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

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 170 filers reported holding ISHARES U S ETF TR in Q3 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.1%.

Quarter-by-quarter ownership
Icon Wealth Partners, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$117,465
+12.2%
4,0300.0%0.01%
+18.2%
Q2 2023$104,700
-4.2%
4,030
-0.3%
0.01%
-8.3%
Q1 2023$109,309
-96.2%
4,044
-94.2%
0.01%
-96.5%
Q2 2022$2,855,000
-56.6%
69,746
-57.5%
0.34%
-47.9%
Q1 2022$6,574,000
+23.9%
164,140
-4.5%
0.65%
+22.9%
Q4 2021$5,308,000
-15.4%
171,877
-1.8%
0.53%
-19.6%
Q3 2021$6,273,000
+58.4%
175,020
+52.5%
0.66%
+55.8%
Q2 2021$3,960,000114,7720.42%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Peak Financial Management, Inc. 204,877$5,322,7121.90%
Evolution Wealth Advisors, LLC 270,812$7,035,6891.55%
Axiom Advisory, LLC 62,309$1,618,7981.43%
First National Bank of South Miami 68,073$1,768,5401.42%
Northwest Capital Management Inc 89,370$2,321,8410.97%
Certus Wealth Management, LLC 30,411$790,0780.78%
Anfield Capital Management, LLC 56,236$1,461,0110.64%
CLIENT 1ST ADVISORY GROUP, LLC 44,777$1,163,3130.61%
Atomi Financial Group, Inc. 35,126$912,5710.42%
PATTON ALBERTSON MILLER GROUP, LLC 80,362$2,087,8050.40%
View complete list of ISHARES U S ETF TR shareholders