Apollon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDRV and the CUSIP is 46435U366. A total of 112 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Apollon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$278,220
-8.6%
7,481
+0.6%
0.01%
-6.7%
Q2 2023$304,295
+6.3%
7,438
-0.3%
0.02%
-16.7%
Q1 2023$286,169
+13.5%
7,460
+0.1%
0.02%0.0%
Q4 2022$252,080
-6.3%
7,451
-7.5%
0.02%
-18.2%
Q3 2022$269,000
-19.2%
8,055
-11.0%
0.02%
-21.4%
Q2 2022$333,000
-19.2%
9,054
+2.1%
0.03%
-3.4%
Q1 2022$412,000
-19.2%
8,869
-5.7%
0.03%
-23.7%
Q4 2021$510,0009,4100.04%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
MONUMENTAL FINANCIAL GROUP INC. 61,543$2,288,7841.52%
H&H Retirement Design & Management INC 21,854$771,2430.53%
Destiny Wealth Partners, LLC 64,535$2,400,0420.48%
Better Money Decisions, LLC 8,015$298,0650.26%
Highland Financial Advisors, LLC 12,774$4750.25%
Laidlaw Wealth Management LLC 19,187$713,5650.24%
Phoenix Wealth Advisors 10,007$372,1600.22%
SWEENEY & MICHEL, LLC 12,067$396,1550.21%
TCG Advisory Services, LLC 23,805$885,3050.13%
Peoples Bank/KS 3,629$134,9220.12%
View complete list of ISHARES TR shareholders