Apollon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 613 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.

Quarter-by-quarter ownership
Apollon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,325,986
-5.3%
60,163
-1.6%
0.07%0.0%
Q2 2023$1,399,599
+221.9%
61,118
+228.6%
0.07%
+148.1%
Q1 2023$434,806
-68.2%
18,597
-69.1%
0.03%
-72.2%
Q4 2022$1,365,928
-5.9%
60,120
-5.7%
0.10%
-19.2%
Q3 2022$1,452,000
+23.2%
63,775
+29.3%
0.12%
+22.4%
Q2 2022$1,179,000
-44.5%
49,330
-42.1%
0.10%
-35.1%
Q1 2022$2,123,000
+26.6%
85,214
+35.6%
0.15%
+20.8%
Q4 2021$1,677,000
+11080.0%
62,851
+11390.1%
0.12%
+1462.5%
Q2 2020$15,0005470.01%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,610,117$89,134,0009.03%
PARK AVENUE SECURITIES LLC 1,152,200$28,459,0006.31%
Relative Value Partners Group, LLC 1,206,594$29,791,0003.30%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,407,995$429,803,0003.28%
SUNTRUST BANKS INC 21,085,683$520,605,0002.91%
CADINHA & CO LLC 554,998$13,703,0002.76%
Lenox Wealth Management, Inc. 275,512$6,802,0002.19%
LVZ, Inc. 308,724$7,622,0002.07%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 410,617$10,138,0001.78%
Allegis Investment Advisors, LLC 229,454$5,665,0001.74%
View complete list of ISHARES TR shareholders