Apollon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 84 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Apollon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$370,868
-41.8%
15,938
-37.1%
0.02%
-48.9%
Q4 2022$637,596
-20.9%
25,332
-17.1%
0.04%
-31.8%
Q3 2022$806,000
-35.3%
30,560
-29.0%
0.07%
-36.5%
Q2 2022$1,245,000
-21.3%
43,066
-6.2%
0.10%
-7.1%
Q1 2022$1,582,000
-23.0%
45,924
-2.1%
0.11%
-26.8%
Q4 2021$2,054,00046,8880.15%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 172,534$8,977,0003.42%
STRATEGIC WEALTH MANAGEMENT INC 40,772$2,121,0001.14%
Sharkey, Howes & Javer 64,027$3,331,0000.88%
Wharton Business Group, LLC 162,890$8,475,0000.66%
Congress Park Capital LLC 21,780$1,133,0000.57%
Wolf Group Capital Advisors 16,789$874,0000.47%
TCG Advisory Services, LLC 29,516$1,536,0000.41%
Wealthcare Advisory Partners LLC 109,762$5,711,0000.38%
BAKER TILLY WEALTH MANAGEMENT, LLC 22,450$1,168,0000.19%
Mayflower Financial Advisors, LLC 16,201$843,0000.12%
View complete list of ISHARES TR shareholders