Apollon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 406 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

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 2022
NameSharesValueWeighting ↓
Pacific Center for Financial Services 840,953$42,519,00020.95%
SEARCY FINANCIAL SERVICES INC /ADV 355,742$17,986,00014.99%
Winthrop Advisory Group LLC 630,814$31,869,00011.25%
Bogart Wealth, LLC 842,488$42,596,00010.01%
Baystate Wealth Management LLC 1,352,771$68,396,0008.01%
MV CAPITAL MANAGEMENT, INC. 634,128$32,062,0007.55%
Seven Springs Wealth Group, LLC 229,473$11,602,0007.39%
Capital Advantage, Inc. 361,350$18,270,0006.49%
HENGEHOLD CAPITAL MANAGEMENT LLC 586,439$29,650,0005.26%
Heritage Wealth Advisors 699,767$35,408,008,0004.95%
View complete list of ISHARES TR shareholders