Apollon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 75 filers reported holding ISHARES TR in Q4 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 Q4 2022
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 79,806$3,496,0001.28%
STRATEGIC WEALTH MANAGEMENT INC 43,546$1,908,0000.94%
Sharkey, Howes & Javer 62,112$2,721,0000.62%
Congress Park Capital LLC 17,437$764,0000.38%
Wharton Business Group, LLC 138,135$6,052,0000.37%
Wolf Group Capital Advisors 50,415$2,209,0000.36%
TCG Advisory Services, LLC 35,319$1,547,0000.36%
Wealthcare Advisory Partners LLC 130,907$5,735,0000.34%
WILLNER & HELLER, LLC 4,132$210,0000.28%
S.C. Financial Services, Inc. 5,947$225,0000.26%
View complete list of ISHARES TR shareholders