Apollon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.

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 Q4 2023
NameSharesValueWeighting ↓
Gateway Advisory, LLC 1,439,754$72,045,00030.68%
Rain Capital Management, LLC 431,762$21,605,00015.53%
PEAK FINANCIAL ADVISORS LLC 284,360$14,229,00014.09%
Tempus Wealth Planning, LLC 242,157$12,118,0009.96%
Summit Wealth Group, LLC 151,852$7,599,0008.98%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 212,950$10,656,0008.77%
Capital Advantage, Inc. 732,249$36,642,0008.08%
Winthrop Advisory Group LLC 667,336$33,394,0007.84%
FOSTER DYKEMA CABOT & CO INC/MA 1,167,639$58,429,0007.21%
Doyle Wealth Management 1,752,218$87,681,0007.08%
View complete list of ISHARES TR shareholders