Icon Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
Icon Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$1,724,000
-18.7%
34,186
-1.7%
0.21%
-2.4%
Q1 2022$2,120,000
+13.2%
34,777
+22.3%
0.21%
+12.2%
Q4 2021$1,872,000
+8.6%
28,434
+3.6%
0.19%
+3.3%
Q3 2021$1,723,000
+36.9%
27,437
+687.1%
0.18%
+34.8%
Q2 2021$1,259,000
-68.2%
3,486
-70.9%
0.14%
-72.8%
Q1 2021$3,961,000
-33.3%
11,990
-33.9%
0.50%
-47.1%
Q4 2020$5,936,000
+10.8%
18,136
+1.4%
0.94%
-9.4%
Q3 2020$5,359,000
+18.2%
17,885
+4.5%
1.04%
-5.7%
Q2 2020$4,532,00017,1171.10%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 291,204$15,308,5946.63%
Hobart Private Capital, LLC 181,847$9,559,6976.47%
J Arnold Wealth Management Co 240,573$12,646,9366.24%
Hall Private Wealth Advisors 207,876$10,928,0416.21%
FinDec Wealth Services, Inc. 129,539$6,809,8435.63%
Safeguard Investment Advisory Group, LLC 130,804$6,877,4454.24%
OGOREK ANTHONY JOSEPH /NY/ /ADV 171,433$9,0123.92%
RPg Family Wealth Advisory, LLC 96,861$5,091,9833.49%
Flaharty Asset Management, LLC 344,242$18,096,8253.39%
Madden Advisory Services, Inc. 84,630$4,449,0213.33%
View complete list of ISHARES TR shareholders