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 321 filers reported holding ISHARES U S ETF TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

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 Q2 2022
NameSharesValueWeighting ↓
PALLADIEM, LLC 236,992$9,702,0009.64%
Northwest Capital Management Inc 370,622$15,173,0007.95%
TRUE Private Wealth Advisors 1,200,085$49,131,0007.15%
Williams Financial, LLC 145,642$5,963,0004.85%
Scarborough Advisors, LLC 338,335$13,851,0004.72%
MCMORGAN & CO LLC 502,160$20,558,0004.60%
Evolution Wealth Advisors, LLC 440,269$18,025,0004.56%
Ledge Wealth Management, Inc. 157,715$6,457,0003.97%
BKA Wealth Consulting, Inc. 48,443$1,983,0003.60%
Axiom Advisory, LLC 66,839$2,737,0003.04%
View complete list of ISHARES U S ETF TR shareholders