Icon Wealth Partners, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 323 filers reported holding ISHARES U S ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Icon Wealth Partners, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q2 2021$213,000
-0.5%
4,2550.0%0.02%
-14.8%
Q1 2021$214,000
-4.0%
4,255
-4.4%
0.03%
-22.9%
Q4 2020$223,000
-67.2%
4,453
-67.2%
0.04%
-73.3%
Q3 2020$680,000
+15.6%
13,571
+15.4%
0.13%
-7.7%
Q2 2020$588,000
-44.6%
11,765
-46.3%
0.14%
-66.1%
Q1 2020$1,062,000
-4.2%
21,895
-0.8%
0.42%
+19.4%
Q4 2019$1,109,000
-64.6%
22,079
-64.5%
0.35%
-67.3%
Q3 2019$3,133,000
-15.4%
62,238
-15.4%
1.07%
-18.2%
Q2 2019$3,702,000
-25.0%
73,548
-25.1%
1.31%
-29.0%
Q1 2019$4,935,000
-23.2%
98,220
-23.8%
1.84%
-40.5%
Q4 2018$6,426,000
+27.6%
128,900
+28.5%
3.10%
+47.7%
Q3 2018$5,036,000
+209.0%
100,341
+208.9%
2.10%
+206.6%
Q2 2018$1,630,000
+83.4%
32,483
+83.2%
0.68%
+43.9%
Q1 2018$889,000
+484.9%
17,727
+486.2%
0.48%
+534.7%
Q4 2017$152,0003,0240.08%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Bramshill Investments, LLC 2,124,958$105,334,00014.59%
Columbia Trust Co 01012016 511,929$25,351,00011.87%
Enstar Group LTD 915,711$45,392,00010.36%
Clearwater Capital Advisors, LLC 1,243,146$61,623,0007.06%
B, B, H, & B INC. 148,603$7,366,0006.94%
Navis Wealth Advisors, LLC 133,890$6,637,0005.88%
TRUSTCORE FINANCIAL SERVICES, LLC 1,354,860$67,160,0005.80%
Syverson Strege & Co 79,946$3,963,0004.31%
Rosenberg Matthew Hamilton 225,928$11,199,0003.92%
Roble, Belko & Company, Inc 407,622$20,206,0003.84%
View complete list of ISHARES U S ETF TR shareholders