Apollon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 74 filers reported holding ISHARES TR in Q1 2023. 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 2023
NameSharesValueWeighting ↓
CORA CAPITAL ADVISORS LLC 36,793$748,7380.50%
Wharton Business Group, LLC 283,364$5,7660.32%
Lodestone Wealth Management LLC 10,072$255,8400.18%
Laidlaw Wealth Management LLC 23,987$488,1350.16%
Wolf Group Capital Advisors 14,829$301,7700.14%
TCG Advisory Services, LLC 21,429$436,0870.07%
Consolidated Portfolio Review Corp 10,790$219,5700.05%
Visionary Wealth Advisors 26,173$532,6180.04%
Pallas Capital Advisors LLC 30,248$536,2970.03%
RiverFront Investment Group, LLC 41,046$8350.03%
View complete list of ISHARES TR shareholders