Icon Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 244 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.

Quarter-by-quarter ownership
Icon Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$206,300
+10.9%
5,0000.0%0.02%
+15.0%
Q2 2023$186,100
-1.4%
5,0000.0%0.02%
-4.8%
Q1 2023$188,800
+372.0%
5,000
+316.7%
0.02%
+40.0%
Q1 2019$40,000
-11.1%
1,2000.0%0.02%
-21.1%
Q2 2018$45,0001,2000.02%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Verger Capital Management LLC 485,051$16,167,00010.66%
Versant Capital Management, Inc 381,772$12,724,0004.99%
New Millennium Group LLC 96,782$3,226,0003.56%
MFA WEALTH ADVISORS, LLC 240,224$8,007,0002.97%
Snider Financial Group 129,903$4,749,0002.58%
Money Design Co.,Ltd. 1,713,476$28,583,5552.41%
Parcion Private Wealth LLC 584,838$19,493,0002.18%
Ayalon Insurance Comp Ltd. 128,770$4,292,0002.02%
Cambria Investment Management, L.P. 544,271$18,141,0001.96%
Van Cleef Asset Management,Inc 297,656$9,921,0001.92%
View complete list of ISHARES TR shareholders