Apollon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 661 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.

Quarter-by-quarter ownership
Apollon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$401,862
-26.3%
7,171
-22.9%
0.01%
-29.4%
Q1 2024$545,170
+8.6%
9,3050.0%0.02%0.0%
Q4 2023$502,185
+5.7%
9,305
-5.0%
0.02%
-29.2%
Q3 2023$475,096
-92.3%
9,796
-91.0%
0.02%
-91.9%
Q2 2023$6,163,379
+1183.1%
109,164
+1126.7%
0.30%
+924.1%
Q1 2023$480,346
-16.8%
8,899
-19.0%
0.03%
-29.3%
Q4 2022$577,670
+52.0%
10,989
+36.4%
0.04%
+32.3%
Q3 2022$380,000
-7.1%
8,055
-0.7%
0.03%
-8.8%
Q2 2022$409,000
-17.4%
8,108
-0.2%
0.03%
-2.9%
Q1 2022$495,000
-12.7%
8,128
-5.6%
0.04%
-16.7%
Q4 2021$567,000
-67.3%
8,613
+62.8%
0.04%
-91.0%
Q4 2020$1,732,000
+2938.6%
5,292
+2361.4%
0.47%
+1412.9%
Q2 2020$57,0002150.03%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 206,348$10,408,0005.84%
CUMBERLAND ADVISORS INC 318,930$16,087,0005.34%
Safeguard Investment Advisory Group, LLC 113,366$6,910,0004.25%
Hobart Private Capital, LLC 180,134$9,085,9594.24%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,233$8,687,0003.99%
Flaharty Asset Management, LLC 359,306$18,123,0003.68%
SFI Advisors, LLC 61,584$3,106,0003.44%
MIRABELLA FINANCIAL SERVICES LLP 678,887$34,262,0003.38%
Crumly & Associates Inc. 155,578$7,847,0003.26%
Ulrich Consultants & Investment Group, LLC 115,045$5,803,0003.18%
View complete list of ISHARES TR shareholders