Apollon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 203 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Apollon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$231,425
-3.7%
4,2200.0%0.01%0.0%
Q2 2023$240,329
-0.8%
4,2200.0%0.01%
-20.0%
Q1 2023$242,312
+2.3%
4,2200.0%0.02%
-11.8%
Q4 2022$236,7844,2200.02%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
MISSION WEALTH MANAGEMENT, LP 394,719$45,582,0009.07%
NewFocus Financial Group, LLC 45,442$5,248,0003.54%
Parkside Advisors LLC 32,211$3,720,0002.81%
AJ WEALTH STRATEGIES, LLC 33,553$3,875,0002.00%
Pure Financial Advisors, LLC 54,561$6,301,0001.89%
BAILARD, INC. 98,870$11,409,0001.06%
Raub Brock Capital Management LP 28,255$3,263,0001.00%
WEALTHSOURCE PARTNERS, LLC 17,910$2,068,0000.87%
HCR Wealth Advisors 10,155$1,173,0000.62%
Pictet North America Advisors SA 24,072$2,780,0000.61%
View complete list of ISHARES TR shareholders