Apollon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 565 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 3.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
Apollon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
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 2022
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 212,008$13,961,0008.67%
Bullseye Investment Management, LLC 136,626$8,997,0006.55%
OGOREK ANTHONY JOSEPH /NY/ /ADV 200,973$13,234,0005.65%
Madden Advisory Services, Inc. 122,397$8,060,0005.29%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,067,020$70,270,0005.04%
CUMBERLAND ADVISORS INC 331,735$21,845,0004.58%
Safeguard Investment Advisory Group, LLC 110,697$7,289,0004.25%
Diversified, LLC 150,522$9,912,0004.19%
Flaharty Asset Management, LLC 343,176$22,598,0004.16%
Ahrens Investment Partners LLC 140,861$9,276,0004.10%
View complete list of ISHARES TR shareholders