Icon Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 928 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 3.73 and the average weighting 0.4%.

Quarter-by-quarter ownership
Icon Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$179,206
-7.4%
5,944
-5.0%
0.02%0.0%
Q2 2023$193,445
-47.9%
6,254
-47.4%
0.02%
-50.0%
Q1 2023$371,245
-47.6%
11,891
-44.8%
0.04%
-52.9%
Q2 2022$708,000
+35.1%
21,547
+49.7%
0.08%
+63.5%
Q1 2022$524,000
+8.7%
14,398
+17.8%
0.05%
+8.3%
Q4 2021$482,000
+3.7%
12,224
+2.0%
0.05%
-2.0%
Q3 2021$465,000
+0.4%
11,982
+1.8%
0.05%
-2.0%
Q2 2021$463,000
+19.6%
11,769
+16.9%
0.05%
+4.2%
Q1 2021$387,000
-31.5%
10,069
-38.3%
0.05%
-65.0%
Q2 2020$565,000
+7971.4%
16,316
+8267.2%
0.14%
+4466.7%
Q1 2019$7,000
-63.2%
195
-62.2%
0.00%
-62.5%
Q2 2018$19,0005160.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$139,24146.33%
Edge Wealth Management LLC 1,561,843$48,674,84611.16%
Family Investment Center, Inc. 516,285$16,118,42911.07%
Sowa Financial Group, Inc. 306,547$9,5706.85%
RS CRUM INC. 511,422$15,966,5906.13%
Quaker Wealth Management, LLC 407,028$12,707,4205.93%
Insight Wealth Strategies, LLC 836,725$26,122,5455.12%
TRUE Private Wealth Advisors 978,197$30,539,3254.52%
SP Asset Management LLC 1,120,186$34,972,2204.29%
Golden Green, Inc. 114,172$3,564,4504.18%
View complete list of ISHARES TR shareholders