Apollon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 786 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.86 and the average weighting 0.3%.

Quarter-by-quarter ownership
Apollon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,055,179
-55.2%
10,848
-52.7%
0.03%
-56.8%
Q1 2024$2,357,506
-3.6%
22,942
-3.3%
0.07%
-12.9%
Q4 2023$2,446,589
+22.8%
23,737
+6.3%
0.08%
-15.0%
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 2023
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,013,290$118,383,00018.04%
Noven Financial Group, Inc. 128,691$15,035,00010.12%
Probity Advisors, Inc. 157,643$18,417,0008.25%
Palisades Hudson Asset Management, L.P. 73,762$8,618,0007.02%
SONATA CAPITAL GROUP INC 62,508$7,303,0006.22%
HOME FEDERAL BANK OF TENNESSEE 86,812$10,143,0006.06%
Advisors Preferred, LLC 49,969$9,367,0005.44%
Spruce Investment Advisors LLC 79,389$9,275,0005.27%
Commonwealth Financial Services, LLC 36,834$4,303,0005.07%
NorthRock Partners, LLC 90,145$10,540,0004.72%
View complete list of ISHARES TR shareholders