Apollon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 401 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Apollon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$623,553
+2.0%
12,377
+1.8%
0.03%
+6.9%
Q2 2023$611,397
+7.8%
12,155
+7.7%
0.03%
-17.1%
Q1 2023$567,323
+5.9%
11,290
+5.5%
0.04%
-7.9%
Q4 2022$535,578
-1.9%
10,703
-2.0%
0.04%
-15.6%
Q3 2022$546,00010,9220.04%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Gateway Advisory, LLC 1,446,126$72,523,00019.71%
Tempus Wealth Planning, LLC 266,781$13,379,0009.51%
Eagle Bay Advisors LLC 214,191$10,741,0008.76%
Summit Wealth Group, LLC 166,642$8,357,0008.75%
SUN LIFE FINANCIAL INC 3,422,000$171,613,0007.93%
Winthrop Advisory Group LLC 708,761$35,544,0007.41%
Snider Financial Group 269,300$13,505,0006.14%
Roble, Belko & Company, Inc 590,181$29,598,0005.63%
SVB WEALTH LLC 7,787,019$390,519,0005.23%
SWM Advisors 130,586$6,549,0005.14%
View complete list of ISHARES TR shareholders