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 191 filers reported holding ISHARES U S ETF TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.8%.

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 Q1 2018
NameSharesValueWeighting ↓
TEXAS TREASURY SAFEKEEPING TRUST CO 2,031,430$101,795,00025.27%
Blue Sky Asset Management, LLC 43,792$2,194,0009.53%
Copperleaf Capital, LLC 153,158$7,675,0007.38%
Clearwater Capital Advisors, LLC 928,689$46,537,0007.32%
SHUFRO ROSE & CO LLC 1,223,901$61,330,0005.90%
Kore Private Wealth LLC 581,871$29,158,0005.63%
SMITH CAPITAL MANAGEMENT INC /AR/ADV 150,584$7,546,0004.63%
UBP Investment Advisors SA 118,864$5,957,0004.60%
Denver PWM, LLC 145,998$7,316,0004.26%
Matthew Goff Investment Advisor, LLC 259,795$13,018,0004.15%
View complete list of ISHARES U S ETF TR shareholders