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 ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders