Apollon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 140 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Apollon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$277,311
-14.7%
7,201
-16.2%
0.01%
-12.5%
Q2 2023$325,139
-49.5%
8,597
-51.5%
0.02%
-59.0%
Q1 2023$643,769
-28.6%
17,710
-35.2%
0.04%
-39.1%
Q4 2022$901,819
-11.5%
27,311
-9.0%
0.06%
-23.8%
Q3 2022$1,019,000
-5.5%
30,010
-2.5%
0.08%
-6.7%
Q2 2022$1,078,000
-20.9%
30,778
-3.5%
0.09%
-7.2%
Q1 2022$1,362,000
-17.9%
31,902
-14.2%
0.10%
-21.8%
Q4 2021$1,658,00037,1770.12%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
OGOREK ANTHONY JOSEPH /NY/ /ADV 171,549$7,402,0003.31%
Royal Harbor Partners, LLC 114,403$4,936,0003.28%
CADINHA & CO LLC 400,407$17,278,0002.32%
AMARILLO NATIONAL BANK 156,996$6,775,0001.94%
Migdal Insurance & Financial Holdings Ltd. 2,590,845$111,795,0001.17%
LVM CAPITAL MANAGEMENT LTD/MI 167,800$7,241,0001.10%
RETIREMENT CAPITAL STRATEGIES 64,241$2,772,0001.06%
Wharton Business Group, LLC 142,366$6,143,0000.48%
Wealthcare Advisory Partners LLC 134,719$5,813,0000.39%
BAKER TILLY WEALTH MANAGEMENT, LLC 25,726$1,110,0000.18%
View complete list of ISHARES TR shareholders