Apollon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 607 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 16.37 and the average weighting 0.8%.

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 Q1 2023
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders