Apollon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 293 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Apollon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,256,982
+1500.4%
87,269
+1608.8%
0.21%
+1026.3%
Q1 2022$266,000
-10.1%
5,107
-6.0%
0.02%
-13.6%
Q4 2021$296,000
-10.3%
5,433
-9.5%
0.02%
-51.1%
Q3 2021$330,000
-14.3%
6,002
-14.1%
0.04%
-34.8%
Q2 2021$385,000
-84.1%
6,986
-84.2%
0.07%
-85.3%
Q1 2021$2,423,000
+11.6%
44,160
+14.4%
0.47%
-20.4%
Q4 2020$2,171,000
-18.6%
38,617
-19.4%
0.59%
-50.9%
Q3 2020$2,667,000
+3.4%
47,912
+3.4%
1.20%
-15.9%
Q2 2020$2,579,000
+5.1%
46,322
+3.2%
1.42%
-43.5%
Q1 2020$2,455,000
+53.0%
44,891
+53.5%
2.52%
+77.8%
Q4 2019$1,605,000
+32.2%
29,236
+34.4%
1.42%
+11.4%
Q3 2019$1,214,000
+17.5%
21,752
+14.7%
1.27%
+7.3%
Q2 2019$1,033,000
+16.7%
18,968
+14.7%
1.19%
+1.6%
Q1 2019$885,000
-83.9%
16,539
-84.1%
1.17%
-76.9%
Q4 2018$5,481,000104,2305.05%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Matson Money. Inc. 7,718,666$424,698,00016.41%
Boston Standard Wealth Management, LLC 458,517$25,228,000,0007.54%
Trinity Wealth Management, LLC 179,207$9,860,0007.46%
PRUDENT INVESTORS NETWORK, INC. 270,805$14,900,0007.46%
Certified Advisory Corp 544,090$29,936,0007.27%
N.E.W. Advisory Services LLC 685,122$37,695,0006.14%
Compton Financial Group, LLC 239,934$13,201,0005.63%
AMARILLO NATIONAL BANK 416,547$22,918,0004.76%
Brown Financial Advisory 88,114$4,848,0003.99%
DOHJ, LLC 147,641$8,101,0003.84%
View complete list of ISHARES TR shareholders