter-by-quarter ownership
Apollon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$240,578
+5.0%
779
+2.1%
0.01%0.0%
Q1 2024$229,034
+7.4%
763
-2.1%
0.01%0.0%
Q4 2023$213,266
-14.5%
779
-26.4%
0.01%
-53.3%
Q1 2023$249,398
+939.2%
1,059
+684.4%
0.02%
+15.4%
Q2 2020$24,0001350.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
UNC Management Company, Inc. 572,030$176,56999.97%
TLWM 290,276$89,599,12119.28%
Wind River Trust Co 124,692$38,488,68015.60%
Family Firm, Inc. 856,336$63,322,28914.12%
AlphaCore Capital LLC 184,127$56,834,37613.73%
Christopher J. Hasenberg, Inc 81,860$25,267,72611.45%
SENTINEL TRUST CO LBA 294,682$90,95911.18%
PITCAIRN CO 518,380$160,008,2239.77%
Compass Financial Group, Inc. 58,632$18,405,7579.16%
Brooklyn FI, LLC 73,545$22,701,1358.87%
View complete list of ISHARES TR shareholders