Apollon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 174 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Apollon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,046,730
+6.3%
14,542
+0.1%
0.03%
+3.2%
Q1 2024$984,298
-4.8%
14,528
-6.4%
0.03%
-13.9%
Q4 2023$1,033,392
+6.2%
15,523
+1.3%
0.04%
-26.5%
Q3 2023$972,920
-3.9%
15,322
+0.6%
0.05%0.0%
Q2 2023$1,012,096
-1.9%
15,233
+0.2%
0.05%
-22.2%
Q1 2023$1,032,199
+4.5%
15,208
-0.2%
0.06%
-10.0%
Q4 2022$987,624
+15.0%
15,243
+3.9%
0.07%
-1.4%
Q3 2022$859,000
-13.5%
14,676
+2.2%
0.07%
-14.5%
Q2 2022$993,000
-14.9%
14,354
-7.7%
0.08%0.0%
Q1 2022$1,167,000
+0.6%
15,557
+10.9%
0.08%
-4.6%
Q4 2021$1,160,00014,0230.09%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Mizuho Bank, Ltd. 1,310,000$82,451,00010.78%
Psagot Value Holdings Ltd. 2,044,429$128,676,0005.41%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 192,901$12,201,0005.24%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 63,465$4,014,0004.96%
New Vernon Capital Holdings II LLC 37,305$2,348,0004.32%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 451,098$28,392,0003.46%
CUMBERLAND ADVISORS INC 77,660$4,888,0003.06%
Donald L. Hagan, LLC 41,597$2,618,0002.52%
Circle Wealth Management, LLC 76,400$4,809,0002.31%
AVALON CAPITAL MANAGEMENT 47,975$3,020,0002.09%
View complete list of ISHARES TR shareholders