Apollon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 264 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Apollon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$801,039
-16.4%
15,954
-15.5%
0.02%
-20.0%
Q1 2024$958,570
-8.7%
18,881
-7.8%
0.03%
-16.7%
Q4 2023$1,049,450
-1.0%
20,473
-7.2%
0.04%
-32.1%
Q3 2023$1,060,248
+11.3%
22,056
+16.0%
0.05%
+15.2%
Q2 2023$952,286
+27.4%
19,012
+28.9%
0.05%0.0%
Q1 2023$747,406
+159.5%
14,753
+146.2%
0.05%
+91.7%
Q3 2022$288,000
+44.0%
5,992
+78.8%
0.02%
+60.0%
Q4 2021$200,0003,3520.02%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,288,667$64,54915.16%
Long Run Wealth Advisors, LLC 715,627$35,845,77411.44%
Kingdom Financial Group LLC. 117,234$5,872,2325.76%
Simplicity Wealth,LLC 136,545$6,839,5504.25%
Japan Science & Technology Agency 7,234,311$362,366,6384.18%
Ratio Wealth Group 314,422$15,749,3983.90%
Shelter Mutual Insurance Co 290,980$14,575,1883.54%
Erickson Financial Group, LLC 74,264$3,719,8843.38%
Quantitative Strategies, Inc. 98,786$4,948,1913.32%
Westover Capital Advisors, LLC 166,432$8,336,5792.90%
View complete list of ISHARES TR shareholders