Apollon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 253 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.1%.

Quarter-by-quarter ownership
Apollon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$309,889
-39.0%
3,072
-35.9%
0.02%
-36.0%
Q2 2023$508,415
+65.5%
4,795
+56.3%
0.02%
+31.6%
Q1 2023$307,255
-8.6%
3,068
-12.0%
0.02%
-20.8%
Q4 2022$336,126
+18.8%
3,485
+3.3%
0.02%
+4.3%
Q3 2022$283,000
-4.7%
3,375
+0.1%
0.02%
-8.0%
Q2 2022$297,000
-16.3%
3,373
+0.1%
0.02%0.0%
Q1 2022$355,000
-8.3%
3,370
-1.8%
0.02%
-13.8%
Q4 2021$387,000
+26.9%
3,433
+20.6%
0.03%
-31.0%
Q3 2021$305,000
-5.3%
2,846
-1.7%
0.04%
-27.6%
Q2 2021$322,000
+17.5%
2,896
+11.7%
0.06%
+9.4%
Q1 2021$274,000
+1041.7%
2,592
+1530.2%
0.05%
+307.7%
Q2 2020$24,0001590.01%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
MORGAN JESS S & CO INC 41,024$4,325,0003.15%
First Citizens Financial Corp 38,005$4,007,0003.01%
MinichMacGregor Wealth Management, LLC 82,130$8,658,0002.77%
Modus Advisors, LLC 43,822$4,620,0002.03%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,321,0001.92%
NEIRG Wealth Management, LLC 83,210$8,773,0001.72%
Kesler, Norman & Wride, LLC 67,194$7,084,0001.58%
Rainsberger Wealth Advisors, Inc. 19,819$2,089,0001.34%
PLANNING DIRECTIONS INC 15,360$1,619,0001.14%
EUDAIMONIA ADVISORS LLC 16,900$1,782,0001.02%
View complete list of ISHARES TR shareholders