Apollon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.

Quarter-by-quarter ownership
Apollon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,991,961
-7.0%
22,326
-0.9%
0.10%
-2.9%
Q2 2023$2,141,464
+33.2%
22,520
+31.1%
0.10%
+4.0%
Q1 2023$1,608,102
+1.4%
17,182
-1.0%
0.10%
-11.6%
Q4 2022$1,585,306
+217.7%
17,362
+186.8%
0.11%
+173.2%
Q3 2022$499,000
-51.5%
6,054
-47.6%
0.04%
-52.3%
Q2 2022$1,029,000
+97.5%
11,561
+127.4%
0.09%
+132.4%
Q1 2022$521,000
-2.8%
5,084
-0.9%
0.04%
-7.5%
Q4 2021$536,000
+100.7%
5,128
+93.7%
0.04%
+8.1%
Q3 2021$267,000
+1171.4%
2,648
+1387.6%
0.04%
+208.3%
Q2 2020$21,0001780.01%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders