Apollon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 327 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
Apollon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,241,415
-18.7%
33,928
-13.2%
0.06%
-16.2%
Q2 2023$1,526,727
-4.8%
39,067
-9.1%
0.07%
-24.5%
Q1 2023$1,603,917
+1.4%
42,977
-1.5%
0.10%
-12.5%
Q4 2022$1,582,180
+226.9%
43,634
+190.6%
0.11%
+180.0%
Q3 2022$484,000
-20.5%
15,013
-16.0%
0.04%
-21.6%
Q2 2022$609,000
+163.6%
17,877
+201.6%
0.05%
+218.8%
Q1 2022$231,000
+12.7%
5,928
+10.4%
0.02%
+6.7%
Q4 2021$205,0005,3700.02%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 474,583$16,145,0002.36%
BG Investment Services, Inc. 58,556$1,888,0002.30%
Laurel Wealth Planning LLC 89,738$2,893,0002.13%
PATTON ALBERTSON MILLER GROUP, LLC 285,607$9,208,0001.98%
Brio Consultants, LLC 224,688$7,630,0001.61%
Financial Partners Group, Inc 185,165$5,970,0001.57%
Aspire Capital Advisors LLC 59,044$1,904,0001.51%
Buttonwood Financial Group, LLC 43,521$1,393,0001.45%
EQ LLC 40,459$1,304,0001.13%
Northwest Capital Management Inc 59,377$1,914,0001.11%
View complete list of ISHARES TR shareholders