Icon Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 251 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.47 and the average weighting 0.3%.

Quarter-by-quarter ownership
Icon Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$935,577
-2.7%
2,4480.0%0.11%
+3.9%
Q2 2023$961,746
-7.5%
2,448
-20.1%
0.10%
-9.7%
Q1 2023$1,040,016
+15.3%
3,0650.0%0.11%
+4.6%
Q2 2022$902,000
-24.3%
3,0650.0%0.11%
-8.5%
Q1 2022$1,191,000
-3.7%
3,0650.0%0.12%
-9.9%
Q3 2021$1,237,000
-0.1%
3,0650.0%0.13%
-1.5%
Q2 2021$1,238,000
+11.9%
3,0650.0%0.13%
-3.6%
Q1 2021$1,106,0003,0650.14%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 42,383$11,715,00027.17%
Mathes Company, Inc. 31,655$8,750,0004.88%
Legacy Financial Strategies, LLC 35,377$9,779,0004.55%
SHELTON WEALTH MANAGEMENT, LLC 12,086$3,341,0002.98%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 196,690$54,367,0002.56%
Equitable Holdings, Inc. 460,750$127,356,0002.49%
AFT, FORSYTH & COMPANY, INC. 9,957$2,752,0002.46%
WestEnd Advisors, LLC 241,520$66,758,0002.24%
Karp Capital Management Corp 42,383$11,715,0002.20%
Destination Wealth Management 168,978$46,707,0001.96%
View complete list of ISHARES TR shareholders